Purchases and Sales Made in Q1 2023 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 1.38% |
$1.84K - $2.27K
|
285
$168K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4- 0.5% |
$1.84K - $2.27K
|
790
$466K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 5.49% |
$2.3K - $2.84K
|
86
$50.7K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5- 0.31% |
$2.3K - $2.84K
|
1.58K
$934K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5- 0.04% |
$2.3K - $2.84K
|
12.5K
$7.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5- 26.32% |
$2.3K - $2.84K
|
14
$8.25K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5- 7.14% |
$2.3K - $2.84K
|
65
$38.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-6- 1.0% |
$2.75K - $3.41K
|
596
$351K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-6- 1.07% |
$2.75K - $3.41K
|
555
$327K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-7- 1.03% |
$3.21K - $3.98K
|
672
$396K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-7- 0.11% |
$3.21K - $3.98K
|
6.32K
$3.73M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8- 1.2% |
$3.67K - $4.55K
|
659
$389K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8- 1.03% |
$3.67K - $4.55K
|
770
$454K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-8- 1.15% |
$3.67K - $4.55K
|
689
$406K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8- 0.42% |
$3.67K - $4.55K
|
1.9K
$1.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9- 47.37% |
$4.13K - $5.12K
|
10
$5.9K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-10- 0.03% |
$4.59K - $5.68K
|
34.8K
$20.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-11- 1.77% |
$5.05K - $6.25K
|
611
$360K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11- 24.44% |
$5.05K - $6.25K
|
34
$20K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-11- 2.08% |
$5.05K - $6.25K
|
517
$305K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-12- 17.65% |
$5.51K - $6.82K
|
56
$33K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-12- 1.37% |
$5.51K - $6.82K
|
867
$511K
|
|
|
May 18, 2023
Q1 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-12- 6.38% |
$5.51K - $6.82K
|
176
$104K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12- 0.5% |
$5.51K - $6.82K
|
2.38K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-12- 1.33% |
$5.51K - $6.82K
|
890
$525K
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-13- 1.59% |
$5.97K - $7.39K
|
806
$475K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13- 0.01% |
$5.97K - $7.39K
|
93.4K
$55.1M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15- 7.18% |
$6.89K - $8.53K
|
194
$114K
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-15- 1.0% |
$6.89K - $8.53K
|
1.48K
$871K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-16- 11.85% |
$7.35K - $9.1K
|
119
$70.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-17- 1.57% |
$7.81K - $9.66K
|
1.07K
$630K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-17- 1.08% |
$7.81K - $9.66K
|
1.56K
$922K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-18- 1.04% |
$8.26K - $10.2K
|
1.71K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18- 2.49% |
$8.26K - $10.2K
|
706
$416K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-21- 1.74% |
$9.64K - $11.9K
|
1.19K
$699K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-23- 3.1% |
$10.6K - $13.1K
|
720
$424K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-24- 24.0% |
$11K - $13.6K
|
76
$44.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-24- 5.45% |
$11K - $13.6K
|
416
$245K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-25- 5.17% |
$11.5K - $14.2K
|
459
$271K
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-25- 4.59% |
$11.5K - $14.2K
|
520
$307K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-26- 1.87% |
$11.9K - $14.8K
|
1.37K
$807K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-26- 2.3% |
$11.9K - $14.8K
|
1.1K
$650K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-26- 5.25% |
$11.9K - $14.8K
|
469
$277K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-28- 2.84% |
$12.9K - $15.9K
|
958
$565K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-29- 5.19% |
$13.3K - $16.5K
|
530
$312K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-30- 3.73% |
$13.8K - $17.1K
|
775
$457K
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-30- 8.47% |
$13.8K - $17.1K
|
324
$191K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-31- 43.66% |
$14.2K - $17.6K
|
40
$23.6K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-31- 3.69% |
$14.2K - $17.6K
|
808
$476K
|
|
|
May 11, 2023
Q1 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-33- -0.0% |
$15.2K - $18.8K
|
1.2M
$705M
|