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 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
83+ 2.39% |
$39.1K - $47.4K
|
3.56K
$1.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
80+ 5.08% |
$37.7K - $45.6K
|
1.66K
$903K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
79+ 10.15% |
$37.3K - $45.1K
|
857
$467K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
75+ 6.41% |
$35.4K - $42.8K
|
1.25K
$679K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
73+ 0.6% |
$34.4K - $41.7K
|
12.3K
$6.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
72+ 7.72% |
$34K - $41.1K
|
1.01K
$548K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
71+ 244.83% |
$33.5K - $40.5K
|
100
$54.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
70+ 10.46% |
$33K - $39.9K
|
739
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
70+ 2.59% |
$33K - $39.9K
|
2.78K
$1.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
66+ 0.84% |
$31.1K - $37.7K
|
7.91K
$4.32M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
65+ 1300.0% |
$30.7K - $37.1K
|
70
$38.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
61+ 69.32% |
$28.8K - $34.8K
|
149
$81.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
60+ 7.51% |
$28.3K - $34.2K
|
859
$468K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
60+ 61.86% |
$28.3K - $34.2K
|
157
$85.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
59+ 3.49% |
$27.8K - $33.7K
|
1.75K
$953K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
58+ 1.91% |
$27.3K - $33.1K
|
3.1K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57+ 4.07% |
$26.9K - $32.5K
|
1.46K
$795K
|
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
BUY
|
- |
55+ 1.16% |
$25.9K - $31.4K
|
4.8K
$2.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
55+ 62.5% |
$25.9K - $31.4K
|
143
$78K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
54+ 2.05% |
$25.5K - $30.8K
|
2.68K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
54+ 0.41% |
$25.5K - $30.8K
|
13.3K
$7.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
51+ 7.31% |
$24K - $29.1K
|
749
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
51+ 6.52% |
$24K - $29.1K
|
833
$454K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
50New |
$23.6K - $28.5K
|
50
$27.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
49+ 2.7% |
$23.1K - $28K
|
1.86K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
45+ 2.54% |
$21.2K - $25.7K
|
1.81K
$989K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
44+ 0.24% |
$20.7K - $25.1K
|
18K
$9.84M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
43+ 7.0% |
$20.3K - $24.5K
|
657
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
42New |
$19.8K - $24K
|
42
$22.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41+ 18.3% |
$19.3K - $23.4K
|
265
$145K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
41+ 0.67% |
$19.3K - $23.4K
|
6.18K
$3.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
40New |
$18.9K - $22.8K
|
40
$21.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39+ 28.68% |
$18.4K - $22.3K
|
175
$95.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
34+ 4.81% |
$16K - $19.4K
|
741
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
33+ 3.61% |
$15.6K - $18.8K
|
946
$516K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
33New |
$15.6K - $18.8K
|
33
$18K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
32+ 6.71% |
$15.1K - $18.3K
|
509
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
32+ 6.67% |
$15.1K - $18.3K
|
512
$279K
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
32+ 7.26% |
$15.1K - $18.3K
|
473
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
31New |
$14.6K - $17.7K
|
31
$16.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
29+ 0.21% |
$13.7K - $16.5K
|
13.9K
$7.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
28+ 2.01% |
$13.2K - $16K
|
1.42K
$774K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
27+ 2.32% |
$12.7K - $15.4K
|
1.19K
$651K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
26+ 36.11% |
$12.3K - $14.8K
|
98
$53.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
25New |
$11.8K - $14.3K
|
25
$13.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
24+ 0.37% |
$11.3K - $13.7K
|
6.47K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
23New |
$10.8K - $13.1K
|
23
$12.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
23+ 0.61% |
$10.8K - $13.1K
|
3.78K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
21New |
$9.9K - $12K
|
21
$11.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20New |
$9.43K - $11.4K
|
20
$10.9K
|