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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
414New |
$198K - $242K
|
414
$233K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
413New |
$198K - $242K
|
413
$232K
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
400New |
$192K - $234K
|
400
$225K
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
BUY
|
- |
400New |
$192K - $234K
|
400
$225K
|
|
Nov 07, 2024
Q3 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
384New |
$184K - $225K
|
384
$216K
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
382New |
$183K - $223K
|
382
$215K
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
380New |
$182K - $222K
|
380
$214K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
376New |
$180K - $220K
|
376
$212K
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
360New |
$173K - $211K
|
360
$203K
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
349New |
$167K - $204K
|
349
$196K
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
347New |
$166K - $203K
|
347
$195K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
346New |
$166K - $202K
|
346
$195K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
320+ 50.55% |
$153K - $187K
|
953
$536K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
303+ 6.18% |
$145K - $177K
|
5.21K
$2.93M
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
300New |
$144K - $175K
|
300
$169K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
281New |
$135K - $164K
|
281
$158K
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
227New |
$109K - $133K
|
227
$128K
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
195New |
$93.5K - $114K
|
195
$110K
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
193+ 1.92% |
$92.5K - $113K
|
10.2K
$5.75M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
177+ 2.63% |
$84.8K - $104K
|
6.91K
$3.89M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
172New |
$82.4K - $101K
|
172
$96.8K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
161New |
$77.2K - $94.2K
|
161
$90.6K
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
121+ 24.85% |
$58K - $70.8K
|
608
$342K
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
74+ 16.44% |
$35.5K - $43.3K
|
524
$295K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
68New |
$32.6K - $39.8K
|
68
$38.3K
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
65+ 22.03% |
$31.2K - $38K
|
360
$203K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
44+ 51.16% |
$21.1K - $25.7K
|
130
$73.1K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
40New |
$19.2K - $23.4K
|
40
$22.5K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
33New |
$15.8K - $19.3K
|
33
$18.6K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
26+ 4.81% |
$12.5K - $15.2K
|
566
$318K
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
21New |
$10.1K - $12.3K
|
21
$11.8K
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
21New |
$10.1K - $12.3K
|
21
$11.8K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
21New |
$10.1K - $12.3K
|
21
$11.8K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
20+ 35.09% |
$9.59K - $11.7K
|
77
$43.3K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
14New |
$6.71K - $8.19K
|
14
$7.88K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
13New |
$6.23K - $7.6K
|
13
$7.31K
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
13+ 8.28% |
$6.23K - $7.6K
|
170
$95.6K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
11New |
$5.27K - $6.43K
|
11
$6.19K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
10+ 2.3% |
$4.79K - $5.85K
|
445
$250K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10New |
$4.79K - $5.85K
|
10
$5.63K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10New |
$4.79K - $5.85K
|
10
$5.63K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9New |
$4.31K - $5.26K
|
9
$5.06K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
9New |
$4.31K - $5.26K
|
9
$5.06K
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 28.57% |
$3.83K - $4.68K
|
36
$20.3K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
8New |
$3.83K - $4.68K
|
8
$4.5K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 15.38% |
$2.88K - $3.51K
|
45
$25.3K
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
6+ 0.18% |
$2.88K - $3.51K
|
3.26K
$1.84M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
5New |
$2.4K - $2.92K
|
5
$2.81K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
5+ 0.03% |
$2.4K - $2.92K
|
15.9K
$8.93M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4New |
$1.92K - $2.34K
|
4
$2.25K
|