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 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
181+ 3.42% |
$85K - $101K
|
5.47K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
178+ 1.98% |
$83.6K - $99.2K
|
9.16K
$5.54M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
176+ 2.27% |
$82.6K - $98.1K
|
7.93K
$4.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
166+ 1.1% |
$77.9K - $92.5K
|
15.3K
$9.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Ownership Capital B.V.
|
BUY
|
- |
162+ 0.06% |
$76.1K - $90.3K
|
276K
$167M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
160+ 27.73% |
$75.1K - $89.2K
|
737
$446K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
159New |
$74.6K - $88.6K
|
159
$96.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
155+ 4.05% |
$72.8K - $86.4K
|
3.98K
$2.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
154+ 7.45% |
$72.3K - $85.8K
|
2.22K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
148+ 2.08% |
$69.5K - $82.5K
|
7.25K
$4.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
146+ 2085.71% |
$68.5K - $81.4K
|
153
$92.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
145+ 22.31% |
$68.1K - $80.8K
|
795
$481K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
144+ 18.6% |
$67.6K - $80.2K
|
918
$555K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
142+ 32.57% |
$66.7K - $79.1K
|
578
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
133+ 0.02% |
$62.4K - $74.1K
|
585K
$354M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
128+ 24.76% |
$60.1K - $71.3K
|
645
$390K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
120+ 9.38% |
$56.3K - $66.9K
|
1.4K
$847K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
120+ 15.48% |
$56.3K - $66.9K
|
895
$541K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
117+ 15.39% |
$54.9K - $65.2K
|
877
$530K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
113+ 0.13% |
$53K - $63K
|
87.6K
$53M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
113+ 0.66% |
$53K - $63K
|
17.2K
$10.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
113+ 8.58% |
$53K - $63K
|
1.43K
$865K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
110+ 25.29% |
$51.6K - $61.3K
|
545
$330K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
107+ 2.59% |
$50.2K - $59.6K
|
4.24K
$2.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
100New |
$46.9K - $55.7K
|
100
$60.5K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
98+ 21.49% |
$46K - $54.6K
|
554
$335K
|
|
|
Oct 12, 2023
Q3 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
97New |
$45.5K - $54.1K
|
97
$58.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
96+ 6.33% |
$45.1K - $53.5K
|
1.61K
$975K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
96+ 8.63% |
$45.1K - $53.5K
|
1.21K
$731K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
96+ 4.83% |
$45.1K - $53.5K
|
2.08K
$1.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
95+ 13.49% |
$44.6K - $52.9K
|
799
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90+ 13.37% |
$42.3K - $50.2K
|
763
$461K
|
|
|
Nov 03, 2023
Q3 2023
|
C World Wide Group Holding A
|
BUY
|
- |
89+ 0.36% |
$41.8K - $49.6K
|
25.1K
$15.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
88New |
$41.3K - $49K
|
88
$53.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
87+ 8.34% |
$40.8K - $48.5K
|
1.13K
$683K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
86+ 2.56% |
$40.4K - $47.9K
|
3.45K
$2.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
81+ 15.17% |
$38K - $45.1K
|
615
$372K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
77+ 3.06% |
$36.1K - $42.9K
|
2.59K
$1.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
77+ 7.14% |
$36.1K - $42.9K
|
1.16K
$699K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74New |
$34.7K - $41.2K
|
74
$44.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Ycg, LLC
|
BUY
|
- |
73+ 0.08% |
$34.3K - $40.7K
|
95.8K
$57.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
72+ 0.75% |
$33.8K - $40.1K
|
9.73K
$5.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
69+ 1.8% |
$32.4K - $38.5K
|
3.9K
$2.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
69+ 42.33% |
$32.4K - $38.5K
|
232
$140K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
66+ 21.57% |
$31K - $36.8K
|
372
$225K
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
65+ 2.86% |
$30.5K - $36.2K
|
2.34K
$1.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
60+ 3.05% |
$28.2K - $33.4K
|
2.03K
$1.23M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
60New |
$28.2K - $33.4K
|
60
$36.3K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
59+ 0.82% |
$27.7K - $32.9K
|
7.28K
$4.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
56+ 5600.0% |
$26.3K - $31.2K
|
57
$34.5K
|