A detailed history of Ever Source Wealth Advisors, LLC transactions in Msci Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 363 shares of MSCI stock, worth $221,974. This represents 0.01% of its overall portfolio holdings.

Number of Shares
363
Previous 572 36.54%
Holding current value
$221,974
Previous $275,000 23.27%
% of portfolio
0.01%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$479.31 - $584.91 $100,175 - $122,246
-209 Reduced 36.54%
363 $211,000
Q2 2024

Aug 13, 2024

BUY
$446.0 - $554.83 $46,384 - $57,702
104 Added 22.22%
572 $275,000
Q1 2024

Jun 11, 2024

BUY
$538.05 - $604.3 $3,228 - $3,625
6 Added 1.3%
468 $262,000
Q4 2023

Feb 09, 2024

SELL
$471.55 - $570.6 $1,886 - $2,282
-4 Reduced 0.86%
462 $261,000
Q3 2023

Nov 03, 2023

BUY
$469.46 - $557.25 $24,881 - $29,534
53 Added 12.83%
466 $239,000
Q2 2023

Aug 04, 2023

BUY
$456.98 - $557.37 $3,198 - $3,901
7 Added 1.72%
413 $193,000
Q1 2023

May 11, 2023

SELL
$459.12 - $568.44 $1,377 - $1,705
-3 Reduced 0.73%
406 $227,000
Q4 2022

Feb 09, 2023

SELL
$388.72 - $521.76 $38,094 - $51,132
-98 Reduced 19.33%
409 $190,000
Q3 2022

Nov 07, 2022

BUY
$410.11 - $512.12 $17,224 - $21,509
42 Added 9.03%
507 $214,000
Q2 2022

Aug 01, 2022

SELL
$379.08 - $519.51 $210,389 - $288,328
-555 Reduced 54.41%
465 $192,000
Q1 2022

May 25, 2022

BUY
$456.63 - $595.58 $105,481 - $137,578
231 Added 29.28%
1,020 $513,000
Q4 2021

Feb 07, 2022

BUY
$579.3 - $675.15 $457,067 - $532,693
789 New
789 $484,000

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 $48.9B
  • 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...
More about MSCI
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