Transform Wealth, LLC - MSCI INC ownership

MSCI INC's ticker is MSCI and the CUSIP is 55354G100. A total of 655 filers reported holding MSCI INC in Q2 2020. The put-call ratio across all filers is 1.00 and the average weighting 0.3%.

About MSCI INC

MSCI Inc. is a leading provider of investment decision support tools and services to investors worldwide. The company offers a range of products and services, including indexes, analytics, and data, to help investors make informed investment decisions.

MSCI's indexes are widely used by investors to benchmark their investment performance and to create investment products such as exchange-traded funds (ETFs). The company's analytics and data services provide investors with insights into market trends and investment opportunities.

MSCI has a strong track record of innovation and has been at the forefront of developing new investment tools and services. The company's focus on innovation has helped it to maintain its position as a leading provider of investment decision support tools and services.

MSCI's management team is led by Chairman and CEO Henry Fernandez, who has been with the company since 1998. Under his leadership, MSCI has grown into a global leader in investment decision support tools and services.

In conclusion, MSCI Inc. is a leading provider of investment decision support tools and services to investors worldwide. The company's indexes, analytics, and data services are widely used by investors to make informed investment decisions. With a strong track record of innovation and a talented management team, MSCI is well-positioned to continue to grow and succeed in the years ahead.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of MSCI INC
ValueSharesWeighting
Q1 2024$6,626,350
-11.8%
11,823
-11.0%
0.63%
-14.2%
Q4 2023$7,515,997
+11.1%
13,287
+0.8%
0.73%
+2.7%
Q3 2023$6,765,715
-17.1%
13,186
-24.1%
0.71%
-2.6%
Q2 2023$8,156,664
+1796.8%
17,381
+2163.2%
0.73%
+1687.8%
Q1 2023$430,026
+12.4%
768
-6.7%
0.04%
-4.7%
Q4 2022$382,699
-5.3%
823
-14.1%
0.04%
-18.9%
Q3 2022$404,000
-12.2%
958
-14.2%
0.05%
-22.1%
Q2 2022$460,000
-24.8%
1,116
-8.3%
0.07%
-1.4%
Q1 2022$612,000
-23.9%
1,217
-7.2%
0.07%
-17.9%
Q4 2021$804,000
-12.5%
1,312
-13.2%
0.08%
-20.0%
Q3 2021$919,000
-19.0%
1,511
-29.0%
0.10%
-24.5%
Q2 2021$1,135,000
+32.3%
2,129
+4.1%
0.14%
-19.2%
Q1 2021$858,000
-6.5%
2,045
-0.5%
0.17%
-10.4%
Q4 2020$918,000
+25.1%
2,0560.0%0.19%
+62.7%
Q3 2020$734,000
+1.5%
2,056
-5.1%
0.12%
-4.8%
Q2 2020$723,000
+10.6%
2,166
-4.3%
0.12%
-10.8%
Q1 2020$654,000
-8.9%
2,263
-18.7%
0.14%
+21.9%
Q4 2019$718,000
+23.2%
2,783
+3.9%
0.11%
+10.7%
Q3 2019$583,000
-54.5%
2,679
-50.0%
0.10%
-45.2%
Q2 2019$1,280,0005,3620.19%
Other shareholders
MSCI INC shareholders Q2 2020
NameSharesValueWeighting ↓
GFI Investment Counsel Ltd. 121,933$74,707,0008.65%
Atalan Capital Partners, LP 185,000$113,348,0007.24%
Baldrige Asset Management LLC 26,683$16,348,0006.37%
Bowie Capital Management, LLC 76,775$47,039,0005.44%
YCG, LLC 89,833$55,040,0004.84%
Durable Capital Partners LP 956,595$586,096,0004.58%
Cunning Capital Partners, LP 11,900$7,291,0003.97%
Settian Capital LP 7,450$4,565,0003.95%
Cambridge Financial Group, Inc. 14,710$9,012,670,0003.54%
Bishop Rock Capital, L.P. 19,210$11,770,0003.52%
View complete list of MSCI INC shareholders