LVW Advisors, LLC

Position in MSCI — MSCI Inc.

CIK 1576053 PITTSFORD, NY

Position in MSCI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$542,678

+$33,314 QoQ

Shares Held

969

+2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#651

of 1,074 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LVW Advisors, LLC holds $2,537,507 across 5 Financial Data & Stock Exchanges names. MSCI ranks #3 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/	1,914	$866,888
2	SPGI	S&P Global Inc.	1,772	$645,759
3	MSCI	MSCI Inc. This page	969	$542,678
4	ICE	Intercontinental Exchange, Inc.	2,213	$272,442
5	NDAQ	Nasdaq, Inc.	2,661	$209,740

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$542,678	969	+2.5%	Shares	Sole	2026-07-15
2026-03-31	$509,364	945	-45.8%	Shares	Sole	2026-04-20
2025-12-31	$1,000,585	1,744	-1.1%	Shares	Sole	2026-01-14
2025-09-30	$1,000,911	1,764	+4.3%	Shares	Sole	2025-10-20
2025-06-30	$975,267	1,691	+8.2%	Shares	Sole	2025-07-17
2025-03-31	$883,876	1,563	+7.1%	Shares	Sole	2025-04-09
2024-12-31	$876,014	1,460	+4.1%	Shares	Sole	2025-01-16
2024-09-30	$817,267	1,402	+41.6%	Shares	Sole	2024-10-09
2024-06-30	$476,932	990	-45.2%	Shares	Sole	2024-07-15
2024-03-31	$1,013,293	1,808	+12.1%	Shares	Sole	2024-04-18
2023-12-31	$912,393	1,613	+28.7%	Shares	Sole	2024-01-16
2023-09-30	$642,889	1,253	+224.6%	Shares	Sole	2023-10-11
2023-03-31	$216,040	386	-68.6%	Shares	Sole	2023-05-03
2022-03-31	$618,542	1,230	-46.4%	Shares	Sole	2022-05-02
2021-12-31	$1,406,736	2,296	-0.9%	Shares	Sole	2022-01-26
2021-09-30	$1,410,132	2,318	+0.9%	Shares	Sole	2021-11-02
2021-06-30	$1,225,017	2,298	-6.0%	Shares	Sole	2021-07-15
2021-03-31	$1,024,720	2,444	+12.8%	Shares	Sole	2021-04-19
2020-12-31	$967,630	2,167	+29.1%	Shares	Sole	2021-02-04
2020-09-30	$598,676	1,678	+50.4%	Shares	Sole	2020-10-29
2020-06-30	$372,543	1,116	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.