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 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.09% |
$469 - $557
|
1.17K
$706K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 9.09% |
$469 - $557
|
12
$7.26K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
1New |
$469 - $557
|
1
$605
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 1.09% |
$469 - $557
|
91
$55K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.74% |
$469 - $557
|
135
$81.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2- 0.07% |
$939 - $1.11K
|
2.87K
$1.74M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 18.18% |
$939 - $1.11K
|
9
$5.44K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3- 0.43% |
$1.41K - $1.67K
|
698
$422K
|
|
|
Oct 30, 2023
Q3 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-3- 0.23% |
$1.41K - $1.67K
|
1.32K
$797K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3- 0.01% |
$1.41K - $1.67K
|
51.9K
$31.4M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4- 1.02% |
$1.88K - $2.23K
|
389
$235K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4- 0.47% |
$1.88K - $2.23K
|
854
$516K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-4- 0.06% |
$1.88K - $2.23K
|
6.43K
$3.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 12.2% |
$2.35K - $2.79K
|
36
$21.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-5- 0.37% |
$2.35K - $2.79K
|
1.36K
$824K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-5- 1.1% |
$2.35K - $2.79K
|
451
$273K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6- 5.61% |
$2.82K - $3.34K
|
101
$61.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-7- 0.88% |
$3.29K - $3.9K
|
788
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-7- 0.12% |
$3.29K - $3.9K
|
5.82K
$3.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-8- 33.33% |
$3.76K - $4.46K
|
16
$9.68K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-8- 0.48% |
$3.76K - $4.46K
|
1.67K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 1.39% |
$4.69K - $5.57K
|
707
$428K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-11- 0.69% |
$5.16K - $6.13K
|
1.58K
$955K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-12- 2.02% |
$5.63K - $6.69K
|
581
$351K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-12- 4.74% |
$5.63K - $6.69K
|
241
$146K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-13- 2.65% |
$6.1K - $7.24K
|
477
$288K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-13- 12.5% |
$6.1K - $7.24K
|
91
$55K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13- 1.46% |
$6.1K - $7.24K
|
879
$532K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-13- 14.29% |
$6.1K - $7.24K
|
78
$47.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-15- 5.36% |
$7.04K - $8.36K
|
265
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-15- 17.24% |
$7.04K - $8.36K
|
72
$43.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-16- 1.35% |
$7.51K - $8.92K
|
1.17K
$705K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 16.19% |
$7.98K - $9.47K
|
88
$53.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-17- 3.56% |
$7.98K - $9.47K
|
461
$279K
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-17- 0.76% |
$7.98K - $9.47K
|
2.23K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-17- 2.21% |
$7.98K - $9.47K
|
751
$454K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-18- 3.64% |
$8.45K - $10K
|
477
$288K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-21- 3.0% |
$9.86K - $11.7K
|
679
$411K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-21- 0.69% |
$9.86K - $11.7K
|
3.04K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-24- 2.05% |
$11.3K - $13.4K
|
1.15K
$692K
|
|
|
Nov 14, 2023
Q3 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-25- 18.66% |
$11.7K - $13.9K
|
109
$65.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-26- 9.49% |
$12.2K - $14.5K
|
248
$150K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-28- 58.33% |
$13.1K - $15.6K
|
20
$12.1K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-29- 6.79% |
$13.6K - $16.2K
|
398
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-30- 1.19% |
$14.1K - $16.7K
|
2.5K
$1.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-31- 0.71% |
$14.6K - $17.3K
|
4.33K
$2.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-32- 0.35% |
$15K - $17.8K
|
9.19K
$5.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-34- 3.52% |
$16K - $18.9K
|
933
$564K
|