Purchases and Sales Made in Q1 2024 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q1 2024. 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 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 5.56% |
$2.69K - $3.02K
|
85
$47.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-6- 4.03% |
$3.23K - $3.63K
|
143
$80.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.52% |
$3.23K - $3.63K
|
1.15K
$648K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-7- 0.26% |
$3.77K - $4.23K
|
2.64K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-7- 0.68% |
$3.77K - $4.23K
|
1.02K
$573K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-7- 0.93% |
$3.77K - $4.23K
|
746
$420K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-8- 1.56% |
$4.3K - $4.83K
|
504
$284K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-9- 2.59% |
$4.84K - $5.44K
|
339
$191K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-9- 1.34% |
$4.84K - $5.44K
|
663
$373K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-10- 2.15% |
$5.38K - $6.04K
|
456
$257K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-10- 0.69% |
$5.38K - $6.04K
|
1.44K
$808K
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-10- 0.18% |
$5.38K - $6.04K
|
5.57K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-10- 1.95% |
$5.38K - $6.04K
|
502
$282K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-11- 1.67% |
$5.92K - $6.65K
|
646
$363K
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-11- 3.17% |
$5.92K - $6.65K
|
336
$189K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-12- 15.58% |
$6.46K - $7.25K
|
65
$36.6K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-12- 1.11% |
$6.46K - $7.25K
|
1.07K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13- 0.77% |
$6.99K - $7.86K
|
1.67K
$941K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-15- 1.66% |
$8.07K - $9.06K
|
890
$501K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15- 2.3% |
$8.07K - $9.06K
|
637
$358K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-16- 6.69% |
$8.61K - $9.67K
|
223
$125K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-16- 2.34% |
$8.61K - $9.67K
|
668
$376K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16- 53.33% |
$8.61K - $9.67K
|
14
$7.88K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-16- 72.73% |
$8.61K - $9.67K
|
6
$3.38K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-16- 2.63% |
$8.61K - $9.67K
|
592
$333K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17- 35.42% |
$9.15K - $10.3K
|
31
$17.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-18- 62.07% |
$9.68K - $10.9K
|
11
$6.19K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-19- 19.0% |
$10.2K - $11.5K
|
81
$45.6K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-19- 3.93% |
$10.2K - $11.5K
|
465
$262K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-20- 90.91% |
$10.8K - $12.1K
|
2
$1.13K
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-20- 0.19% |
$10.8K - $12.1K
|
10.4K
$5.86M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-20- 3.93% |
$10.8K - $12.1K
|
489
$275K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-22- 0.62% |
$11.8K - $13.3K
|
3.54K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-24- 2.73% |
$12.9K - $14.5K
|
855
$481K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-27- 5.54% |
$14.5K - $16.3K
|
460
$259K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-27- 4.7% |
$14.5K - $16.3K
|
548
$308K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-29- 0.9% |
$15.6K - $17.5K
|
3.19K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-30- 1.33% |
$16.1K - $18.1K
|
2.23K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-31- 0.24% |
$16.7K - $18.7K
|
13K
$7.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-34- 1.83% |
$18.3K - $20.5K
|
1.83K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-34- 4.44% |
$18.3K - $20.5K
|
731
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-35- 6.76% |
$18.8K - $21.2K
|
483
$272K
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-35- 0.75% |
$18.8K - $21.2K
|
4.62K
$2.6M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-39- 1.34% |
$21K - $23.6K
|
2.86K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-39- 4.46% |
$21K - $23.6K
|
836
$470K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-39- 6.37% |
$21K - $23.6K
|
573
$322K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-40- 0.51% |
$21.5K - $24.2K
|
7.87K
$4.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-41- 6.97% |
$22.1K - $24.8K
|
547
$308K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-43- 4.8% |
$23.1K - $26K
|
852
$479K
|
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-45- 1.56% |
$24.2K - $27.2K
|
2.84K
$1.6M
|