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Livermore
Livermore
ZHEN

Sigma Planning Corp

SEC CIK
0001449126
Latest filing
Aug 7, 2026

MSCI holding history

MSCI Inc. in every 13F filed by Sigma Planning Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings

Shares (Q2 2026)
673
Value
$377.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MSCI by Sigma Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026673$377.0K<0.1%+47+7.5%AddedHolders
Q1 2026626$337.6K<0.1%−14−2.2%ReducedHolders
Q4 2025640$367.0K<0.1%−14−2.1%ReducedHolders
Q3 2025654$371.1K<0.1%+103+18.7%AddedHolders
Q2 2025551$318.0K<0.1%−53−8.8%ReducedHolders
Q1 2025604$341.5K<0.1%−42−6.5%ReducedHolders
Q4 2024646$387.8K<0.1%+32+5.2%AddedHolders
Q3 2024614$357.8K<0.1%+6+1.0%AddedHolders
Q2 2024608$293.0K<0.1%−14−2.3%ReducedHolders
Q1 2024622$349.0K<0.1%+264+73.7%AddedHolders
Q4 2023358$202.3K<0.1%−257−41.8%ReducedHolders
Q3 2023615$315.6K<0.1%+81+15.2%AddedHolders
Q2 2023534$251.0K<0.1%−627−54.0%ReducedHolders
Q1 20231,161$650.0K<0.1%+29+2.6%AddedHolders
Q4 20221,132$526.9K<0.1%+44+4.0%AddedHolders
Q3 20221,088$459.0K<0.1%+61+5.9%AddedHolders
Q2 20221,027$424.0K<0.1%+31+3.1%AddedHolders
Q1 2022996$501.0K<0.1%−274−21.6%ReducedHolders
Q4 20211,270$778.0K<0.1%+50+4.1%AddedHolders
Q3 20211,220$742.0K<0.1%−54−4.2%ReducedHolders
Q2 20211,274$679.0K<0.1%+8+0.6%AddedHolders
Q1 20211,266$531.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.