A detailed history of Palumbo Wealth Management LLC transactions in Msci Inc. stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 3,020 shares of MSCI stock, worth $1.83 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
3,020
Previous 2,938 2.79%
Holding current value
$1.83 Million
Previous $1.42 Million 24.38%
% of portfolio
0.7%
Previous 0.61%

Shares

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

Oct 28, 2024

BUY
$479.31 - $584.91 $39,303 - $47,962
82 Added 2.79%
3,020 $1.76 Million
Q2 2024

Aug 02, 2024

BUY
$446.0 - $554.83 $355,462 - $442,199
797 Added 37.23%
2,938 $1.42 Million
Q1 2024

Apr 15, 2024

BUY
$538.05 - $604.3 $260,954 - $293,085
485 Added 29.29%
2,141 $1.2 Million
Q4 2023

Jan 22, 2024

BUY
$471.55 - $570.6 $37,724 - $45,648
80 Added 5.08%
1,656 $936,000
Q3 2023

Oct 16, 2023

BUY
$469.46 - $557.25 $221,585 - $263,022
472 Added 42.75%
1,576 $808,000
Q2 2023

Jul 26, 2023

BUY
$456.98 - $557.37 $504,505 - $615,336
1,104 New
1,104 $518,000

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 $48.4B
  • 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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