Purchases and Sales Made in Q1 2023 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
245New |
$112K - $139K
|
245
$146K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
241+ 7.01% |
$111K - $137K
|
3.68K
$2.2M
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
240+ 0.71% |
$110K - $136K
|
34K
$20.3M
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
240+ 14.65% |
$110K - $136K
|
1.88K
$1.12M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
229+ 13.66% |
$105K - $130K
|
1.91K
$1.14M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
223+ 7.17% |
$102K - $127K
|
3.33K
$1.99M
|
|
May 02, 2023
Q1 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
218+ 1.27% |
$100K - $124K
|
17.4K
$10.4M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
210+ 31.3% |
$96.4K - $119K
|
881
$526K
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
209+ 10.65% |
$96K - $119K
|
2.17K
$1.3M
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
206+ 0.89% |
$94.6K - $117K
|
23.3K
$13.9M
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
205+ 11.71% |
$94.1K - $117K
|
1.96K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
200+ 0.8% |
$91.8K - $114K
|
25.3K
$15.1M
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
192New |
$88.2K - $109K
|
192
$115K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
189+ 2.69% |
$86.8K - $107K
|
7.23K
$4.31M
|
|
May 12, 2023
Q1 2023
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
183+ 5.83% |
$84K - $104K
|
3.32K
$1.98M
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
182+ 0.31% |
$83.6K - $103K
|
58.3K
$34.8M
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
165+ 29.41% |
$75.8K - $93.8K
|
726
$433K
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
160+ 9.47% |
$73.5K - $91K
|
1.85K
$1.1M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
157+ 25.57% |
$72.1K - $89.2K
|
771
$460K
|
|
May 11, 2023
Q1 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
155+ 5.56% |
$71.2K - $88.1K
|
2.95K
$1.76M
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
153New |
$70.2K - $87K
|
153
$91.3K
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
150New |
$68.9K - $85.3K
|
150
$89.5K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
147+ 16.86% |
$67.5K - $83.6K
|
1.02K
$608K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
141+ 14.81% |
$64.7K - $80.2K
|
1.09K
$652K
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
131+ 0.95% |
$60.1K - $74.5K
|
14K
$8.34M
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
131+ 0.73% |
$60.1K - $74.5K
|
18.1K
$10.8M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
130+ 5.89% |
$59.7K - $73.9K
|
2.34K
$1.4M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
127+ 0.7% |
$58.3K - $72.2K
|
18.4K
$11M
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
124+ 1.27% |
$56.9K - $70.5K
|
9.85K
$5.88M
|
|
Apr 24, 2023
Q1 2023
|
Redwood Investments, LLC
|
BUY
|
- |
123+ 2.23% |
$56.5K - $69.9K
|
5.65K
$3.37M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
121+ 1.38% |
$55.6K - $68.8K
|
8.88K
$5.3M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
121+ 6.67% |
$55.6K - $68.8K
|
1.94K
$1.16M
|
|
May 09, 2023
Q1 2023
|
Ghe, LLC
|
BUY
|
- |
116+ 2.6% |
$53.3K - $65.9K
|
4.57K
$2.73M
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
113+ 12.88% |
$51.9K - $64.2K
|
990
$591K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
112+ 97.39% |
$51.4K - $63.7K
|
227
$135K
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
107+ 14.01% |
$49.1K - $60.8K
|
871
$520K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
106New |
$48.7K - $60.3K
|
106
$63.3K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
102+ 17.96% |
$46.8K - $58K
|
670
$400K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
100New |
$45.9K - $56.8K
|
100
$59.7K
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
98New |
$45K - $55.7K
|
98
$58.5K
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
98+ 20.59% |
$45K - $55.7K
|
574
$343K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
95+ 21.21% |
$43.6K - $54K
|
543
$324K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
95+ 11.47% |
$43.6K - $54K
|
923
$551K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
95+ 20.43% |
$43.6K - $54K
|
560
$334K
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
95+ 9.25% |
$43.6K - $54K
|
1.12K
$670K
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
94+ 3.86% |
$43.2K - $53.4K
|
2.53K
$1.51M
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
94+ 7.51% |
$43.2K - $53.4K
|
1.35K
$803K
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
90+ 10.23% |
$41.3K - $51.2K
|
970
$579K
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
89+ 5.09% |
$40.9K - $50.6K
|
1.84K
$1.1M
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
89+ 4.15% |
$40.9K - $50.6K
|
2.23K
$1.33M
|