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 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
24+ 4.56% |
$9.84K - $12.3K
|
550
$336K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
23+ 2.4% |
$9.43K - $11.8K
|
982
$600K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22+ 3.53% |
$9.02K - $11.3K
|
645
$394K
|
|
|
Nov 10, 2022
Q3 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
20+ 10.87% |
$8.2K - $10.2K
|
204
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
20+ 1.06% |
$8.2K - $10.2K
|
1.91K
$1.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
19+ 0.27% |
$7.79K - $9.73K
|
7.13K
$4.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
19+ 2.5% |
$7.79K - $9.73K
|
779
$476K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
19New |
$7.79K - $9.73K
|
19
$11.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
19+ 20.0% |
$7.79K - $9.73K
|
114
$69.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
18+ 1.76% |
$7.38K - $9.22K
|
1.04K
$637K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
18+ 0.3% |
$7.38K - $9.22K
|
6.09K
$3.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17New |
$6.97K - $8.71K
|
17
$10.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
17+ 0.77% |
$6.97K - $8.71K
|
2.21K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
17+ 73.91% |
$6.97K - $8.71K
|
40
$24.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
15New |
$6.15K - $7.68K
|
15
$9.17K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
15+ 3.34% |
$6.15K - $7.68K
|
464
$284K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
15+ 8.52% |
$6.15K - $7.68K
|
191
$117K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
14+ 350.0% |
$5.74K - $7.17K
|
18
$11K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
14New |
$5.74K - $7.17K
|
14
$8.56K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
14+ 5.65% |
$5.74K - $7.17K
|
262
$160K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
12+ 25.53% |
$4.92K - $6.15K
|
59
$36.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
12+ 0.15% |
$4.92K - $6.15K
|
7.86K
$4.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12+ 0.64% |
$4.92K - $6.15K
|
1.9K
$1.16M
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
12New |
$4.92K - $6.15K
|
12
$7.34K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
11+ 1.53% |
$4.51K - $5.63K
|
732
$448K
|
|
|
Nov 14, 2022
Q3 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
11+ 1.29% |
$4.51K - $5.63K
|
865
$529K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10+ 2.62% |
$4.1K - $5.12K
|
391
$239K
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
9+ 1.03% |
$3.69K - $4.61K
|
886
$542K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9+ 17.31% |
$3.69K - $4.61K
|
61
$37.3K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8+ 2.25% |
$3.28K - $4.1K
|
364
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8+ 0.99% |
$3.28K - $4.1K
|
818
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
8New |
$3.28K - $4.1K
|
8
$4.89K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
7+ 0.14% |
$2.87K - $3.58K
|
4.84K
$2.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 31.58% |
$2.46K - $3.07K
|
25
$15.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 15.63% |
$2.05K - $2.56K
|
37
$22.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5New |
$2.05K - $2.56K
|
5
$3.06K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
5New |
$2.05K - $2.56K
|
5
$3.06K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 4.55% |
$2.05K - $2.56K
|
115
$70.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5+ 14.29% |
$2.05K - $2.56K
|
40
$24.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4+ 4.0% |
$1.64K - $2.05K
|
104
$63.6K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 6.25% |
$1.64K - $2.05K
|
68
$41.6K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4+ 0.35% |
$1.64K - $2.05K
|
1.14K
$698K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 8.16% |
$1.64K - $2.05K
|
53
$32.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3+ 0.18% |
$1.23K - $1.54K
|
1.7K
$1.04M
|
|
|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3+ 0.01% |
$1.23K - $1.54K
|
52.1K
$31.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3+ 0.52% |
$1.23K - $1.54K
|
578
$353K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$1.23K - $1.54K
|
3
$1.83K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3New |
$1.23K - $1.54K
|
3
$1.83K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.53% |
$820 - $1.02K
|
379
$232K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$820 - $1.02K
|
2
$1.22K
|