Purchases and Sales Made in Q1 2024 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q1 2024. 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 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
787+ 151.35% |
$423K - $476K
|
1.31K
$748K
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
784New |
$422K - $474K
|
784
$449K
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
780New |
$420K - $471K
|
780
$447K
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
775New |
$417K - $468K
|
775
$444K
|
|
May 10, 2024
Q1 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
771+ 0.68% |
$415K - $466K
|
114K
$65M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
768New |
$413K - $464K
|
768
$440K
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
766+ 4.96% |
$412K - $463K
|
16.2K
$9.29M
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
758New |
$408K - $458K
|
758
$434K
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
756+ 1.72% |
$407K - $457K
|
44.6K
$25.5M
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
750+ 0.55% |
$404K - $453K
|
136K
$77.9M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
746+ 14.1% |
$401K - $451K
|
6.04K
$3.46M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
745+ 157.51% |
$401K - $450K
|
1.22K
$697K
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
734New |
$395K - $444K
|
734
$420K
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
720+ 42.86% |
$387K - $435K
|
2.4K
$1.37M
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
694New |
$373K - $419K
|
694
$397K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
675+ 10.1% |
$363K - $408K
|
7.36K
$4.21M
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
655New |
$352K - $396K
|
655
$375K
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
655New |
$352K - $396K
|
655
$375K
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
636+ 51.88% |
$342K - $384K
|
1.86K
$1.07M
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
631New |
$340K - $381K
|
631
$361K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
624+ 3.57% |
$336K - $377K
|
18.1K
$10.4M
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
612+ 3.85% |
$329K - $370K
|
16.5K
$9.44M
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
609+ 9.85% |
$328K - $368K
|
6.79K
$3.89M
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
603New |
$324K - $364K
|
603
$345K
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
600New |
$323K - $363K
|
600
$344K
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
600New |
$323K - $363K
|
600
$344K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
579+ 17.66% |
$312K - $350K
|
3.86K
$2.21M
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
573+ 8.44% |
$308K - $346K
|
7.36K
$4.21M
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
568+ 9.27% |
$306K - $343K
|
6.69K
$3.83M
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
565+ 0.46% |
$304K - $341K
|
124K
$71M
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
549New |
$295K - $332K
|
549
$314K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
540New |
$291K - $326K
|
540
$309K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
513+ 18.55% |
$276K - $310K
|
3.28K
$1.88M
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
502+ 25.64% |
$270K - $303K
|
2.46K
$1.41M
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
500+ 11.9% |
$269K - $302K
|
4.7K
$2.69M
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
488New |
$263K - $295K
|
488
$279K
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
485+ 29.29% |
$261K - $293K
|
2.14K
$1.23M
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
481New |
$259K - $291K
|
481
$275K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
478New |
$257K - $289K
|
478
$274K
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
476New |
$256K - $288K
|
476
$273K
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
476New |
$256K - $288K
|
476
$273K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
471+ 6.92% |
$253K - $285K
|
7.28K
$4.17M
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
444+ 2.0% |
$239K - $268K
|
22.7K
$13M
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
438New |
$236K - $265K
|
438
$251K
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
426New |
$229K - $257K
|
426
$244K
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
421+ 1.04% |
$227K - $254K
|
40.8K
$23.3M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
420+ 21.99% |
$226K - $254K
|
2.33K
$1.33M
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
416New |
$224K - $251K
|
416
$238K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
410New |
$221K - $248K
|
410
$235K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
408New |
$220K - $247K
|
408
$234K
|