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 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
172+ 0.95% |
$92.5K - $104K
|
18.2K
$10.6M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
168+ 2.54% |
$90.4K - $102K
|
6.79K
$3.95M
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
165+ 15.6% |
$88.8K - $99.7K
|
1.22K
$712K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
165+ 4.78% |
$88.8K - $99.7K
|
3.62K
$2.1M
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
165+ 22.42% |
$88.8K - $99.7K
|
901
$524K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
161+ 35.7% |
$86.6K - $97.3K
|
612
$356K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
158+ 17.46% |
$85K - $95.5K
|
1.06K
$619K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
153+ 12.59% |
$82.3K - $92.5K
|
1.37K
$796K
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
151+ 8.97% |
$81.2K - $91.2K
|
1.84K
$1.07M
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
140+ 388.89% |
$75.3K - $84.6K
|
176
$102K
|
|
Apr 22, 2024
Q1 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
139+ 0.77% |
$74.8K - $84K
|
18.3K
$10.6M
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
133New |
$71.6K - $80.4K
|
133
$77.4K
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
128+ 5.41% |
$68.9K - $77.4K
|
2.5K
$1.45M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
127+ 64.47% |
$68.3K - $76.7K
|
324
$189K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
127+ 1.25% |
$68.3K - $76.7K
|
10.3K
$5.99M
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
121+ 18.22% |
$65.1K - $73.1K
|
785
$457K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
121+ 0.87% |
$65.1K - $73.1K
|
14.1K
$8.21M
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
119New |
$64K - $71.9K
|
119
$69.3K
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
115+ 28.97% |
$61.9K - $69.5K
|
512
$298K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
111+ 0.56% |
$59.7K - $67.1K
|
19.9K
$11.6M
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
110+ 10.95% |
$59.2K - $66.5K
|
1.12K
$649K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110+ 354.84% |
$59.2K - $66.5K
|
141
$82.1K
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
110+ 0.21% |
$59.2K - $66.5K
|
51.7K
$30.1M
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
107+ 1.12% |
$57.6K - $64.7K
|
9.63K
$5.6M
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
107+ 3.87% |
$57.6K - $64.7K
|
2.87K
$1.67M
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
106+ 12.77% |
$57K - $64.1K
|
936
$545K
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
BUY
|
- |
106+ 0.53% |
$57K - $64.1K
|
20.3K
$11.8M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
105+ 24.19% |
$56.5K - $63.5K
|
539
$314K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
103+ 20.08% |
$55.4K - $62.2K
|
616
$359K
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
102+ 5.68% |
$54.9K - $61.6K
|
1.9K
$1.1M
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
99+ 18.61% |
$53.3K - $59.8K
|
631
$367K
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
99New |
$53.3K - $59.8K
|
99
$57.6K
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
98+ 20.72% |
$52.7K - $59.2K
|
571
$332K
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
95+ 18.92% |
$51.1K - $57.4K
|
597
$348K
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
89+ 17.38% |
$47.9K - $53.8K
|
601
$350K
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
88+ 0.16% |
$47.3K - $53.2K
|
54.3K
$31.6M
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
87+ 3.72% |
$46.8K - $52.6K
|
2.43K
$1.41M
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
86+ 4.35% |
$46.3K - $52K
|
2.07K
$1.2M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
80New |
$43K - $48.3K
|
80
$46.6K
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
78+ 7.75% |
$42K - $47.1K
|
1.09K
$632K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
78+ 9.08% |
$42K - $47.1K
|
937
$545K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
76+ 0.72% |
$40.9K - $45.9K
|
10.6K
$6.16M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
75+ 46.3% |
$40.4K - $45.3K
|
237
$138K
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
75+ 1.59% |
$40.4K - $45.3K
|
4.78K
$2.78M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
73+ 4.61% |
$39.3K - $44.1K
|
1.66K
$965K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
72+ 8.77% |
$38.7K - $43.5K
|
893
$520K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
72+ 45.86% |
$38.7K - $43.5K
|
229
$133K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
68+ 7.93% |
$36.6K - $41.1K
|
925
$538K
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
67+ 0.86% |
$36K - $40.5K
|
7.9K
$4.6M
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
66+ 0.26% |
$35.5K - $39.9K
|
25.9K
$15.1M
|