Latest Institutional Transactions on Msci Inc. (MSCI)
This table provides information on the latest institutional transactions involving Msci Inc. (MSCI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-254- 12.6% |
$98.7K - $133K
|
1.76K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
3.9KNew |
$1.52M - $2.04M
|
3.9K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
3.26KNew |
$1.27M - $1.7M
|
3.26K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-378Closed |
$147K - $197K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
907New |
$353K - $473K
|
907
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
47New |
$18.3K - $24.5K
|
47
$27.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
950New |
$369K - $496K
|
950
$550K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
3New |
$1.17K - $1.57K
|
3
$1.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.64KNew |
$639K - $857K
|
1.64K
$952K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-7.34KClosed |
$2.85M - $3.83M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
250+ 1.25% |
$97.2K - $130K
|
20.3K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4- 0.95% |
$1.55K - $2.09K
|
417
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-120- 12.37% |
$46.6K - $62.6K
|
850
$493K
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
512New |
$199K - $267K
|
512
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5+ 100.0% |
$1.94K - $2.61K
|
10
$5.79K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-23- 1.16% |
$8.94K - $12K
|
1.96K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-84- 5.46% |
$32.7K - $43.8K
|
1.46K
$843K
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
200+ 8.34% |
$77.7K - $104K
|
2.6K
$1.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1New |
$389 - $522
|
1
$579
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3New |
$1.17K - $1.57K
|
3
$1.74K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12- 70.59% |
$4.66K - $6.26K
|
5
$2.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
58New |
$22.5K - $30.3K
|
58
$33.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Stewart Asset Management, LLC
|
SELL
|
- |
-631- 10.86% |
$245K - $329K
|
5.18K
$3M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
368New |
$143K - $192K
|
368
$213K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$777 - $1.04K
|
2
$1.16K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-105- 3.58% |
$40.8K - $54.8K
|
2.83K
$1.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.92K- 17.17% |
$3.08M - $4.13M
|
38.2K
$22.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
3.03KNew |
$1.18M - $1.58M
|
3.03K
$1.76M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
114New |
$44.3K - $59.5K
|
114
$66.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
400+ 0.28% |
$155K - $209K
|
143K
$82.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7New |
$2.72K - $3.65K
|
7
$4.06K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
1New |
$389 - $522
|
1
$579
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6New |
$2.33K - $3.13K
|
6
$3.48K
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
13.6KNew |
$5.29M - $7.1M
|
13.6K
$7.88M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
60New |
$23.3K - $31.3K
|
60
$34.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-82- 66.67% |
$31.9K - $42.8K
|
41
$23.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.11K+ 106.15% |
$430K - $577K
|
2.15K
$1.24M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
250New |
$97.2K - $130K
|
250
$145K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.31KClosed |
$508K - $682K
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-50- 0.88% |
$19.4K - $26.1K
|
5.6K
$3.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
56New |
$21.8K - $29.2K
|
56
$32.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
5New |
$1.94K - $2.61K
|
5
$2.9K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1New |
$389 - $522
|
1
$579
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
48New |
$18.7K - $25K
|
48
$27.8K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
138New |
$53.6K - $72K
|
138
$80K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.66K- 61.8% |
$1.5M - $1.88M
|
2.26K
$1.31M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
115+ 605.26% |
$47.2K - $58.9K
|
134
$77.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$410 - $512
|
1
$579
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
52New |
$21.3K - $26.6K
|
52
$30.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
7+ 0.14% |
$2.87K - $3.58K
|
4.84K
$2.81M
|
|