Evoke Wealth, LLC Msci Inc. Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in Msci Inc. stock. As of the latest transaction made, Evoke Wealth, LLC holds 11,480 shares of MSCI stock, worth $7.16 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

11,480

Holding current value

$7.16 Million

% of portfolio

0.18%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$479.31 - $584.91 $5.5 Million - $6.71 Million	11,480 New	11,480 $6.69 Billion
Q1 2024 May 15, 2024	SELL	$538.05 - $604.3 $1.18 Million - $1.33 Million	-2,201 Reduced 16.04%	11,519 $6.46 Million
Q4 2023 Feb 12, 2024	BUY	$471.55 - $570.6 $1.01 Million - $1.22 Million	2,135 Added 18.43%	13,720 $7.76 Million
Q3 2023 Nov 13, 2023	SELL	$469.46 - $557.25 $25,820 - $30,648	-55 Reduced 0.47%	11,585 $5.94 Million
Q2 2023 Aug 09, 2023	BUY	$456.98 - $557.37 $435,958 - $531,730	954 Added 8.93%	11,640 $5.46 Million
Q1 2023 May 08, 2023	SELL	$459.12 - $568.44 $109,270 - $135,288	-238 Reduced 2.18%	10,686 $5.98 Million
Q4 2022 Feb 10, 2023	SELL	$388.72 - $521.76 $6,608 - $8,869	-17 Reduced 0.16%	10,924 $5.08 Million
Q3 2022 Nov 07, 2022	SELL	$410.11 - $512.12 $100,887 - $125,981	-246 Reduced 2.2%	10,941 $4.62 Million
Q2 2022 Aug 04, 2022	SELL	$379.08 - $519.51 $1.5 Million - $2.05 Million	-3,954 Reduced 26.11%	11,187 $4.61 Million
Q1 2022 May 10, 2022	SELL	$456.63 - $595.58 $96,348 - $125,667	-211 Reduced 1.37%	15,141 $7.61 Million
Q4 2021 Feb 09, 2022	SELL	$579.3 - $675.15 $47,502 - $55,362	-82 Reduced 0.53%	15,352 $9.41 Million
Q3 2021 Nov 12, 2021	SELL	$534.03 - $661.37 $134,575 - $166,665	-252 Reduced 1.61%	15,434 $9.39 Million
Q2 2021 Aug 05, 2021	BUY	$428.55 - $542.17 $59,139 - $74,819	138 Added 0.89%	15,686 $8.36 Million
Q1 2021 May 13, 2021	BUY	$393.34 - $453.19 $6.11 Million - $7.04 Million	15,541 Added 222014.3%	15,548 $6.52 Million
Q1 2020 May 07, 2020	SELL	$224.65 - $332.11 $1,123 - $1,660	-5 Reduced 41.67%	7 $2.02 Million
Q3 2019 Nov 12, 2019	BUY	$209.24 - $245.73 $2,510 - $2,948	12 New	12 $2.61 Million

Others Institutions Holding MSCI

# of Institutions

1,091

Shares Held

67.2M

Call Options Held

121K

Put Options Held

189K

Vanguard Group Inc Valley Forge, PA

8.84M
Shares

$5.51 Billion
0.09% of portfolio
Black Rock Inc. New York, NY

6.83M
Shares

$4.26 Billion
0.08% of portfolio
State Street Corp Boston, MA

3.19M
Shares

$1.99 Billion
0.08% of portfolio
Polen Capital Polen Capital Management LLC | Boca Raton, Fl

2.23M
Shares

$1.39 Billion
3.35% of portfolio
Edgewood Management LLC Greenwich, CT

2.2M
Shares

$1.37 Billion
3.45% of portfolio

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 $49.9B
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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Account