Purchases and Sales Made in Q3 2023 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q3 2023. 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 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35- 62.5% |
$16.4K - $19.5K
|
21
$11.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-36- 5.01% |
$16.9K - $20.1K
|
683
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-37- 3.89% |
$17.4K - $20.6K
|
913
$498K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40- 5.79% |
$18.8K - $22.3K
|
651
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-40- 0.84% |
$18.8K - $22.3K
|
4.71K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-41- 4.3% |
$19.2K - $22.8K
|
913
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-43- 0.01% |
$20.2K - $24K
|
290K
$158M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-45- 3.64% |
$21.1K - $25.1K
|
1.19K
$649K
|
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-46- 0.83% |
$21.6K - $25.6K
|
5.53K
$3.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-48- 21.33% |
$22.5K - $26.7K
|
177
$96.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-52- 5.43% |
$24.4K - $29K
|
905
$494K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-53- 0.33% |
$24.9K - $29.5K
|
15.9K
$8.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-55- 0.47% |
$25.8K - $30.6K
|
11.6K
$6.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-58- 5.28% |
$27.2K - $32.3K
|
1.04K
$567K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-58- 6.4% |
$27.2K - $32.3K
|
848
$462K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-61- 1.73% |
$28.6K - $34K
|
3.47K
$1.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-61- 0.98% |
$28.6K - $34K
|
6.14K
$3.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-62- 3.39% |
$29.1K - $34.5K
|
1.77K
$965K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-65- 25.59% |
$30.5K - $36.2K
|
189
$103K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-71- 8.47% |
$33.3K - $39.6K
|
767
$418K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-75- 8.81% |
$35.2K - $41.8K
|
776
$423K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-76- 1.77% |
$35.7K - $42.4K
|
4.21K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-76- 1.75% |
$35.7K - $42.4K
|
4.27K
$2.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-81- 4.01% |
$38K - $45.1K
|
1.94K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-87- 1.84% |
$40.8K - $48.5K
|
4.65K
$2.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-90- 0.34% |
$42.3K - $50.2K
|
26.6K
$14.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-90- 11.8% |
$42.3K - $50.2K
|
673
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-90- 0.72% |
$42.3K - $50.2K
|
12.5K
$6.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-92- 9.75% |
$43.2K - $51.3K
|
852
$465K
|
|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-95- 17.72% |
$44.6K - $52.9K
|
441
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-97- 0.85% |
$45.5K - $54.1K
|
11.3K
$6.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-100- 4.54% |
$46.9K - $55.7K
|
2.1K
$1.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 2.0% |
$46.9K - $55.7K
|
4.9K
$2.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-100- 64.52% |
$46.9K - $55.7K
|
55
$30K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-105- 2.79% |
$49.3K - $58.5K
|
3.66K
$2M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-109- 0.31% |
$51.2K - $60.7K
|
34.9K
$19M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-109- 4.74% |
$51.2K - $60.7K
|
2.19K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-113- 4.9% |
$53K - $63K
|
2.19K
$1.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-115- 12.0% |
$54K - $64.1K
|
843
$460K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-117- 4.21% |
$54.9K - $65.2K
|
2.66K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-122- 0.91% |
$57.3K - $68K
|
13.2K
$7.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-129- 3.9% |
$60.6K - $71.9K
|
3.18K
$1.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-130- 0.64% |
$61K - $72.4K
|
20.3K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-131- 22.39% |
$61.5K - $73K
|
454
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-136- 4.74% |
$63.8K - $75.8K
|
2.74K
$1.49M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-144- 31.37% |
$67.6K - $80.2K
|
315
$172K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-151- 9.53% |
$70.9K - $84.1K
|
1.43K
$781K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-154- 1.92% |
$72.3K - $85.8K
|
7.85K
$4.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-159- 11.34% |
$74.6K - $88.6K
|
1.24K
$678K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-167- 6.79% |
$78.4K - $93.1K
|
2.29K
$1.25M
|