Concurrent Investment Advisors, LLC

Position in MSCI — MSCI Inc.

CIK 2001015 Tampa, FL

Position in MSCI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$906,704

+$119,212 QoQ

Shares Held

1,619

+10.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#557

of 1,074 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $30,940,367 across 9 Financial Data & Stock Exchanges names. MSCI ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	75,674	$16,711,089
2	SPGI	S&P Global Inc.	15,694	$5,720,904
3	ICE	Intercontinental Exchange, Inc.	26,439	$3,254,904
4	NDAQ	Nasdaq, Inc.	29,094	$2,293,188
5	MSCI	MSCI Inc. This page	1,619	$906,704
6	MCO	Moodys Corp /De/	1,481	$670,773
7	COIN	Coinbase Global, Inc.	3,689	$539,294
8	FDS	Factset Research Systems Inc	2,198	$505,715

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$906,704	1,619	+10.8%	Shares	Sole	2026-07-27
2026-03-31	$787,492	1,461	-1.3%	Shares	Sole	2026-04-21
2025-12-31	$849,119	1,480	+230.4%	Shares	Sole	2026-01-29
2025-09-30	$254,199	448	+3.5%	Shares	Sole	2025-10-27
2025-06-30	$249,728	433	-5.5%	Shares	Sole	2025-07-25
2025-03-31	$258,999	458	-5.4%	Shares	Sole	2025-04-29
2024-12-31	$290,404	484	+7.1%	Shares	Sole	2025-02-03
2024-09-30	$263,484	452	+6.9%	Shares	Sole	2024-10-30
2024-06-30	$203,780	423	+5.0%	Shares	Sole	2024-07-30
2024-03-31	$225,861	403	+1.5%	Shares	Sole	2024-05-07
2023-12-31	$224,563	397	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.