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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
180+ 35.43% |
$84.9K - $103K
|
688
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
175+ 22.29% |
$82.5K - $99.9K
|
960
$524K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
174+ 10.73% |
$82K - $99.3K
|
1.8K
$979K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
165New |
$77.8K - $94.1K
|
165
$90K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
165New |
$77.8K - $94.1K
|
165
$90K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
163+ 105.84% |
$76.9K - $93K
|
317
$173K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
162+ 19.17% |
$76.4K - $92.4K
|
1.01K
$549K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
161+ 5.45% |
$75.9K - $91.9K
|
3.12K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
161+ 11.1% |
$75.9K - $91.9K
|
1.61K
$879K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
158+ 27.34% |
$74.5K - $90.2K
|
736
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
153+ 16.91% |
$72.1K - $87.3K
|
1.06K
$577K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
152+ 2.99% |
$71.7K - $86.7K
|
5.23K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
150+ 5.48% |
$70.7K - $85.6K
|
2.89K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
149+ 1.81% |
$70.3K - $85K
|
8.4K
$4.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
148+ 6.75% |
$69.8K - $84.4K
|
2.34K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
147+ 16.01% |
$69.3K - $83.9K
|
1.07K
$581K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
147+ 4.69% |
$69.3K - $83.9K
|
3.28K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
144+ 5.02% |
$67.9K - $82.2K
|
3.01K
$1.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
141+ 17.07% |
$66.5K - $80.5K
|
967
$527K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
140+ 9.77% |
$66K - $79.9K
|
1.57K
$858K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
138+ 6.3% |
$65.1K - $78.7K
|
2.33K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
135New |
$63.7K - $77K
|
135
$73.6K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
134+ 248.15% |
$63.2K - $76.5K
|
188
$103K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
131+ 21.83% |
$61.8K - $74.7K
|
731
$399K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
126+ 10.66% |
$59.4K - $71.9K
|
1.31K
$713K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
125+ 3.76% |
$58.9K - $71.3K
|
3.45K
$1.88M
|
|
|
May 10, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
123+ 0.09% |
$58K - $70.2K
|
135K
$73.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
121+ 121.0% |
$57.1K - $69K
|
221
$121K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
117+ 146.25% |
$55.2K - $66.8K
|
197
$107K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
114+ 24.73% |
$53.8K - $65K
|
575
$314K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
111+ 1.51% |
$52.3K - $63.3K
|
7.46K
$4.07M
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
111+ 114.43% |
$52.3K - $63.3K
|
208
$113K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
107+ 4.67% |
$50.5K - $61.1K
|
2.4K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
106+ 8.7% |
$50K - $60.5K
|
1.32K
$722K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
105+ 0.57% |
$49.5K - $59.9K
|
18.5K
$10.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
102+ 56.67% |
$48.1K - $58.2K
|
282
$154K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
101+ 17.69% |
$47.6K - $57.6K
|
672
$366K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
101+ 0.77% |
$47.6K - $57.6K
|
13.3K
$7.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
100New |
$47.2K - $57.1K
|
100
$54.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
97+ 16.72% |
$45.7K - $55.3K
|
677
$369K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
97+ 7.29% |
$45.7K - $55.3K
|
1.43K
$778K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
94+ 2.13% |
$44.3K - $53.6K
|
4.5K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
93+ 1.39% |
$43.9K - $53.1K
|
6.79K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
93+ 1.23% |
$43.9K - $53.1K
|
7.66K
$4.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
92+ 2.1% |
$43.4K - $52.5K
|
4.48K
$2.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
92+ 16.88% |
$43.4K - $52.5K
|
637
$347K
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
92+ 2.15% |
$43.4K - $52.5K
|
4.38K
$2.39M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
85New |
$40.1K - $48.5K
|
85
$46.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
84+ 0.67% |
$39.6K - $47.9K
|
12.7K
$6.9M
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
83+ 2.39% |
$39.1K - $47.4K
|
3.56K
$1.94M
|