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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
4New |
$2.15K - $2.42K
|
4
$2.32K
|
|
|
May 13, 2024
Q1 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-90- 19.19% |
$48.4K - $54.4K
|
379
$220K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-203- 0.9% |
$109K - $123K
|
22.4K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
341+ 28.8% |
$183K - $206K
|
1.53K
$885K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
61.9K+ 65.41% |
$33.3M - $37.4M
|
157K
$90.8M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
378New |
$203K - $228K
|
378
$219K
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-693- 41.72% |
$373K - $419K
|
968
$562K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
600New |
$323K - $363K
|
600
$348K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
10+ 2.78% |
$5.38K - $6.04K
|
370
$215K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14New |
$7.53K - $8.46K
|
14
$8.12K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13+ 3.1% |
$6.99K - $7.86K
|
433
$251K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
80New |
$43K - $48.3K
|
80
$46.4K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
284New |
$153K - $172K
|
284
$165K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-16- 2.63% |
$8.61K - $9.67K
|
592
$343K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
86+ 4.35% |
$46.3K - $52K
|
2.07K
$1.2M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.73KNew |
$1.47M - $1.65M
|
2.73K
$1.58M
|
|
|
May 07, 2024
Q1 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
5KNew |
$2.69M - $3.02M
|
5K
$2.9M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3New |
$1.61K - $1.81K
|
3
$1.74K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
675+ 10.1% |
$363K - $408K
|
7.36K
$4.27M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
307+ 29.02% |
$165K - $186K
|
1.37K
$792K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
410New |
$221K - $248K
|
410
$238K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
600New |
$323K - $363K
|
600
$348K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
200New |
$108K - $121K
|
200
$116K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
476New |
$256K - $288K
|
476
$276K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-43- 4.8% |
$23.1K - $26K
|
852
$494K
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-2.11K- 29.01% |
$1.14M - $1.28M
|
5.17K
$3M
|
|
|
Apr 29, 2024
Q1 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-2K- 9.22% |
$1.08M - $1.21M
|
19.7K
$11.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.68K- 85.92% |
$1.44M - $1.62M
|
439
$255K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-201- 34.13% |
$108K - $121K
|
388
$225K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
102+ 5.68% |
$54.9K - $61.6K
|
1.9K
$1.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-9- 2.59% |
$4.84K - $5.44K
|
339
$197K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11New |
$5.92K - $6.65K
|
11
$6.38K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2- 66.67% |
$1.08K - $1.21K
|
1
$580
|
|
|
Apr 22, 2024
Q1 2024
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-59.6K- 96.14% |
$32.1M - $36M
|
2.4K
$1.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
4.02KNew |
$2.16M - $2.43M
|
4.02K
$2.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$5.38K - $6.04K
|
10
$5.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-16- 72.73% |
$8.61K - $9.67K
|
6
$3.48K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-35- 6.76% |
$18.8K - $21.2K
|
483
$280K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
408New |
$220K - $247K
|
408
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.46K- 11.02% |
$788K - $885K
|
11.8K
$6.86M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
1New |
$538 - $604
|
1
$580
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
374New |
$201K - $226K
|
374
$217K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-998- 72.48% |
$537K - $603K
|
379
$220K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15New |
$8.07K - $9.06K
|
15
$8.7K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-10.5K- 1.9% |
$4.95M - $5.99M
|
544K
$315M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
50New |
$23.6K - $28.5K
|
50
$29K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8- 2.01% |
$3.77K - $4.56K
|
390
$226K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
165New |
$77.8K - $94.1K
|
165
$95.7K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3New |
$1.41K - $1.71K
|
3
$1.74K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2New |
$943 - $1.14K
|
2
$1.16K
|
|