A detailed history of Clearstead Advisors, LLC transactions in Msci Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 334 shares of MSCI stock, worth $192,444. This represents 0.0% of its overall portfolio holdings.

Number of Shares
334
Previous 85 292.94%
Holding current value
$192,444
Previous $47,000 240.43%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$446.0 - $554.83 $111,054 - $138,152
249 Added 292.94%
334 $160,000
Q1 2024

May 14, 2024

SELL
$538.05 - $604.3 $2,690 - $3,021
-5 Reduced 5.56%
85 $47,000
Q4 2023

Feb 12, 2024

BUY
$471.55 - $570.6 $2,357 - $2,853
5 Added 5.88%
90 $50,000
Q1 2023

May 09, 2023

BUY
$459.12 - $568.44 $26,628 - $32,969
58 Added 214.81%
85 $47,000
Q4 2022

Feb 14, 2023

SELL
$388.72 - $521.76 $3,887 - $5,217
-10 Reduced 27.03%
27 $12,000
Q3 2022

Nov 14, 2022

BUY
$410.11 - $512.12 $2,050 - $2,560
5 Added 15.63%
37 $16,000
Q2 2022

Aug 12, 2022

SELL
$379.08 - $519.51 $21,607 - $29,612
-57 Reduced 64.04%
32 $13,000
Q4 2021

Feb 14, 2022

SELL
$579.3 - $675.15 $2,317 - $2,700
-4 Reduced 4.3%
89 $55,000
Q3 2021

Nov 12, 2021

BUY
$534.03 - $661.37 $44,324 - $54,893
83 Added 830.0%
93 $57,000
Q2 2021

Aug 12, 2021

BUY
$428.55 - $542.17 $4,285 - $5,421
10 New
10 $5,000

Others Institutions Holding MSCI

About MSCI Inc.


  • Ticker MSCI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 79,958,200
  • Market Cap $46.1B
  • Description
  • MSCI Inc., together with its subsidiaries, provides investment decision support tools for the clients to manage their investment processes worldwide. It operates through four segments: Index, Analytics, ESG and Climate, and All Other ? Private Assets. The Index segment provides indexes for use in various areas of the investment process, includin...
More about MSCI
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.