Purchases and Sales Made in Q3 2022 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q3 2022. 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 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
114New |
$46.8K - $58.4K
|
114
$69.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
113+ 20.32% |
$46.3K - $57.9K
|
669
$409K
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
113+ 4.08% |
$46.3K - $57.9K
|
2.89K
$1.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
111+ 0.82% |
$45.5K - $56.8K
|
13.6K
$8.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
108+ 10.53% |
$44.3K - $55.3K
|
1.13K
$693K
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
104+ 13.98% |
$42.7K - $53.3K
|
848
$519K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
100+ 4.91% |
$41K - $51.2K
|
2.14K
$1.31M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
100+ 14.99% |
$41K - $51.2K
|
767
$469K
|
|
|
Oct 19, 2022
Q3 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
100+ 0.59% |
$41K - $51.2K
|
17K
$10.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.96% |
$41K - $51.2K
|
5.2K
$3.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
97+ 2.47% |
$39.8K - $49.7K
|
4.02K
$2.46M
|
|
|
Dec 09, 2024
Q3 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
95+ 0.03% |
$39K - $48.7K
|
304K
$186M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
87+ 3.27% |
$35.7K - $44.6K
|
2.75K
$1.68M
|
|
|
Nov 02, 2022
Q3 2022
|
Security Asset Management
|
BUY
|
- |
84+ 1.08% |
$34.4K - $43K
|
7.84K
$4.79M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
81+ 8.7% |
$33.2K - $41.5K
|
1.01K
$619K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
77+ 6.38% |
$31.6K - $39.4K
|
1.28K
$785K
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
75+ 9.04% |
$30.8K - $38.4K
|
905
$553K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
74+ 5.47% |
$30.3K - $37.9K
|
1.43K
$873K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
72+ 5.88% |
$29.5K - $36.9K
|
1.3K
$793K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
69+ 18.6% |
$28.3K - $35.3K
|
440
$269K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
69+ 9.73% |
$28.3K - $35.3K
|
778
$476K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
68+ 2.81% |
$27.9K - $34.8K
|
2.49K
$1.52M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
65+ 9.37% |
$26.7K - $33.3K
|
759
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
63+ 7.38% |
$25.8K - $32.3K
|
917
$561K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
61+ 43.57% |
$25K - $31.2K
|
201
$123K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
61+ 5.94% |
$25K - $31.2K
|
1.09K
$665K
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
60+ 5.4% |
$24.6K - $30.7K
|
1.17K
$716K
|
|
|
Oct 25, 2022
Q3 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
60+ 0.33% |
$24.6K - $30.7K
|
18.5K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
58+ 0.32% |
$23.8K - $29.7K
|
18.1K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
57+ 4.35% |
$23.4K - $29.2K
|
1.37K
$836K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
52New |
$21.3K - $26.6K
|
52
$31.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
49+ 7.62% |
$20.1K - $25.1K
|
692
$423K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
46+ 17.42% |
$18.9K - $23.6K
|
310
$190K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
45+ 2.43% |
$18.5K - $23K
|
1.9K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
45+ 2.58% |
$18.5K - $23K
|
1.79K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
45+ 1.27% |
$18.5K - $23K
|
3.59K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
44+ 104.76% |
$18K - $22.5K
|
86
$52.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
42+ 8.14% |
$17.2K - $21.5K
|
558
$341K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
42+ 9.03% |
$17.2K - $21.5K
|
507
$310K
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
37+ 0.31% |
$15.2K - $18.9K
|
11.8K
$7.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
37+ 2.23% |
$15.2K - $18.9K
|
1.69K
$1.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
35+ 2.58% |
$14.4K - $17.9K
|
1.39K
$852K
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
34+ 2.45% |
$13.9K - $17.4K
|
1.42K
$870K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
33+ 4.92% |
$13.5K - $16.9K
|
704
$430K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
31+ 3.49% |
$12.7K - $15.9K
|
918
$561K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
31New |
$12.7K - $15.9K
|
31
$19K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30+ 41.1% |
$12.3K - $15.4K
|
103
$63K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
29+ 11.89% |
$11.9K - $14.9K
|
273
$167K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
28+ 57.14% |
$11.5K - $14.3K
|
77
$47.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 260.0% |
$10.7K - $13.3K
|
36
$22K
|