Valeo Financial Advisors, LLC Msci Inc. Transaction History

Valeo Financial Advisors, LLC

  • $3.49 Billion
  • Q2 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Msci Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 568 shares of MSCI stock, worth $327,270. This represents 0.01% of its overall portfolio holdings.

Number of Shares
568
Previous 640 11.25%
Holding current value
$327,270
Previous $358,000 23.74%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
SELL
$446.0 - $554.83 $32,112 - $39,947
-72 Reduced 11.25%
568 $273,000
Q1 2024

Apr 25, 2024
BUY
$538.05 - $604.3 $1,076 - $1,208
2 Added 0.31%
640 $358,000
Q1 2024

Apr 19, 2024
BUY
$538.05 - $604.3 $538 - $604
1 Added 0.16%
638 $357,000
Q4 2023

Jan 29, 2024
BUY
$471.55 - $570.6 $43,382 - $52,495
92 Added 16.88%
637 $360,000
Q3 2023

Oct 19, 2023
BUY
$469.46 - $557.25 $51,640 - $61,297
110 Added 25.29%
545 $279,000
Q2 2023

Jul 14, 2023
SELL
$456.98 - $557.37 $49,353 - $60,195
-108 Reduced 19.89%
435 $204,000
Q1 2023

Apr 17, 2023
BUY
$459.12 - $568.44 $43,616 - $54,001
95 Added 21.21%
543 $303,000
Q4 2022

Feb 09, 2023
BUY
$388.72 - $521.76 $174,146 - $233,748
448 New
448 $208,000
Q1 2021

Apr 12, 2021
SELL
$393.34 - $453.19 $16,126 - $18,580
-41 Closed
0 $0
Q3 2020

Oct 28, 2020
SELL
$339.25 - $394.0 $8,820 - $10,244
-26 Reduced 38.81%
41 $15,000
Q2 2020

Jul 20, 2020
SELL
$270.61 - $347.25 $87,136 - $111,814
-322 Reduced 82.78%
67 $22,000
Q1 2020

Apr 13, 2020
SELL
$224.65 - $332.11 $4,942 - $7,306
-22 Reduced 5.35%
389 $116,000
Q4 2019

Jan 24, 2020
SELL
$212.7 - $266.32 $3,403 - $4,261
-16 Reduced 3.75%
411 $106,000
Q3 2019

Oct 15, 2019
SELL
$209.24 - $245.73 $4,812 - $5,651
-23 Reduced 5.11%
427 $93,000
Q2 2019

Jul 10, 2019
SELL
$201.88 - $243.99 $16,352 - $19,763
-81 Reduced 15.25%
450 $107,000
Q1 2019

Apr 12, 2019
BUY
$141.34 - $198.84 $8,197 - $11,532
58 Added 12.26%
531 $106,000
Q4 2018

Jan 30, 2019
BUY
$135.09 - $179.8 $57,278 - $76,235
424 Added 865.31%
473 $70,000
Q2 2018

Aug 14, 2018
SELL
$144.05 - $172.75 $8,210 - $9,846
-57 Reduced 53.77%
49 $8,000
Q1 2018

Apr 12, 2018
BUY
$127.68 - $158.67 $7,916 - $9,837
62 Added 140.91%
106 $16,000
Q4 2017

Feb 09, 2018
BUY
$116.98 - $129.35 $4,679 - $5,174
40 Added 1000.0%
44 $6,000
Q3 2017

Nov 14, 2017
BUY
$107.13 - $117.74 $428 - $470
4
4 $0

Others Institutions Holding MSCI

# of Institutions
1,012
Shares Held
70.4M
Call Options Held
204K
Put Options Held
353K
View Full List

About MSCI Inc.

MSCI Quotes by TradingView
  • Ticker MSCI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 79,958,200
  • Market Cap $46.1B
  • 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...
More about MSCI
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