Purchases and Sales Made in Q4 2021 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
20+ 1.68% |
$11.6K - $13.5K
|
1.21K
$684K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 0.38% |
$11.6K - $13.5K
|
5.35K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20New |
$11.6K - $13.5K
|
20
$11.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
20+ 50.0% |
$11.6K - $13.5K
|
60
$33.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
19+ 2.68% |
$11K - $12.8K
|
729
$412K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
18+ 78.26% |
$10.4K - $12.2K
|
41
$23.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
18+ 0.06% |
$10.4K - $12.2K
|
28.5K
$16.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
18+ 2.25% |
$10.4K - $12.2K
|
817
$462K
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
18+ 0.73% |
$10.4K - $12.2K
|
2.49K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
18New |
$10.4K - $12.2K
|
18
$10.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
18+ 0.17% |
$10.4K - $12.2K
|
10.3K
$5.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17+ 15.18% |
$9.85K - $11.5K
|
129
$72.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17+ 0.51% |
$9.85K - $11.5K
|
3.38K
$1.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
16New |
$9.27K - $10.8K
|
16
$9.05K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
16+ 51.61% |
$9.27K - $10.8K
|
47
$26.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
15New |
$8.69K - $10.1K
|
15
$8.48K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
15+ 2.72% |
$8.69K - $10.1K
|
567
$321K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
15+ 2.21% |
$8.69K - $10.1K
|
695
$393K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
14+ 7.91% |
$8.11K - $9.45K
|
191
$108K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14+ 3.34% |
$8.11K - $9.45K
|
433
$245K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
12+ 0.68% |
$6.95K - $8.1K
|
1.77K
$998K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 1.49% |
$6.37K - $7.43K
|
749
$424K
|
|
|
Jan 18, 2022
Q4 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
11+ 1.97% |
$6.37K - $7.43K
|
568
$321K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10+ 0.5% |
$5.79K - $6.75K
|
2.01K
$1.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
9+ 2.59% |
$5.21K - $6.08K
|
357
$202K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$4.63K - $5.4K
|
8
$4.52K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 41.18% |
$4.06K - $4.73K
|
24
$13.6K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7+ 1.48% |
$4.06K - $4.73K
|
481
$272K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5New |
$2.9K - $3.38K
|
5
$2.83K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
5+ 1.34% |
$2.9K - $3.38K
|
377
$213K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
5+ 12.2% |
$2.9K - $3.38K
|
46
$26K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
5New |
$2.9K - $3.38K
|
5
$2.83K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
5New |
$2.9K - $3.38K
|
5
$2.83K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
5+ 1.45% |
$2.9K - $3.38K
|
350
$198K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
4New |
$2.32K - $2.7K
|
4
$2.26K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4New |
$2.32K - $2.7K
|
4
$2.26K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
4New |
$2.32K - $2.7K
|
4
$2.26K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
3New |
$1.74K - $2.03K
|
3
$1.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3+ 0.35% |
$1.74K - $2.03K
|
863
$488K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
3+ 0.05% |
$1.74K - $2.03K
|
5.66K
$3.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 20.0% |
$1.74K - $2.03K
|
18
$10.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3+ 0.21% |
$1.74K - $2.03K
|
1.41K
$796K
|
|
|
Feb 14, 2022
Q4 2021
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
3+ 0.69% |
$1.74K - $2.03K
|
440
$249K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 75.0% |
$1.74K - $2.03K
|
7
$3.96K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 3.92% |
$1.16K - $1.35K
|
53
$30K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2New |
$1.16K - $1.35K
|
2
$1.13K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
2+ 0.06% |
$1.16K - $1.35K
|
3.47K
$1.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 8.33% |
$1.16K - $1.35K
|
26
$14.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$1.16K - $1.35K
|
2
$1.13K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.61% |
$1.16K - $1.35K
|
332
$188K
|