Position in MSCI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$213,447
-$8,585 QoQ
Shares Held
396
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Advisor OS, LLC holds $229,286 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
595 | $229,286 |
All Filings in MSCI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,447 | 396 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $222,032 | 387 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $215,614 | 380 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $227,810 | 395 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $665,592 | 1,177 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $862,212 | 1,437 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,250,964 | 2,146 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,163,424 | 2,415 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,320,978 | 2,357 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,226,892 | 2,169 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,329,902 | 2,592 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,180,261 | 2,515 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,329,260 | 2,375 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,074,074 | 2,309 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $857,496 | 2,033 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $926,511 | 2,248 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,427,172 | 2,838 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,853,907 | 4,658 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,677,301 | 4,401 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,220,808 | 4,166 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,269,576 | 3,028 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $387,141 | 867 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $238,685 | 669 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||