Intellectus Partners, LLC

Position in MSCI — MSCI Inc.

CIK 1677253 SAN FRANCISCO, CA

Position in MSCI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$705,650

-$85,616 QoQ

Shares Held

1,260

-14.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#601

of 1,074 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Intellectus Partners, LLC holds $2,089,321 across 3 Financial Data & Stock Exchanges names. MSCI ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc.	7,051	$1,030,785
2	MSCI	MSCI Inc. This page	1,260	$705,650
3	CME	Cme Group Inc.	1,598	$352,886

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$705,650	1,260	-14.2%	Shares	Sole	2026-08-12
2026-03-31	$791,266	1,468	-3.2%	Shares	Sole	2026-04-10
2025-12-31	$870,348	1,517	-1.9%	Shares	Sole	2026-02-10
2025-09-30	$877,215	1,546	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$891,063	1,545	0.0%	Shares	Sole	2025-08-05
2025-03-31	$873,697	1,545	-2.9%	Shares	Sole	2025-04-11
2024-12-31	$954,615	1,591	+0.1%	Shares	Sole	2025-02-07
2024-09-30	$926,858	1,590	+53.2%	Shares	Sole	2024-11-06
2024-06-30	$500,056	1,038	+28.9%	Shares	Sole	2024-07-18
2021-12-31	$493,215	805	-1.6%	Shares	Sole	2022-02-14
2021-09-30	$497,622	818	0.0%	Shares	Sole	2021-11-16
2021-06-30	$436,059	818	+4.1%	Shares	Sole	2021-08-13
2021-03-31	$329,554	786	-21.0%	Shares	Sole	2021-05-17
2020-12-31	$444,297	995	+3.6%	Shares	Sole	2021-02-18
2020-09-30	$342,508	960	-35.6%	Shares	Sole	2020-11-16
2020-06-30	$497,391	1,490	+6.4%	Shares	Sole	2020-08-14
2020-03-31	$404,832	1,401	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.