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 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
480New |
$220K - $273K
|
480
$283K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
478New |
$219K - $272K
|
478
$282K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
463+ 5.86% |
$213K - $263K
|
8.37K
$4.93M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
456New |
$209K - $259K
|
456
$269K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
453+ 190.34% |
$208K - $258K
|
691
$407K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
452+ 20.01% |
$208K - $257K
|
2.71K
$1.6M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
445New |
$204K - $253K
|
445
$262K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
442+ 53.58% |
$203K - $251K
|
1.27K
$747K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
440New |
$202K - $250K
|
440
$259K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
427New |
$196K - $243K
|
427
$252K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
427New |
$196K - $243K
|
427
$252K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
420New |
$193K - $239K
|
420
$248K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
416New |
$191K - $236K
|
416
$245K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
410New |
$188K - $233K
|
410
$242K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
407+ 30.74% |
$187K - $231K
|
1.73K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
400New |
$184K - $227K
|
400
$236K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
399New |
$183K - $227K
|
399
$235K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
397New |
$182K - $226K
|
397
$234K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
396New |
$182K - $225K
|
396
$233K
|
|
|
May 05, 2023
Q1 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
394+ 17.7% |
$181K - $224K
|
2.62K
$1.54M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
394New |
$181K - $224K
|
394
$232K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
391New |
$180K - $222K
|
391
$231K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
386New |
$177K - $219K
|
386
$228K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
384+ 48.42% |
$176K - $218K
|
1.18K
$694K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
383New |
$176K - $218K
|
383
$226K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
383New |
$176K - $218K
|
383
$226K
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
382+ 11.69% |
$175K - $217K
|
3.65K
$2.15M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
381New |
$175K - $217K
|
381
$225K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
373+ 74.3% |
$171K - $212K
|
875
$516K
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
373+ 24.73% |
$171K - $212K
|
1.88K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
370New |
$170K - $210K
|
370
$218K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
369New |
$169K - $210K
|
369
$218K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
367New |
$168K - $209K
|
367
$216K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
364+ 0.87% |
$167K - $207K
|
42.4K
$25M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
360New |
$165K - $205K
|
360
$212K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
360+ 3.04% |
$165K - $205K
|
12.2K
$7.19M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
340+ 2.47% |
$156K - $193K
|
14.1K
$8.33M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
324+ 26.47% |
$149K - $184K
|
1.55K
$913K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
324+ 124.62% |
$149K - $184K
|
584
$344K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
319+ 12.9% |
$146K - $181K
|
2.79K
$1.65M
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
300+ 8.79% |
$138K - $171K
|
3.71K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
299+ 2.13% |
$137K - $170K
|
14.3K
$8.46M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
287+ 16.35% |
$132K - $163K
|
2.04K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
282+ 3.75% |
$129K - $160K
|
7.79K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
281+ 8.41% |
$129K - $160K
|
3.62K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
259+ 39.48% |
$119K - $147K
|
915
$539K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
253+ 24.49% |
$116K - $144K
|
1.29K
$758K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
248+ 2.17% |
$114K - $141K
|
11.7K
$6.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
245New |
$112K - $139K
|
245
$144K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
241+ 7.01% |
$111K - $137K
|
3.68K
$2.17M
|