Purchases and Sales Made in Q3 2023 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15+ 0.9% |
$7.04K - $8.36K
|
1.69K
$954K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
15+ 3.5% |
$7.04K - $8.36K
|
444
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14New |
$6.57K - $7.8K
|
14
$7.92K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
14+ 0.19% |
$6.57K - $7.8K
|
7.35K
$4.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
14+ 0.25% |
$6.57K - $7.8K
|
5.59K
$3.16M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 2.06% |
$6.1K - $7.24K
|
644
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 2.06% |
$6.1K - $7.24K
|
644
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
13+ 3.89% |
$6.1K - $7.24K
|
347
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
12+ 1.89% |
$5.63K - $6.69K
|
646
$365K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 3.33% |
$5.63K - $6.69K
|
372
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
11+ 0.28% |
$5.16K - $6.13K
|
3.91K
$2.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11New |
$5.16K - $6.13K
|
11
$6.22K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11New |
$5.16K - $6.13K
|
11
$6.22K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
10+ 2.06% |
$4.69K - $5.57K
|
495
$280K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
10+ 1.23% |
$4.69K - $5.57K
|
826
$467K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
9+ 4.46% |
$4.23K - $5.02K
|
211
$119K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$4.23K - $5.02K
|
9
$5.09K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
9+ 0.22% |
$4.23K - $5.02K
|
4.14K
$2.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
8+ 1.82% |
$3.76K - $4.46K
|
448
$253K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7+ 1.33% |
$3.29K - $3.9K
|
533
$301K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
7+ 0.82% |
$3.29K - $3.9K
|
863
$488K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 31.82% |
$3.29K - $3.9K
|
29
$16.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7+ 58.33% |
$3.29K - $3.9K
|
19
$10.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6+ 0.51% |
$2.82K - $3.34K
|
1.18K
$668K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6New |
$2.82K - $3.34K
|
6
$3.39K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6New |
$2.82K - $3.34K
|
6
$3.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 20.83% |
$2.35K - $2.79K
|
29
$16.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 50.0% |
$2.35K - $2.79K
|
15
$8.48K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5+ 0.01% |
$2.35K - $2.79K
|
47.5K
$26.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
4+ 50.0% |
$1.88K - $2.23K
|
12
$6.79K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.75% |
$1.88K - $2.23K
|
538
$304K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 21.05% |
$1.88K - $2.23K
|
23
$13K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 4.04% |
$1.88K - $2.23K
|
103
$58.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
4+ 3.6% |
$1.88K - $2.23K
|
115
$65K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 14.29% |
$1.41K - $1.67K
|
24
$13.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.15% |
$1.41K - $1.67K
|
1.98K
$1.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3+ 8.11% |
$1.41K - $1.67K
|
40
$22.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3New |
$1.41K - $1.67K
|
3
$1.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3New |
$1.41K - $1.67K
|
3
$1.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$939 - $1.11K
|
2
$1.13K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 100.0% |
$939 - $1.11K
|
4
$2.26K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2New |
$939 - $1.11K
|
2
$1.13K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 2.7% |
$469 - $557
|
38
$21.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1+ 0.06% |
$469 - $557
|
1.66K
$937K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
1New |
$469 - $557
|
1
$566
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 9.09% |
$469 - $557
|
12
$6.79K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 9.09% |
$469 - $557
|
12
$6.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
1New |
$469 - $557
|
1
$566
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1+ 0.09% |
$469 - $557
|
1.11K
$625K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 3.57% |
$469 - $557
|
29
$16.4K
|