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 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14+ 2.43% |
$7.58K - $8.8K
|
589
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
14+ 2.64% |
$7.58K - $8.8K
|
544
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
13+ 0.93% |
$7.04K - $8.17K
|
1.42K
$746K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
13New |
$7.04K - $8.17K
|
13
$6.84K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13+ 2.3% |
$7.04K - $8.17K
|
579
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 1.74% |
$7.04K - $8.17K
|
760
$400K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
13+ 1.69% |
$7.04K - $8.17K
|
781
$411K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 3.07% |
$7.04K - $8.17K
|
437
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12+ 2.33% |
$6.5K - $7.54K
|
527
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11+ 1.64% |
$5.96K - $6.91K
|
681
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 4.37% |
$5.96K - $6.91K
|
263
$138K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 122.22% |
$5.96K - $6.91K
|
20
$10.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
10+ 9.01% |
$5.41K - $6.28K
|
121
$63.7K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10+ 1.05% |
$5.41K - $6.28K
|
965
$508K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 55.56% |
$5.41K - $6.28K
|
28
$14.7K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10+ 0.57% |
$5.41K - $6.28K
|
1.76K
$926K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
10New |
$5.41K - $6.28K
|
10
$5.26K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$4.87K - $5.66K
|
9
$4.74K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
9+ 18.37% |
$4.87K - $5.66K
|
58
$30.5K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
9New |
$4.87K - $5.66K
|
9
$4.74K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 400.0% |
$4.33K - $5.03K
|
10
$5.26K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8New |
$4.33K - $5.03K
|
8
$4.21K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 4.6% |
$4.33K - $5.03K
|
182
$95.8K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
8New |
$4.33K - $5.03K
|
8
$4.21K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
8+ 8.6% |
$4.33K - $5.03K
|
101
$53.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
7+ 4.32% |
$3.79K - $4.4K
|
169
$89K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
7New |
$3.79K - $4.4K
|
7
$3.69K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
7+ 0.01% |
$3.79K - $4.4K
|
51.3K
$27M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7+ 0.96% |
$3.79K - $4.4K
|
736
$387K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 12.07% |
$3.79K - $4.4K
|
65
$34.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 150.0% |
$3.25K - $3.77K
|
10
$5.26K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
6New |
$3.25K - $3.77K
|
6
$3.16K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 100.0% |
$3.25K - $3.77K
|
12
$6.32K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 1.66% |
$3.25K - $3.77K
|
367
$193K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5New |
$2.71K - $3.14K
|
5
$2.63K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5+ 1.2% |
$2.71K - $3.14K
|
423
$223K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5+ 0.1% |
$2.71K - $3.14K
|
4.91K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$2.71K - $3.14K
|
5
$2.63K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5+ 0.74% |
$2.71K - $3.14K
|
685
$361K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
5+ 1.23% |
$2.71K - $3.14K
|
413
$217K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 0.28% |
$2.71K - $3.14K
|
1.77K
$933K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5+ 0.65% |
$2.71K - $3.14K
|
779
$410K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4+ 0.24% |
$2.17K - $2.51K
|
1.65K
$867K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4New |
$2.17K - $2.51K
|
4
$2.11K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
4+ 0.02% |
$2.17K - $2.51K
|
19.6K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
4New |
$2.17K - $2.51K
|
4
$2.11K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4New |
$2.17K - $2.51K
|
4
$2.11K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.54% |
$2.17K - $2.51K
|
749
$394K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
3+ 1.34% |
$1.62K - $1.89K
|
227
$120K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3+ 0.21% |
$1.62K - $1.89K
|
1.44K
$755K
|