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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
339New |
$193K - $216K
|
339
$213K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
338New |
$192K - $215K
|
338
$212K
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
266+ 14.79% |
$151K - $169K
|
2.06K
$1.3M
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
263+ 2.15% |
$150K - $167K
|
12.5K
$7.84M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
263+ 9.2% |
$150K - $167K
|
3.12K
$1.96M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
257+ 0.15% |
$146K - $163K
|
176K
$111M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
234+ 20.0% |
$133K - $149K
|
1.4K
$882K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
232+ 54.59% |
$132K - $148K
|
657
$413K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
220+ 7.62% |
$125K - $140K
|
3.11K
$1.95M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
219+ 11.2% |
$125K - $139K
|
2.18K
$1.37M
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
187+ 0.85% |
$106K - $119K
|
22.1K
$13.9M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
184+ 7.61% |
$105K - $117K
|
2.6K
$1.64M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
178+ 43.0% |
$101K - $113K
|
592
$372K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
165+ 19.48% |
$93.9K - $105K
|
1.01K
$636K
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
162New |
$92.2K - $103K
|
162
$102K
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
139+ 0.19% |
$79.1K - $88.4K
|
72.6K
$45.6M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
123+ 3.25% |
$70K - $78.2K
|
3.9K
$2.45M
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
100+ 5.16% |
$56.9K - $63.6K
|
2.04K
$1.28M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
100+ 8.69% |
$56.9K - $63.6K
|
1.25K
$786K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
92+ 13.61% |
$52.4K - $58.5K
|
768
$483K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
90+ 15.6% |
$51.2K - $57.2K
|
667
$419K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
89+ 6.91% |
$50.6K - $56.6K
|
1.38K
$865K
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
80+ 1.11% |
$45.5K - $50.9K
|
7.29K
$4.58M
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
79+ 20.68% |
$45K - $50.2K
|
461
$290K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
70+ 0.4% |
$39.8K - $44.5K
|
17.6K
$11.1M
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
68+ 7.42% |
$38.7K - $43.2K
|
984
$618K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
66+ 3.92% |
$37.6K - $42K
|
1.75K
$1.1M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
66+ 8.91% |
$37.6K - $42K
|
807
$507K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
60+ 5.26% |
$34.1K - $38.2K
|
1.2K
$754K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
59+ 5.99% |
$33.6K - $37.5K
|
1.04K
$656K
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
58+ 4.14% |
$33K - $36.9K
|
1.46K
$917K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
54+ 122.73% |
$30.7K - $34.3K
|
98
$61.6K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
49+ 28.65% |
$27.9K - $31.2K
|
220
$138K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
41+ 3.92% |
$23.3K - $26.1K
|
1.09K
$683K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
36+ 5.78% |
$20.5K - $22.9K
|
659
$414K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33+ 1.49% |
$18.8K - $21K
|
2.24K
$1.41M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28+ 0.72% |
$15.9K - $17.8K
|
3.91K
$2.45M
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
27+ 3.15% |
$15.4K - $17.2K
|
884
$555K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
27+ 2.18% |
$15.4K - $17.2K
|
1.27K
$795K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24+ 3.07% |
$13.7K - $15.3K
|
807
$507K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24+ 5.76% |
$13.7K - $15.3K
|
441
$277K
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
23+ 3.69% |
$13.1K - $14.6K
|
647
$407K
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
22+ 2.82% |
$12.5K - $14K
|
803
$505K
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
21+ 3.04% |
$12K - $13.4K
|
712
$447K
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
21+ 0.64% |
$12K - $13.4K
|
3.33K
$2.09M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20+ 3.6% |
$11.4K - $12.7K
|
575
$361K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
19+ 0.94% |
$10.8K - $12.1K
|
2.04K
$1.28M
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
17+ 3.58% |
$9.67K - $10.8K
|
492
$309K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
17+ 4.24% |
$9.67K - $10.8K
|
418
$263K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15+ 44.12% |
$8.54K - $9.54K
|
49
$30.8K
|