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 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5New |
$2.3K - $2.84K
|
5
$2.82K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
5+ 27.78% |
$2.3K - $2.84K
|
23
$13K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
4+ 4.65% |
$1.84K - $2.27K
|
90
$50.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 1.65% |
$1.84K - $2.27K
|
246
$139K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$1.38K - $1.71K
|
664
$375K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$1.38K - $1.71K
|
3
$1.69K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3New |
$1.38K - $1.71K
|
3
$1.69K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 2.26% |
$1.38K - $1.71K
|
136
$76.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 3.75% |
$1.38K - $1.71K
|
83
$46.8K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2+ 0.22% |
$918 - $1.14K
|
919
$518K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2+ 0.12% |
$918 - $1.14K
|
1.6K
$905K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2New |
$918 - $1.14K
|
2
$1.13K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2+ 0.09% |
$918 - $1.14K
|
2.19K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 50.0% |
$918 - $1.14K
|
6
$3.39K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2+ 0.42% |
$918 - $1.14K
|
473
$267K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 1.77% |
$918 - $1.14K
|
115
$64.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 2.11% |
$918 - $1.14K
|
97
$54.7K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.46% |
$918 - $1.14K
|
439
$248K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2New |
$918 - $1.14K
|
2
$1.13K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 28.57% |
$918 - $1.14K
|
9
$5.08K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 10.0% |
$459 - $568
|
11
$6.21K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 3.33% |
$459 - $568
|
31
$17.5K
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$459 - $568
|
1
$564
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.95% |
$459 - $568
|
106
$59.8K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 2.38% |
$459 - $568
|
43
$24.3K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.05% |
$459 - $568
|
2.01K
$1.14M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1New |
$459 - $568
|
1
$564
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1+ 16.67% |
$459 - $568
|
7
$3.95K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1New |
$459 - $568
|
1
$564
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
1+ 0.04% |
$459 - $568
|
2.23K
$1.26M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1- 0.05% |
$459 - $568
|
1.9K
$1.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1- 16.67% |
$459 - $568
|
5
$2.82K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 25.0% |
$459 - $568
|
3
$1.69K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.18% |
$459 - $568
|
564
$318K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.72% |
$459 - $568
|
138
$77.9K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1- 0.12% |
$459 - $568
|
834
$471K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2- 0.28% |
$918 - $1.14K
|
704
$397K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2- 0.84% |
$918 - $1.14K
|
237
$134K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 9.09% |
$918 - $1.14K
|
20
$11.3K
|
|
|
May 01, 2023
Q1 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-2- 0.1% |
$918 - $1.14K
|
1.97K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3- 0.01% |
$1.38K - $1.71K
|
28.2K
$15.9M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3- 0.34% |
$1.38K - $1.71K
|
877
$495K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3- 0.57% |
$1.38K - $1.71K
|
526
$297K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-3- 1.09% |
$1.38K - $1.71K
|
272
$153K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 25.0% |
$1.38K - $1.71K
|
9
$5.08K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.73% |
$1.38K - $1.71K
|
406
$229K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3- 0.22% |
$1.38K - $1.71K
|
1.36K
$770K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3- 0.29% |
$1.38K - $1.71K
|
1.02K
$578K
|