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 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20New |
$11.6K - $13.5K
|
20
$12.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
20+ 50.0% |
$11.6K - $13.5K
|
60
$36.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 0.38% |
$11.6K - $13.5K
|
5.35K
$3.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
18+ 78.26% |
$10.4K - $12.2K
|
41
$24.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
18+ 0.17% |
$10.4K - $12.2K
|
10.3K
$6.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
18+ 2.25% |
$10.4K - $12.2K
|
817
$494K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
18New |
$10.4K - $12.2K
|
18
$10.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
18+ 0.06% |
$10.4K - $12.2K
|
28.5K
$17.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
18+ 0.73% |
$10.4K - $12.2K
|
2.49K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17+ 15.18% |
$9.85K - $11.5K
|
129
$78K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17+ 0.51% |
$9.85K - $11.5K
|
3.38K
$2.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
16New |
$9.27K - $10.8K
|
16
$9.68K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
16+ 51.61% |
$9.27K - $10.8K
|
47
$28.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
15+ 2.21% |
$8.69K - $10.1K
|
695
$420K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
15New |
$8.69K - $10.1K
|
15
$9.07K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
15+ 2.72% |
$8.69K - $10.1K
|
567
$343K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14+ 3.34% |
$8.11K - $9.45K
|
433
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
14+ 7.91% |
$8.11K - $9.45K
|
191
$116K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
12+ 0.68% |
$6.95K - $8.1K
|
1.77K
$1.07M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 1.49% |
$6.37K - $7.43K
|
749
$453K
|
|
|
Jan 18, 2022
Q4 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
11+ 1.97% |
$6.37K - $7.43K
|
568
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10+ 0.5% |
$5.79K - $6.75K
|
2.01K
$1.22M
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
9+ 2.59% |
$5.21K - $6.08K
|
357
$216K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$4.63K - $5.4K
|
8
$4.84K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 41.18% |
$4.06K - $4.73K
|
24
$14.5K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7+ 1.48% |
$4.06K - $4.73K
|
481
$291K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
5New |
$2.9K - $3.38K
|
5
$3.02K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
5+ 1.34% |
$2.9K - $3.38K
|
377
$228K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
5+ 1.45% |
$2.9K - $3.38K
|
350
$212K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
5+ 12.2% |
$2.9K - $3.38K
|
46
$27.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5New |
$2.9K - $3.38K
|
5
$3.02K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
5New |
$2.9K - $3.38K
|
5
$3.02K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
4New |
$2.32K - $2.7K
|
4
$2.42K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
4New |
$2.32K - $2.7K
|
4
$2.42K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
4New |
$2.32K - $2.7K
|
4
$2.42K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
3New |
$1.74K - $2.03K
|
3
$1.81K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3+ 0.35% |
$1.74K - $2.03K
|
863
$522K
|
|
|
Feb 14, 2022
Q4 2021
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
3+ 0.69% |
$1.74K - $2.03K
|
440
$266K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 75.0% |
$1.74K - $2.03K
|
7
$4.23K
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3+ 0.21% |
$1.74K - $2.03K
|
1.41K
$851K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 20.0% |
$1.74K - $2.03K
|
18
$10.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
3+ 0.05% |
$1.74K - $2.03K
|
5.66K
$3.42M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 3.92% |
$1.16K - $1.35K
|
53
$32.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.61% |
$1.16K - $1.35K
|
332
$201K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
2New |
$1.16K - $1.35K
|
2
$1.21K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 2.15% |
$1.16K - $1.35K
|
95
$57.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 8.33% |
$1.16K - $1.35K
|
26
$15.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$1.16K - $1.35K
|
2
$1.21K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
2+ 0.06% |
$1.16K - $1.35K
|
3.47K
$2.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
2New |
$1.16K - $1.35K
|
2
$1.21K
|