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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54+ 7.39% |
$25.4K - $30.1K
|
785
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
54+ 8.08% |
$25.4K - $30.1K
|
722
$394K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53+ 12.83% |
$24.9K - $29.5K
|
466
$254K
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
52+ 2.83% |
$24.4K - $29K
|
1.89K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
50New |
$23.5K - $27.9K
|
50
$27.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
50+ 1.15% |
$23.5K - $27.9K
|
4.39K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
48+ 6.54% |
$22.5K - $26.7K
|
782
$426K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
47+ 4.85% |
$22.1K - $26.2K
|
1.02K
$555K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
45New |
$21.1K - $25.1K
|
45
$24.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
45+ 2.49% |
$21.1K - $25.1K
|
1.85K
$1.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
44New |
$20.7K - $24.5K
|
44
$24K
|
|
|
Nov 06, 2023
Q3 2023
|
Ghe, LLC
|
BUY
|
- |
42+ 0.89% |
$19.7K - $23.4K
|
4.75K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
42+ 3.53% |
$19.7K - $23.4K
|
1.23K
$672K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41+ 105.13% |
$19.2K - $22.8K
|
80
$43.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41+ 1.04% |
$19.2K - $22.8K
|
3.99K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41New |
$19.2K - $22.8K
|
41
$22.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
38+ 4.47% |
$17.8K - $21.2K
|
888
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
38+ 3.22% |
$17.8K - $21.2K
|
1.22K
$664K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
36+ 5.48% |
$16.9K - $20.1K
|
693
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
35+ 3.4% |
$16.4K - $19.5K
|
1.06K
$580K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
35+ 6.65% |
$16.4K - $19.5K
|
561
$306K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
33+ 6.03% |
$15.5K - $18.4K
|
580
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
32+ 7.03% |
$15K - $17.8K
|
487
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
31+ 1.8% |
$14.6K - $17.3K
|
1.76K
$957K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
31New |
$14.6K - $17.3K
|
31
$16.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
31+ 5.1% |
$14.6K - $17.3K
|
639
$348K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
30+ 0.25% |
$14.1K - $16.7K
|
11.8K
$6.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
29+ 4.53% |
$13.6K - $16.2K
|
669
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
28+ 0.28% |
$13.1K - $15.6K
|
9.9K
$5.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
28+ 0.64% |
$13.1K - $15.6K
|
4.38K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 21.26% |
$12.7K - $15K
|
154
$84K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
27+ 0.12% |
$12.7K - $15K
|
22K
$12M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 14.36% |
$12.2K - $14.5K
|
207
$113K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
25+ 1.7% |
$11.7K - $13.9K
|
1.49K
$815K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
25+ 0.96% |
$11.7K - $13.9K
|
2.63K
$1.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
25New |
$11.7K - $13.9K
|
25
$13.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25+ 0.93% |
$11.7K - $13.9K
|
2.71K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
20+ 3.62% |
$9.39K - $11.1K
|
572
$312K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
20New |
$9.39K - $11.1K
|
20
$10.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
19+ 1.17% |
$8.92K - $10.6K
|
1.64K
$893K
|
|
|
Nov 13, 2023
Q3 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
BUY
|
- |
19+ 0.15% |
$8.92K - $10.6K
|
13K
$7.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19+ 4.15% |
$8.92K - $10.6K
|
477
$260K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
19New |
$8.92K - $10.6K
|
19
$10.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
18+ 2.04% |
$8.45K - $10K
|
901
$491K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
16+ 2.23% |
$7.51K - $8.92K
|
735
$401K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15+ 500.0% |
$7.04K - $8.36K
|
18
$9.82K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
15+ 3.5% |
$7.04K - $8.36K
|
444
$242K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 7.18% |
$7.04K - $8.36K
|
224
$122K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15+ 0.9% |
$7.04K - $8.36K
|
1.69K
$920K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 11.36% |
$7.04K - $8.36K
|
147
$80.2K
|