MSCI INC

Ticker: MSCI CUSIP: 55354G100 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 18,831 Value ($000) $10,804 Avg Close $559.99 Range $523.66 - $592.51

Q3 2025

Shares 17,974 Value ($000) $10,199 Avg Close $562.63 Range $521.69 - $589.53

Q2 2025

Shares 17,648 Value ($000) $10,178 Avg Close $549.12 Range $482.15 - $575.42

Q1 2025

Shares 17,744 Value ($000) $10,034 Avg Close $574.91 Range $530.87 - $627.03

Q4 2024

Shares 17,890 Value ($000) $10,734 Avg Close $591.72 Range $551.16 - $634.40

Q3 2024

Shares 18,870 Value ($000) $11,000 Avg Close $533.24 Range $469.75 - $579.76

Q2 2024

Shares 18,555 Value ($000) $8,939 Avg Close $486.44 Range $430.65 - $551.70

Q1 2024

Shares 19,941 Value ($000) $11,176 Avg Close $549.49 Range $512.91 - $602.65

Q4 2023

Shares 19,830 Value ($000) $11,217 Avg Close $503.30 Range $446.79 - $559.63

Q3 2023

Shares 15,756 Value ($000) $8,084 Avg Close $510.96 Range $450.29 - $547.96

Q2 2023

Shares 15,424 Value ($000) $7,238 Avg Close $473.00 Range $438.43 - $545.12

Q1 2023

Shares 15,961 Value ($000) $8,933 Avg Close $511.54 Range $439.89 - $552.91

Q4 2022

Shares 16,172 Value ($000) $7,523 Avg Close $448.89 Range $370.83 - $509.24

Q3 2022

Shares 16,480 Value ($000) $6,951 Avg Close $440.45 Range $387.99 - $497.91

Q2 2022

Shares 18,916 Value ($000) $7,796 Avg Close $417.79 Range $360.70 - $505.72

Q1 2022

Shares 16,468 Value ($000) $8,281 Avg Close $496.43 Range $432.04 - $590.25

Q4 2021

Shares 16,360 Value ($000) $10,023 Avg Close $599.45 Range $548.21 - $650.23

Q3 2021

Shares 16,311 Value ($000) $9,923 Avg Close $583.04 Range $506.82 - $636.99

Q2 2021

Shares 16,331 Value ($000) $8,706 Avg Close $454.06 Range $401.37 - $517.93

Q1 2021

Shares 16,319 Value ($000) $6,842 Avg Close $399.51 Range $361.01 - $433.03

Q4 2020

Shares 15,380 Value ($000) $6,868 Avg Close $372.43 Range $318.61 - $424.56

Q3 2020

Shares 16,197 Value ($000) $5,779 Avg Close $343.86 Range $312.04 - $377.00

Q2 2020

Shares 16,196 Value ($000) $5,407 Avg Close $305.66 Range $250.47 - $336.74

Q1 2020

Shares 16,926 Value ($000) $4,891 Avg Close $267.10 Range $206.44 - $316.05

Q4 2019

Shares 18,043 Value ($000) $4,658 Avg Close $229.41 Range $197.65 - $252.05

Q3 2019

Shares 27,418 Value ($000) $5,970 Avg Close $217.32 Range $193.73 - $231.91

Q2 2019

Shares 45,844 Value ($000) $10,947 Avg Close $209.74 Range $187.27 - $230.50

Q1 2019

Shares 27,723 Value ($000) $5,512 Avg Close $162.27 Range $131.35 - $186.28

Q4 2018

Shares 36,198 Value ($000) $5,337 Avg Close $141.43 Range $125.04 - $167.44

Q3 2018

Shares 36,152 Value ($000) $6,414 Avg Close $160.82 Range $150.51 - $170.87

Q2 2018

Shares 36,443 Value ($000) $6,029 Avg Close $145.67 Range $131.72 - $160.98

Q1 2018

Shares 37,056 Value ($000) $5,539 Avg Close $132.00 Range $116.37 - $147.54

Q2 2017

Shares 29,184 Value ($000) $3,006 Avg Close $91.85 Range $86.57 - $97.60

Q1 2017

Shares 29,186 Value ($000) $2,837 Avg Close $82.45 Range $71.23 - $99.59

Q4 2016

Shares 30,130 Value ($000) $2,374 Avg Close $73.09 Range $69.52 - $76.25

Q2 2016

Shares 44,808 Value ($000) $3,450 Avg Close $68.20 Range $64.53 - $72.07

Q1 2016

Shares 55,123 Value ($000) $4,083 Avg Close $62.13 Range $55.76 - $67.42

Q4 2015

Shares 69,597 Value ($000) $5,020 Avg Close $59.89 Range $50.84 - $65.87

Q2 2015

Shares 34,218 Value ($000) $2,106 Avg Close $55.18 Range $53.32 - $56.94

Q1 2015

Shares 35,368 Value ($000) $2,164 Avg Close $49.49 Range $41.44 - $54.55

Q2 2014

Shares 24,668 Value ($000) $1,131 Avg Close $37.97 Range $35.51 - $40.45

Q1 2014

Shares 19,763 Value ($000) $850 Avg Close $38.46 Range $35.08 - $40.92

Q4 2013

Shares 20,830 Value ($000) $911 Avg Close $37.11 Range $33.62 - $40.06

Q3 2013

Shares 23,435 Value ($000) $943 Avg Close $32.94 Range $29.49 - $36.39

Q2 2013

Shares 26,235 Value ($000) $873 Avg Close $29.77 Range $27.90 - $31.56

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	18,831	$10,804	$559.99	$523.66 - $592.51
Q3 2025	17,974	$10,199	$562.63	$521.69 - $589.53
Q2 2025	17,648	$10,178	$549.12	$482.15 - $575.42
Q1 2025	17,744	$10,034	$574.91	$530.87 - $627.03
Q4 2024	17,890	$10,734	$591.72	$551.16 - $634.40
Q3 2024	18,870	$11,000	$533.24	$469.75 - $579.76
Q2 2024	18,555	$8,939	$486.44	$430.65 - $551.70
Q1 2024	19,941	$11,176	$549.49	$512.91 - $602.65
Q4 2023	19,830	$11,217	$503.30	$446.79 - $559.63
Q3 2023	15,756	$8,084	$510.96	$450.29 - $547.96
Q2 2023	15,424	$7,238	$473.00	$438.43 - $545.12
Q1 2023	15,961	$8,933	$511.54	$439.89 - $552.91
Q4 2022	16,172	$7,523	$448.89	$370.83 - $509.24
Q3 2022	16,480	$6,951	$440.45	$387.99 - $497.91
Q2 2022	18,916	$7,796	$417.79	$360.70 - $505.72
Q1 2022	16,468	$8,281	$496.43	$432.04 - $590.25
Q4 2021	16,360	$10,023	$599.45	$548.21 - $650.23
Q3 2021	16,311	$9,923	$583.04	$506.82 - $636.99
Q2 2021	16,331	$8,706	$454.06	$401.37 - $517.93
Q1 2021	16,319	$6,842	$399.51	$361.01 - $433.03
Q4 2020	15,380	$6,868	$372.43	$318.61 - $424.56
Q3 2020	16,197	$5,779	$343.86	$312.04 - $377.00
Q2 2020	16,196	$5,407	$305.66	$250.47 - $336.74
Q1 2020	16,926	$4,891	$267.10	$206.44 - $316.05
Q4 2019	18,043	$4,658	$229.41	$197.65 - $252.05
Q3 2019	27,418	$5,970	$217.32	$193.73 - $231.91
Q2 2019	45,844	$10,947	$209.74	$187.27 - $230.50
Q1 2019	27,723	$5,512	$162.27	$131.35 - $186.28
Q4 2018	36,198	$5,337	$141.43	$125.04 - $167.44
Q3 2018	36,152	$6,414	$160.82	$150.51 - $170.87
Q2 2018	36,443	$6,029	$145.67	$131.72 - $160.98
Q1 2018	37,056	$5,539	$132.00	$116.37 - $147.54
Q2 2017	29,184	$3,006	$91.85	$86.57 - $97.60
Q1 2017	29,186	$2,837	$82.45	$71.23 - $99.59
Q4 2016	30,130	$2,374	$73.09	$69.52 - $76.25
Q2 2016	44,808	$3,450	$68.20	$64.53 - $72.07
Q1 2016	55,123	$4,083	$62.13	$55.76 - $67.42
Q4 2015	69,597	$5,020	$59.89	$50.84 - $65.87
Q2 2015	34,218	$2,106	$55.18	$53.32 - $56.94
Q1 2015	35,368	$2,164	$49.49	$41.44 - $54.55
Q2 2014	24,668	$1,131	$37.97	$35.51 - $40.45
Q1 2014	19,763	$850	$38.46	$35.08 - $40.92
Q4 2013	20,830	$911	$37.11	$33.62 - $40.06
Q3 2013	23,435	$943	$32.94	$29.49 - $36.39
Q2 2013	26,235	$873	$29.77	$27.90 - $31.56