B. Riley Wealth Advisors, Inc.

Position in SPGI — S&P Global Inc.

CIK 1464811 MEMPHIS, TN

Position in SPGI

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$698,545

-$163,193 QoQ

Shares Held

1,916

-10.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,147

of 1,991 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $1,750,637 across 4 Financial Data & Stock Exchanges names. SPGI ranks #1 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	1,916	$698,545
2	CME	Cme Group Inc.	2,145	$473,680
3	COIN	Coinbase Global, Inc.	2,076	$303,490
4	MCO	Moodys Corp /De/	607	$274,922

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$698,545	1,813	-10.5%	Shares	Sole	2026-07-14
2026-03-31	$861,738	2,026	-20.4%	Shares	Sole	2026-04-27
2025-12-31	$1,330,514	2,546	-4.3%	Shares	Sole	2026-02-17
2025-09-30	$1,294,648	2,660	-15.0%	Shares	Sole	2025-10-31
2025-06-30	$1,649,363	3,128	-10.4%	Shares	Sole	2025-08-19
2024-12-31	$1,739,618	3,493	-8.9%	Shares	Sole	2025-02-25
2024-09-30	$1,981,754	3,836	-10.0%	Shares	Sole	2024-12-13
2024-06-30	$1,900,405	4,261	-7.8%	Shares	Sole	2024-08-19
2024-03-31	$1,966,855	4,623	+6.1%	Shares	Sole	2024-05-16
2023-12-31	$1,920,226	4,359	-5.7%	Shares	Sole	2024-03-15
2023-09-30	$1,689,290	4,623	+4.3%	Shares	Sole	2023-12-01
2023-06-30	$1,777,546	4,434	-10.5%	Shares	Sole	2023-07-27
2023-03-31	$1,707,301	4,952	+10.7%	Shares	Sole	2023-05-17
2022-12-31	$1,497,851	4,472	+21.5%	Shares	Sole	2023-03-15
2022-09-30	$1,123,687	3,680	+19.6%	Shares	Other	2022-11-22
2022-06-30	$1,037,132	3,077	-1.1%	Shares	Other	2022-08-12
2022-03-31	$1,275,658	3,110	+96.1%	Shares	Other	2022-05-02
2021-12-31	$748,480	1,586	+18.8%	Shares	Other	2022-01-28
2021-09-30	$567,228	1,335	-1.5%	Shares	Other	2021-11-16
2021-06-30	$556,570	1,356	+27.3%	Shares	Other	2021-08-10
2021-03-31	$375,806	1,065	—	Shares	Other	2021-05-13
No filing history on record for this holder in this stock.