Latest Institutional Purchases of Msci Inc. (MSCI)
This list provides information on the latest institutional transactions involving Msci Inc. (MSCI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
21New |
$9.6K - $11.7K
|
21
$12K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13New |
$5.94K - $7.25K
|
13
$7.44K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
12New |
$5.48K - $6.69K
|
12
$6.87K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$4.57K - $5.57K
|
10
$5.73K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
10New |
$4.57K - $5.57K
|
10
$5.73K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
7New |
$3.2K - $3.9K
|
7
$4.01K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
6New |
$2.74K - $3.34K
|
6
$3.44K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
4New |
$1.83K - $2.23K
|
4
$2.29K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2New |
$914 - $1.11K
|
2
$1.15K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2New |
$914 - $1.11K
|
2
$1.15K
|
|
Q1 2023 | |||||||
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
48.6K+ 49.17% |
$22.3M - $27.6M
|
147K
$84.4M
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
10KNew |
$4.59M - $5.68M
|
10K
$5.73M
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
6.27KNew |
$2.88M - $3.56M
|
6.27K
$3.59M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
5.1KNew |
$2.34M - $2.9M
|
5.1K
$2.92M
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.09K+ 126.45% |
$1.42M - $1.76M
|
5.53K
$3.17M
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.82KNew |
$1.3M - $1.6M
|
2.82K
$1.62M
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.58K+ 163.96% |
$1.19M - $1.47M
|
4.16K
$2.38M
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
2.46K+ 21.64% |
$1.13M - $1.4M
|
13.9K
$7.93M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.37KNew |
$1.09M - $1.35M
|
2.37K
$1.36M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.14KNew |
$983K - $1.22M
|
2.14K
$1.23M
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.78KNew |
$818K - $1.01M
|
1.78K
$1.02M
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.65K+ 28.44% |
$759K - $940K
|
7.47K
$4.28M
|
|
May 15, 2023
Q1 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
1.63KNew |
$747K - $925K
|
1.63K
$932K
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
820New |
$376K - $466K
|
820
$470K
|
|
May 15, 2023
Q1 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
600New |
$275K - $341K
|
600
$344K
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
530+ 16.81% |
$243K - $301K
|
3.68K
$2.11M
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
501New |
$230K - $285K
|
501
$287K
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
456New |
$209K - $259K
|
456
$261K
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
396New |
$182K - $225K
|
396
$227K
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
370New |
$170K - $210K
|
370
$212K
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
367New |
$168K - $209K
|
367
$210K
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
259+ 39.48% |
$119K - $147K
|
915
$524K
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
245New |
$112K - $139K
|
245
$140K
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
182+ 0.31% |
$83.6K - $103K
|
58.3K
$33.4M
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
153New |
$70.2K - $87K
|
153
$87.6K
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
131+ 0.73% |
$60.1K - $74.5K
|
18.1K
$10.4M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
106New |
$48.7K - $60.3K
|
106
$60.7K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
100New |
$45.9K - $56.8K
|
100
$57.3K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
62New |
$28.5K - $35.2K
|
62
$35.5K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
31New |
$14.2K - $17.6K
|
31
$17.8K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
21+ 1.48% |
$9.64K - $11.9K
|
1.44K
$826K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17New |
$7.81K - $9.66K
|
17
$9.73K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
17+ 242.86% |
$7.81K - $9.66K
|
24
$13.7K
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
16+ 1.13% |
$7.35K - $9.1K
|
1.43K
$821K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
12New |
$5.51K - $6.82K
|
12
$6.87K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 1.49% |
$3.67K - $4.55K
|
544
$312K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
7New |
$3.21K - $3.98K
|
7
$4.01K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6New |
$2.75K - $3.41K
|
6
$3.44K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5New |
$2.3K - $2.84K
|
5
$2.86K
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
5+ 0.59% |
$2.3K - $2.84K
|
847
$485K
|