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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
466+ 8.25% |
$219K - $260K
|
6.11K
$3.33M
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
465+ 18.55% |
$218K - $259K
|
2.97K
$1.62M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
456+ 12.51% |
$214K - $254K
|
4.1K
$2.24M
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
446New |
$209K - $249K
|
446
$243K
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
433New |
$203K - $241K
|
433
$236K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
429New |
$201K - $239K
|
429
$234K
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
425New |
$200K - $237K
|
425
$232K
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
424+ 5.68% |
$199K - $236K
|
7.89K
$4.3M
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
424New |
$199K - $236K
|
424
$231K
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
415New |
$195K - $231K
|
415
$226K
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
409New |
$192K - $228K
|
409
$223K
|
|
Oct 27, 2023
Q3 2023
|
Australian Super Pty LTD
|
BUY
|
- |
405+ 0.19% |
$190K - $226K
|
214K
$117M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
403New |
$189K - $225K
|
403
$220K
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
400New |
$188K - $223K
|
400
$218K
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
400New |
$188K - $223K
|
400
$218K
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
400New |
$188K - $223K
|
400
$218K
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
400+ 5.71% |
$188K - $223K
|
7.4K
$4.04M
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
398New |
$187K - $222K
|
398
$217K
|
|
Nov 14, 2023
Q3 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
398New |
$187K - $222K
|
398
$217K
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
397+ 23.56% |
$186K - $221K
|
2.08K
$1.14M
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
394New |
$185K - $220K
|
394
$215K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
392New |
$184K - $218K
|
392
$214K
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
376+ 3.25% |
$177K - $210K
|
11.9K
$6.51M
|
|
Nov 06, 2023
Q3 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
347+ 10.13% |
$163K - $193K
|
3.77K
$2.06M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
342+ 25.39% |
$161K - $191K
|
1.69K
$921K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
332+ 2.15% |
$156K - $185K
|
15.8K
$8.59M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
324+ 51.02% |
$152K - $181K
|
959
$523K
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
318+ 8.02% |
$149K - $177K
|
4.29K
$2.34M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
317+ 5.17% |
$149K - $177K
|
6.45K
$3.52M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
304+ 2.86% |
$143K - $169K
|
10.9K
$5.95M
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
300+ 7.69% |
$141K - $167K
|
4.2K
$2.29M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
295+ 15.58% |
$138K - $164K
|
2.19K
$1.19M
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
277+ 16.09% |
$130K - $154K
|
2K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
274+ 2.1% |
$129K - $153K
|
13.3K
$7.26M
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
274+ 3.04% |
$129K - $153K
|
9.28K
$5.06M
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
265+ 348.68% |
$124K - $148K
|
341
$186K
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
260+ 13.32% |
$122K - $145K
|
2.21K
$1.21M
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
255+ 12.46% |
$120K - $142K
|
2.3K
$1.25M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
249+ 9.9% |
$117K - $139K
|
2.76K
$1.51M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
227+ 24.07% |
$107K - $126K
|
1.17K
$638K
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
225+ 16.06% |
$106K - $125K
|
1.63K
$887K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
218+ 2.64% |
$102K - $121K
|
8.48K
$4.62M
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
211+ 49.18% |
$99.1K - $118K
|
640
$349K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
208+ 35.19% |
$97.6K - $116K
|
799
$436K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
206+ 3.17% |
$96.7K - $115K
|
6.7K
$3.65M
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
200+ 7.24% |
$93.9K - $111K
|
2.96K
$1.62M
|
|
Nov 09, 2023
Q3 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
200+ 1.21% |
$93.9K - $111K
|
16.7K
$9.11M
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
194+ 11.14% |
$91.1K - $108K
|
1.94K
$1.06M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
185+ 3.78% |
$86.9K - $103K
|
5.08K
$2.77M
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
182+ 6.27% |
$85.4K - $101K
|
3.09K
$1.68M
|