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 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-70- 0.8% |
$39.8K - $44.5K
|
8.68K
$5.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
377New |
$215K - $240K
|
377
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
124+ 6.69% |
$70.6K - $78.9K
|
1.98K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
63+ 18.86% |
$35.9K - $40.1K
|
397
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-300- 55.05% |
$171K - $191K
|
245
$142K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
26New |
$14.8K - $16.5K
|
26
$15.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 4.55% |
$114K - $127K
|
4.2K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 7.69% |
$569 - $636
|
14
$8.12K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
37+ 9.84% |
$21.1K - $23.5K
|
413
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-45- 29.8% |
$25.6K - $28.6K
|
106
$61.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-5.14K- 87.45% |
$2.92M - $3.27M
|
737
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
350New |
$199K - $223K
|
350
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-13- 2.75% |
$7.4K - $8.27K
|
459
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
BUY
|
- |
15.5K+ 8.23% |
$8.82M - $9.86M
|
204K
$118M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
341New |
$194K - $217K
|
341
$198K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
1.76KNew |
$1M - $1.12M
|
1.76K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
19+ 0.94% |
$10.8K - $12.1K
|
2.04K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
375New |
$213K - $238K
|
375
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
53.4KNew |
$30.4M - $34M
|
53.4K
$31M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2- 50.0% |
$1.14K - $1.27K
|
2
$1.16K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$2.28K - $2.54K
|
4
$2.32K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
366New |
$208K - $233K
|
366
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
339New |
$193K - $216K
|
339
$197K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14New |
$7.97K - $8.9K
|
14
$8.12K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.85KNew |
$1.05M - $1.18M
|
1.85K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-59- 4.21% |
$33.6K - $37.5K
|
1.34K
$778K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
384+ 31.63% |
$219K - $244K
|
1.6K
$927K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7+ 0.51% |
$3.98K - $4.45K
|
1.38K
$798K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-912- 49.14% |
$519K - $580K
|
944
$548K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1+ 0.23% |
$569 - $636
|
428
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6- 16.22% |
$3.41K - $3.82K
|
31
$18K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-120- 17.6% |
$68.3K - $76.3K
|
562
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$569 - $636
|
1
$580
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-108- 19.15% |
$61.5K - $68.7K
|
456
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-11- 1.02% |
$6.26K - $7K
|
1.07K
$620K
|
|
|
Jan 14, 2025
Q4 2024
|
Alken Asset Management Ltd.
|
BUY
|
- |
1.1KNew |
$626K - $700K
|
1.1K
$638K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
338New |
$192K - $215K
|
338
$196K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-29- 4.12% |
$16.5K - $18.4K
|
675
$392K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7- 22.58% |
$3.98K - $4.45K
|
24
$13.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-505- 12.38% |
$287K - $321K
|
3.57K
$2.07M
|
|
| Q3 2024 | |||||||
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.54KClosed |
$738K - $901K
|
0
$0
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
193+ 1.92% |
$92.5K - $113K
|
10.2K
$5.93M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
33New |
$15.8K - $19.3K
|
33
$19.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 100.0% |
$959 - $1.17K
|
4
$2.32K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1New |
$479 - $585
|
1
$580
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
10K+ 46.12% |
$4.81M - $5.86M
|
31.8K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-42- 9.98% |
$20.1K - $24.6K
|
379
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
SELL
|
- |
-66- 10.7% |
$31.6K - $38.6K
|
551
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
300New |
$144K - $175K
|
300
$174K
|
|