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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 1.65% |
$1.84K - $2.27K
|
246
$148K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$1.38K - $1.71K
|
664
$400K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3New |
$1.38K - $1.71K
|
3
$1.81K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$1.38K - $1.71K
|
3
$1.81K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 3.75% |
$1.38K - $1.71K
|
83
$50K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 2.26% |
$1.38K - $1.71K
|
136
$81.9K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2New |
$918 - $1.14K
|
2
$1.2K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.46% |
$918 - $1.14K
|
439
$264K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2+ 0.09% |
$918 - $1.14K
|
2.19K
$1.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2+ 0.12% |
$918 - $1.14K
|
1.6K
$966K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 2.11% |
$918 - $1.14K
|
97
$58.4K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2New |
$918 - $1.14K
|
2
$1.2K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 50.0% |
$918 - $1.14K
|
6
$3.61K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 1.77% |
$918 - $1.14K
|
115
$69.2K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2+ 0.22% |
$918 - $1.14K
|
919
$553K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 28.57% |
$918 - $1.14K
|
9
$5.42K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2+ 0.42% |
$918 - $1.14K
|
473
$285K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.95% |
$459 - $568
|
106
$63.8K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 10.0% |
$459 - $568
|
11
$6.62K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.05% |
$459 - $568
|
2.01K
$1.21M
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
1+ 0.04% |
$459 - $568
|
2.23K
$1.34M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 2.38% |
$459 - $568
|
43
$25.9K
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$459 - $568
|
1
$602
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1New |
$459 - $568
|
1
$602
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1New |
$459 - $568
|
1
$602
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1+ 16.67% |
$459 - $568
|
7
$4.21K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 3.33% |
$459 - $568
|
31
$18.7K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
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
$1.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1- 16.67% |
$459 - $568
|
5
$3.01K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.72% |
$459 - $568
|
138
$83.1K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1- 0.12% |
$459 - $568
|
834
$502K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 25.0% |
$459 - $568
|
3
$1.81K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.18% |
$459 - $568
|
564
$340K
|
|
|
May 01, 2023
Q1 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-2- 0.1% |
$918 - $1.14K
|
1.97K
$1.18M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 9.09% |
$918 - $1.14K
|
20
$12K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2- 0.28% |
$918 - $1.14K
|
704
$424K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2- 0.84% |
$918 - $1.14K
|
237
$143K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3- 0.34% |
$1.38K - $1.71K
|
877
$528K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.73% |
$1.38K - $1.71K
|
406
$244K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3- 0.29% |
$1.38K - $1.71K
|
1.02K
$616K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3- 0.22% |
$1.38K - $1.71K
|
1.36K
$821K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 25.0% |
$1.38K - $1.71K
|
9
$5.42K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-3- 0.2% |
$1.38K - $1.71K
|
1.49K
$896K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 20.0% |
$1.38K - $1.71K
|
12
$7.22K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-3- 1.09% |
$1.38K - $1.71K
|
272
$164K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3- 0.22% |
$1.38K - $1.71K
|
1.36K
$821K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3- 0.57% |
$1.38K - $1.71K
|
526
$317K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3- 0.01% |
$1.38K - $1.71K
|
28.2K
$17M
|