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 |
|---|---|---|---|---|---|---|---|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 11.11% |
$820 - $1.02K
|
20
$12.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 1.47% |
$820 - $1.02K
|
138
$84.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
2+ 25.0% |
$820 - $1.02K
|
10
$6.12K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 12.5% |
$820 - $1.02K
|
18
$11K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 50.0% |
$410 - $512
|
3
$1.83K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 4.17% |
$410 - $512
|
25
$15.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 50.0% |
$410 - $512
|
3
$1.83K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$410 - $512
|
1
$612
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 100.0% |
$410 - $512
|
2
$1.22K
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1+ 50.0% |
$410 - $512
|
3
$1.83K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.75% |
$410 - $512
|
135
$82.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1+ 20.0% |
$410 - $512
|
6
$3.67K
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1New |
$410 - $512
|
1
$612
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 2.27% |
$410 - $512
|
45
$27.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1New |
$410 - $512
|
1
$612
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1- 0.06% |
$410 - $512
|
1.73K
$1.06M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 25.0% |
$410 - $512
|
3
$1.83K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 1.89% |
$410 - $512
|
52
$31.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-1- 0.18% |
$410 - $512
|
557
$341K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 7.41% |
$820 - $1.02K
|
25
$15.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.78% |
$820 - $1.02K
|
254
$155K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3- 0.15% |
$1.23K - $1.54K
|
2.01K
$1.23M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3- 2.8% |
$1.23K - $1.54K
|
104
$63.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.7% |
$1.64K - $2.05K
|
564
$345K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 36.36% |
$1.64K - $2.05K
|
7
$4.28K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4- 0.5% |
$1.64K - $2.05K
|
798
$488K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5- 0.11% |
$2.05K - $2.56K
|
4.46K
$2.73M
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-5- 11.11% |
$2.05K - $2.56K
|
40
$24.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-6- 60.0% |
$2.46K - $3.07K
|
4
$2.45K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6- 60.0% |
$2.46K - $3.07K
|
4
$2.45K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6- 0.91% |
$2.46K - $3.07K
|
652
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.76% |
$2.46K - $3.07K
|
786
$481K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8- 0.29% |
$3.28K - $4.1K
|
2.74K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-8- 12.12% |
$3.28K - $4.1K
|
58
$35.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9- 1.51% |
$3.69K - $4.61K
|
587
$359K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9- 1.01% |
$3.69K - $4.61K
|
884
$541K
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-9- 1.51% |
$3.69K - $4.61K
|
589
$360K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-10- 0.19% |
$4.1K - $5.12K
|
5.34K
$3.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11- 39.29% |
$4.51K - $5.63K
|
17
$10.4K
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11- 0.83% |
$4.51K - $5.63K
|
1.31K
$799K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 9.48% |
$4.51K - $5.63K
|
105
$64.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-12- 0.1% |
$4.92K - $6.15K
|
11.9K
$7.26M
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-14- 7.78% |
$5.74K - $7.17K
|
166
$102K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14- 0.81% |
$5.74K - $7.17K
|
1.71K
$1.05M
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-15- 1.93% |
$6.15K - $7.68K
|
762
$466K
|
|
|
Nov 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-17- 1.6% |
$6.97K - $8.71K
|
1.05K
$640K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-18- 16.82% |
$7.38K - $9.22K
|
89
$54.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-20- 1.25% |
$8.2K - $10.2K
|
1.58K
$966K
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-20- 3.77% |
$8.2K - $10.2K
|
510
$312K
|