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 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
17+ 1.07% |
$9.2K - $10.7K
|
1.61K
$933K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17+ 5.33% |
$9.2K - $10.7K
|
336
$194K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
16+ 1.47% |
$8.66K - $10.1K
|
1.1K
$638K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
16+ 100.0% |
$8.66K - $10.1K
|
32
$18.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
15+ 13.27% |
$8.12K - $9.43K
|
128
$74.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
14+ 2.64% |
$7.58K - $8.8K
|
544
$315K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
14+ 14.29% |
$7.58K - $8.8K
|
112
$64.8K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
14+ 1.42% |
$7.58K - $8.8K
|
998
$577K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
14New |
$7.58K - $8.8K
|
14
$8.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14+ 2.43% |
$7.58K - $8.8K
|
589
$341K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
13New |
$7.04K - $8.17K
|
13
$7.52K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
13+ 1.69% |
$7.04K - $8.17K
|
781
$452K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13+ 2.3% |
$7.04K - $8.17K
|
579
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 3.07% |
$7.04K - $8.17K
|
437
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
13+ 0.93% |
$7.04K - $8.17K
|
1.42K
$820K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 1.74% |
$7.04K - $8.17K
|
760
$440K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12+ 2.33% |
$6.5K - $7.54K
|
527
$305K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 4.37% |
$5.96K - $6.91K
|
263
$152K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11+ 1.64% |
$5.96K - $6.91K
|
681
$394K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 122.22% |
$5.96K - $6.91K
|
20
$11.6K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
10New |
$5.41K - $6.28K
|
10
$5.79K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10+ 1.05% |
$5.41K - $6.28K
|
965
$558K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 55.56% |
$5.41K - $6.28K
|
28
$16.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
10+ 9.01% |
$5.41K - $6.28K
|
121
$70K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10+ 0.57% |
$5.41K - $6.28K
|
1.76K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$4.87K - $5.66K
|
9
$5.21K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
9New |
$4.87K - $5.66K
|
9
$5.21K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
9+ 18.37% |
$4.87K - $5.66K
|
58
$33.6K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8+ 8.6% |
$4.33K - $5.03K
|
101
$58.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8New |
$4.33K - $5.03K
|
8
$4.63K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 400.0% |
$4.33K - $5.03K
|
10
$5.79K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 4.6% |
$4.33K - $5.03K
|
182
$105K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
8New |
$4.33K - $5.03K
|
8
$4.63K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
7+ 4.32% |
$3.79K - $4.4K
|
169
$97.8K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 12.07% |
$3.79K - $4.4K
|
65
$37.6K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7+ 0.96% |
$3.79K - $4.4K
|
736
$426K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
7New |
$3.79K - $4.4K
|
7
$4.05K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7+ 0.01% |
$3.79K - $4.4K
|
51.3K
$29.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 100.0% |
$3.25K - $3.77K
|
12
$6.94K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
6New |
$3.25K - $3.77K
|
6
$3.47K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 1.66% |
$3.25K - $3.77K
|
367
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 150.0% |
$3.25K - $3.77K
|
10
$5.79K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$2.71K - $3.14K
|
5
$2.89K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 0.28% |
$2.71K - $3.14K
|
1.77K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5+ 0.74% |
$2.71K - $3.14K
|
685
$396K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
5+ 1.23% |
$2.71K - $3.14K
|
413
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5+ 1.2% |
$2.71K - $3.14K
|
423
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5New |
$2.71K - $3.14K
|
5
$2.89K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5+ 0.65% |
$2.71K - $3.14K
|
779
$451K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5+ 0.1% |
$2.71K - $3.14K
|
4.91K
$2.84M
|