Purchases and Sales Made in Q3 2024 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
103+ 5.88% |
$49.4K - $60.2K
|
1.85K
$1.05M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
99New |
$47.5K - $57.9K
|
99
$56K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
99+ 3.09% |
$47.5K - $57.9K
|
3.3K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
94+ 20.75% |
$45.1K - $55K
|
547
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
92+ 15.11% |
$44.1K - $53.8K
|
701
$396K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
90+ 0.99% |
$43.1K - $52.6K
|
9.17K
$5.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
90+ 20.59% |
$43.1K - $52.6K
|
527
$298K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
90+ 0.92% |
$43.1K - $52.6K
|
9.9K
$5.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
85+ 5.21% |
$40.7K - $49.7K
|
1.72K
$970K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
83+ 27.67% |
$39.8K - $48.5K
|
383
$217K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
82+ 7.54% |
$39.3K - $48K
|
1.17K
$662K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
82+ 2.79% |
$39.3K - $48K
|
3.02K
$1.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
80+ 6.85% |
$38.3K - $46.8K
|
1.25K
$706K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
80+ 12.56% |
$38.3K - $46.8K
|
717
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
78+ 8.18% |
$37.4K - $45.6K
|
1.03K
$583K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
74+ 16.44% |
$35.5K - $43.3K
|
524
$296K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
73+ 1.69% |
$35K - $42.7K
|
4.4K
$2.49M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
73+ 16.7% |
$35K - $42.7K
|
510
$288K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
69+ 0.55% |
$33.1K - $40.4K
|
12.7K
$7.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
68New |
$32.6K - $39.8K
|
68
$38.5K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
65New |
$31.2K - $38K
|
65
$36.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
65+ 22.03% |
$31.2K - $38K
|
360
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
61+ 6.89% |
$29.2K - $35.7K
|
946
$535K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
59+ 52.68% |
$28.3K - $34.5K
|
171
$96.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
58+ 2.18% |
$27.8K - $33.9K
|
2.72K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
57+ 8.99% |
$27.3K - $33.3K
|
691
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
55+ 53.92% |
$26.4K - $32.2K
|
157
$88.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
55+ 0.6% |
$26.4K - $32.2K
|
9.24K
$5.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
54+ 1.34% |
$25.9K - $31.6K
|
4.08K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
53+ 4.78% |
$25.4K - $31K
|
1.16K
$657K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
50+ 9.49% |
$24K - $29.2K
|
577
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
50+ 0.33% |
$24K - $29.2K
|
15.2K
$8.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
50+ 3.52% |
$24K - $29.2K
|
1.47K
$832K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
48+ 1.06% |
$23K - $28.1K
|
4.58K
$2.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
48+ 1.41% |
$23K - $28.1K
|
3.46K
$1.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
48+ 5.53% |
$23K - $28.1K
|
916
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
48New |
$23K - $28.1K
|
48
$27.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
47+ 783.33% |
$22.5K - $27.5K
|
53
$30K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
46+ 9.89% |
$22K - $26.9K
|
511
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
45New |
$21.6K - $26.3K
|
45
$25.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
45+ 3.01% |
$21.6K - $26.3K
|
1.54K
$870K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
44+ 51.16% |
$21.1K - $25.7K
|
130
$73.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
44+ 5.47% |
$21.1K - $25.7K
|
849
$480K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
44+ 7.59% |
$21.1K - $25.7K
|
624
$353K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
43+ 12.68% |
$20.6K - $25.2K
|
382
$216K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
42+ 5.67% |
$20.1K - $24.6K
|
783
$443K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
41+ 0.58% |
$19.7K - $24K
|
7.14K
$4.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
41+ 3.43% |
$19.7K - $24K
|
1.24K
$700K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
40New |
$19.2K - $23.4K
|
40
$22.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 39.18% |
$18.2K - $22.2K
|
135
$76.3K
|