Global Retirement Partners, LLC Msci Inc. Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Msci Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 135 shares of MSCI stock, worth $79,591. This represents 0.0% of its overall portfolio holdings.

Number of Shares

135

Previous 97 39.18%

Holding current value

$79,591

Previous $46,000 69.57%

% of portfolio

0.0%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$479.31 - $584.91 $18,213 - $22,226	38 Added 39.18%	135 $78,000
Q2 2024 Jul 23, 2024	SELL	$446.0 - $554.83 $113,730 - $141,481	-255 Reduced 72.44%	97 $46,000
Q1 2024 Apr 23, 2024	BUY	$538.05 - $604.3 $9,146 - $10,273	17 Added 5.07%	352 $197,000
Q4 2023 Jan 18, 2024	SELL	$471.55 - $570.6 $17,447 - $21,112	-37 Reduced 9.95%	335 $189,000
Q3 2023 Oct 13, 2023	BUY	$469.46 - $557.25 $5,633 - $6,687	12 Added 3.33%	372 $190,000
Q2 2023 Jul 20, 2023	SELL	$456.98 - $557.37 $456 - $557	-1 Reduced 0.28%	360 $168,000
Q1 2023 May 05, 2023	BUY	$459.12 - $568.44 $2,295 - $2,842	5 Added 1.4%	361 $202,000
Q4 2022 Feb 13, 2023	SELL	$388.72 - $521.76 $8,940 - $12,000	-23 Reduced 6.07%	356 $165,000
Q3 2022 Nov 03, 2022	BUY	$410.11 - $512.12 $820 - $1,024	2 Added 0.53%	379 $178,000
Q2 2022 Jul 15, 2022	BUY	$379.08 - $519.51 $4,928 - $6,753	13 Added 3.57%	377 $155,000
Q1 2022 Jul 14, 2022	BUY	$456.63 - $595.58 $166,213 - $216,791	364 New	364 $151,000
Q4 2021 Jan 21, 2022	SELL	$579.3 - $675.15 $128,025 - $149,208	-221 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$534.03 - $661.37 $27,235 - $33,729	51 Added 30.0%	221 $134,000
Q2 2021 Jul 15, 2021	BUY	$428.55 - $542.17 $13,713 - $17,349	32 Added 23.19%	170 $91,000
Q1 2021 Apr 14, 2021	BUY	$393.34 - $453.19 $5,506 - $6,344	14 Added 11.29%	138 $58,000
Q4 2020 Jan 13, 2021	SELL	$340.68 - $446.53 $5,110 - $6,697	-15 Reduced 10.79%	124 $55,000
Q3 2020 Oct 09, 2020	SELL	$339.25 - $394.0 $26,461 - $30,732	-78 Reduced 35.94%	139 $50,000
Q2 2020 Jul 13, 2020	BUY	$270.61 - $347.25 $5,412 - $6,945	20 Added 10.15%	217 $72,000
Q1 2020 Apr 28, 2020	BUY	$224.65 - $332.11 $7,862 - $11,623	35 Added 21.6%	197 $57,000
Q4 2019 Jan 23, 2020	BUY	$212.7 - $266.32 $3,615 - $4,527	17 Added 11.72%	162 $42,000
Q3 2019 Nov 19, 2019	SELL	$209.24 - $245.73 $418 - $491	-2 Reduced 1.36%	145 $32,000
Q2 2019 Nov 19, 2019	SELL	$201.88 - $243.99 $5,450 - $6,587	-27 Reduced 15.52%	147 $35,000
Q1 2019 May 07, 2019	SELL	$141.34 - $198.84 $3,957 - $5,567	-28 Reduced 13.86%	174 $35,000
Q3 2018 Oct 17, 2018	BUY	$163.0 - $182.23 $22,983 - $25,694	141 Added 231.15%	202 $36,000
Q2 2018 Aug 13, 2018	SELL	$144.05 - $172.75 $432 - $518	-3 Reduced 4.69%	61 $10,000
Q4 2017 Aug 13, 2018	SELL	$116.98 - $129.35 $233 - $258	-2 Reduced 3.03%	64 $8,000
Q2 2017 Aug 10, 2018	SELL	N/A	-3 Reduced 4.35%	66 $7,000
Q1 2017 Aug 10, 2018	BUY	N/A	69	69 $7,000

Others Institutions Holding MSCI

# of Institutions

1,079

Shares Held

68.6M

Call Options Held

121K

Put Options Held

189K

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 $47.1B
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...

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Global Retirement Partners, LLC Msci Inc. Transaction History