Purchases and Sales Made in Q4 2023 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
412+ 59.8% |
$194K - $235K
|
1.1K
$623K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
406+ 4.79% |
$191K - $232K
|
8.88K
$5.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
400+ 50.0% |
$189K - $228K
|
1.2K
$679K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
397New |
$187K - $227K
|
397
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
391+ 14.26% |
$184K - $223K
|
3.13K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
386+ 29.88% |
$182K - $220K
|
1.68K
$949K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
384+ 0.2% |
$181K - $219K
|
195K
$110M
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
379+ 0.91% |
$179K - $216K
|
42.1K
$23.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
378New |
$178K - $216K
|
378
$214K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
375New |
$177K - $214K
|
375
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
371+ 37.47% |
$175K - $212K
|
1.36K
$770K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
369New |
$174K - $211K
|
369
$209K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
360New |
$170K - $205K
|
360
$204K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
360+ 28.73% |
$170K - $205K
|
1.61K
$912K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
359New |
$169K - $205K
|
359
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
355+ 5.5% |
$167K - $203K
|
6.81K
$3.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
354New |
$167K - $202K
|
354
$200K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
350+ 220.13% |
$165K - $200K
|
509
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
348New |
$164K - $199K
|
348
$197K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
339+ 4.83% |
$160K - $193K
|
7.36K
$4.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
335+ 8.88% |
$158K - $191K
|
4.11K
$2.32M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
334+ 11.28% |
$157K - $191K
|
3.3K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
324+ 4.09% |
$153K - $185K
|
8.25K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
310+ 47.55% |
$146K - $177K
|
962
$544K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
300+ 62.89% |
$141K - $171K
|
777
$439K
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
BUY
|
- |
275+ 0.36% |
$130K - $157K
|
75.8K
$42.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
274+ 6.23% |
$129K - $156K
|
4.67K
$2.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
272New |
$128K - $155K
|
272
$154K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
270+ 1.77% |
$127K - $154K
|
15.5K
$8.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
244+ 28.27% |
$115K - $139K
|
1.11K
$626K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
239New |
$113K - $136K
|
239
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
238+ 4.41% |
$112K - $136K
|
5.64K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
236+ 2.54% |
$111K - $135K
|
9.52K
$5.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
235+ 3.45% |
$111K - $134K
|
7.05K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
230+ 2300.0% |
$108K - $131K
|
240
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
227+ 9.97% |
$107K - $130K
|
2.5K
$1.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
224+ 13.68% |
$106K - $128K
|
1.86K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
218+ 17.84% |
$103K - $124K
|
1.44K
$814K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
213New |
$100K - $122K
|
213
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
203+ 30.21% |
$95.7K - $116K
|
875
$495K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
203+ 33.83% |
$95.7K - $116K
|
803
$454K
|
|
|
Feb 15, 2024
Q4 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
200+ 1.2% |
$94.3K - $114K
|
16.9K
$9.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
199New |
$93.8K - $114K
|
199
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
191+ 0.15% |
$90.1K - $109K
|
124K
$69.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
191+ 56.01% |
$90.1K - $109K
|
532
$301K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
187+ 33.75% |
$88.2K - $107K
|
741
$419K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
187+ 21.9% |
$88.2K - $107K
|
1.04K
$589K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
186New |
$87.7K - $106K
|
186
$105K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
184+ 31.67% |
$86.8K - $105K
|
765
$433K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
180+ 11.4% |
$84.9K - $103K
|
1.76K
$995K
|