Purchases and Sales Made in Q2 2024 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
125+ 31.09% |
$55.8K - $69.4K
|
527
$298K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
111+ 3.61% |
$49.5K - $61.6K
|
3.19K
$1.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
110+ 48.03% |
$49.1K - $61K
|
339
$192K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
104+ 22.22% |
$46.4K - $57.7K
|
572
$323K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
102+ 3.59% |
$45.5K - $56.6K
|
2.94K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
102New |
$45.5K - $56.6K
|
102
$57.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
101+ 3.2% |
$45K - $56K
|
3.26K
$1.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Montanaro Asset Management LTD
|
BUY
|
- |
100+ 0.33% |
$44.6K - $55.5K
|
30.5K
$17.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
99+ 1.06% |
$44.2K - $54.9K
|
9.45K
$5.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
98+ 0.62% |
$43.7K - $54.4K
|
15.9K
$8.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
96+ 2.29% |
$42.8K - $53.3K
|
4.28K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
95+ 7.54% |
$42.4K - $52.7K
|
1.36K
$766K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
93+ 6.71% |
$41.5K - $51.6K
|
1.48K
$836K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
92+ 65.25% |
$41K - $51K
|
233
$132K
|
|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
85+ 25.3% |
$37.9K - $47.2K
|
421
$238K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
82New |
$36.6K - $45.5K
|
82
$46.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
79New |
$35.2K - $43.8K
|
79
$44.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
79+ 1128.57% |
$35.2K - $43.8K
|
86
$48.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
79+ 53.38% |
$35.2K - $43.8K
|
227
$128K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
78+ 8.66% |
$34.8K - $43.3K
|
979
$554K
|
|
|
Aug 14, 2024
Q2 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
76+ 5.48% |
$33.9K - $42.2K
|
1.46K
$827K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghe, LLC
|
BUY
|
- |
76+ 1.58% |
$33.9K - $42.2K
|
4.89K
$2.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
75+ 3.38% |
$33.5K - $41.6K
|
2.29K
$1.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
72+ 120.0% |
$32.1K - $39.9K
|
132
$74.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
70+ 3.83% |
$31.2K - $38.8K
|
1.9K
$1.07M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
68+ 15.32% |
$30.3K - $37.7K
|
512
$290K
|
|
|
Aug 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
67+ 2.36% |
$29.9K - $37.2K
|
2.91K
$1.64M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
66+ 9.65% |
$29.4K - $36.6K
|
750
$424K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
66+ 1.73% |
$29.4K - $36.6K
|
3.89K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
65+ 5.83% |
$29K - $36.1K
|
1.18K
$667K
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
65+ 0.19% |
$29K - $36.1K
|
34.4K
$19.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
64+ 5.57% |
$28.5K - $35.5K
|
1.21K
$686K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
63+ 5.18% |
$28.1K - $35K
|
1.28K
$723K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
59+ 26.82% |
$26.3K - $32.7K
|
279
$158K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
59+ 1.03% |
$26.3K - $32.7K
|
5.8K
$3.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
58+ 2.46% |
$25.9K - $32.2K
|
2.42K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
57New |
$25.4K - $31.6K
|
57
$32.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
56+ 8.38% |
$25K - $31.1K
|
724
$409K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
55+ 2.54% |
$24.5K - $30.5K
|
2.22K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
54New |
$24.1K - $30K
|
54
$30.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
54New |
$24.1K - $30K
|
54
$30.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50+ 5.99% |
$22.3K - $27.7K
|
885
$500K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
49+ 7.08% |
$21.9K - $27.2K
|
741
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
49+ 22.17% |
$21.9K - $27.2K
|
270
$153K
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
48+ 1.36% |
$21.4K - $26.6K
|
3.58K
$2.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
48+ 117.07% |
$21.4K - $26.6K
|
89
$50.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
43+ 1.31% |
$19.2K - $23.9K
|
3.32K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
42+ 7.66% |
$18.7K - $23.3K
|
590
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
42+ 0.78% |
$18.7K - $23.3K
|
5.46K
$3.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
42New |
$18.7K - $23.3K
|
42
$23.8K
|