Latest Institutional Sells of Msci Inc. (MSCI)
This list provides information on the latest institutional transactions involving Msci Inc. (MSCI) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-4- 17.39% |
$1.83K - $2.23K
|
19
$10.9K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2- 50.0% |
$914 - $1.11K
|
2
$1.15K
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1- 8.33% |
$457 - $557
|
11
$6.33K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 25.0% |
$457 - $557
|
3
$1.73K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 16.67% |
$457 - $557
|
5
$2.88K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-43.2K- 76.18% |
$19.8M - $24.6M
|
13.5K
$7.78M
|
|
May 15, 2023
Q1 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-38.6K- 4.73% |
$17.7M - $21.9M
|
777K
$447M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-2.22K- 9.2% |
$1.02M - $1.26M
|
21.9K
$12.6M
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.51K- 69.55% |
$695K - $861K
|
663
$382K
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-1.42K- 18.11% |
$651K - $807K
|
6.42K
$3.7M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-318- 22.84% |
$146K - $181K
|
1.07K
$618K
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-281- 35.48% |
$129K - $160K
|
511
$294K
|
|
May 12, 2023
Q1 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-216- 2.91% |
$99.2K - $123K
|
7.2K
$4.14M
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-29- 5.19% |
$13.3K - $16.5K
|
530
$305K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-26- 5.25% |
$11.9K - $14.8K
|
469
$270K
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-21- 1.74% |
$9.64K - $11.9K
|
1.19K
$682K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 1.38% |
$1.84K - $2.27K
|
285
$164K
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3- 0.22% |
$1.38K - $1.71K
|
1.36K
$785K
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2- 0.84% |
$918 - $1.14K
|
237
$136K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1- 16.67% |
$459 - $568
|
5
$2.88K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.92K- 17.17% |
$3.08M - $4.13M
|
38.2K
$22M
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-7.34KClosed |
$2.85M - $3.83M
|
0
$0
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.31KClosed |
$508K - $682K
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Stewart Asset Management, LLC
|
SELL
|
- |
-631- 10.86% |
$245K - $329K
|
5.18K
$2.98M
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-378Closed |
$147K - $197K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-254- 12.6% |
$98.7K - $133K
|
1.76K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-120- 12.37% |
$46.6K - $62.6K
|
850
$489K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-105- 3.58% |
$40.8K - $54.8K
|
2.83K
$1.63M
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-84- 5.46% |
$32.7K - $43.8K
|
1.46K
$838K
|
|
Feb 14, 2023
Q4 2022
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-82- 3.14% |
$31.9K - $42.8K
|
2.53K
$1.46M
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-82- 66.67% |
$31.9K - $42.8K
|
41
$23.6K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-50- 0.88% |
$19.4K - $26.1K
|
5.6K
$3.23M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-23- 1.16% |
$8.94K - $12K
|
1.96K
$1.13M
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12- 70.59% |
$4.66K - $6.26K
|
5
$2.88K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4Closed |
$1.55K - $2.09K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4- 0.95% |
$1.55K - $2.09K
|
417
$240K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.66K- 61.8% |
$1.5M - $1.88M
|
2.26K
$1.3M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.43K- 3.18% |
$588K - $734K
|
43.6K
$25.1M
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-868- 27.01% |
$356K - $445K
|
2.35K
$1.35M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-680Closed |
$279K - $348K
|
0
$0
|
|
Oct 03, 2022
Q3 2022
|
Tiger Eye Capital LLC
New York, NY |
SELL
|
- |
-510Closed |
$209K - $261K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-502- 15.87% |
$206K - $257K
|
2.66K
$1.53M
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-463- 19.12% |
$190K - $237K
|
1.96K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-235- 3.28% |
$96.4K - $120K
|
6.93K
$3.99M
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-233- 7.05% |
$95.6K - $119K
|
3.07K
$1.77M
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-100- 83.33% |
$41K - $51.2K
|
20
$11.5K
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-14- 7.78% |
$5.74K - $7.17K
|
166
$95.6K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-6- 60.0% |
$2.46K - $3.07K
|
4
$2.3K
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-5- 11.11% |
$2.05K - $2.56K
|
40
$23K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3- 2.8% |
$1.23K - $1.54K
|
104
$59.9K
|