Purchases and Sales Made in Q4 2021 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
540+ 12.02% |
$313K - $365K
|
5.03K
$2.85M
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
538+ 10.47% |
$312K - $363K
|
5.68K
$3.21M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
531+ 38.15% |
$308K - $359K
|
1.92K
$1.09M
|
|
Jan 28, 2022
Q4 2021
|
Everence Capital Management Inc
|
BUY
|
- |
530+ 29.49% |
$307K - $358K
|
2.33K
$1.32M
|
|
Feb 11, 2022
Q4 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
524+ 9.49% |
$304K - $354K
|
6.05K
$3.42M
|
|
Jan 31, 2022
Q4 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
493+ 49.1% |
$286K - $333K
|
1.5K
$847K
|
|
Feb 14, 2022
Q4 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
489New |
$283K - $330K
|
489
$277K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
478New |
$277K - $323K
|
478
$270K
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
477+ 210.13% |
$276K - $322K
|
704
$398K
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
474+ 17.86% |
$275K - $320K
|
3.13K
$1.77M
|
|
Feb 14, 2022
Q4 2021
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
473New |
$274K - $319K
|
473
$267K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
467New |
$271K - $315K
|
467
$264K
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
457+ 32.48% |
$265K - $309K
|
1.86K
$1.05M
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
453New |
$262K - $306K
|
453
$256K
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
451+ 117.45% |
$261K - $304K
|
835
$472K
|
|
Feb 14, 2022
Q4 2021
|
Terry Smith
Fundsmith LLP | London, X0
|
BUY
|
- |
451+ 0.21% |
$261K - $304K
|
211K
$119M
|
|
Feb 02, 2022
Q4 2021
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
445+ 111.25% |
$258K - $300K
|
845
$478K
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
441+ 51.4% |
$255K - $298K
|
1.3K
$735K
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
429New |
$249K - $290K
|
429
$243K
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
422New |
$244K - $285K
|
422
$239K
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
422+ 6.08% |
$244K - $285K
|
7.37K
$4.17M
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
409New |
$237K - $276K
|
409
$231K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
406+ 9.28% |
$235K - $274K
|
4.78K
$2.7M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
404New |
$234K - $273K
|
404
$228K
|
|
Feb 03, 2022
Q4 2021
|
Redwood Investments, LLC
|
BUY
|
- |
396+ 6.21% |
$229K - $267K
|
6.78K
$3.83M
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
395+ 4.69% |
$229K - $267K
|
8.82K
$4.99M
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
394New |
$228K - $266K
|
394
$223K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
389+ 4.83% |
$225K - $263K
|
8.45K
$4.78M
|
|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
389New |
$225K - $263K
|
389
$220K
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
380+ 10.99% |
$220K - $257K
|
3.84K
$2.17M
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
373+ 36.89% |
$216K - $252K
|
1.38K
$783K
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
369New |
$214K - $249K
|
369
$209K
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
368New |
$213K - $248K
|
368
$208K
|
|
Feb 28, 2022
Q4 2021
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
368New |
$213K - $248K
|
368
$208K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
360New |
$209K - $243K
|
360
$204K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
359New |
$208K - $242K
|
359
$203K
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
350New |
$203K - $236K
|
350
$198K
|
|
Feb 11, 2022
Q4 2021
|
Montanaro Asset Management LTD
|
BUY
|
- |
350+ 17.5% |
$203K - $236K
|
2.35K
$1.33M
|
|
Jan 26, 2022
Q4 2021
|
Birinyi Associates Inc
|
BUY
|
- |
350+ 8.24% |
$203K - $236K
|
4.6K
$2.6M
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
346+ 21.32% |
$200K - $234K
|
1.97K
$1.11M
|
|
Feb 14, 2022
Q4 2021
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
346+ 5.09% |
$200K - $234K
|
7.15K
$4.04M
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
346New |
$200K - $234K
|
346
$196K
|
|
Jun 08, 2022
Q4 2021
|
Presidio Capital Management, LLC
|
BUY
|
- |
345New |
$200K - $233K
|
345
$195K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
340+ 3.93% |
$197K - $230K
|
9K
$5.09M
|
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
336+ 1.73% |
$195K - $227K
|
19.7K
$11.2M
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
336+ 1.73% |
$195K - $227K
|
19.7K
$11.2M
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
333New |
$193K - $225K
|
333
$188K
|
|
Feb 03, 2022
Q4 2021
|
Paragon Advisors, LLC
|
BUY
|
- |
315+ 9.96% |
$182K - $213K
|
3.48K
$1.97M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
315+ 13.76% |
$182K - $213K
|
2.61K
$1.47M
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
312+ 4.67% |
$181K - $211K
|
7K
$3.96M
|