Purchases and Sales Made in Q3 2021 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
47+ 293.75% |
$25.1K - $31.1K
|
63
$34.4K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
47+ 73.44% |
$25.1K - $31.1K
|
111
$60.5K
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
46+ 0.43% |
$24.6K - $30.4K
|
10.8K
$5.89M
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
46+ 11.47% |
$24.6K - $30.4K
|
447
$244K
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
40+ 2.02% |
$21.4K - $26.5K
|
2.02K
$1.1M
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
35+ 6.89% |
$18.7K - $23.1K
|
543
$296K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
35+ 10.12% |
$18.7K - $23.1K
|
381
$208K
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
32+ 3.82% |
$17.1K - $21.2K
|
870
$474K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
31New |
$16.6K - $20.5K
|
31
$16.9K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
30+ 4.16% |
$16K - $19.8K
|
751
$410K
|
|
Nov 09, 2021
Q3 2021
|
University Of Texas
|
BUY
|
- |
30New |
$16K - $19.8K
|
30
$16.4K
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
30+ 0.11% |
$16K - $19.8K
|
28.4K
$15.5M
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
29+ 131.82% |
$15.5K - $19.2K
|
51
$27.8K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
28+ 1.74% |
$15K - $18.5K
|
1.64K
$895K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
27+ 6.92% |
$14.4K - $17.9K
|
417
$227K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24+ 3.48% |
$12.8K - $15.9K
|
714
$389K
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
23+ 5.15% |
$12.3K - $15.2K
|
470
$256K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
22New |
$11.7K - $14.6K
|
22
$12K
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
20+ 1.82% |
$10.7K - $13.2K
|
1.12K
$611K
|
|
Oct 08, 2021
Q3 2021
|
Paragon Advisors, LLC
|
BUY
|
- |
20+ 0.64% |
$10.7K - $13.2K
|
3.16K
$1.72M
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
20+ 0.87% |
$10.7K - $13.2K
|
2.32K
$1.26M
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
20New |
$10.7K - $13.2K
|
20
$10.9K
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
18+ 1.74% |
$9.61K - $11.9K
|
1.06K
$575K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
18+ 5.77% |
$9.61K - $11.9K
|
330
$180K
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17+ 1.38% |
$9.08K - $11.2K
|
1.25K
$682K
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
17+ 1.45% |
$9.08K - $11.2K
|
1.19K
$649K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
17+ 60.71% |
$9.08K - $11.2K
|
45
$24.5K
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
17+ 1.89% |
$9.08K - $11.2K
|
918
$501K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
17+ 5.41% |
$9.08K - $11.2K
|
331
$181K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17New |
$9.08K - $11.2K
|
17
$9.27K
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
17+ 2.56% |
$9.08K - $11.2K
|
680
$371K
|
|
Nov 02, 2021
Q3 2021
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
16+ 2.24% |
$8.54K - $10.6K
|
729
$398K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 18.39% |
$8.54K - $10.6K
|
103
$56.2K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15+ 250.0% |
$8.01K - $9.92K
|
21
$11.5K
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
14+ 1.46% |
$7.48K - $9.26K
|
973
$531K
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
14+ 0.48% |
$7.48K - $9.26K
|
2.95K
$1.61M
|
|
Nov 12, 2021
Q3 2021
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
14+ 0.1% |
$7.48K - $9.26K
|
13.8K
$7.51M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 4.46% |
$7.48K - $9.26K
|
328
$179K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12+ 30.0% |
$6.41K - $7.94K
|
52
$28.4K
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
12+ 1.55% |
$6.41K - $7.94K
|
786
$429K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
11New |
$5.87K - $7.28K
|
11
$6K
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
10+ 0.03% |
$5.34K - $6.61K
|
29.4K
$16M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10+ 2.99% |
$5.34K - $6.61K
|
344
$188K
|
|
Oct 20, 2021
Q3 2021
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
10+ 41.67% |
$5.34K - $6.61K
|
34
$18.5K
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
9+ 1.29% |
$4.81K - $5.95K
|
708
$386K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8+ 0.45% |
$4.27K - $5.29K
|
1.77K
$965K
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
8+ 0.59% |
$4.27K - $5.29K
|
1.36K
$739K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
8+ 25.0% |
$4.27K - $5.29K
|
40
$21.8K
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7New |
$3.74K - $4.63K
|
7
$3.82K
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 41.18% |
$3.74K - $4.63K
|
24
$13.1K
|