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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
68+ 3.56% |
$39.4K - $45.9K
|
1.98K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
68+ 16.63% |
$39.4K - $45.9K
|
477
$288K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64+ 1.69% |
$37.1K - $43.2K
|
3.86K
$2.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
60+ 32.26% |
$34.8K - $40.5K
|
246
$149K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
59+ 7.73% |
$34.2K - $39.8K
|
822
$497K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
58New |
$33.6K - $39.2K
|
58
$35.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
57+ 0.44% |
$33K - $38.5K
|
13.1K
$7.92M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
56+ 2.61% |
$32.4K - $37.8K
|
2.2K
$1.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
56+ 7.59% |
$32.4K - $37.8K
|
794
$480K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
56+ 15.18% |
$32.4K - $37.8K
|
425
$257K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
53+ 0.98% |
$30.7K - $35.8K
|
5.47K
$3.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
53+ 3.17% |
$30.7K - $35.8K
|
1.73K
$1.04M
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
52+ 0.38% |
$30.1K - $35.1K
|
13.9K
$8.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
51New |
$29.5K - $34.4K
|
51
$30.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
50+ 4.1% |
$29K - $33.8K
|
1.27K
$768K
|
|
|
Mar 24, 2022
Q4 2021
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
49+ 1.43% |
$28.4K - $33.1K
|
3.47K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
49+ 0.3% |
$28.4K - $33.1K
|
16.4K
$9.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
47+ 10.78% |
$27.2K - $31.7K
|
483
$292K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47+ 0.07% |
$27.2K - $31.7K
|
66.1K
$40M
|
|
|
Feb 14, 2022
Q4 2021
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
47+ 0.59% |
$27.2K - $31.7K
|
8.01K
$4.84M
|
|
|
Jan 19, 2022
Q4 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
45+ 11.9% |
$26.1K - $30.4K
|
423
$256K
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
45+ 0.14% |
$26.1K - $30.4K
|
31.3K
$18.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
43New |
$24.9K - $29K
|
43
$26K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
39+ 8.72% |
$22.6K - $26.3K
|
486
$294K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
36+ 2.14% |
$20.9K - $24.3K
|
1.72K
$1.04M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
35New |
$20.3K - $23.6K
|
35
$21.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Tcw Group Inc
|
BUY
|
- |
33+ 0.09% |
$19.1K - $22.3K
|
35.8K
$21.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
33New |
$19.1K - $22.3K
|
33
$20K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
33+ 0.23% |
$19.1K - $22.3K
|
14.5K
$8.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
30+ 8.0% |
$17.4K - $20.3K
|
405
$245K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
29New |
$16.8K - $19.6K
|
29
$17.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
28+ 4.14% |
$16.2K - $18.9K
|
704
$426K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
28+ 73.68% |
$16.2K - $18.9K
|
66
$39.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
27New |
$15.6K - $18.2K
|
27
$16.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
27New |
$15.6K - $18.2K
|
27
$16.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26+ 4.26% |
$15.1K - $17.6K
|
636
$385K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
26+ 56.52% |
$15.1K - $17.6K
|
72
$43.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 113.04% |
$15.1K - $17.6K
|
49
$29.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
25New |
$14.5K - $16.9K
|
25
$15.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
24New |
$13.9K - $16.2K
|
24
$14.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
24+ 0.34% |
$13.9K - $16.2K
|
7.14K
$4.32M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24+ 1.36% |
$13.9K - $16.2K
|
1.79K
$1.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
22+ 3.58% |
$12.7K - $14.9K
|
637
$385K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
22+ 1.15% |
$12.7K - $14.9K
|
1.94K
$1.17M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
21+ 1.12% |
$12.2K - $14.2K
|
1.89K
$1.14M
|
|
|
Feb 03, 2022
Q4 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
21+ 0.17% |
$12.2K - $14.2K
|
12.4K
$7.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21New |
$12.2K - $14.2K
|
21
$12.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
21+ 3.87% |
$12.2K - $14.2K
|
564
$341K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
21+ 18.92% |
$12.2K - $14.2K
|
132
$79.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
20+ 1.68% |
$11.6K - $13.5K
|
1.21K
$732K
|