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 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-8- 3.13% |
$4.33K - $5.03K
|
248
$144K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9- 0.9% |
$4.87K - $5.66K
|
995
$576K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 3.89% |
$5.41K - $6.28K
|
247
$143K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10- 15.87% |
$5.41K - $6.28K
|
53
$30.7K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10- 28.57% |
$5.41K - $6.28K
|
25
$14.5K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-11- 0.71% |
$5.96K - $6.91K
|
1.55K
$896K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-12- 2.32% |
$6.5K - $7.54K
|
505
$292K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-13- 2.45% |
$7.04K - $8.17K
|
518
$300K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-13- 1.64% |
$7.04K - $8.17K
|
778
$450K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-13- 0.14% |
$7.04K - $8.17K
|
9.2K
$5.32M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-13- 1.35% |
$7.04K - $8.17K
|
950
$550K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-14- 0.51% |
$7.58K - $8.8K
|
2.72K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-14- 1.15% |
$7.58K - $8.8K
|
1.21K
$697K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-14- 10.85% |
$7.58K - $8.8K
|
115
$66.5K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-14- 2.59% |
$7.58K - $8.8K
|
527
$305K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-14- 1.52% |
$7.58K - $8.8K
|
905
$524K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-16- 3.76% |
$8.66K - $10.1K
|
410
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-16- 3.86% |
$8.66K - $10.1K
|
398
$230K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-17- 80.95% |
$9.2K - $10.7K
|
4
$2.31K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18- 1.68% |
$9.75K - $11.3K
|
1.06K
$611K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-18- 0.42% |
$9.75K - $11.3K
|
4.31K
$2.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-19- 22.89% |
$10.3K - $11.9K
|
64
$37K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-19- 2.35% |
$10.3K - $11.9K
|
788
$456K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-19- 0.76% |
$10.3K - $11.9K
|
2.47K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-19- 4.15% |
$10.3K - $11.9K
|
439
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-20- 2.36% |
$10.8K - $12.6K
|
828
$479K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-21- 1.63% |
$11.4K - $13.2K
|
1.27K
$734K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-21- 2.66% |
$11.4K - $13.2K
|
768
$444K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-21- 16.03% |
$11.4K - $13.2K
|
110
$63.7K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-23- 1.02% |
$12.5K - $14.5K
|
2.24K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-23- 2.39% |
$12.5K - $14.5K
|
941
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-24- 3.52% |
$13K - $15.1K
|
658
$381K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-24- 5.35% |
$13K - $15.1K
|
425
$246K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-24- 3.14% |
$13K - $15.1K
|
740
$428K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-24- 0.3% |
$13K - $15.1K
|
7.93K
$4.59M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-25- 4.69% |
$13.5K - $15.7K
|
508
$294K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-26- 11.76% |
$14.1K - $16.3K
|
195
$113K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-26- 5.37% |
$14.1K - $16.3K
|
458
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-27- 3.35% |
$14.6K - $17K
|
780
$451K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-28- 0.64% |
$15.2K - $17.6K
|
4.37K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-29- 2.47% |
$15.7K - $18.2K
|
1.15K
$664K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-30- 2.4% |
$16.2K - $18.9K
|
1.22K
$707K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-32- 1.51% |
$17.3K - $20.1K
|
2.09K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-32- 1.3% |
$17.3K - $20.1K
|
2.43K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-35- 0.98% |
$19K - $22K
|
3.54K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-35- 3.78% |
$19K - $22K
|
891
$516K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-35- 0.86% |
$19K - $22K
|
4.06K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-36- 52.17% |
$19.5K - $22.6K
|
33
$19.1K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-36- 1.29% |
$19.5K - $22.6K
|
2.76K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39- 1.22% |
$21.1K - $24.5K
|
3.17K
$1.83M
|