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 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
24+ 5.35% |
$11K - $13.6K
|
473
$274K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
24+ 3.75% |
$11K - $13.6K
|
664
$385K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23+ 3.05% |
$10.6K - $13.1K
|
776
$450K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
23+ 0.37% |
$10.6K - $13.1K
|
6.19K
$3.59M
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
23+ 0.56% |
$10.6K - $13.1K
|
4.14K
$2.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
22+ 275.0% |
$10.1K - $12.5K
|
30
$17.4K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
22+ 3.01% |
$10.1K - $12.5K
|
752
$436K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
22+ 3.83% |
$10.1K - $12.5K
|
596
$346K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
21+ 3.11% |
$9.64K - $11.9K
|
696
$404K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
21+ 1.48% |
$9.64K - $11.9K
|
1.44K
$837K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21+ 6.69% |
$9.64K - $11.9K
|
335
$194K
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
21+ 0.03% |
$9.64K - $11.9K
|
63.6K
$36.9M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
20New |
$9.18K - $11.4K
|
20
$11.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
19+ 1.2% |
$8.72K - $10.8K
|
1.61K
$932K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
19+ 0.36% |
$8.72K - $10.8K
|
5.28K
$3.06M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
19+ 0.15% |
$8.72K - $10.8K
|
12.5K
$7.27M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17New |
$7.81K - $9.66K
|
17
$9.86K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17New |
$7.81K - $9.66K
|
17
$9.86K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
17+ 242.86% |
$7.81K - $9.66K
|
24
$13.9K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
16+ 1.13% |
$7.35K - $9.1K
|
1.43K
$832K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15+ 2.28% |
$6.89K - $8.53K
|
673
$390K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
14+ 38.89% |
$6.43K - $7.96K
|
50
$29K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 13.86% |
$6.43K - $7.96K
|
115
$66.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13New |
$5.97K - $7.39K
|
13
$7.54K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
12New |
$5.51K - $6.82K
|
12
$6.96K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12+ 2.4% |
$5.51K - $6.82K
|
511
$296K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11New |
$5.05K - $6.25K
|
11
$6.38K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
11+ 0.8% |
$5.05K - $6.25K
|
1.39K
$805K
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
10+ 0.26% |
$4.59K - $5.68K
|
3.79K
$2.2M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9+ 1.47% |
$4.13K - $5.12K
|
621
$360K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
9+ 180.0% |
$4.13K - $5.12K
|
14
$8.12K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
9+ 0.16% |
$4.13K - $5.12K
|
5.7K
$3.31M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
8+ 27.59% |
$3.67K - $4.55K
|
37
$21.5K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 1.49% |
$3.67K - $4.55K
|
544
$316K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 0.32% |
$3.67K - $4.55K
|
2.51K
$1.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
8+ 10.0% |
$3.67K - $4.55K
|
88
$51.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
7New |
$3.21K - $3.98K
|
7
$4.06K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7+ 0.55% |
$3.21K - $3.98K
|
1.27K
$736K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6New |
$2.75K - $3.41K
|
6
$3.48K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6New |
$2.75K - $3.41K
|
6
$3.48K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 7.06% |
$2.75K - $3.41K
|
91
$52.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
5+ 0.04% |
$2.3K - $2.84K
|
11.5K
$6.68M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 1.4% |
$2.3K - $2.84K
|
361
$209K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5New |
$2.3K - $2.84K
|
5
$2.9K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
5+ 0.17% |
$2.3K - $2.84K
|
3.03K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5+ 0.9% |
$2.3K - $2.84K
|
560
$325K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 125.0% |
$2.3K - $2.84K
|
9
$5.22K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
5+ 22.73% |
$2.3K - $2.84K
|
27
$15.7K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 5.32% |
$2.3K - $2.84K
|
99
$57.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
5+ 0.59% |
$2.3K - $2.84K
|
847
$491K
|