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 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
27+ 540.0% |
$14.6K - $17K
|
32
$18.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-131- 1.79% |
$70.9K - $82.3K
|
7.2K
$4.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-13- 0.14% |
$7.04K - $8.17K
|
9.2K
$5.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12+ 2.33% |
$6.5K - $7.54K
|
527
$306K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-220- 10.11% |
$119K - $138K
|
1.96K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-7- 0.9% |
$3.79K - $4.4K
|
773
$448K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-46- 2.89% |
$24.9K - $28.9K
|
1.55K
$896K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 400.0% |
$4.33K - $5.03K
|
10
$5.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
159+ 24.57% |
$86.1K - $99.9K
|
806
$468K
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
1.45KNew |
$785K - $911K
|
1.45K
$841K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-2- 2.33% |
$1.08K - $1.26K
|
84
$48.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-14- 0.51% |
$7.58K - $8.8K
|
2.72K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
91+ 9100.0% |
$49.3K - $57.2K
|
92
$53.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.31K+ 144.02% |
$2.33M - $2.71M
|
7.3K
$4.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
111+ 96.52% |
$60.1K - $69.7K
|
226
$131K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-143- 15.56% |
$77.4K - $89.9K
|
776
$450K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21+ 16.8% |
$11.4K - $13.2K
|
146
$84.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-19- 22.89% |
$10.3K - $11.9K
|
64
$37.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.54% |
$2.17K - $2.51K
|
749
$435K
|
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
24+ 0.64% |
$13K - $15.1K
|
3.75K
$2.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
17+ 1.07% |
$9.2K - $10.7K
|
1.61K
$935K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1New |
$541 - $628
|
1
$580
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
49+ 37.69% |
$26.5K - $30.8K
|
179
$104K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
10+ 9.01% |
$5.41K - $6.28K
|
121
$70.2K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.21K- 37.42% |
$655K - $760K
|
2.02K
$1.17M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
16.8K+ 3.67% |
$9.58M - $10.7M
|
475K
$276M
|
|
|
Jun 10, 2025
Q4 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-600- 0.51% |
$341K - $382K
|
117K
$67.7M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 302.35% |
$6.09M - $6.8M
|
14.2K
$8.26M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.84K- 4.41% |
$3.89M - $4.35M
|
148K
$86.1M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
2.5K+ 3.3% |
$1.42M - $1.59M
|
78.3K
$45.4M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
35+ 7.92% |
$19.9K - $22.3K
|
477
$277K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1.4KNew |
$797K - $891K
|
1.4K
$813K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
100New |
$56.9K - $63.6K
|
100
$58K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3New |
$1.71K - $1.91K
|
3
$1.74K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
467New |
$266K - $297K
|
467
$271K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
576New |
$328K - $366K
|
576
$334K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
1.83KNew |
$1.04M - $1.16M
|
1.83K
$1.06M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
44New |
$25K - $28K
|
44
$25.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
267New |
$152K - $170K
|
267
$155K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
363New |
$207K - $231K
|
363
$211K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-20- 1.41% |
$11.4K - $12.7K
|
1.4K
$814K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15+ 2.17% |
$8.54K - $9.54K
|
705
$409K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
628New |
$357K - $399K
|
628
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
187+ 7.84% |
$106K - $119K
|
2.57K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-48.8K- 20.5% |
$27.7M - $31M
|
189K
$110M
|
|
|
Feb 14, 2025
Q4 2024
|
Unio Capital LLC
|
BUY
|
- |
9.34KNew |
$5.31M - $5.94M
|
9.34K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-6.56K- 32.37% |
$3.73M - $4.17M
|
13.7K
$7.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-143- 9.41% |
$81.4K - $90.9K
|
1.38K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8+ 160.0% |
$4.55K - $5.09K
|
13
$7.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
875New |
$498K - $556K
|
875
$508K
|
|