Purchases and Sales Made in Q4 2022 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q4 2022. 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 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 2.96% |
$1.55K - $2.09K
|
139
$83K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 133.33% |
$1.55K - $2.09K
|
7
$4.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
3New |
$1.17K - $1.57K
|
3
$1.79K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$1.17K - $1.57K
|
3
$1.79K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3New |
$1.17K - $1.57K
|
3
$1.79K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3+ 0.03% |
$1.17K - $1.57K
|
9.36K
$5.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 12.0% |
$1.17K - $1.57K
|
28
$16.7K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$1.17K - $1.57K
|
3
$1.79K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3+ 0.39% |
$1.17K - $1.57K
|
772
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3New |
$1.17K - $1.57K
|
3
$1.79K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
3+ 100.0% |
$1.17K - $1.57K
|
6
$3.58K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$777 - $1.04K
|
2
$1.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.1% |
$777 - $1.04K
|
2.01K
$1.2M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 15.38% |
$777 - $1.04K
|
15
$8.95K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 10.0% |
$777 - $1.04K
|
22
$13.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
BUY
|
- |
1+ 0.01% |
$389 - $522
|
7.84K
$4.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
1+ 0.01% |
$389 - $522
|
11.8K
$7.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1New |
$389 - $522
|
1
$597
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1New |
$389 - $522
|
1
$597
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$389 - $522
|
1
$597
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
1New |
$389 - $522
|
1
$597
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.18% |
$389 - $522
|
565
$337K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 20.0% |
$389 - $522
|
4
$2.39K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 50.0% |
$389 - $522
|
1
$597
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 25.0% |
$389 - $522
|
3
$1.79K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1- 0.1% |
$389 - $522
|
986
$588K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-2- 0.76% |
$777 - $1.04K
|
260
$155K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-2- 0.27% |
$777 - $1.04K
|
730
$436K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2- 20.0% |
$777 - $1.04K
|
8
$4.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 11.11% |
$777 - $1.04K
|
16
$9.55K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-2- 22.22% |
$777 - $1.04K
|
7
$4.18K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 6.67% |
$1.17K - $1.57K
|
42
$25.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 0.68% |
$1.17K - $1.57K
|
437
$261K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-3- 0.53% |
$1.17K - $1.57K
|
561
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-3- 0.33% |
$1.17K - $1.57K
|
902
$538K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-4- 0.32% |
$1.55K - $2.09K
|
1.23K
$733K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4- 0.95% |
$1.55K - $2.09K
|
417
$249K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4Closed |
$1.55K - $2.09K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4- 36.36% |
$1.55K - $2.09K
|
7
$4.18K
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5- 0.48% |
$1.94K - $2.61K
|
1.04K
$622K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-5- 0.54% |
$1.94K - $2.61K
|
913
$545K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5- 0.35% |
$1.94K - $2.61K
|
1.42K
$846K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5- 0.57% |
$1.94K - $2.61K
|
879
$525K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6- 24.0% |
$2.33K - $3.13K
|
19
$11.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10- 2.09% |
$3.89K - $5.22K
|
468
$279K
|
|
|
Feb 09, 2023
Q4 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-10- 0.36% |
$3.89K - $5.22K
|
2.79K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10- 0.92% |
$3.89K - $5.22K
|
1.08K
$643K
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-10- 0.53% |
$3.89K - $5.22K
|
1.89K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10- 27.03% |
$3.89K - $5.22K
|
27
$16.1K
|