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 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20New |
$9.43K - $11.4K
|
20
$11.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
19New |
$8.96K - $10.8K
|
19
$10.7K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
19+ 23.46% |
$8.96K - $10.8K
|
100
$56.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
19+ 23.46% |
$8.96K - $10.8K
|
100
$56.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 12.24% |
$8.49K - $10.3K
|
165
$93.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
18+ 2.79% |
$8.49K - $10.3K
|
664
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
18+ 0.08% |
$8.49K - $10.3K
|
22.6K
$12.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
17+ 1.91% |
$8.02K - $9.7K
|
905
$511K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
16+ 266.67% |
$7.54K - $9.13K
|
22
$12.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
16+ 3.23% |
$7.54K - $9.13K
|
512
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
15+ 3.3% |
$7.07K - $8.56K
|
469
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
14+ 1.94% |
$6.6K - $7.99K
|
736
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14+ 0.33% |
$6.6K - $7.99K
|
4.28K
$2.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14New |
$6.6K - $7.99K
|
14
$7.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
13+ 2.61% |
$6.13K - $7.42K
|
512
$289K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
13+ 0.81% |
$6.13K - $7.42K
|
1.63K
$917K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
12New |
$5.66K - $6.85K
|
12
$6.77K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12+ 0.13% |
$5.66K - $6.85K
|
9.24K
$5.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 1.04% |
$5.66K - $6.85K
|
1.17K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
12New |
$5.66K - $6.85K
|
12
$6.77K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11New |
$5.19K - $6.28K
|
11
$6.21K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11+ 0.58% |
$5.19K - $6.28K
|
1.91K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10+ 1.14% |
$4.72K - $5.71K
|
887
$500K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
10+ 2.1% |
$4.72K - $5.71K
|
487
$275K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
10+ 1.33% |
$4.72K - $5.71K
|
761
$429K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
9New |
$4.24K - $5.14K
|
9
$5.08K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9+ 11.54% |
$4.24K - $5.14K
|
87
$49.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 42.86% |
$4.24K - $5.14K
|
30
$16.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 0.32% |
$3.77K - $4.56K
|
2.5K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
8New |
$3.77K - $4.56K
|
8
$4.51K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8New |
$3.77K - $4.56K
|
8
$4.51K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 100.0% |
$3.77K - $4.56K
|
16
$9.03K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
7New |
$3.3K - $3.99K
|
7
$3.95K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
7New |
$3.3K - $3.99K
|
7
$3.95K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7+ 1.65% |
$3.3K - $3.99K
|
432
$244K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7New |
$3.3K - $3.99K
|
7
$3.95K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 1.63% |
$3.3K - $3.99K
|
436
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7New |
$3.3K - $3.99K
|
7
$3.95K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6+ 1.25% |
$2.83K - $3.42K
|
486
$274K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
6+ 0.05% |
$2.83K - $3.42K
|
11.8K
$6.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6New |
$2.83K - $3.42K
|
6
$3.39K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6New |
$2.83K - $3.42K
|
6
$3.39K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 5.83% |
$2.83K - $3.42K
|
109
$61.5K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6+ 5.94% |
$2.83K - $3.42K
|
107
$60.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
5New |
$2.36K - $2.85K
|
5
$2.82K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5+ 250.0% |
$2.36K - $2.85K
|
7
$3.95K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
5+ 0.63% |
$2.36K - $2.85K
|
794
$448K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 5.88% |
$2.36K - $2.85K
|
90
$50.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5+ 0.97% |
$2.36K - $2.85K
|
520
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5New |
$2.36K - $2.85K
|
5
$2.82K
|