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 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
405+ 4.91% |
$218K - $245K
|
8.66K
$5.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
404+ 14.68% |
$217K - $244K
|
3.16K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
401+ 52.9% |
$216K - $242K
|
1.16K
$672K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
398New |
$214K - $241K
|
398
$231K
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
389New |
$209K - $235K
|
389
$225K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
385+ 8.08% |
$207K - $233K
|
5.15K
$2.98M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
384New |
$207K - $232K
|
384
$222K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
383New |
$206K - $231K
|
383
$222K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
381New |
$205K - $230K
|
381
$221K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
381New |
$205K - $230K
|
381
$221K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
378New |
$203K - $228K
|
378
$219K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
377+ 17.32% |
$203K - $228K
|
2.55K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
375+ 1.63% |
$202K - $227K
|
23.4K
$13.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
374New |
$201K - $226K
|
374
$217K
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
368+ 48.42% |
$198K - $222K
|
1.13K
$654K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
368+ 85.38% |
$198K - $222K
|
799
$463K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
345+ 8.89% |
$186K - $208K
|
4.23K
$2.45M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
342+ 3.8% |
$184K - $207K
|
9.35K
$5.42M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
341+ 28.8% |
$183K - $206K
|
1.53K
$884K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
341+ 6.52% |
$183K - $206K
|
5.57K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
338+ 3.71% |
$182K - $204K
|
9.44K
$5.47M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
328+ 1.3% |
$176K - $198K
|
25.5K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
312+ 6.41% |
$168K - $189K
|
5.18K
$3M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
307+ 29.02% |
$165K - $186K
|
1.37K
$791K
|
|
|
May 14, 2024
Q1 2024
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
291+ 5.72% |
$157K - $176K
|
5.38K
$3.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
287+ 25.93% |
$154K - $173K
|
1.39K
$808K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
284New |
$153K - $172K
|
284
$165K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
279+ 320.69% |
$150K - $169K
|
366
$212K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
276+ 217.32% |
$149K - $167K
|
403
$233K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
264+ 73.74% |
$142K - $160K
|
622
$360K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
250+ 12500.0% |
$135K - $151K
|
252
$146K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
235+ 31.8% |
$126K - $142K
|
974
$564K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
231+ 3.96% |
$124K - $140K
|
6.07K
$3.52M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
229+ 8.27% |
$123K - $138K
|
3K
$1.74M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
228+ 2.98% |
$123K - $138K
|
7.89K
$4.57M
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
228+ 9.41% |
$123K - $138K
|
2.65K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
223+ 9.64% |
$120K - $135K
|
2.54K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
221+ 1.75% |
$119K - $134K
|
12.9K
$7.46M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
221+ 3.06% |
$119K - $134K
|
7.45K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
207+ 405.88% |
$111K - $125K
|
258
$149K
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
200+ 1.43% |
$108K - $121K
|
14.2K
$8.23M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
200+ 6.43% |
$108K - $121K
|
3.31K
$1.92M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
200New |
$108K - $121K
|
200
$116K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
200+ 22.35% |
$108K - $121K
|
1.1K
$634K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
200+ 0.71% |
$108K - $121K
|
28.4K
$16.5M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
198+ 14.45% |
$107K - $120K
|
1.57K
$908K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
196+ 1.96% |
$105K - $118K
|
10.2K
$5.89M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
196+ 0.48% |
$105K - $118K
|
40.9K
$23.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
195+ 12.09% |
$105K - $118K
|
1.81K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
188+ 8.67% |
$101K - $114K
|
2.36K
$1.37M
|