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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
376New |
$204K - $236K
|
376
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
41+ 5.76% |
$22.2K - $25.8K
|
753
$437K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
119New |
$64.4K - $74.8K
|
119
$69K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$2.71K - $3.14K
|
5
$2.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-216- 4.0% |
$117K - $136K
|
5.19K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2.21KNew |
$1.2M - $1.39M
|
2.21K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-82.6K- 67.8% |
$44.7M - $51.9M
|
39.2K
$22.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39- 1.22% |
$21.1K - $24.5K
|
3.17K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.68% |
$1.62K - $1.89K
|
444
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4New |
$2.17K - $2.51K
|
4
$2.32K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
77New |
$41.7K - $48.4K
|
77
$44.7K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
22+ 5.8% |
$11.9K - $13.8K
|
401
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-158- 5.64% |
$85.6K - $99.3K
|
2.64K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3K- 8.1% |
$1.62M - $1.89M
|
34K
$19.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
110+ 5.6% |
$59.6K - $69.1K
|
2.08K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
168+ 9.15% |
$91K - $106K
|
2K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-16- 3.76% |
$8.66K - $10.1K
|
410
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
63+ 11.75% |
$34.1K - $39.6K
|
599
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2- 1.11% |
$1.08K - $1.26K
|
178
$103K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.38K- 54.11% |
$1.29M - $1.49M
|
2.02K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2+ 0.06% |
$1.08K - $1.26K
|
3.33K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-50- 22.83% |
$27.1K - $31.4K
|
169
$98.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-280- 1.65% |
$152K - $176K
|
16.7K
$9.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.24K+ 22.98% |
$669K - $777K
|
6.61K
$3.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
262+ 8.03% |
$142K - $165K
|
3.53K
$2.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
85+ 944.44% |
$46K - $53.4K
|
94
$54.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2- 40.0% |
$1.08K - $1.26K
|
3
$1.74K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
20+ 3.85% |
$10.8K - $12.6K
|
540
$313K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-13- 2.45% |
$7.04K - $8.17K
|
518
$301K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-24- 5.35% |
$13K - $15.1K
|
425
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
475New |
$257K - $298K
|
475
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8New |
$4.33K - $5.03K
|
8
$4.64K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4- 0.29% |
$2.17K - $2.51K
|
1.37K
$797K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
34+ 7.76% |
$18.4K - $21.4K
|
472
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-235- 7.66% |
$127K - $148K
|
2.83K
$1.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-185- 24.25% |
$100K - $116K
|
578
$335K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
74+ 12.42% |
$40.1K - $46.5K
|
670
$389K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 4.37% |
$5.96K - $6.91K
|
263
$153K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
47+ 5.43% |
$25.4K - $29.5K
|
913
$530K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
153+ 23.22% |
$82.8K - $96.1K
|
812
$471K
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
42.6K+ 66.01% |
$23M - $26.7M
|
107K
$62.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
52.1K+ 16424.92% |
$28.2M - $32.7M
|
52.4K
$30.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
104+ 13.61% |
$56.3K - $65.3K
|
868
$504K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-786- 3.28% |
$426K - $494K
|
23.1K
$13.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-28- 0.64% |
$15.2K - $17.6K
|
4.37K
$2.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
225+ 2.3% |
$122K - $141K
|
9.99K
$5.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
173+ 14.42% |
$93.7K - $109K
|
1.37K
$797K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-1- 1.18% |
$541 - $628
|
84
$48.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
39+ 6.18% |
$21.1K - $24.5K
|
670
$389K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-9.99K- 95.32% |
$5.41M - $6.27M
|
490
$284K
|