A detailed history of Connecticut Wealth Management, LLC transactions in Msci Inc. stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 690 shares of MSCI stock, worth $419,457. This represents 0.02% of its overall portfolio holdings.

Number of Shares
690
Previous 705 2.13%
Holding current value
$419,457
Previous $339,000 18.58%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024

SELL
$479.31 - $584.91 $7,189 - $8,773
-15 Reduced 2.13%
690 $402,000
Q2 2024

Aug 13, 2024

SELL
$446.0 - $554.83 $132,908 - $165,339
-298 Reduced 29.71%
705 $339,000
Q1 2024

May 01, 2024

SELL
$538.05 - $604.3 $52,728 - $59,221
-98 Reduced 8.9%
1,003 $562,000
Q4 2023

Feb 06, 2024

BUY
$471.55 - $570.6 $194,278 - $235,087
412 Added 59.8%
1,101 $622,000
Q3 2023

Oct 19, 2023

BUY
$469.46 - $557.25 $323,457 - $383,945
689 New
689 $353,000

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 $48.6B
  • 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 Connecticut Wealth Management, LLC Portfolio

Follow Connecticut 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 Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.