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 |
---|---|---|---|---|---|---|---|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3+ 0.01% |
$1.23K - $1.54K
|
52.1K
$29.4M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.53% |
$820 - $1.02K
|
379
$214K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
2+ 25.0% |
$820 - $1.02K
|
10
$5.64K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 11.11% |
$820 - $1.02K
|
20
$11.3K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$820 - $1.02K
|
2
$1.13K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 12.5% |
$820 - $1.02K
|
18
$10.2K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 1.47% |
$820 - $1.02K
|
138
$77.9K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 4.17% |
$410 - $512
|
25
$14.1K
|
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1+ 20.0% |
$410 - $512
|
6
$3.39K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1New |
$410 - $512
|
1
$564
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 50.0% |
$410 - $512
|
3
$1.69K
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1New |
$410 - $512
|
1
$564
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 2.27% |
$410 - $512
|
45
$25.4K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 50.0% |
$410 - $512
|
3
$1.69K
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1+ 50.0% |
$410 - $512
|
3
$1.69K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.75% |
$410 - $512
|
135
$76.2K
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 100.0% |
$410 - $512
|
2
$1.13K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$410 - $512
|
1
$564
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 25.0% |
$410 - $512
|
3
$1.69K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1- 0.06% |
$410 - $512
|
1.73K
$977K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-1- 0.18% |
$410 - $512
|
557
$314K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 1.89% |
$410 - $512
|
52
$29.3K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 7.41% |
$820 - $1.02K
|
25
$14.1K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.78% |
$820 - $1.02K
|
254
$143K
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3- 0.15% |
$1.23K - $1.54K
|
2.01K
$1.13M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3- 2.8% |
$1.23K - $1.54K
|
104
$58.7K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.7% |
$1.64K - $2.05K
|
564
$318K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 36.36% |
$1.64K - $2.05K
|
7
$3.95K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4- 0.5% |
$1.64K - $2.05K
|
798
$450K
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-5- 11.11% |
$2.05K - $2.56K
|
40
$22.6K
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5- 0.11% |
$2.05K - $2.56K
|
4.46K
$2.52M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.76% |
$2.46K - $3.07K
|
786
$443K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6- 60.0% |
$2.46K - $3.07K
|
4
$2.26K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6- 0.91% |
$2.46K - $3.07K
|
652
$368K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-6- 60.0% |
$2.46K - $3.07K
|
4
$2.26K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8- 0.29% |
$3.28K - $4.1K
|
2.74K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-8- 12.12% |
$3.28K - $4.1K
|
58
$32.7K
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9- 1.01% |
$3.69K - $4.61K
|
884
$499K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9- 1.51% |
$3.69K - $4.61K
|
587
$331K
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-9- 1.51% |
$3.69K - $4.61K
|
589
$332K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-10- 0.19% |
$4.1K - $5.12K
|
5.34K
$3.01M
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11- 0.83% |
$4.51K - $5.63K
|
1.31K
$737K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 9.48% |
$4.51K - $5.63K
|
105
$59.2K
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11- 39.29% |
$4.51K - $5.63K
|
17
$9.59K
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-12- 0.1% |
$4.92K - $6.15K
|
11.9K
$6.7M
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-14- 7.78% |
$5.74K - $7.17K
|
166
$93.7K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14- 0.81% |
$5.74K - $7.17K
|
1.71K
$965K
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-15- 1.93% |
$6.15K - $7.68K
|
762
$430K
|
|
Nov 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-17- 1.6% |
$6.97K - $8.71K
|
1.05K
$591K
|