A detailed history of Ascent Wealth Partners, LLC transactions in Msci Inc. stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 13,449 shares of MSCI stock, worth $8.22 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
13,449
Previous 10,367 29.73%
Holding current value
$8.22 Million
Previous $4.99 Million 57.01%
% of portfolio
1.1%
Previous 0.73%

Shares

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

Oct 31, 2024

BUY
$479.31 - $584.91 $1.48 Million - $1.8 Million
3,082 Added 29.73%
13,449 $7.84 Million
Q2 2024

Jul 31, 2024

BUY
$446.0 - $554.83 $4.23 Million - $5.26 Million
9,480 Added 1068.77%
10,367 $4.99 Million
Q4 2023

Jan 22, 2024

BUY
$471.55 - $570.6 $4,715 - $5,706
10 Added 1.14%
887 $501,000
Q3 2023

Oct 20, 2023

BUY
$469.46 - $557.25 $54,926 - $65,198
117 Added 15.39%
877 $449,000
Q2 2023

Aug 04, 2023

BUY
$456.98 - $557.37 $74,944 - $91,408
164 Added 27.52%
760 $356,000
Q1 2023

Apr 25, 2023

SELL
$459.12 - $568.44 $2,754 - $3,410
-6 Reduced 1.0%
596 $333,000
Q4 2022

Feb 02, 2023

SELL
$388.72 - $521.76 $28,765 - $38,610
-74 Reduced 10.95%
602 $280,000
Q3 2022

Nov 14, 2022

BUY
$410.11 - $512.12 $277,234 - $346,193
676 New
676 $285,000
Q2 2022

Aug 10, 2022

SELL
$379.08 - $519.51 $259,290 - $355,344
-684 Closed
0 $0
Q1 2022

May 02, 2022

SELL
$456.63 - $595.58 $9,132 - $11,911
-20 Reduced 2.84%
684 $344,000
Q4 2021

Jan 27, 2022

BUY
$579.3 - $675.15 $16,220 - $18,904
28 Added 4.14%
704 $431,000
Q3 2021

Nov 01, 2021

SELL
$534.03 - $661.37 $534 - $661
-1 Reduced 0.15%
676 $411,000
Q2 2021

Jul 30, 2021

BUY
$428.55 - $542.17 $27,427 - $34,698
64 Added 10.44%
677 $361,000
Q1 2021

Apr 26, 2021

BUY
$393.34 - $453.19 $3,540 - $4,078
9 Added 1.49%
613 $257,000
Q4 2020

Feb 02, 2021

BUY
$340.68 - $446.53 $205,770 - $269,704
604 New
604 $270,000

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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