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 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
24+ 5.54% |
$12.9K - $14.5K
|
457
$265K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
23+ 1.93% |
$12.4K - $13.9K
|
1.22K
$705K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
23New |
$12.4K - $13.9K
|
23
$13.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 76.67% |
$12.4K - $13.9K
|
53
$30.7K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22+ 1.49% |
$11.8K - $13.3K
|
1.5K
$867K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22+ 4.53% |
$11.8K - $13.3K
|
508
$295K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
22+ 11.06% |
$11.8K - $13.3K
|
221
$128K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
20New |
$10.8K - $12.1K
|
20
$11.6K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
19New |
$10.2K - $11.5K
|
19
$11K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19+ 0.5% |
$10.2K - $11.5K
|
3.86K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
19+ 2.76% |
$10.2K - $11.5K
|
707
$410K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18+ 1.56% |
$9.68K - $10.9K
|
1.17K
$678K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 5.07% |
$9.15K - $10.3K
|
352
$204K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 6.03% |
$9.15K - $10.3K
|
299
$173K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16+ 0.6% |
$8.61K - $9.67K
|
2.7K
$1.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16+ 0.86% |
$8.61K - $9.67K
|
1.88K
$1.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15New |
$8.07K - $9.06K
|
15
$8.7K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14New |
$7.53K - $8.46K
|
14
$8.12K
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
13+ 0.58% |
$6.99K - $7.86K
|
2.24K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
13+ 0.29% |
$6.99K - $7.86K
|
4.49K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
13+ 0.11% |
$6.99K - $7.86K
|
12K
$6.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 2.55% |
$6.99K - $7.86K
|
522
$303K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
13+ 0.24% |
$6.99K - $7.86K
|
5.42K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13+ 650.0% |
$6.99K - $7.86K
|
15
$8.7K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13+ 3.1% |
$6.99K - $7.86K
|
433
$251K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
12New |
$6.46K - $7.25K
|
12
$6.96K
|
|
|
Apr 29, 2024
Q1 2024
|
Ghe, LLC
|
BUY
|
- |
12+ 0.25% |
$6.46K - $7.25K
|
4.81K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12+ 2.78% |
$6.46K - $7.25K
|
444
$258K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11+ 33.33% |
$5.92K - $6.65K
|
44
$25.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11New |
$5.92K - $6.65K
|
11
$6.38K
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
11+ 0.4% |
$5.92K - $6.65K
|
2.74K
$1.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$5.38K - $6.04K
|
10
$5.8K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
10+ 2.78% |
$5.38K - $6.04K
|
370
$215K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
9+ 0.08% |
$4.84K - $5.44K
|
10.8K
$6.25M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 8.16% |
$4.3K - $4.83K
|
106
$61.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8+ 1.05% |
$4.3K - $4.83K
|
769
$446K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8+ 4.26% |
$4.3K - $4.83K
|
196
$114K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 3.92% |
$4.3K - $4.83K
|
212
$123K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7New |
$3.77K - $4.23K
|
7
$4.06K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 0.83% |
$3.77K - $4.23K
|
851
$494K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
7New |
$3.77K - $4.23K
|
7
$4.06K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7+ 0.85% |
$3.77K - $4.23K
|
830
$482K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 50.0% |
$3.23K - $3.63K
|
18
$10.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 2.82% |
$3.23K - $3.63K
|
219
$127K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6+ 1.51% |
$3.23K - $3.63K
|
403
$234K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.3% |
$3.23K - $3.63K
|
468
$272K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.63% |
$2.69K - $3.02K
|
797
$462K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5+ 0.96% |
$2.69K - $3.02K
|
528
$306K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5+ 1.25% |
$2.69K - $3.02K
|
406
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.35% |
$2.69K - $3.02K
|
1.43K
$831K
|