Latest Institutional Transactions on Msci Inc. (MSCI)
This table provides information on the latest institutional transactions involving Msci Inc. (MSCI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.18K- 76.46% |
$627K - $698K
|
362
$205K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-521- 3.16% |
$278K - $309K
|
16K
$9.03M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12+ 0.34% |
$6.4K - $7.13K
|
3.57K
$2.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1New |
$533 - $594
|
1
$565
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
9+ 0.84% |
$4.8K - $5.34K
|
1.08K
$608K
|
|
|
Jan 15, 2026
Q4 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-5.15K- 14.03% |
$2.75M - $3.06M
|
31.6K
$17.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-75- 5.34% |
$40K - $44.5K
|
1.33K
$752K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-40- 5.48% |
$21.3K - $23.8K
|
690
$390K
|
|
|
Jan 15, 2026
Q4 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
864+ 53.97% |
$461K - $513K
|
2.47K
$1.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.54K+ 11.72% |
$1.36M - $1.51M
|
24.3K
$13.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 12.5% |
$533 - $594
|
9
$5.09K
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
1+ 0.05% |
$533 - $594
|
1.88K
$1.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
39.1K+ 4.07% |
$20.9M - $23.2M
|
1M
$566M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4New |
$2.13K - $2.38K
|
4
$2.26K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
16+ 0.84% |
$8.53K - $9.5K
|
1.92K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
SELL
|
- |
-2- 0.43% |
$1.07K - $1.19K
|
462
$261K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.05K- 39.04% |
$562K - $626K
|
1.65K
$930K
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
1.58K+ 36.39% |
$844K - $940K
|
5.93K
$3.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-344- 13.71% |
$183K - $204K
|
2.17K
$1.22M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-20- 1.13% |
$10.7K - $11.9K
|
1.74K
$986K
|
|
|
Jan 14, 2026
Q4 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-9.8K- 4.67% |
$5.23M - $5.82M
|
200K
$113M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
10+ 0.32% |
$5.33K - $5.94K
|
3.1K
$1.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
24+ 6.59% |
$12.8K - $14.3K
|
388
$219K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11+ 57.89% |
$5.87K - $6.53K
|
30
$17K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-325- 14.78% |
$173K - $193K
|
1.87K
$1.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-50- 5.48% |
$26.7K - $29.7K
|
862
$487K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4- 33.33% |
$2.13K - $2.38K
|
8
$4.52K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-35- 3.87% |
$18.7K - $20.8K
|
870
$492K
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-56- 3.14% |
$29.9K - $33.3K
|
1.73K
$977K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2- 0.49% |
$1.07K - $1.19K
|
409
$231K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-622- 12.1% |
$332K - $369K
|
4.52K
$2.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
62+ 7.64% |
$33.1K - $36.8K
|
874
$494K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8- 1.06% |
$4.27K - $4.75K
|
746
$422K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-210- 8.96% |
$112K - $125K
|
2.13K
$1.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2- 5.71% |
$1.07K - $1.19K
|
33
$18.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
4.65K+ 409.23% |
$2.48M - $2.76M
|
5.79K
$3.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 13.79% |
$4.27K - $4.75K
|
66
$37.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
12+ 1.84% |
$6.4K - $7.13K
|
663
$375K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.53K+ 28.22% |
$815K - $907K
|
6.94K
$3.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
164+ 0.83% |
$87.5K - $97.4K
|
19.8K
$11.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 133.33% |
$6.4K - $7.13K
|
21
$11.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
37+ 4.27% |
$19.7K - $22K
|
904
$511K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
506New |
$270K - $300K
|
506
$286K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.39K- 29.25% |
$741K - $825K
|
3.36K
$1.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-36- 7.73% |
$19.2K - $21.4K
|
430
$243K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.08K- 16.18% |
$576K - $641K
|
5.59K
$3.16M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-85- 15.54% |
$45.3K - $50.5K
|
462
$261K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 1.59% |
$2.13K - $2.38K
|
247
$140K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-125- 19.97% |
$66.7K - $74.2K
|
501
$283K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11+ 1.63% |
$5.87K - $6.53K
|
685
$387K
|
|