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 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-6- 0.32% |
$2.74K - $3.34K
|
1.9K
$1.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-8- 6.72% |
$3.66K - $4.46K
|
111
$62.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-8- 1.43% |
$3.66K - $4.46K
|
552
$312K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-8- 14.55% |
$3.66K - $4.46K
|
47
$26.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 45.0% |
$4.11K - $5.02K
|
11
$6.22K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-9- 64.29% |
$4.11K - $5.02K
|
5
$2.83K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10- 0.78% |
$4.57K - $5.57K
|
1.28K
$724K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-13- 1.73% |
$5.94K - $7.25K
|
739
$418K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-13- 5.46% |
$5.94K - $7.25K
|
225
$127K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-14- 5.69% |
$6.4K - $7.8K
|
232
$131K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-15- 0.79% |
$6.85K - $8.36K
|
1.88K
$1.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15- 2.12% |
$6.85K - $8.36K
|
691
$391K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-17- 3.59% |
$7.77K - $9.48K
|
456
$258K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-17- 1.75% |
$7.77K - $9.48K
|
957
$541K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-19- 17.92% |
$8.68K - $10.6K
|
87
$49.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-20- 1.44% |
$9.14K - $11.1K
|
1.37K
$774K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-22- 1.51% |
$10.1K - $12.3K
|
1.44K
$812K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-25- 1.86% |
$11.4K - $13.9K
|
1.32K
$747K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-26- 3.58% |
$11.9K - $14.5K
|
700
$396K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-26- 52.0% |
$11.9K - $14.5K
|
24
$13.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-27- 4.88% |
$12.3K - $15K
|
526
$297K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-27- 13.04% |
$12.3K - $15K
|
180
$102K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-27- 32.53% |
$12.3K - $15K
|
56
$31.7K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-32- 11.19% |
$14.6K - $17.8K
|
254
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-32- 6.19% |
$14.6K - $17.8K
|
485
$274K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-33- 4.97% |
$15.1K - $18.4K
|
631
$357K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-33- 4.97% |
$15.1K - $18.4K
|
631
$357K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-34- 24.11% |
$15.5K - $19K
|
107
$60.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-34- 1.0% |
$15.5K - $19K
|
3.37K
$1.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-35- 0.47% |
$16K - $19.5K
|
7.47K
$4.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-36- 3.64% |
$16.5K - $20.1K
|
954
$539K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-39- 6.38% |
$17.8K - $21.7K
|
572
$323K
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-39- 2.21% |
$17.8K - $21.7K
|
1.72K
$974K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-40- 8.33% |
$18.3K - $22.3K
|
440
$249K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-41- 4.14% |
$18.7K - $22.9K
|
950
$537K
|
|
|
Aug 11, 2023
Q2 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-42- 23.86% |
$19.2K - $23.4K
|
134
$75.8K
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-44- 2.34% |
$20.1K - $24.5K
|
1.84K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-45- 84.91% |
$20.6K - $25.1K
|
8
$4.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-47- 0.41% |
$21.5K - $26.2K
|
11.4K
$6.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-49- 8.22% |
$22.4K - $27.3K
|
547
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-49- 56.98% |
$22.4K - $27.3K
|
37
$20.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-50- 5.04% |
$22.8K - $27.9K
|
943
$533K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-50- 4.64% |
$22.8K - $27.9K
|
1.03K
$581K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-52- 32.91% |
$23.8K - $29K
|
106
$59.9K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-52- 0.42% |
$23.8K - $29K
|
12.4K
$7.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-55- 3.38% |
$25.1K - $30.7K
|
1.57K
$888K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-55- 3.72% |
$25.1K - $30.7K
|
1.42K
$805K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-56- 9.02% |
$25.6K - $31.2K
|
565
$320K
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-58- 6.85% |
$26.5K - $32.3K
|
789
$446K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-58- 0.81% |
$26.5K - $32.3K
|
7.11K
$4.02M
|