Latest Institutional Transactions on Msci Inc. (MSCI)
This table provides information on the latest institutional transactions involving Msci Inc. (MSCI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Stewart Asset Management, LLC
|
SELL
|
- |
-631- 10.86% |
$245K - $329K
|
5.18K
$3.1M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
368New |
$143K - $192K
|
368
$220K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$777 - $1.04K
|
2
$1.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-105- 3.58% |
$40.8K - $54.8K
|
2.83K
$1.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.92K- 17.17% |
$3.08M - $4.13M
|
38.2K
$22.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
3.03KNew |
$1.18M - $1.58M
|
3.03K
$1.81M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
114New |
$44.3K - $59.5K
|
114
$68.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
400+ 0.28% |
$155K - $209K
|
143K
$85.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7New |
$2.72K - $3.65K
|
7
$4.19K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
1New |
$389 - $522
|
1
$598
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6New |
$2.33K - $3.13K
|
6
$3.59K
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
13.6KNew |
$5.29M - $7.1M
|
13.6K
$8.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
60New |
$23.3K - $31.3K
|
60
$35.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-82- 66.67% |
$31.9K - $42.8K
|
41
$24.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.11K+ 106.15% |
$430K - $577K
|
2.15K
$1.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
250New |
$97.2K - $130K
|
250
$149K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.31KClosed |
$508K - $682K
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-50- 0.88% |
$19.4K - $26.1K
|
5.6K
$3.35M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
56New |
$21.8K - $29.2K
|
56
$33.5K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
5New |
$1.94K - $2.61K
|
5
$2.99K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1New |
$389 - $522
|
1
$598
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
48New |
$18.7K - $25K
|
48
$28.7K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
138New |
$53.6K - $72K
|
138
$82.5K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.66K- 61.8% |
$1.5M - $1.88M
|
2.26K
$1.35M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
115+ 605.26% |
$47.2K - $58.9K
|
134
$80.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$410 - $512
|
1
$598
|
|
|
Nov 14, 2022
Q3 2022
|
Unio Capital LLC
|
BUY
|
- |
485New |
$199K - $248K
|
485
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
52New |
$21.3K - $26.6K
|
52
$31.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
7+ 0.14% |
$2.87K - $3.58K
|
4.84K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-680Closed |
$279K - $348K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
2KNew |
$820K - $1.02M
|
2K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
5.2KNew |
$2.13M - $2.66M
|
5.2K
$3.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
324+ 12.75% |
$133K - $166K
|
2.87K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
930New |
$381K - $476K
|
930
$556K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.59K+ 4.0% |
$654K - $816K
|
41.5K
$24.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
12.8KNew |
$5.25M - $6.56M
|
12.8K
$7.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-502- 15.87% |
$206K - $257K
|
2.66K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-235- 3.28% |
$96.4K - $120K
|
6.93K
$4.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
14New |
$5.74K - $7.17K
|
14
$8.37K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
601New |
$246K - $308K
|
601
$359K
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
10.5K+ 161.54% |
$4.31M - $5.38M
|
17K
$10.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-868- 27.01% |
$356K - $445K
|
2.35K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.43K- 3.18% |
$588K - $734K
|
43.6K
$26M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-233- 7.05% |
$95.6K - $119K
|
3.07K
$1.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
114New |
$46.8K - $58.4K
|
114
$68.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.02K+ 52.85% |
$419K - $523K
|
2.95K
$1.77M
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
60+ 5.4% |
$24.6K - $30.7K
|
1.17K
$700K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9+ 17.31% |
$3.69K - $4.61K
|
61
$36.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
200New |
$82K - $102K
|
200
$120K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
15+ 8.52% |
$6.15K - $7.68K
|
191
$114K
|
|