Purchases and Sales Made in Q1 2022 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.81% |
$913 - $1.19K
|
248
$135K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 33.33% |
$913 - $1.19K
|
8
$4.35K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$457 - $596
|
1
$543
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.67% |
$457 - $596
|
61
$33.1K
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1- 3.03% |
$457 - $596
|
32
$17.4K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.83% |
$457 - $596
|
119
$64.7K
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1Closed |
$457 - $596
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
SELL
|
- |
-1- 0.24% |
$457 - $596
|
417
$227K
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.05% |
$457 - $596
|
2K
$1.09M
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-1Closed |
$457 - $596
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 18.18% |
$913 - $1.19K
|
9
$4.89K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2Closed |
$913 - $1.19K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
SELL
|
- |
-2- 0.27% |
$913 - $1.19K
|
735
$399K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 28.57% |
$913 - $1.19K
|
5
$2.72K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2Closed |
$913 - $1.19K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2Closed |
$913 - $1.19K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-2- 40.0% |
$913 - $1.19K
|
3
$1.63K
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-2Closed |
$913 - $1.19K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 5.45% |
$1.37K - $1.79K
|
52
$28.3K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 3.16% |
$1.37K - $1.79K
|
92
$50K
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 13.64% |
$1.37K - $1.79K
|
19
$10.3K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3- 0.57% |
$1.37K - $1.79K
|
525
$285K
|
|
Apr 22, 2022
Q1 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-3- 0.24% |
$1.37K - $1.79K
|
1.25K
$680K
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-4Closed |
$1.83K - $2.38K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-4Closed |
$1.83K - $2.38K
|
0
$0
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4- 0.83% |
$1.83K - $2.38K
|
477
$259K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-5- 1.24% |
$2.28K - $2.98K
|
399
$217K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 4.46% |
$2.28K - $2.98K
|
107
$58.1K
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-5Closed |
$2.28K - $2.98K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-6- 0.29% |
$2.74K - $3.57K
|
2.08K
$1.13M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6- 0.63% |
$2.74K - $3.57K
|
954
$518K
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-6- 0.19% |
$2.74K - $3.57K
|
3.08K
$1.68M
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6- 9.09% |
$2.74K - $3.57K
|
60
$32.6K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7- 1.14% |
$3.2K - $4.17K
|
605
$329K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-8Closed |
$3.65K - $4.76K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8- 6.3% |
$3.65K - $4.76K
|
119
$64.7K
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-9- 0.89% |
$4.11K - $5.36K
|
1.01K
$547K
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9- 8.74% |
$4.11K - $5.36K
|
94
$51.1K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9- 1.46% |
$4.11K - $5.36K
|
606
$329K
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-10Closed |
$4.57K - $5.96K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-11- 0.52% |
$5.02K - $6.55K
|
2.12K
$1.15M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-12- 1.73% |
$5.48K - $7.15K
|
680
$369K
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-14- 5.38% |
$6.39K - $8.34K
|
246
$134K
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-16- 25.81% |
$7.31K - $9.53K
|
46
$25K
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-16- 51.61% |
$7.31K - $9.53K
|
15
$8.15K
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19- 2.39% |
$8.68K - $11.3K
|
775
$421K
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-19Closed |
$8.68K - $11.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-20Closed |
$9.13K - $11.9K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-20- 2.84% |
$9.13K - $11.9K
|
684
$372K
|