Chicago Partners Investment Group LLC

Position in MSCI — MSCI Inc.

CIK 1563525 CHICAGO, IL

Position in MSCI

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$936,386

+$293,887 QoQ

Shares Held

1,672

+40.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#550

of 1,074 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $17,704,826 across 11 Financial Data & Stock Exchanges names. MSCI ranks #6 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	30,264	$6,683,199
2	MCO	Moodys Corp /De/	6,176	$2,797,233
3	SPGI	S&P Global Inc.	5,141	$1,980,912
4	CBOE	Cboe Global Markets, Inc.	7,430	$1,803,038
5	FDS	Factset Research Systems Inc	4,436	$1,020,634
6	MSCI	MSCI Inc. This page	1,672	$936,386
7	NDAQ	Nasdaq, Inc.	9,577	$754,859
8	ICE	Intercontinental Exchange, Inc.	4,213	$518,662

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$936,386	1,672	+40.3%	Shares	Sole	2026-07-30
2026-03-31	$642,499	1,192	+90.4%	Shares	Sole	2026-05-04
2025-12-31	$359,154	626	-22.0%	Shares	Sole	2026-01-28
2025-09-30	$455,630	803	-3.8%	Shares	Sole	2025-10-30
2025-06-30	$481,577	835	+70.8%	Shares	Sole	2025-07-29
2025-03-31	$276,529	489	-25.6%	Shares	Sole	2025-05-09
2024-12-31	$394,206	657	+54.6%	Shares	Sole	2025-01-24
2024-09-30	$247,745	425	-62.6%	Shares	Sole	2024-10-29
2022-06-30	$468,614	1,137	+1.5%	Shares	Sole	2022-08-04
2022-03-31	$563,225	1,120	+1.0%	Shares	Sole	2022-05-20
2021-12-31	$679,473	1,109	-1.6%	Shares	Sole	2022-02-15
2021-09-30	$685,599	1,127	-3.6%	Shares	Sole	2021-11-12
2021-06-30	$623,170	1,169	-5.9%	Shares	Sole	2021-08-02
2021-03-31	$520,745	1,242	-1.0%	Shares	Sole	2021-04-28
2020-12-31	$559,948	1,254	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.