Latest Institutional Purchases of Msci Inc. (MSCI)
This list provides information on the latest institutional transactions involving Msci Inc. (MSCI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
44New |
$25K - $28K
|
44
$25.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
37New |
$21.1K - $23.5K
|
37
$21.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
37+ 9.84% |
$21.1K - $23.5K
|
413
$240K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
35+ 7.92% |
$19.9K - $22.3K
|
477
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
32+ 6.14% |
$18.2K - $20.4K
|
553
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
32New |
$18.2K - $20.4K
|
32
$18.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26New |
$14.8K - $16.5K
|
26
$15.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
26New |
$14.8K - $16.5K
|
26
$15.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
22New |
$12.5K - $14K
|
22
$12.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
19+ 0.94% |
$10.8K - $12.1K
|
2.04K
$1.19M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15+ 2.17% |
$8.54K - $9.54K
|
705
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
14New |
$7.97K - $8.9K
|
14
$8.12K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
14New |
$7.97K - $8.9K
|
14
$8.12K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14New |
$7.97K - $8.9K
|
14
$8.12K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
9New |
$5.12K - $5.72K
|
9
$5.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8+ 160.0% |
$4.55K - $5.09K
|
13
$7.54K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
7New |
$3.98K - $4.45K
|
7
$4.06K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
7New |
$3.98K - $4.45K
|
7
$4.06K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
7+ 0.1% |
$3.98K - $4.45K
|
6.72K
$3.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7+ 0.51% |
$3.98K - $4.45K
|
1.38K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$2.28K - $2.54K
|
4
$2.32K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.72% |
$2.28K - $2.54K
|
561
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
4+ 26.67% |
$2.28K - $2.54K
|
19
$11K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$2.28K - $2.54K
|
4
$2.32K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3New |
$1.71K - $1.91K
|
3
$1.74K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3+ 6.67% |
$1.71K - $1.91K
|
48
$27.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2New |
$1.14K - $1.27K
|
2
$1.16K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2New |
$1.14K - $1.27K
|
2
$1.16K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2New |
$1.14K - $1.27K
|
2
$1.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1New |
$569 - $636
|
1
$580
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$569 - $636
|
1
$580
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1New |
$569 - $636
|
1
$580
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 10.0% |
$569 - $636
|
11
$6.38K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 7.69% |
$569 - $636
|
14
$8.12K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1+ 0.23% |
$569 - $636
|
428
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$569 - $636
|
1
$580
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
38.1KNew |
$18.3M - $22.3M
|
38.1K
$22.1M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.1K+ 19331.11% |
$12.5M - $15.3M
|
26.2K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
24.5KNew |
$11.7M - $14.3M
|
24.5K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
18.7KNew |
$8.94M - $10.9M
|
18.7K
$10.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
18.6KNew |
$8.92M - $10.9M
|
18.6K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
14.3K+ 144.72% |
$6.85M - $8.35M
|
24.2K
$14M
|
|
|
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
|
Totem Point Management, LLC
New York, NY |
BUY
|
- |
9.81KNew |
$4.7M - $5.74M
|
9.81K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
9.78KNew |
$4.69M - $5.72M
|
9.78K
$5.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
8.5KNew |
$4.07M - $4.97M
|
8.5K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.32K+ 153.81% |
$3.99M - $4.87M
|
13.7K
$7.96M
|
|