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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.14K- 71.89% |
$1.08M - $1.23M
|
836
$485K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.2K- 8.73% |
$609K - $693K
|
12.6K
$7.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-53- 2.98% |
$26.8K - $30.6K
|
1.72K
$1M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.53K- 14.32% |
$775K - $882K
|
9.15K
$5.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
618New |
$313K - $356K
|
618
$359K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
36+ 9.42% |
$18.2K - $20.8K
|
418
$243K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1New |
$507 - $577
|
1
$580
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
426New |
$216K - $246K
|
426
$247K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-100- 6.65% |
$50.7K - $57.7K
|
1.4K
$814K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
122K+ 214.26% |
$61.8M - $70.4M
|
179K
$104M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
46+ 10.87% |
$23.3K - $26.5K
|
469
$272K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 50.0% |
$3.04K - $3.46K
|
6
$3.48K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-98- 3.55% |
$49.6K - $56.5K
|
2.67K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 95.0% |
$9.62K - $11K
|
1
$580
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
74+ 16.86% |
$37.5K - $42.7K
|
513
$298K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
395New |
$200K - $228K
|
395
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
BUY
|
- |
500New |
$253K - $288K
|
500
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6- 85.71% |
$3.04K - $3.46K
|
1
$580
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
12+ 0.5% |
$6.08K - $6.92K
|
2.39K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
26+ 6.53% |
$13.2K - $15K
|
424
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
304+ 19.97% |
$154K - $175K
|
1.83K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-569- 15.14% |
$288K - $328K
|
3.19K
$1.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8+ 47.06% |
$4.05K - $4.61K
|
25
$14.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-145- 4.18% |
$73.5K - $83.6K
|
3.32K
$1.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-948- 26.41% |
$480K - $547K
|
2.64K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
60New |
$30.4K - $34.6K
|
60
$34.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
94.5K+ 11.87% |
$47.9M - $54.5M
|
890K
$516M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-69- 1.46% |
$35K - $39.8K
|
4.67K
$2.71M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-14- 2.76% |
$7.09K - $8.07K
|
493
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
298+ 36.84% |
$151K - $172K
|
1.11K
$642K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-410- 3.51% |
$208K - $236K
|
11.3K
$6.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
410New |
$208K - $236K
|
410
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 20.0% |
$1.01K - $1.15K
|
8
$4.64K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-17- 1.35% |
$8.61K - $9.8K
|
1.24K
$722K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3- 42.86% |
$1.52K - $1.73K
|
4
$2.32K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
95+ 12.18% |
$48.1K - $54.8K
|
875
$508K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
128+ 8.19% |
$64.8K - $73.8K
|
1.69K
$981K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 80.0% |
$4.05K - $4.61K
|
2
$1.16K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.23K- 42.87% |
$1.13M - $1.28M
|
2.97K
$1.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.85KNew |
$2.46M - $2.8M
|
4.85K
$2.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-67- 1.49% |
$33.9K - $38.6K
|
4.42K
$2.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 14.71% |
$2.53K - $2.88K
|
39
$22.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
54+ 4.7% |
$27.4K - $31.1K
|
1.2K
$698K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-140- 21.81% |
$70.9K - $80.7K
|
502
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-78- 4.44% |
$39.5K - $45K
|
1.68K
$975K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-19- 2.47% |
$9.62K - $11K
|
749
$435K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
454New |
$230K - $262K
|
454
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
9.8K+ 34.5% |
$4.96M - $5.65M
|
38.2K
$22.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
123+ 2.89% |
$62.3K - $70.9K
|
4.38K
$2.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
30+ 2.25% |
$15.2K - $17.3K
|
1.36K
$790K
|