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 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 7.18% |
$7.04K - $8.36K
|
224
$127K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
15+ 3.5% |
$7.04K - $8.36K
|
444
$251K
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
15+ 0.67% |
$7.04K - $8.36K
|
2.24K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
14+ 0.25% |
$6.57K - $7.8K
|
5.59K
$3.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14New |
$6.57K - $7.8K
|
14
$7.93K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
14+ 0.19% |
$6.57K - $7.8K
|
7.35K
$4.16M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 2.06% |
$6.1K - $7.24K
|
644
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 2.06% |
$6.1K - $7.24K
|
644
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
13+ 3.89% |
$6.1K - $7.24K
|
347
$197K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 3.33% |
$5.63K - $6.69K
|
372
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
12+ 1.89% |
$5.63K - $6.69K
|
646
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
11+ 0.28% |
$5.16K - $6.13K
|
3.91K
$2.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11New |
$5.16K - $6.13K
|
11
$6.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11New |
$5.16K - $6.13K
|
11
$6.23K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
10+ 1.23% |
$4.69K - $5.57K
|
826
$468K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
10+ 2.06% |
$4.69K - $5.57K
|
495
$280K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$4.23K - $5.02K
|
9
$5.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
9+ 4.46% |
$4.23K - $5.02K
|
211
$120K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
9+ 0.22% |
$4.23K - $5.02K
|
4.14K
$2.35M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
8+ 1.82% |
$3.76K - $4.46K
|
448
$254K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7+ 1.33% |
$3.29K - $3.9K
|
533
$302K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 31.82% |
$3.29K - $3.9K
|
29
$16.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7+ 58.33% |
$3.29K - $3.9K
|
19
$10.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
7+ 0.82% |
$3.29K - $3.9K
|
863
$489K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6New |
$2.82K - $3.34K
|
6
$3.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6New |
$2.82K - $3.34K
|
6
$3.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6+ 0.51% |
$2.82K - $3.34K
|
1.18K
$669K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 50.0% |
$2.35K - $2.79K
|
15
$8.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 20.83% |
$2.35K - $2.79K
|
29
$16.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5+ 0.01% |
$2.35K - $2.79K
|
47.5K
$26.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.75% |
$1.88K - $2.23K
|
538
$305K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
4+ 3.6% |
$1.88K - $2.23K
|
115
$65.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
4+ 50.0% |
$1.88K - $2.23K
|
12
$6.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 21.05% |
$1.88K - $2.23K
|
23
$13K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 4.04% |
$1.88K - $2.23K
|
103
$58.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3New |
$1.41K - $1.67K
|
3
$1.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3+ 8.11% |
$1.41K - $1.67K
|
40
$22.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3New |
$1.41K - $1.67K
|
3
$1.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 14.29% |
$1.41K - $1.67K
|
24
$13.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.15% |
$1.41K - $1.67K
|
1.98K
$1.12M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 100.0% |
$939 - $1.11K
|
4
$2.27K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2New |
$939 - $1.11K
|
2
$1.13K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$939 - $1.11K
|
2
$1.13K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 2.7% |
$469 - $557
|
38
$21.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1+ 3.03% |
$469 - $557
|
34
$19.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1+ 0.09% |
$469 - $557
|
1.11K
$626K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
1New |
$469 - $557
|
1
$566
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 9.09% |
$469 - $557
|
12
$6.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
1New |
$469 - $557
|
1
$566
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
1+ 2.33% |
$469 - $557
|
44
$24.9K
|