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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1+ 33.33% |
$479 - $585
|
4
$2.11K
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 4.76% |
$479 - $585
|
20
$10.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 33.33% |
$479 - $585
|
2
$1.05K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 25.0% |
$479 - $585
|
3
$1.58K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-2- 0.27% |
$959 - $1.17K
|
734
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 5.13% |
$959 - $1.17K
|
37
$19.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2- 10.53% |
$959 - $1.17K
|
17
$8.95K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3- 13.04% |
$1.44K - $1.75K
|
20
$10.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-4- 0.21% |
$1.92K - $2.34K
|
1.88K
$992K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 2.29% |
$1.92K - $2.34K
|
171
$90K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-6- 1.74% |
$2.88K - $3.51K
|
339
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-6- 0.8% |
$2.88K - $3.51K
|
740
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-6- 2.64% |
$2.88K - $3.51K
|
221
$116K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 66.67% |
$2.88K - $3.51K
|
3
$1.58K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-7- 1.46% |
$3.36K - $4.09K
|
472
$248K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-10- 0.85% |
$4.79K - $5.85K
|
1.17K
$616K
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-10- 0.44% |
$4.79K - $5.85K
|
2.26K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-11- 4.47% |
$5.27K - $6.43K
|
235
$124K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-11- 1.47% |
$5.27K - $6.43K
|
737
$388K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-12- 1.48% |
$5.75K - $7.02K
|
797
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-12- 10.17% |
$5.75K - $7.02K
|
106
$55.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-12- 0.02% |
$5.75K - $7.02K
|
52.1K
$27.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-13- 1.21% |
$6.23K - $7.6K
|
1.06K
$557K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-14- 0.39% |
$6.71K - $8.19K
|
3.57K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-14- 0.05% |
$6.71K - $8.19K
|
30K
$15.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-15- 2.13% |
$7.19K - $8.77K
|
690
$363K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-17- 1.71% |
$8.15K - $9.94K
|
978
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-17- 1.85% |
$8.15K - $9.94K
|
901
$474K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-19- 0.16% |
$9.11K - $11.1K
|
12K
$6.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-20- 8.16% |
$9.59K - $11.7K
|
225
$118K
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-20- 2.18% |
$9.59K - $11.7K
|
898
$473K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-21- 3.87% |
$10.1K - $12.3K
|
522
$275K
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-23- 2.09% |
$11K - $13.5K
|
1.08K
$569K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-23- 3.98% |
$11K - $13.5K
|
555
$292K
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-25- 5.95% |
$12K - $14.6K
|
395
$208K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-26- 1.64% |
$12.5K - $15.2K
|
1.56K
$823K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-26- 3.19% |
$12.5K - $15.2K
|
790
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-27- 0.3% |
$12.9K - $15.8K
|
8.95K
$4.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-28- 1.11% |
$13.4K - $16.4K
|
2.49K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-31- 2.68% |
$14.9K - $18.1K
|
1.13K
$592K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-40- 3.13% |
$19.2K - $23.4K
|
1.24K
$652K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-40- 1.99% |
$19.2K - $23.4K
|
1.97K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-42- 9.98% |
$20.1K - $24.6K
|
379
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-42- 2.69% |
$20.1K - $24.6K
|
1.52K
$800K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-44- 0.41% |
$21.1K - $25.7K
|
10.6K
$5.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-44- 13.92% |
$21.1K - $25.7K
|
272
$143K
|