Purchases and Sales Made in Q2 2023 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-59- 0.7% |
$27K - $32.9K
|
8.35K
$5.01M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-59- 11.39% |
$27K - $32.9K
|
459
$275K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-61- 18.21% |
$27.9K - $34K
|
274
$164K
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-65- 11.71% |
$29.7K - $36.2K
|
490
$294K
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-66- 2.67% |
$30.2K - $36.8K
|
2.41K
$1.44M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67- 34.54% |
$30.6K - $37.3K
|
127
$76.2K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67- 34.54% |
$30.6K - $37.3K
|
127
$76.2K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-70- 25.74% |
$32K - $39K
|
202
$121K
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-72- 5.51% |
$32.9K - $40.1K
|
1.24K
$741K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-72- 31.72% |
$32.9K - $40.1K
|
155
$92.9K
|
|
Jul 24, 2023
Q2 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-73- 1.29% |
$33.4K - $40.7K
|
5.57K
$3.34M
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-73- 9.24% |
$33.4K - $40.7K
|
717
$430K
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-73- 10.1% |
$33.4K - $40.7K
|
650
$390K
|
|
Aug 14, 2023
Q2 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-74- 2.51% |
$33.8K - $41.2K
|
2.87K
$1.72M
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-74- 8.31% |
$33.8K - $41.2K
|
816
$489K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-76- 0.96% |
$34.7K - $42.4K
|
7.87K
$4.72M
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-76- 14.7% |
$34.7K - $42.4K
|
441
$264K
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-77- 2.07% |
$35.2K - $42.9K
|
3.64K
$2.18M
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-82- 1.88% |
$37.5K - $45.7K
|
4.29K
$2.57M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-85- 11.81% |
$38.8K - $47.4K
|
635
$381K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-85- 8.3% |
$38.8K - $47.4K
|
939
$563K
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-87- 2.43% |
$39.8K - $48.5K
|
3.49K
$2.09M
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-90- 0.15% |
$41.1K - $50.2K
|
61.9K
$37.1M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-91- 16.25% |
$41.6K - $50.7K
|
469
$281K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-92- 7.26% |
$42K - $51.3K
|
1.18K
$705K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-92- 13.43% |
$42K - $51.3K
|
593
$356K
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-93- 6.22% |
$42.5K - $51.8K
|
1.4K
$841K
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-94- 94.95% |
$43K - $52.4K
|
5
$3K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-95- 2.02% |
$43.4K - $53K
|
4.61K
$2.76M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-99- 11.42% |
$45.2K - $55.2K
|
768
$461K
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-100- 12.21% |
$45.7K - $55.7K
|
719
$431K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-100- 96.15% |
$45.7K - $55.7K
|
4
$2.4K
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.47% |
$45.7K - $55.7K
|
6.68K
$4.01M
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-105- 0.51% |
$48K - $58.5K
|
20.4K
$12.2M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-106- 3.25% |
$48.4K - $59.1K
|
3.15K
$1.89M
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-108- 19.89% |
$49.4K - $60.2K
|
435
$261K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-111- 14.45% |
$50.7K - $61.9K
|
657
$394K
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-113- 0.13% |
$51.6K - $63K
|
87.4K
$52.4M
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-113- 2.14% |
$51.6K - $63K
|
5.16K
$3.1M
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-113- 0.98% |
$51.6K - $63K
|
11.4K
$6.84M
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-115- 16.64% |
$52.6K - $64.1K
|
576
$345K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-117- 6.36% |
$53.5K - $65.2K
|
1.72K
$1.03M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-118- 9.87% |
$53.9K - $65.8K
|
1.08K
$646K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-120- 21.28% |
$54.8K - $66.9K
|
444
$266K
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-122- 2.14% |
$55.8K - $68K
|
5.58K
$3.34M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-131- 11.99% |
$59.9K - $73K
|
962
$577K
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-135- 1.48% |
$61.7K - $75.2K
|
9.01K
$5.4M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-141- 8.15% |
$64.4K - $78.6K
|
1.59K
$953K
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-142- 7.56% |
$64.9K - $79.1K
|
1.74K
$1.04M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-143- 7.0% |
$65.3K - $79.7K
|
1.9K
$1.14M
|