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 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
41+ 3.43% |
$19.7K - $24K
|
1.24K
$652K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
41+ 0.58% |
$19.7K - $24K
|
7.14K
$3.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
40New |
$19.2K - $23.4K
|
40
$21.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
38+ 0.23% |
$18.2K - $22.2K
|
16.5K
$8.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 39.18% |
$18.2K - $22.2K
|
135
$71.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
35+ 3.43% |
$16.8K - $20.5K
|
1.05K
$555K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
33New |
$15.8K - $19.3K
|
33
$17.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32+ 5.02% |
$15.3K - $18.7K
|
669
$352K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
31+ 6.98% |
$14.9K - $18.1K
|
475
$250K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
31+ 2.96% |
$14.9K - $18.1K
|
1.08K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
31+ 32.63% |
$14.9K - $18.1K
|
126
$66.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
30+ 8.57% |
$14.4K - $17.5K
|
380
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
29+ 2.93% |
$13.9K - $17K
|
1.02K
$536K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
29+ 6.86% |
$13.9K - $17K
|
452
$238K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
29+ 13.49% |
$13.9K - $17K
|
244
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
27+ 4.16% |
$12.9K - $15.8K
|
676
$356K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
26+ 48.15% |
$12.5K - $15.2K
|
80
$42.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
26+ 1.04% |
$12.5K - $15.2K
|
2.52K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
26+ 4.81% |
$12.5K - $15.2K
|
566
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 32.1% |
$12.5K - $15.2K
|
107
$56.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
25+ 0.98% |
$12K - $14.6K
|
2.58K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
24+ 5.65% |
$11.5K - $14K
|
449
$236K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24+ 120.0% |
$11.5K - $14K
|
44
$23.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
22+ 220.0% |
$10.5K - $12.9K
|
32
$16.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
22+ 3.1% |
$10.5K - $12.9K
|
732
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
21New |
$10.1K - $12.3K
|
21
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
21New |
$10.1K - $12.3K
|
21
$11.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21New |
$10.1K - $12.3K
|
21
$11.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
20+ 35.09% |
$9.59K - $11.7K
|
77
$40.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
20+ 35.09% |
$9.59K - $11.7K
|
77
$40.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
19+ 1.3% |
$9.11K - $11.1K
|
1.48K
$777K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
19+ 146.15% |
$9.11K - $11.1K
|
32
$16.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
18+ 1.67% |
$8.63K - $10.5K
|
1.1K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
17+ 4.49% |
$8.15K - $9.94K
|
396
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
17+ 0.87% |
$8.15K - $9.94K
|
1.97K
$1.04M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 10.67% |
$7.67K - $9.36K
|
166
$87.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 1500.0% |
$7.19K - $8.77K
|
16
$8.42K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 2.77% |
$7.19K - $8.77K
|
557
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
15+ 0.29% |
$7.19K - $8.77K
|
5.16K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
14New |
$6.71K - $8.19K
|
14
$7.37K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
14+ 700.0% |
$6.71K - $8.19K
|
16
$8.42K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13+ 0.78% |
$6.23K - $7.6K
|
1.68K
$886K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
13New |
$6.23K - $7.6K
|
13
$6.84K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
13+ 8.28% |
$6.23K - $7.6K
|
170
$89.5K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13+ 2.17% |
$6.23K - $7.6K
|
613
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
12New |
$5.75K - $7.02K
|
12
$6.32K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12+ 10.26% |
$5.75K - $7.02K
|
129
$67.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 1.66% |
$5.75K - $7.02K
|
736
$387K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
11+ 1.89% |
$5.27K - $6.43K
|
592
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11+ 55.0% |
$5.27K - $6.43K
|
31
$16.3K
|