Wealthspire Advisors, LLC Msci Inc. Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Msci Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 908 shares of MSCI stock, worth $555,242. This represents 0.01% of its overall portfolio holdings.

Number of Shares

908

Previous 1,138 20.21%

Holding current value

$555,242

Previous $548,000 3.47%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$479.31 - $584.91 $110,241 - $134,529	-230 Reduced 20.21%	908 $529,000
Q2 2024 Aug 08, 2024	SELL	$446.0 - $554.83 $35,680 - $44,386	-80 Reduced 6.57%	1,138 $548,000
Q1 2024 May 06, 2024	BUY	$538.05 - $604.3 $400,847 - $450,203	745 Added 157.51%	1,218 $682,000
Q4 2023 Feb 06, 2024	BUY	$471.55 - $570.6 $471 - $570	1 Added 0.21%	473 $267,000
Q3 2023 Nov 06, 2023	BUY	$469.46 - $557.25 $221,585 - $263,022	472 New	472 $242,000
Q4 2022 Feb 13, 2023	BUY	$388.72 - $521.76 $172,591 - $231,661	444 New	444 $206,000
Q1 2022 May 09, 2022	SELL	$456.63 - $595.58 $290,416 - $378,788	-636 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$579.3 - $675.15 $15,061 - $17,553	26 Added 4.26%	636 $390,000
Q3 2021 Nov 15, 2021	BUY	$534.03 - $661.37 $325,758 - $403,435	610 New	610 $371,000
Q2 2021 Aug 13, 2021	SELL	$428.55 - $542.17 $1.15 Million - $1.46 Million	-2,693 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$393.34 - $453.19 $183,689 - $211,639	-467 Reduced 14.78%	2,693 $1.13 Million
Q4 2020 Feb 16, 2021	BUY	$340.68 - $446.53 $159,778 - $209,422	469 Added 17.43%	3,160 $1.41 Million
Q3 2020 Nov 16, 2020	SELL	$339.25 - $394.0 $66,832 - $77,618	-197 Reduced 6.82%	2,691 $960,000
Q2 2020 Aug 14, 2020	BUY	$270.61 - $347.25 $76,853 - $98,619	284 Added 10.91%	2,888 $964,000
Q1 2020 May 12, 2020	BUY	$224.65 - $332.11 $352,700 - $521,412	1,570 Added 151.84%	2,604 $753,000
Q4 2019 Feb 14, 2020	BUY	$212.7 - $266.32 $219,931 - $275,374	1,034 New	1,034 $267,000
Q1 2019 May 08, 2019	SELL	$141.34 - $198.84 $1,272 - $1,789	-9 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$135.09 - $179.8 $1,215 - $1,618	9 New	9 $1,000

Others Institutions Holding MSCI

# of Institutions

1,080

Shares Held

68.6M

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 $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...

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Wealthspire Advisors, LLC Msci Inc. Transaction History