Loring Wolcott & Coolidge Fiduciary Advisors LLP Msci Inc. Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.5 Billion
Q2 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Msci Inc. stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 33,825 shares of MSCI stock, worth $18.3 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

33,825

Previous 33,883 0.17%

Holding current value

$18.3 Million

Previous $19 Million 14.19%

% of portfolio

0.16%

Previous 0.18%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$446.0 - $554.83 $25,868 - $32,180	-58 Reduced 0.17%	33,825 $16.3 Million
Q1 2024 Apr 23, 2024	SELL	$538.05 - $604.3 $317,449 - $356,537	-590 Reduced 1.71%	33,883 $19 Million
Q4 2023 Feb 01, 2024	SELL	$471.55 - $570.6 $190,034 - $229,951	-403 Reduced 1.16%	34,473 $19.5 Million
Q3 2023 Nov 03, 2023	SELL	$469.46 - $557.25 $51,171 - $60,740	-109 Reduced 0.31%	34,876 $17.9 Million
Q2 2023 Aug 01, 2023	BUY	$456.98 - $557.37 $66,719 - $81,376	146 Added 0.42%	34,985 $16.4 Million

Q1 2023 May 02, 2023	SELL	$459.12 - $568.44 $4,591 - $5,684	-10 Reduced 0.03%	34,839 $19.5 Million
Q4 2022 Mar 02, 2023	BUY	$388.72 - $521.76 $3,887 - $5,217	10 Added 0.03%	34,849 $16.2 Million
Q4 2022 Feb 14, 2023	BUY	$388.72 - $521.76 $8,163 - $10,956	21 Added 0.06%	34,839 $17.9 Million
Q3 2022 Oct 25, 2022	SELL	$410.11 - $512.12 $16,814 - $20,996	-41 Reduced 0.12%	34,818 $14.7 Million
Q2 2022 Jul 26, 2022	SELL	$379.08 - $519.51 $59,136 - $81,043	-156 Reduced 0.45%	34,859 $14.4 Million
Q1 2022 Apr 13, 2022	SELL	$456.63 - $595.58 $221,922 - $289,451	-486 Reduced 1.37%	35,015 $17.6 Million
Q4 2021 Feb 14, 2022	SELL	$579.3 - $675.15 $147,721 - $172,163	-255 Reduced 0.71%	35,501 $21.8 Million
Q3 2021 Nov 12, 2021	SELL	$534.03 - $661.37 $7,476 - $9,259	-14 Reduced 0.04%	35,756 $21.8 Million
Q2 2021 Aug 13, 2021	SELL	$428.55 - $542.17 $17,142 - $21,686	-40 Reduced 0.11%	35,770 $19.1 Million
Q1 2021 Apr 14, 2021	SELL	$393.34 - $453.19 $44,447 - $51,210	-113 Reduced 0.31%	35,810 $15 Million
Q4 2020 Jan 14, 2021	BUY	$340.68 - $446.53 $145,811 - $191,114	428 Added 1.21%	35,923 $16 Million
Q3 2020 Oct 15, 2020	SELL	$339.25 - $394.0 $183,195 - $212,760	-540 Reduced 1.5%	35,495 $12.7 Million
Q2 2020 Jul 30, 2020	BUY	$270.61 - $347.25 $2,706 - $3,472	10 Added 0.03%	36,035 $12 Million
Q1 2020 Apr 15, 2020	SELL	$224.65 - $332.11 $64,025 - $94,651	-285 Reduced 0.78%	36,025 $10.4 Million
Q3 2019 Nov 05, 2019	BUY	$209.24 - $245.73 $209 - $245	1 Added 0.0%	36,310 $7.91 Million
Q2 2019 Aug 09, 2019	BUY	$201.88 - $243.99 $508,535 - $614,610	2,519 Added 7.45%	36,309 $8.67 Million
Q1 2019 Apr 08, 2019	BUY	$141.34 - $198.84 $4.78 Million - $6.72 Million	33,790 New	33,790 $6.72 Million

Others Institutions Holding MSCI

# of Institutions

1,002

Shares Held

69.3M

Call Options Held

143K

Put Options Held

120K

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 $43.2B
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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Loring Wolcott & Coolidge Fiduciary Advisors LLP Msci Inc. Transaction History