A detailed history of Evercore Wealth Management, LLC transactions in Msci Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 999 shares of MSCI stock, worth $607,302. This represents 0.01% of its overall portfolio holdings.

Number of Shares
999
Previous 999 -0.0%
Holding current value
$607,302
Previous $481,000 21.0%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$446.0 - $554.83 $26,314 - $32,734
-59 Reduced 5.58%
999 $481,000
Q4 2023

Feb 14, 2024

SELL
$471.55 - $570.6 $2,357 - $2,853
-5 Reduced 0.47%
1,058 $598,000
Q3 2023

Nov 14, 2023

BUY
$469.46 - $557.25 $16,431 - $19,503
35 Added 3.4%
1,063 $545,000
Q2 2023

Aug 04, 2023

SELL
$456.98 - $557.37 $22,849 - $27,868
-50 Reduced 4.64%
1,028 $482,000
Q4 2022

Feb 14, 2023

SELL
$388.72 - $521.76 $3,887 - $5,217
-10 Reduced 0.92%
1,078 $501,000
Q1 2022

May 16, 2022

SELL
$456.63 - $595.58 $507,315 - $661,689
-1,111 Closed
0 $0
Q3 2021

Nov 15, 2021

SELL
$534.03 - $661.37 $8,010 - $9,920
-15 Reduced 1.33%
1,111 $676,000
Q2 2021

Aug 16, 2021

SELL
$428.55 - $542.17 $2,142 - $2,710
-5 Reduced 0.44%
1,126 $600,000
Q1 2021

May 17, 2021

SELL
$393.34 - $453.19 $7,080 - $8,157
-18 Reduced 1.57%
1,131 $474,000
Q4 2020

Feb 16, 2021

BUY
$340.68 - $446.53 $1,703 - $2,232
5 Added 0.44%
1,149 $513,000
Q3 2020

Nov 16, 2020

SELL
$339.25 - $394.0 $49,530 - $57,524
-146 Reduced 11.32%
1,144 $408,000
Q2 2020

Aug 13, 2020

SELL
$270.61 - $347.25 $20,836 - $26,738
-77 Reduced 5.63%
1,290 $431,000
Q1 2020

May 14, 2020

SELL
$224.65 - $332.11 $673 - $996
-3 Reduced 0.22%
1,367 $395,000
Q3 2019

Nov 14, 2019

BUY
$209.24 - $245.73 $81,394 - $95,588
389 Added 39.65%
1,370 $298,000
Q2 2019

Aug 13, 2019

BUY
$201.88 - $243.99 $198,044 - $239,354
981 New
981 $234,000

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
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