Svb Wealth LLC Msci Inc. Transaction History

Svb Wealth LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$446.0 - $554.83 $98,566 - $122,617	-221 Reduced 30.23%	510 $245,000
Q1 2024 May 15, 2024	SELL	$538.05 - $604.3 $18,293 - $20,546	-34 Reduced 4.44%	731 $409,000
Q4 2023 Jan 30, 2024	BUY	$471.55 - $570.6 $86,765 - $104,990	184 Added 31.67%	765 $432,000
Q3 2023 Oct 23, 2023	SELL	$469.46 - $557.25 $5,633 - $6,687	-12 Reduced 2.02%	581 $298,000
Q2 2023 Jul 24, 2023	SELL	$456.98 - $557.37 $42,042 - $51,278	-92 Reduced 13.43%	593 $278,000
Q1 2023 May 12, 2023	SELL	$459.12 - $568.44 $15,610 - $19,326	-34 Reduced 4.73%	685 $383,000
Q4 2022 Feb 10, 2023	SELL	$388.72 - $521.76 $52,477 - $70,437	-135 Reduced 15.81%	719 $334,000
Q3 2022 Nov 09, 2022	BUY	$410.11 - $512.12 $350,233 - $437,350	854 New	854 $360,000
Q4 2021 Feb 15, 2022	SELL	$579.3 - $675.15 $247,361 - $288,289	-427 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$534.03 - $661.37 $228,030 - $282,404	427 New	427 $260,000

1,080

68.7M

121K

189K

Ticker MSCI
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 79,958,200
Market Cap $48.1B
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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