Dakota Wealth Management

Position in MSCI — MSCI Inc.

CIK 1631353 PALM BEACH GARDENS, FL

Position in MSCI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,209,126

+$76,127 QoQ

Shares Held

2,159

+2.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#503

of 1,074 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dakota Wealth Management holds $18,266,541 across 5 Financial Data & Stock Exchanges names. MSCI ranks #2 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc.	67,218	$16,311,792
2	MSCI	MSCI Inc. This page	2,159	$1,209,126
3	NDAQ	Nasdaq, Inc.	3,685	$290,451
4	SPGI	S&P Global Inc.	596	$229,694
5	FDS	Factset Research Systems Inc	980	$225,478

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,209,126	2,159	+2.7%	Shares	Defined	2026-08-07
2026-03-31	$1,132,999	2,102	-1.5%	Shares	Defined	2026-05-07
2025-12-31	$1,223,766	2,133	-9.0%	Shares	Defined	2026-01-13
2025-09-30	$1,329,441	2,343	-11.3%	Shares	Defined	2025-11-10
2025-06-30	$1,523,170	2,641	-26.4%	Shares	Defined	2025-07-16
2025-03-31	$2,029,579	3,589	-7.4%	Shares	Defined	2025-05-02
2024-12-31	$2,325,038	3,875	-4.9%	Shares	Sole	2025-01-17
2024-09-30	$2,375,439	4,075	+1.3%	Shares	Defined	2024-10-23
2024-06-30	$1,937,116	4,021	+3.7%	Shares	Defined	2024-07-22
2024-03-31	$2,172,864	3,877	-5.3%	Shares	Defined	2024-04-24
2023-12-31	$2,315,205	4,093	-2.8%	Shares	Defined	2024-01-30
2023-09-30	$2,160,579	4,211	-1.8%	Shares	Other	2023-10-24
2023-06-30	$2,011,845	4,287	-1.9%	Shares	Other	2023-07-31
2023-03-31	$2,445,285	4,369	-4.0%	Shares	Sole	2023-04-14
2022-12-31	$2,116,987	4,551	-9.6%	Shares	Sole	2023-02-08
2022-09-30	$2,124,556	5,037	-31.8%	Shares	Other	2022-11-10
2022-06-30	$3,043,727	7,385	-15.5%	Shares	Other	2022-08-05
2022-03-31	$4,396,176	8,742	-0.9%	Shares	Other	2022-05-13
2021-12-31	$5,404,538	8,821	+4.7%	Shares	Sole	2022-02-10
2021-09-30	$5,125,872	8,426	+5.4%	Shares	Other	2021-11-15
2021-06-30	$4,262,506	7,996	-33.1%	Shares	Other	2021-08-02
2021-03-31	$5,008,718	11,946	+0.5%	Shares	Other	2021-05-10
2020-12-31	$5,307,455	11,886	+0.1%	Shares	Other	2021-02-12
2020-09-30	$4,237,832	11,878	-3.7%	Shares	Sole	2020-11-04
2020-06-30	$4,117,001	12,333	+117.0%	Shares	Sole	2020-08-07
2020-03-31	$1,642,159	5,683	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.