A detailed history of Forum Financial Management, LP transactions in Msci Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 521 shares of MSCI stock, worth $309,015. This represents 0.01% of its overall portfolio holdings.

Number of Shares
521
Previous 515 1.17%
Holding current value
$309,015
Previous $248,000 22.18%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$479.31 - $584.91 $2,875 - $3,509
6 Added 1.17%
521 $303,000
Q2 2024

Jul 30, 2024

BUY
$446.0 - $554.83 $446 - $554
1 Added 0.19%
515 $248,000
Q2 2023

Jul 26, 2023

BUY
$456.98 - $557.37 $913 - $1,114
2 Added 0.39%
514 $241,000
Q4 2022

Jan 24, 2023

SELL
$388.72 - $521.76 $14,382 - $19,305
-37 Reduced 6.74%
512 $0
Q3 2022

Nov 07, 2022

SELL
$410.11 - $512.12 $15,174 - $18,948
-37 Reduced 6.31%
549 $232,000
Q2 2022

Aug 15, 2022

BUY
$379.08 - $519.51 $61,031 - $83,641
161 Added 37.88%
586 $242,000
Q1 2022

May 16, 2022

BUY
$456.63 - $595.58 $7,306 - $9,529
16 Added 3.91%
425 $213,000
Q4 2021

Feb 18, 2022

BUY
$579.3 - $675.15 $236,933 - $276,136
409 New
409 $251,000

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 $47.4B
  • 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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