A detailed history of Ep Wealth Advisors, LLC transactions in Msci Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,262 shares of MSCI stock, worth $1.38 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,262
Previous 512 341.8%
Holding current value
$1.38 Million
Previous $246,000 435.77%
% of portfolio
0.01%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About MSCI Inc.


  • Ticker MSCI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 79,958,200
  • Market Cap $48.6B
  • 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
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