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 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
201+ 30.13% |
$114K - $128K
|
868
$505K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
199+ 56.7% |
$113K - $127K
|
550
$320K
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
198+ 3.62% |
$113K - $126K
|
5.67K
$3.3M
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
187+ 0.85% |
$106K - $119K
|
22.1K
$12.9M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
186New |
$106K - $118K
|
186
$108K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
184+ 7.61% |
$105K - $117K
|
2.6K
$1.52M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
178+ 43.0% |
$101K - $113K
|
592
$345K
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
162New |
$92.2K - $103K
|
162
$94.3K
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
159+ 4.15% |
$90.5K - $101K
|
3.99K
$2.32M
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
145New |
$82.5K - $92.2K
|
145
$84.4K
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
139+ 0.19% |
$79.1K - $88.4K
|
72.6K
$42.3M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
137+ 29.4% |
$78K - $87.1K
|
603
$351K
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
131+ 5.21% |
$74.6K - $83.3K
|
2.65K
$1.54M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
125New |
$71.1K - $79.5K
|
125
$72.8K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
124+ 6.69% |
$70.6K - $78.9K
|
1.98K
$1.15M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
123+ 3.25% |
$70K - $78.2K
|
3.9K
$2.27M
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
121New |
$68.9K - $77K
|
121
$70.4K
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
114+ 2.66% |
$64.9K - $72.5K
|
4.4K
$2.56M
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
100+ 5.16% |
$56.9K - $63.6K
|
2.04K
$1.19M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
100+ 8.69% |
$56.9K - $63.6K
|
1.25K
$728K
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
97+ 4.03% |
$55.2K - $61.7K
|
2.51K
$1.46M
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
95+ 2.58% |
$54.1K - $60.4K
|
3.78K
$2.2M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
92+ 13.61% |
$52.4K - $58.5K
|
768
$447K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
90+ 15.6% |
$51.2K - $57.2K
|
667
$388K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
89+ 6.91% |
$50.6K - $56.6K
|
1.38K
$802K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
85+ 4.28% |
$48.4K - $54.1K
|
2.07K
$1.21M
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
80+ 1.11% |
$45.5K - $50.9K
|
7.29K
$4.24M
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
79+ 20.68% |
$45K - $50.2K
|
461
$268K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
70+ 0.4% |
$39.8K - $44.5K
|
17.6K
$10.2M
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
69New |
$39.3K - $43.9K
|
69
$40.2K
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
68+ 7.42% |
$38.7K - $43.2K
|
984
$573K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
66+ 3.92% |
$37.6K - $42K
|
1.75K
$1.02M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
66+ 8.91% |
$37.6K - $42K
|
807
$470K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
63+ 7.88% |
$35.9K - $40.1K
|
862
$502K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
63+ 18.86% |
$35.9K - $40.1K
|
397
$231K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
60+ 5.26% |
$34.1K - $38.2K
|
1.2K
$699K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
59+ 5.99% |
$33.6K - $37.5K
|
1.04K
$608K
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
58+ 4.14% |
$33K - $36.9K
|
1.46K
$850K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
54+ 122.73% |
$30.7K - $34.3K
|
98
$57K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
50+ 11.31% |
$28.5K - $31.8K
|
492
$286K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
49+ 28.65% |
$27.9K - $31.2K
|
220
$128K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
41+ 3.92% |
$23.3K - $26.1K
|
1.09K
$633K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
37+ 9.84% |
$21.1K - $23.5K
|
413
$240K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
36+ 46.75% |
$20.5K - $22.9K
|
113
$65.8K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
36+ 5.78% |
$20.5K - $22.9K
|
659
$384K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33+ 1.49% |
$18.8K - $21K
|
2.24K
$1.31M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
32+ 5.21% |
$18.2K - $20.4K
|
646
$376K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32+ 7.08% |
$18.2K - $20.4K
|
484
$282K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28+ 0.72% |
$15.9K - $17.8K
|
3.91K
$2.27M
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
27+ 3.15% |
$15.4K - $17.2K
|
884
$515K
|