Purchases and Sales Made in Q1 2025 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q1 2025. The information is specifically focused on institutions that hold shares of MSCI Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
505K+ 61179.64% |
$273M - $317M
|
506K
$286M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.84K+ 4.61% |
$3.7M - $4.29M
|
155K
$87.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
6.17K+ 480.75% |
$3.34M - $3.88M
|
7.45K
$4.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.23KNew |
$2.83M - $3.29M
|
5.23K
$2.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.31K+ 144.02% |
$2.33M - $2.71M
|
7.3K
$4.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
1.45KNew |
$785K - $911K
|
1.45K
$820K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.07KNew |
$582K - $675K
|
1.07K
$607K
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
920+ 45.16% |
$498K - $578K
|
2.96K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
842+ 4.95% |
$456K - $529K
|
17.8K
$10.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
382New |
$207K - $240K
|
382
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
286+ 6.69% |
$155K - $180K
|
4.56K
$2.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
159+ 24.57% |
$86.1K - $99.9K
|
806
$456K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
111+ 96.52% |
$60.1K - $69.7K
|
226
$128K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
103+ 7.05% |
$55.8K - $64.7K
|
1.56K
$884K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
91+ 9100.0% |
$49.3K - $57.2K
|
92
$52K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
77+ 35.16% |
$41.7K - $48.4K
|
296
$167K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
53+ 147.22% |
$28.7K - $33.3K
|
89
$50.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
49+ 37.69% |
$26.5K - $30.8K
|
179
$101K
|
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
24+ 0.64% |
$13K - $15.1K
|
3.75K
$2.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
21+ 2.62% |
$11.4K - $13.2K
|
824
$466K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21+ 16.8% |
$11.4K - $13.2K
|
146
$82.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
17+ 1.07% |
$9.2K - $10.7K
|
1.61K
$912K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
10+ 9.01% |
$5.41K - $6.28K
|
121
$68.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 400.0% |
$4.33K - $5.03K
|
10
$5.66K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7+ 0.01% |
$3.79K - $4.4K
|
51.3K
$29M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.54% |
$2.17K - $2.51K
|
749
$424K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1New |
$541 - $628
|
1
$566
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
1+ 0.25% |
$541 - $628
|
404
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 2.86% |
$541 - $628
|
34
$19.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-2- 2.33% |
$1.08K - $1.26K
|
84
$47.5K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-4- 4.35% |
$2.17K - $2.51K
|
88
$49.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-7- 0.9% |
$3.79K - $4.4K
|
773
$437K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-13- 1.64% |
$7.04K - $8.17K
|
778
$440K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-14- 0.51% |
$7.58K - $8.8K
|
2.72K
$1.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-19- 22.89% |
$10.3K - $11.9K
|
64
$36.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-46- 2.89% |
$24.9K - $28.9K
|
1.55K
$874K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-46- 4.41% |
$24.9K - $28.9K
|
998
$564K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-143- 15.56% |
$77.4K - $89.9K
|
776
$439K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-220- 10.11% |
$119K - $138K
|
1.96K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-274- 3.6% |
$148K - $172K
|
7.34K
$4.15M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.21K- 37.42% |
$655K - $760K
|
2.02K
$1.14M
|