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 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
7New |
$3.3K - $3.99K
|
7
$4.06K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7New |
$3.3K - $3.99K
|
7
$4.06K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-285- 33.61% |
$134K - $163K
|
563
$327K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-3.8K- 7.58% |
$1.78M - $2.12M
|
46.3K
$26.9M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
60New |
$28.2K - $33.4K
|
60
$34.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-12- 4.74% |
$5.63K - $6.69K
|
241
$140K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
2.4K+ 480.0% |
$1.13M - $1.34M
|
2.9K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
87+ 8.34% |
$40.8K - $48.5K
|
1.13K
$656K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
PUT |
500+ 100.0% |
$235K - $279K
|
1K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
398New |
$187K - $222K
|
398
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-18.3K- 78.54% |
$8.59M - $10.2M
|
5K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-40- 0.84% |
$18.8K - $22.3K
|
4.71K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14New |
$6.57K - $7.8K
|
14
$8.12K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
32+ 7.03% |
$15K - $17.8K
|
487
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
3.6KNew |
$1.69M - $2.01M
|
3.6K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
1New |
$469 - $557
|
1
$580
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 16.19% |
$7.98K - $9.47K
|
88
$51.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop Rock Capital, L.P.
New York, NY |
SELL
|
- |
-2.01K- 72.11% |
$945K - $1.12M
|
778
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.74% |
$469 - $557
|
135
$78.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
14.9K+ 94.56% |
$7.01M - $8.32M
|
30.7K
$17.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-2.32K- 36.7% |
$1.09M - $1.29M
|
4.01K
$2.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-236- 29.28% |
$111K - $132K
|
570
$331K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7+ 58.33% |
$3.29K - $3.9K
|
19
$11K
|
|
|
Nov 08, 2023
Q3 2023
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
12.5K+ 2.99% |
$5.87M - $6.96M
|
431K
$250M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.35K- 34.98% |
$2.51M - $2.98M
|
9.94K
$5.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.26K- 48.13% |
$592K - $703K
|
1.36K
$789K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
687New |
$323K - $383K
|
687
$399K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
25New |
$11.7K - $13.9K
|
25
$14.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-28- 58.33% |
$13.1K - $15.6K
|
20
$11.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
31New |
$14.6K - $17.3K
|
31
$18K
|
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-22.3K- 98.0% |
$10.5M - $12.5M
|
457
$265K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-8- 33.33% |
$3.76K - $4.46K
|
16
$9.28K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
3New |
$1.41K - $1.67K
|
3
$1.74K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
181+ 3.42% |
$85K - $101K
|
5.47K
$3.17M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6New |
$2.82K - $3.34K
|
6
$3.48K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1+ 3.03% |
$469 - $557
|
34
$19.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
572New |
$269K - $319K
|
572
$332K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
19New |
$8.92K - $10.6K
|
19
$11K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11New |
$5.16K - $6.13K
|
11
$6.38K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-7- 0.88% |
$3.29K - $3.9K
|
788
$457K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$4.23K - $5.02K
|
9
$5.22K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.14K- 67.46% |
$976K - $1.19M
|
1.03K
$598K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.43K- 62.71% |
$655K - $799K
|
852
$494K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13New |
$5.94K - $7.25K
|
13
$7.54K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
21New |
$9.6K - $11.7K
|
21
$12.2K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
12New |
$5.48K - $6.69K
|
12
$6.96K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
7New |
$3.2K - $3.9K
|
7
$4.06K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.18K- 53.97% |
$540K - $659K
|
1.01K
$585K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
564+ 101.81% |
$258K - $314K
|
1.12K
$649K
|
|