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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22+ 1.49% |
$11.8K - $13.3K
|
1.5K
$856K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
22+ 11.06% |
$11.8K - $13.3K
|
221
$127K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22+ 4.53% |
$11.8K - $13.3K
|
508
$291K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
20New |
$10.8K - $12.1K
|
20
$11.5K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
19+ 2.76% |
$10.2K - $11.5K
|
707
$405K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
19New |
$10.2K - $11.5K
|
19
$10.9K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19+ 0.5% |
$10.2K - $11.5K
|
3.86K
$2.21M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18+ 1.56% |
$9.68K - $10.9K
|
1.17K
$669K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 5.07% |
$9.15K - $10.3K
|
352
$202K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 6.03% |
$9.15K - $10.3K
|
299
$171K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16+ 0.6% |
$8.61K - $9.67K
|
2.7K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16+ 0.86% |
$8.61K - $9.67K
|
1.88K
$1.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15New |
$8.07K - $9.06K
|
15
$8.59K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14New |
$7.53K - $8.46K
|
14
$8.02K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13+ 3.1% |
$6.99K - $7.86K
|
433
$248K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13+ 650.0% |
$6.99K - $7.86K
|
15
$8.59K
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
13+ 0.58% |
$6.99K - $7.86K
|
2.24K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
13+ 0.11% |
$6.99K - $7.86K
|
12K
$6.87M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
13+ 0.24% |
$6.99K - $7.86K
|
5.42K
$3.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 2.55% |
$6.99K - $7.86K
|
522
$299K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
13+ 0.29% |
$6.99K - $7.86K
|
4.49K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
12New |
$6.46K - $7.25K
|
12
$6.87K
|
|
|
Apr 29, 2024
Q1 2024
|
Ghe, LLC
|
BUY
|
- |
12+ 0.25% |
$6.46K - $7.25K
|
4.81K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12+ 2.78% |
$6.46K - $7.25K
|
444
$254K
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
11+ 0.4% |
$5.92K - $6.65K
|
2.74K
$1.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11New |
$5.92K - $6.65K
|
11
$6.3K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11+ 33.33% |
$5.92K - $6.65K
|
44
$25.2K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
10+ 2.78% |
$5.38K - $6.04K
|
370
$212K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$5.38K - $6.04K
|
10
$5.73K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
9+ 0.08% |
$4.84K - $5.44K
|
10.8K
$6.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8+ 1.05% |
$4.3K - $4.83K
|
769
$440K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 8.16% |
$4.3K - $4.83K
|
106
$60.7K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8+ 4.26% |
$4.3K - $4.83K
|
196
$112K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 3.92% |
$4.3K - $4.83K
|
212
$121K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7+ 0.85% |
$3.77K - $4.23K
|
830
$475K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
7New |
$3.77K - $4.23K
|
7
$4.01K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 0.83% |
$3.77K - $4.23K
|
851
$487K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7New |
$3.77K - $4.23K
|
7
$4.01K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 50.0% |
$3.23K - $3.63K
|
18
$10.3K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.3% |
$3.23K - $3.63K
|
468
$268K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6+ 1.51% |
$3.23K - $3.63K
|
403
$231K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 2.82% |
$3.23K - $3.63K
|
219
$125K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 29.41% |
$2.69K - $3.02K
|
22
$12.6K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.63% |
$2.69K - $3.02K
|
797
$456K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.4% |
$2.69K - $3.02K
|
1.26K
$723K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5+ 0.96% |
$2.69K - $3.02K
|
528
$302K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.35% |
$2.69K - $3.02K
|
1.43K
$820K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.2% |
$2.69K - $3.02K
|
2.51K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5New |
$2.69K - $3.02K
|
5
$2.86K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5+ 1.16% |
$2.69K - $3.02K
|
437
$250K
|