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 |
---|---|---|---|---|---|---|---|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
230+ 9.08% |
$105K - $128K
|
2.76K
$1.67M
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
230New |
$105K - $128K
|
230
$139K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
227+ 14.15% |
$104K - $127K
|
1.83K
$1.11M
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
223+ 1.01% |
$102K - $124K
|
22.3K
$13.5M
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
214+ 19.4% |
$97.8K - $119K
|
1.32K
$797K
|
|
Aug 03, 2023
Q2 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
211New |
$96.4K - $118K
|
211
$128K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
202+ 13.74% |
$92.3K - $113K
|
1.67K
$1.01M
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
BUY
|
- |
201+ 10.04% |
$91.9K - $112K
|
2.2K
$1.33M
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
200+ 5.41% |
$91.4K - $111K
|
3.9K
$2.36M
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
198+ 2.54% |
$90.5K - $110K
|
7.99K
$4.83M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
197+ 3.04% |
$90K - $110K
|
6.68K
$4.04M
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
190+ 1.28% |
$86.8K - $106K
|
15.1K
$9.13M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
181+ 2.87% |
$82.7K - $101K
|
6.49K
$3.93M
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
179+ 1.66% |
$81.8K - $99.8K
|
11K
$6.64M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
179+ 25.98% |
$81.8K - $99.8K
|
868
$525K
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
173+ 4.56% |
$79.1K - $96.4K
|
3.97K
$2.4M
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
164+ 27.52% |
$74.9K - $91.4K
|
760
$460K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
162+ 140.87% |
$74K - $90.3K
|
277
$168K
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
155+ 25.83% |
$70.8K - $86.4K
|
755
$457K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
153+ 0.34% |
$69.9K - $85.3K
|
44.5K
$26.9M
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
146+ 33.87% |
$66.7K - $81.4K
|
577
$349K
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
146+ 0.42% |
$66.7K - $81.4K
|
35K
$21.2M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
143+ 3.1% |
$65.3K - $79.7K
|
4.75K
$2.87M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
140+ 5.89% |
$64K - $78K
|
2.52K
$1.52M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
139+ 39.04% |
$63.5K - $77.5K
|
495
$299K
|
|
Jul 31, 2023
Q2 2023
|
Ghe, LLC
|
BUY
|
- |
132+ 2.89% |
$60.3K - $73.6K
|
4.7K
$2.84M
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
124+ 7.34% |
$56.7K - $69.1K
|
1.81K
$1.1M
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
123+ 16.9% |
$56.2K - $68.6K
|
851
$515K
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
118+ 6.43% |
$53.9K - $65.8K
|
1.95K
$1.18M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
115+ 6.47% |
$52.6K - $64.1K
|
1.89K
$1.14M
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
115+ 5750.0% |
$52.6K - $64.1K
|
117
$70.8K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
115+ 1.82% |
$52.6K - $64.1K
|
6.44K
$3.89M
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
110+ 0.28% |
$50.3K - $61.3K
|
39.8K
$24.1M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
110+ 11.96% |
$50.3K - $61.3K
|
1.03K
$623K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
108+ 1.22% |
$49.4K - $60.2K
|
8.99K
$5.43M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
106+ 1.47% |
$48.4K - $59.1K
|
7.33K
$4.43M
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
101+ 5.14% |
$46.2K - $56.3K
|
2.07K
$1.25M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
101+ 15.01% |
$46.2K - $56.3K
|
774
$468K
|
|
Jul 19, 2023
Q2 2023
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
100+ 1.85% |
$45.7K - $55.7K
|
5.51K
$3.33M
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
100+ 0.83% |
$45.7K - $55.7K
|
12.2K
$7.38M
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
96+ 11.02% |
$43.9K - $53.5K
|
967
$585K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
94+ 1.15% |
$43K - $52.4K
|
8.24K
$4.98M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
93+ 7.9% |
$42.5K - $51.8K
|
1.27K
$768K
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
91+ 4.65% |
$41.6K - $50.7K
|
2.05K
$1.24M
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
91+ 0.53% |
$41.6K - $50.7K
|
17.1K
$10.4M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
79+ 1.85% |
$36.1K - $44K
|
4.34K
$2.63M
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
79+ 1.11% |
$36.1K - $44K
|
7.22K
$4.37M
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
73+ 7.53% |
$33.4K - $40.7K
|
1.04K
$631K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
72+ 16.18% |
$32.9K - $40.1K
|
517
$313K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
72+ 10.93% |
$32.9K - $40.1K
|
731
$442K
|