Purchases and Sales Made in Q3 2024 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q3 2024. 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 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
29+ 13.49% |
$13.9K - $17K
|
244
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
27+ 4.16% |
$12.9K - $15.8K
|
676
$399K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
26+ 48.15% |
$12.5K - $15.2K
|
80
$47.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 32.1% |
$12.5K - $15.2K
|
107
$63.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
26+ 4.81% |
$12.5K - $15.2K
|
566
$334K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
26+ 1.04% |
$12.5K - $15.2K
|
2.52K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
25+ 0.98% |
$12K - $14.6K
|
2.58K
$1.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24+ 120.0% |
$11.5K - $14K
|
44
$25.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
24+ 5.65% |
$11.5K - $14K
|
449
$265K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
22+ 3.1% |
$10.5K - $12.9K
|
732
$432K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
22+ 220.0% |
$10.5K - $12.9K
|
32
$18.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
21New |
$10.1K - $12.3K
|
21
$12.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
21New |
$10.1K - $12.3K
|
21
$12.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21New |
$10.1K - $12.3K
|
21
$12.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
20+ 35.09% |
$9.59K - $11.7K
|
77
$45.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
20+ 35.09% |
$9.59K - $11.7K
|
77
$45.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
19+ 1.3% |
$9.11K - $11.1K
|
1.48K
$870K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
19+ 146.15% |
$9.11K - $11.1K
|
32
$18.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
18+ 1.67% |
$8.63K - $10.5K
|
1.1K
$647K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
17+ 4.49% |
$8.15K - $9.94K
|
396
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
17+ 0.87% |
$8.15K - $9.94K
|
1.97K
$1.16M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 10.67% |
$7.67K - $9.36K
|
166
$97.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
15+ 0.29% |
$7.19K - $8.77K
|
5.16K
$3.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 2.77% |
$7.19K - $8.77K
|
557
$328K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 1500.0% |
$7.19K - $8.77K
|
16
$9.43K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
14+ 700.0% |
$6.71K - $8.19K
|
16
$9.43K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
14New |
$6.71K - $8.19K
|
14
$8.25K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
13+ 8.28% |
$6.23K - $7.6K
|
170
$100K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13+ 0.78% |
$6.23K - $7.6K
|
1.68K
$992K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13+ 2.17% |
$6.23K - $7.6K
|
613
$361K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
13New |
$6.23K - $7.6K
|
13
$7.66K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12+ 10.26% |
$5.75K - $7.02K
|
129
$76.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 1.66% |
$5.75K - $7.02K
|
736
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
12New |
$5.75K - $7.02K
|
12
$7.07K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11+ 55.0% |
$5.27K - $6.43K
|
31
$18.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
11New |
$5.27K - $6.43K
|
11
$6.49K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
11+ 1.89% |
$5.27K - $6.43K
|
592
$349K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$4.79K - $5.85K
|
10
$5.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
10+ 4.29% |
$4.79K - $5.85K
|
243
$143K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10New |
$4.79K - $5.85K
|
10
$5.9K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
10+ 2.3% |
$4.79K - $5.85K
|
445
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9New |
$4.31K - $5.26K
|
9
$5.31K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
9New |
$4.31K - $5.26K
|
9
$5.31K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
9+ 36.0% |
$4.31K - $5.26K
|
34
$20K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 4.79% |
$3.83K - $4.68K
|
175
$103K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 28.57% |
$3.83K - $4.68K
|
36
$21.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
8New |
$3.83K - $4.68K
|
8
$4.72K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 1.41% |
$3.83K - $4.68K
|
576
$340K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 7.87% |
$3.36K - $4.09K
|
96
$56.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7+ 23.33% |
$3.36K - $4.09K
|
37
$21.8K
|