Marks Group Wealth Management, Inc Msci Inc. Transaction History

Marks Group Wealth Management, Inc

$967 Million
Q4 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Msci Inc. stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 21,563 shares of MSCI stock, worth $12.8 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

21,563

Previous 20,965 2.85%

Holding current value

$12.8 Million

Previous $12.2 Million 5.85%

% of portfolio

1.34%

Previous 1.22%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$569.09 - $635.99 $340,315 - $380,322	598 Added 2.85%	21,563 $12.9 Million
Q3 2024 Oct 30, 2024	BUY	$479.31 - $584.91 $584,758 - $713,590	1,220 Added 6.18%	20,965 $12.2 Million
Q2 2024 Aug 14, 2024	BUY	$446.0 - $554.83 $484,802 - $603,100	1,087 Added 5.83%	19,745 $9.51 Million
Q1 2024 Apr 29, 2024	BUY	$538.05 - $604.3 $465,951 - $523,323	866 Added 4.87%	18,658 $10.5 Million
Q4 2023 Feb 01, 2024	BUY	$471.55 - $570.6 $263,124 - $318,394	558 Added 3.24%	17,792 $10.1 Million
Q3 2023 Oct 30, 2023	BUY	$469.46 - $557.25 $53,048 - $62,969	113 Added 0.66%	17,234 $8.84 Million
Q2 2023 Jul 19, 2023	BUY	$456.98 - $557.37 $41,585 - $50,720	91 Added 0.53%	17,121 $8.03 Million
Q1 2023 May 03, 2023	SELL	$459.12 - $568.44 $196,962 - $243,860	-429 Reduced 2.46%	17,030 $9.53 Million
Q4 2022 Feb 06, 2023	BUY	$388.72 - $521.76 $52,088 - $69,915	134 Added 0.77%	17,459 $8.12 Million
Q3 2022 Nov 10, 2022	BUY	$410.11 - $512.12 $186,600 - $233,014	455 Added 2.7%	17,325 $7.31 Million
Q2 2022 Aug 09, 2022	BUY	$379.08 - $519.51 $311,224 - $426,517	821 Added 5.12%	16,870 $6.95 Million
Q1 2022 May 10, 2022	BUY	$456.63 - $595.58 $694,534 - $905,877	1,521 Added 10.47%	16,049 $8.07 Million
Q4 2021 Feb 14, 2022	BUY	$579.3 - $675.15 $177,845 - $207,271	307 Added 2.16%	14,528 $6.85 Million
Q3 2021 Nov 15, 2021	SELL	$534.03 - $661.37 $1.42 Million - $1.75 Million	-2,650 Reduced 15.71%	14,221 $8.64 Million
Q2 2021 Aug 10, 2021	BUY	$428.55 - $542.17 $3,856 - $4,879	9 Added 0.05%	16,871 $9 Million
Q1 2021 May 17, 2021	BUY	$393.34 - $453.19 $276,911 - $319,045	704 Added 4.36%	16,862 $7.07 Million
Q4 2020 Feb 08, 2021	BUY	$340.68 - $446.53 $320,579 - $420,184	941 Added 6.18%	16,158 $7.22 Million
Q3 2020 Nov 10, 2020	BUY	$339.25 - $394.0 $197,782 - $229,702	583 Added 3.98%	15,217 $5.43 Million
Q2 2020 Aug 10, 2020	SELL	$270.61 - $347.25 $985,020 - $1.26 Million	-3,640 Reduced 19.92%	14,634 $4.88 Million
Q1 2020 Apr 23, 2020	SELL	$224.65 - $332.11 $104,686 - $154,763	-466 Reduced 2.49%	18,274 $5.29 Million
Q4 2019 Feb 12, 2020	BUY	$212.7 - $266.32 $3.99 Million - $4.99 Million	18,740 New	18,740 $4.84 Million

Others Institutions Holding MSCI

# of Institutions

1,095

Shares Held

67.3M

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 $47.4B
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...

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Marks Group Wealth Management, Inc Msci Inc. Transaction History