Purchases and Sales Made in Q1 2022 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q1 2022. The information is specifically focused on institutions that hold shares of MSCI Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
24+ 1.57% |
$11K - $14.3K
|
1.56K
$890K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24+ 133.33% |
$11K - $14.3K
|
42
$24K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
23New |
$10.5K - $13.7K
|
23
$13.2K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23+ 6.42% |
$10.5K - $13.7K
|
381
$218K
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
22+ 1.69% |
$10K - $13.1K
|
1.32K
$756K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21+ 4.39% |
$9.59K - $12.5K
|
499
$286K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
20New |
$9.13K - $11.9K
|
20
$11.5K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
19+ 14.39% |
$8.68K - $11.3K
|
151
$86.5K
|
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
19+ 4.43% |
$8.68K - $11.3K
|
448
$256K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
18+ 75.0% |
$8.22K - $10.7K
|
42
$24K
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
18+ 3.67% |
$8.22K - $10.7K
|
508
$291K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
17+ 2.19% |
$7.76K - $10.1K
|
793
$454K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
17+ 2.0% |
$7.76K - $10.1K
|
867
$496K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
17+ 28.33% |
$7.76K - $10.1K
|
77
$44.1K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16+ 3.91% |
$7.31K - $9.53K
|
425
$243K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15+ 2.15% |
$6.85K - $8.93K
|
713
$408K
|
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
14+ 0.3% |
$6.39K - $8.34K
|
4.74K
$2.71M
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
14+ 0.25% |
$6.39K - $8.34K
|
5.69K
$3.26M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
13+ 6.77% |
$5.94K - $7.74K
|
205
$117K
|
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
12+ 0.85% |
$5.48K - $7.15K
|
1.42K
$812K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12+ 0.53% |
$5.48K - $7.15K
|
2.28K
$1.31M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11+ 0.99% |
$5.02K - $6.55K
|
1.12K
$641K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 68.75% |
$5.02K - $6.55K
|
27
$15.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9New |
$4.11K - $5.36K
|
9
$5.15K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
9+ 300.0% |
$4.11K - $5.36K
|
12
$6.87K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
9+ 128.57% |
$4.11K - $5.36K
|
16
$9.16K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 1.62% |
$4.11K - $5.36K
|
564
$323K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7New |
$3.2K - $4.17K
|
7
$4.01K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 54.55% |
$2.74K - $3.57K
|
17
$9.73K
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
6+ 1.26% |
$2.74K - $3.57K
|
483
$277K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 5.13% |
$2.74K - $3.57K
|
123
$70.4K
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
5New |
$2.28K - $2.98K
|
5
$2.86K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
5+ 14.29% |
$2.28K - $2.98K
|
40
$22.9K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5New |
$2.28K - $2.98K
|
5
$2.86K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
4+ 16.0% |
$1.83K - $2.38K
|
29
$16.6K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 15.38% |
$1.83K - $2.38K
|
30
$17.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4New |
$1.83K - $2.38K
|
4
$2.29K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 133.33% |
$1.83K - $2.38K
|
7
$4.01K
|
|
|
Apr 20, 2022
Q1 2022
|
Redwood Investments, LLC
|
BUY
|
- |
3+ 0.04% |
$1.37K - $1.79K
|
6.78K
$3.88M
|
|
|
Apr 29, 2022
Q1 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
3+ 0.03% |
$1.37K - $1.79K
|
11.2K
$6.4M
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3New |
$1.37K - $1.79K
|
3
$1.72K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3New |
$1.37K - $1.79K
|
3
$1.72K
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3+ 0.25% |
$1.37K - $1.79K
|
1.2K
$689K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 2.33% |
$1.37K - $1.79K
|
132
$75.6K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3New |
$1.37K - $1.79K
|
3
$1.72K
|
|
|
Apr 18, 2022
Q1 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
2+ 0.35% |
$913 - $1.19K
|
570
$326K
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
2+ 0.41% |
$913 - $1.19K
|
488
$279K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 33.33% |
$913 - $1.19K
|
8
$4.58K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.81% |
$913 - $1.19K
|
248
$142K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2New |
$913 - $1.19K
|
2
$1.15K
|