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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 21.36% |
$8.55K - $11.5K
|
125
$70.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
22New |
$8.55K - $11.5K
|
22
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
22+ 0.57% |
$8.55K - $11.5K
|
3.9K
$2.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
21+ 1.9% |
$8.16K - $11K
|
1.13K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
21+ 2.09% |
$8.16K - $11K
|
1.03K
$579K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
21+ 0.06% |
$8.16K - $11K
|
34.8K
$19.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
21+ 8.27% |
$8.16K - $11K
|
275
$155K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21+ 5.37% |
$8.16K - $11K
|
412
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
21+ 0.7% |
$8.16K - $11K
|
3.02K
$1.7M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 9.01% |
$7.77K - $10.4K
|
242
$137K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
19+ 16.67% |
$7.39K - $9.91K
|
133
$75K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 70.37% |
$7.39K - $9.91K
|
46
$26K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19+ 2.91% |
$7.39K - $9.91K
|
671
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18+ 1.59% |
$7K - $9.39K
|
1.15K
$651K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18+ 34.62% |
$7K - $9.39K
|
70
$39.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
17+ 28.81% |
$6.61K - $8.87K
|
76
$42.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
17+ 1.37% |
$6.61K - $8.87K
|
1.26K
$712K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
16+ 5.86% |
$6.22K - $8.35K
|
289
$163K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
16+ 2.87% |
$6.22K - $8.35K
|
574
$324K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
15+ 1.48% |
$5.83K - $7.83K
|
1.03K
$579K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 7.25% |
$5.44K - $7.3K
|
207
$117K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
14+ 2.02% |
$5.44K - $7.3K
|
706
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
13+ 0.24% |
$5.05K - $6.78K
|
5.47K
$3.09M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 3.49% |
$4.66K - $6.26K
|
356
$201K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
12+ 150.0% |
$4.66K - $6.26K
|
20
$11.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
12+ 2.59% |
$4.66K - $6.26K
|
476
$269K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 17.65% |
$4.66K - $6.26K
|
80
$45.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
11New |
$4.28K - $5.74K
|
11
$6.21K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
11+ 44.0% |
$4.28K - $5.74K
|
36
$20.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11New |
$4.28K - $5.74K
|
11
$6.21K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
10New |
$3.89K - $5.22K
|
10
$5.64K
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
10+ 0.03% |
$3.89K - $5.22K
|
34.8K
$19.7M
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
10+ 17.24% |
$3.89K - $5.22K
|
68
$38.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9+ 1.15% |
$3.5K - $4.7K
|
793
$447K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 25.0% |
$3.5K - $4.7K
|
45
$25.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7New |
$2.72K - $3.65K
|
7
$3.95K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
7+ 3.03% |
$2.72K - $3.65K
|
238
$134K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7New |
$2.72K - $3.65K
|
7
$3.95K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6New |
$2.33K - $3.13K
|
6
$3.39K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
6+ 0.32% |
$2.33K - $3.13K
|
1.87K
$1.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6New |
$2.33K - $3.13K
|
6
$3.39K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5+ 7.58% |
$1.94K - $2.61K
|
71
$40.1K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5+ 0.56% |
$1.94K - $2.61K
|
903
$509K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5+ 100.0% |
$1.94K - $2.61K
|
10
$5.64K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5+ 0.85% |
$1.94K - $2.61K
|
592
$334K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
5New |
$1.94K - $2.61K
|
5
$2.82K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5+ 500.0% |
$1.94K - $2.61K
|
6
$3.39K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 5.81% |
$1.94K - $2.61K
|
91
$51.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 133.33% |
$1.55K - $2.09K
|
7
$3.95K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4+ 26.67% |
$1.55K - $2.09K
|
19
$10.7K
|