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 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
68+ 8.83% |
$31.1K - $37.9K
|
838
$474K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
58+ 0.48% |
$26.5K - $32.3K
|
12.3K
$6.93M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
57+ 0.61% |
$26K - $31.8K
|
9.48K
$5.36M
|
|
|
Jul 07, 2023
Q2 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
54+ 11.2% |
$24.7K - $30.1K
|
536
$303K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
48New |
$21.9K - $26.8K
|
48
$27.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
46+ 153.33% |
$21K - $25.6K
|
76
$43K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
42+ 5.2% |
$19.2K - $23.4K
|
850
$481K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
40+ 0.5% |
$18.3K - $22.3K
|
8.04K
$4.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
36+ 7.05% |
$16.5K - $20.1K
|
547
$309K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
35+ 0.65% |
$16K - $19.5K
|
5.39K
$3.05M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
34+ 52.31% |
$15.5K - $19K
|
99
$56K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
32+ 8.06% |
$14.6K - $17.8K
|
429
$243K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
29+ 1.02% |
$13.3K - $16.2K
|
2.87K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
28+ 0.49% |
$12.8K - $15.6K
|
5.79K
$3.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
27+ 4.65% |
$12.3K - $15K
|
608
$344K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
27+ 1.81% |
$12.3K - $15K
|
1.52K
$857K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 16.77% |
$11.9K - $14.5K
|
181
$102K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
24+ 2.88% |
$11K - $13.4K
|
858
$485K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
24New |
$11K - $13.4K
|
24
$13.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
23+ 0.53% |
$10.5K - $12.8K
|
4.36K
$2.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
22+ 1.9% |
$10.1K - $12.3K
|
1.18K
$668K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
21New |
$9.6K - $11.7K
|
21
$11.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
19+ 8.12% |
$8.68K - $10.6K
|
253
$143K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19+ 4.33% |
$8.68K - $10.6K
|
458
$259K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
19+ 0.76% |
$8.68K - $10.6K
|
2.51K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
18+ 600.0% |
$8.23K - $10K
|
21
$11.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 14.78% |
$7.77K - $9.48K
|
132
$74.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
15+ 0.77% |
$6.85K - $8.36K
|
1.97K
$1.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
14+ 15.56% |
$6.4K - $7.8K
|
104
$58.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
13+ 2.17% |
$5.94K - $7.25K
|
611
$346K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13New |
$5.94K - $7.25K
|
13
$7.35K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13+ 0.76% |
$5.94K - $7.25K
|
1.72K
$975K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
12+ 0.19% |
$5.48K - $6.69K
|
6.2K
$3.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
12+ 0.75% |
$5.48K - $6.69K
|
1.62K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.48% |
$5.48K - $6.69K
|
2.53K
$1.43M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
12New |
$5.48K - $6.69K
|
12
$6.79K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11+ 1.25% |
$5.03K - $6.13K
|
892
$504K
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
11+ 0.25% |
$5.03K - $6.13K
|
4.35K
$2.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
10+ 3.09% |
$4.57K - $5.57K
|
334
$189K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
10+ 0.56% |
$4.57K - $5.57K
|
1.81K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
10+ 0.6% |
$4.57K - $5.57K
|
1.68K
$951K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
10New |
$4.57K - $5.57K
|
10
$5.66K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
10+ 37.04% |
$4.57K - $5.57K
|
37
$20.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
10New |
$4.57K - $5.57K
|
10
$5.66K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
10+ 0.03% |
$4.57K - $5.57K
|
34K
$19.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10+ 0.3% |
$4.57K - $5.57K
|
3.31K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$4.57K - $5.57K
|
10
$5.66K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10+ 2.61% |
$4.57K - $5.57K
|
393
$222K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
8+ 0.48% |
$3.66K - $4.46K
|
1.68K
$951K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
8+ 160.0% |
$3.66K - $4.46K
|
13
$7.35K
|