A detailed history of Liberty Wealth Management LLC transactions in Msci Inc. stock. As of the latest transaction made, Liberty Wealth Management LLC holds 1,883 shares of MSCI stock, worth $1.12 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,883
Previous 1,883 -0.0%
Holding current value
$1.12 Million
Previous $907,000 20.95%
% of portfolio
0.19%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

SELL
$456.98 - $557.37 $6,854 - $8,360
-15 Reduced 0.79%
1,883 $883,000
Q1 2023

May 03, 2023

SELL
$459.12 - $568.44 $459 - $568
-1 Reduced 0.05%
1,898 $1.06 Million
Q3 2022

Nov 15, 2022

BUY
$410.11 - $512.12 $4,921 - $6,145
12 Added 0.64%
1,899 $801,000
Q2 2022

Aug 15, 2022

SELL
$379.08 - $519.51 $7,202 - $9,870
-19 Reduced 1.0%
1,887 $777,000
Q1 2022

May 09, 2022

SELL
$456.63 - $595.58 $9,132 - $11,911
-20 Reduced 1.04%
1,906 $958,000
Q4 2021

Feb 15, 2022

SELL
$579.3 - $675.15 $14,482 - $16,878
-25 Reduced 1.28%
1,926 $1.18 Million
Q3 2021

Nov 15, 2021

BUY
$534.03 - $661.37 $28,837 - $35,713
54 Added 2.85%
1,951 $1.19 Million
Q2 2021

Aug 13, 2021

SELL
$428.55 - $542.17 $432 Million - $547 Million
-1,009,132 Reduced 99.81%
1,897 $1.01 Million
Q2 2021

Aug 13, 2021

BUY
$428.55 - $542.17 $432 Million - $547 Million
1,009,134 Added 53252.45%
1,011,029 $1.9 Million
Q4 2020

Feb 09, 2021

BUY
$340.68 - $446.53 $2,725 - $3,572
8 Added 0.42%
1,895 $789,000
Q3 2020

Nov 05, 2020

BUY
$339.25 - $394.0 $1,357 - $1,576
4 Added 0.21%
1,887 $673,000
Q4 2018

Mar 26, 2019

BUY
$135.09 - $179.8 $254,374 - $338,563
1,883 New
1,883 $277,000

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 $47.5B
  • 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
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.