A detailed history of Congress Wealth Management LLC transactions in Msci Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 10,772 shares of MSCI stock, worth $6.09 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,772
Previous 10,561 2.0%
Holding current value
$6.09 Million
Previous $5.97 Million 4.02%
% of portfolio
0.06%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

BUY
$506.56 - $576.74 $106,884 - $121,692
211 Added 2.0%
10,772 $6.21 Million
Q1 2025

May 14, 2025

BUY
$541.46 - $628.34 $5.72 Million - $6.64 Million
10,561 New
10,561 $5.97 Million

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 $45.2B
  • 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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.