Purchases and Sales Made in Q4 2022 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q4 2022. 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, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
105+ 2.35% |
$40.8K - $54.8K
|
4.58K
$2.77M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
104+ 24.47% |
$40.4K - $54.3K
|
529
$320K
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
102+ 329.03% |
$39.6K - $53.2K
|
133
$80.4K
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
101+ 12.97% |
$39.3K - $52.7K
|
880
$532K
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
98+ 7.56% |
$38.1K - $51.1K
|
1.39K
$843K
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
93New |
$36.2K - $48.5K
|
93
$56.2K
|
|
Feb 10, 2023
Q4 2022
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
93+ 3.05% |
$36.2K - $48.5K
|
3.14K
$1.9M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
89+ 11.32% |
$34.6K - $46.4K
|
875
$529K
|
|
Feb 14, 2023
Q4 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
86+ 14.65% |
$33.4K - $44.9K
|
673
$407K
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
79+ 12.25% |
$30.7K - $41.2K
|
724
$438K
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
78+ 0.15% |
$30.3K - $40.7K
|
52.2K
$31.6M
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
76+ 0.23% |
$29.5K - $39.7K
|
32.6K
$19.7M
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
76+ 6.61% |
$29.5K - $39.7K
|
1.23K
$741K
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
71+ 0.29% |
$27.6K - $37K
|
24.6K
$14.9M
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
69+ 50.0% |
$26.8K - $36K
|
207
$125K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
66+ 0.56% |
$25.7K - $34.4K
|
11.8K
$7.16M
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
64+ 0.91% |
$24.9K - $33.4K
|
7.08K
$4.28M
|
|
Jan 09, 2023
Q4 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
62+ 3.25% |
$24.1K - $32.3K
|
1.97K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
62New |
$24.1K - $32.3K
|
62
$37.5K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
61+ 152.5% |
$23.7K - $31.8K
|
101
$61.1K
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
60New |
$23.3K - $31.3K
|
60
$36.3K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
59+ 3.48% |
$22.9K - $30.8K
|
1.76K
$1.06M
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
58New |
$22.5K - $30.3K
|
58
$35.1K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
57+ 7.46% |
$22.2K - $29.7K
|
821
$497K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
56New |
$21.8K - $29.2K
|
56
$33.9K
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
54+ 3.95% |
$21K - $28.2K
|
1.42K
$859K
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
50+ 5.28% |
$19.4K - $26.1K
|
997
$603K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
48New |
$18.7K - $25K
|
48
$29K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
47New |
$18.3K - $24.5K
|
47
$28.4K
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
45New |
$17.5K - $23.5K
|
45
$27.2K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
44+ 4.04% |
$17.1K - $23K
|
1.13K
$685K
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
42+ 79.25% |
$16.3K - $21.9K
|
95
$57.5K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
37+ 4.64% |
$14.4K - $19.3K
|
835
$505K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 46.75% |
$14K - $18.8K
|
113
$68.3K
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
33+ 275.0% |
$12.8K - $17.2K
|
45
$27.2K
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
33New |
$12.8K - $17.2K
|
33
$20K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
33New |
$12.8K - $17.2K
|
33
$20K
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
30+ 0.21% |
$11.7K - $15.7K
|
14.4K
$8.7M
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
30+ 1.93% |
$11.7K - $15.7K
|
1.59K
$960K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
29New |
$11.3K - $15.1K
|
29
$17.5K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
28+ 3.45% |
$10.9K - $14.6K
|
839
$507K
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
27+ 0.43% |
$10.5K - $14.1K
|
6.33K
$3.83M
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
26+ 1.24% |
$10.1K - $13.6K
|
2.13K
$1.29M
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
26New |
$10.1K - $13.6K
|
26
$15.7K
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
25+ 1.98% |
$9.72K - $13K
|
1.29K
$778K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
25+ 6.02% |
$9.72K - $13K
|
440
$266K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
23+ 1.46% |
$8.94K - $12K
|
1.6K
$969K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
23New |
$8.94K - $12K
|
23
$13.9K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23New |
$8.94K - $12K
|
23
$13.9K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
22+ 0.57% |
$8.55K - $11.5K
|
3.9K
$2.36M
|