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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-78- 1.23% |
$37.4K - $45.6K
|
6.25K
$3.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
801+ 27.95% |
$384K - $469K
|
3.67K
$2.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6+ 0.99% |
$2.88K - $3.51K
|
614
$375K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$959 - $1.17K
|
2
$1.22K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
19+ 1.3% |
$9.11K - $11.1K
|
1.48K
$902K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
173+ 16.56% |
$82.9K - $101K
|
1.22K
$745K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-40- 1.99% |
$19.2K - $23.4K
|
1.97K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-377- 46.89% |
$181K - $221K
|
427
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-655- 13.21% |
$314K - $383K
|
4.3K
$2.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
349New |
$167K - $204K
|
349
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
626+ 0.93% |
$300K - $366K
|
68.2K
$41.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.76K+ 55.91% |
$1.32M - $1.61M
|
7.7K
$4.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.08K+ 29.73% |
$1.48M - $1.8M
|
13.4K
$8.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
347New |
$166K - $203K
|
347
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
37.3K+ 2.56% |
$17.9M - $21.8M
|
1.49M
$913M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
821+ 2.76% |
$394K - $480K
|
30.5K
$18.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-280- 4.24% |
$134K - $164K
|
6.33K
$3.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
161+ 10.88% |
$77.2K - $94.2K
|
1.64K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
180+ 13.86% |
$86.3K - $105K
|
1.48K
$904K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
153+ 7.44% |
$73.3K - $89.5K
|
2.21K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-201- 2.05% |
$96.3K - $118K
|
9.58K
$5.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-25- 5.95% |
$12K - $14.6K
|
395
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10.1K- 91.88% |
$4.86M - $5.94M
|
897
$549K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-91- 0.31% |
$43.6K - $53.2K
|
29.6K
$18.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-103- 0.63% |
$49.4K - $60.2K
|
16.3K
$9.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
442New |
$212K - $259K
|
442
$270K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
29+ 6.86% |
$13.9K - $17K
|
452
$276K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.22K+ 6.18% |
$585K - $714K
|
21K
$12.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
442New |
$212K - $259K
|
442
$270K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
448New |
$215K - $262K
|
448
$274K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
40New |
$19.2K - $23.4K
|
40
$24.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
2+ 15.38% |
$959 - $1.17K
|
15
$9.17K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
530New |
$254K - $310K
|
530
$324K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-11- 1.47% |
$5.27K - $6.43K
|
737
$451K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
209+ 2.26% |
$100K - $122K
|
9.46K
$5.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-7- 1.46% |
$3.36K - $4.09K
|
472
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
814+ 1.82% |
$390K - $476K
|
45.6K
$27.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 1.17% |
$2.88K - $3.51K
|
521
$319K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-52- 0.51% |
$24.9K - $30.4K
|
10.2K
$6.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
31+ 6.98% |
$14.9K - $18.1K
|
475
$290K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
2+ 4.35% |
$959 - $1.17K
|
48
$29.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-20- 2.18% |
$9.59K - $11.7K
|
898
$549K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-375- 10.45% |
$180K - $219K
|
3.21K
$1.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-40- 3.13% |
$19.2K - $23.4K
|
1.24K
$758K
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-102- 1.15% |
$48.9K - $59.7K
|
8.75K
$5.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
417New |
$200K - $244K
|
417
$255K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-14- 0.39% |
$6.71K - $8.19K
|
3.57K
$2.18M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
9.34K+ 5.68% |
$4.48M - $5.47M
|
174K
$106M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.42K- 49.84% |
$1.16M - $1.42M
|
2.44K
$1.49M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13+ 2.17% |
$6.23K - $7.6K
|
613
$375K
|