Purchases and Sales Made in Q4 2023 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q4 2023. 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 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 42.86% |
$1.41K - $1.71K
|
4
$2.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3- 0.33% |
$1.41K - $1.71K
|
898
$508K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-3- 0.19% |
$1.41K - $1.71K
|
1.6K
$907K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4- 0.94% |
$1.89K - $2.28K
|
420
$238K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 26.67% |
$1.89K - $2.28K
|
11
$6.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.86% |
$1.89K - $2.28K
|
462
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-4- 0.48% |
$1.89K - $2.28K
|
830
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5- 0.47% |
$2.36K - $2.85K
|
1.06K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-5- 18.52% |
$2.36K - $2.85K
|
22
$12.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-6- 0.55% |
$2.83K - $3.42K
|
1.08K
$612K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-6- 54.55% |
$2.83K - $3.42K
|
5
$2.83K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-7- 0.16% |
$3.3K - $3.99K
|
4.24K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 1.24% |
$3.77K - $4.56K
|
636
$360K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8- 2.01% |
$3.77K - $4.56K
|
390
$221K
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-8- 0.18% |
$3.77K - $4.56K
|
4.37K
$2.47M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8- 2.01% |
$3.77K - $4.56K
|
390
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9- 3.63% |
$4.24K - $5.14K
|
239
$135K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-9- 0.09% |
$4.24K - $5.14K
|
10.4K
$5.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-9- 1.14% |
$4.24K - $5.14K
|
782
$442K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-9- 0.77% |
$4.24K - $5.14K
|
1.16K
$655K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9- 2.28% |
$4.24K - $5.14K
|
385
$218K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-9- 1.3% |
$4.24K - $5.14K
|
684
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10- 0.2% |
$4.72K - $5.71K
|
5.07K
$2.87M
|
|
|
Feb 27, 2024
Q4 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-10- 9.17% |
$4.72K - $5.71K
|
99
$56K
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-10- 0.11% |
$4.72K - $5.71K
|
9.18K
$5.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-11- 2.48% |
$5.19K - $6.28K
|
433
$245K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-12- 32.43% |
$5.66K - $6.85K
|
25
$14.1K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-12- 0.45% |
$5.66K - $6.85K
|
2.65K
$1.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-13- 2.16% |
$6.13K - $7.42K
|
589
$333K
|
|
|
Jan 10, 2024
Q4 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-13- 0.25% |
$6.13K - $7.42K
|
5.12K
$2.89M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-13- 86.67% |
$6.13K - $7.42K
|
2
$1.13K
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-13- 0.58% |
$6.13K - $7.42K
|
2.23K
$1.26M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-14- 0.01% |
$6.6K - $7.99K
|
185K
$105M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-14- 0.3% |
$6.6K - $7.99K
|
4.71K
$2.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-14- 12.61% |
$6.6K - $7.99K
|
97
$54.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-14- 1.83% |
$6.6K - $7.99K
|
753
$426K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-15- 8.47% |
$7.07K - $8.56K
|
162
$91.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-15- 3.67% |
$7.07K - $8.56K
|
394
$223K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-15- 83.33% |
$7.07K - $8.56K
|
3
$1.7K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-15- 0.31% |
$7.07K - $8.56K
|
4.76K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-18- 1.46% |
$8.49K - $10.3K
|
1.22K
$687K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-20- 1.45% |
$9.43K - $11.4K
|
1.36K
$770K
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-20- 1.08% |
$9.43K - $11.4K
|
1.83K
$1.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-20- 0.28% |
$9.43K - $11.4K
|
7.23K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-20- 1.81% |
$9.43K - $11.4K
|
1.08K
$612K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-20- 43.48% |
$9.43K - $11.4K
|
26
$14.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-21- 1.22% |
$9.9K - $12K
|
1.7K
$959K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-22- 5.02% |
$10.4K - $12.6K
|
416
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-22- 0.6% |
$10.4K - $12.6K
|
3.64K
$2.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-23- 4.29% |
$10.8K - $13.1K
|
513
$290K
|