Ep Wealth Advisors, LLC Msci Inc. Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Msci Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,243 shares of MSCI stock, worth $1.26 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,243

Previous 2,262 0.84%

Holding current value

$1.26 Million

Previous $1.32 Million 2.05%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$569.09 - $635.99 $10,812 - $12,083	-19 Reduced 0.84%	2,243 $1.35 Million
Q3 2024 Nov 14, 2024	BUY	$479.31 - $584.91 $838,792 - $1.02 Million	1,750 Added 341.8%	2,262 $1.32 Million
Q2 2024 Aug 19, 2024	BUY	$446.0 - $554.83 $30,328 - $37,728	68 Added 15.32%	512 $246,000
Q1 2024 May 14, 2024	BUY	$538.05 - $604.3 $6,456 - $7,251	12 Added 2.78%	444 $248,000
Q4 2023 Feb 28, 2024	SELL	$471.55 - $570.6 $24,049 - $29,100	-51 Reduced 10.56%	432 $244,000
Q3 2023 Nov 22, 2023	SELL	$469.46 - $557.25 $11.9 Million - $14.1 Million	-25,345 Reduced 98.13%	483 $247,000
Q2 2023 Aug 14, 2023	BUY	$456.98 - $557.37 $7.37 Million - $8.98 Million	16,118 Added 165.99%	25,828 $12.1 Million
Q1 2023 Jun 05, 2023	BUY	$459.12 - $568.44 $4.46 Million - $5.52 Million	9,710 New	9,710 $5.43 Million
Q4 2022 Jun 12, 2023	SELL	$388.72 - $521.76 $3.55 Million - $4.76 Million	-9,127 Reduced 94.0%	583 $271,000
Q2 2022 Aug 11, 2022	BUY	$379.08 - $519.51 $492,045 - $674,323	1,298 Added 192.3%	1,973 $813,000
Q1 2022 May 20, 2022	BUY	$456.63 - $595.58 $110,504 - $144,130	242 Added 55.89%	675 $340,000
Q4 2021 Feb 17, 2022	BUY	$579.3 - $675.15 $8,110 - $9,452	14 Added 3.34%	433 $265,000
Q3 2021 Nov 23, 2021	SELL	$534.03 - $661.37 $7.35 Million - $9.11 Million	-13,771 Reduced 97.05%	419 $255,000
Q3 2021 Nov 16, 2021	BUY	$534.03 - $661.37 $7.36 Million - $9.12 Million	13,786 Added 3412.38%	14,190 $255,000
Q2 2021 Aug 24, 2021	BUY	$428.55 - $542.17 $173,134 - $219,036	404 New	404 $215,000

Others Institutions Holding MSCI

# of Institutions

1,153

Shares Held

71.8M

Call Options Held

143K

Put Options Held

266K

View Full List

About MSCI Inc.

Ticker MSCI
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 79,958,200
Market Cap $44.9B
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...

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Ep Wealth Advisors, LLC Msci Inc. Transaction History