Purchases and Sales Made in Q2 2024 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
602+ 1941.94% |
$268K - $334K
|
633
$359K
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
593+ 6.85% |
$264K - $329K
|
9.25K
$5.24M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
580New |
$259K - $322K
|
580
$329K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
576+ 42.6% |
$257K - $320K
|
1.93K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
573New |
$256K - $318K
|
573
$325K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
572New |
$255K - $317K
|
572
$324K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
546+ 18.22% |
$244K - $303K
|
3.54K
$2.01M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
539New |
$240K - $299K
|
539
$305K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
533+ 27.91% |
$238K - $296K
|
2.44K
$1.38M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
532New |
$237K - $295K
|
532
$302K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
526+ 1073.47% |
$235K - $292K
|
575
$326K
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
519+ 114.82% |
$231K - $288K
|
971
$550K
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
509New |
$227K - $282K
|
509
$288K
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
505New |
$225K - $280K
|
505
$286K
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
504+ 5.39% |
$225K - $280K
|
9.86K
$5.59M
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
503New |
$224K - $279K
|
503
$285K
|
|
Aug 12, 2024
Q2 2024
|
Ibex Investors LLC
|
BUY
|
- |
500New |
$223K - $277K
|
500
$283K
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
491New |
$219K - $272K
|
491
$278K
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
487New |
$217K - $270K
|
487
$276K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
467+ 9.07% |
$208K - $259K
|
5.62K
$3.18M
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
461+ 206.73% |
$206K - $256K
|
684
$388K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
444New |
$198K - $246K
|
444
$252K
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
442New |
$197K - $245K
|
442
$251K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
437+ 26.36% |
$195K - $242K
|
2.1K
$1.19M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
435New |
$194K - $241K
|
435
$247K
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
BUY
|
- |
431+ 6.44% |
$192K - $239K
|
7.12K
$4.04M
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
419New |
$187K - $232K
|
419
$237K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
418+ 2200.0% |
$186K - $232K
|
437
$248K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
417+ 23.03% |
$186K - $231K
|
2.23K
$1.26M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
416+ 24.82% |
$186K - $231K
|
2.09K
$1.19M
|
|
Aug 13, 2024
Q2 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
414+ 0.36% |
$185K - $230K
|
114K
$64.6M
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
413+ 0.8% |
$184K - $229K
|
52.1K
$29.5M
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
408New |
$182K - $226K
|
408
$231K
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
407+ 28.11% |
$182K - $226K
|
1.86K
$1.05M
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
400+ 23.53% |
$178K - $222K
|
2.1K
$1.19M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
390+ 97.99% |
$174K - $216K
|
788
$447K
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
381+ 17.02% |
$170K - $211K
|
2.62K
$1.48M
|
|
Aug 13, 2024
Q2 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
380+ 1.3% |
$169K - $211K
|
29.5K
$16.7M
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
369+ 16.6% |
$165K - $205K
|
2.59K
$1.47M
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
366+ 28.0% |
$163K - $203K
|
1.67K
$948K
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
362+ 1.08% |
$161K - $201K
|
33.9K
$19.2M
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
354+ 5.25% |
$158K - $196K
|
7.1K
$4.02M
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
354+ 22.17% |
$158K - $196K
|
1.95K
$1.11M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
327+ 6.75% |
$146K - $181K
|
5.17K
$2.93M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
319+ 50.47% |
$142K - $177K
|
951
$539K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
304+ 10.02% |
$136K - $169K
|
3.34K
$1.89M
|
|
Aug 13, 2024
Q2 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
298+ 0.83% |
$133K - $165K
|
36.3K
$20.6M
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
295+ 37.58% |
$132K - $164K
|
1.08K
$612K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
291+ 12.24% |
$130K - $161K
|
2.67K
$1.51M
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
287+ 16.05% |
$128K - $159K
|
2.08K
$1.18M
|