A detailed history of Venturi Wealth Management, LLC transactions in Msci Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 581 shares of MSCI stock, worth $355,281. This represents 0.02% of its overall portfolio holdings.

Number of Shares
581
Previous 1,429 59.34%
Holding current value
$355,281
Previous $688,000 50.87%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Nov 04, 2024

SELL
$479.31 - $584.91 $406,454 - $496,003
-848 Reduced 59.34%
581 $338,000
Q2 2024

Jul 19, 2024

BUY
$446.0 - $554.83 $624,400 - $776,762
1,400 Added 4827.59%
1,429 $688,000
Q1 2024

Apr 23, 2024

BUY
$538.05 - $604.3 $538 - $604
1 Added 3.57%
29 $16,000
Q4 2023

Jan 23, 2024

BUY
$471.55 - $570.6 $2,357 - $2,853
5 Added 21.74%
28 $15,000
Q3 2023

Nov 02, 2023

BUY
$469.46 - $557.25 $1,877 - $2,229
4 Added 21.05%
23 $11,000
Q2 2023

Jul 24, 2023

BUY
$456.98 - $557.37 $913 - $1,114
2 Added 11.76%
19 $8,000
Q1 2023

May 02, 2023

BUY
$459.12 - $568.44 $7,805 - $9,663
17 New
17 $9,000
Q3 2019

Oct 29, 2019

BUY
$209.24 - $245.73 $19,877 - $23,344
95 New
95 $21,000

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 $48.9B
  • 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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