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 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-41- 8.89% |
$22.2K - $25.8K
|
420
$243K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-42- 6.5% |
$22.7K - $26.4K
|
604
$349K
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-44- 3.2% |
$23.8K - $27.6K
|
1.33K
$771K
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-44- 2.9% |
$23.8K - $27.6K
|
1.48K
$853K
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-44- 0.35% |
$23.8K - $27.6K
|
12.6K
$7.3M
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-46- 2.89% |
$24.9K - $28.9K
|
1.55K
$894K
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-46- 4.41% |
$24.9K - $28.9K
|
998
$577K
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-47- 5.22% |
$25.4K - $29.5K
|
854
$494K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-48- 6.46% |
$26K - $30.2K
|
695
$402K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-49- 33.79% |
$26.5K - $30.8K
|
96
$55.5K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-50- 22.83% |
$27.1K - $31.4K
|
169
$97.8K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-52- 8.43% |
$28.2K - $32.7K
|
565
$327K
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-56- 3.41% |
$30.3K - $35.2K
|
1.58K
$917K
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-56- 4.03% |
$30.3K - $35.2K
|
1.33K
$771K
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-58- 6.52% |
$31.4K - $36.4K
|
831
$481K
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-59- 4.88% |
$31.9K - $37.1K
|
1.15K
$665K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59- 0.93% |
$31.9K - $37.1K
|
6.27K
$3.63M
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-59- 1.67% |
$31.9K - $37.1K
|
3.48K
$2.02M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-60- 6.48% |
$32.5K - $37.7K
|
866
$501K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-61- 0.7% |
$33K - $38.3K
|
8.62K
$4.99M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-64- 9.0% |
$34.7K - $40.2K
|
647
$374K
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-64- 8.42% |
$34.7K - $40.2K
|
696
$403K
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-64- 2.55% |
$34.7K - $40.2K
|
2.44K
$1.41M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-67- 11.32% |
$36.3K - $42.1K
|
525
$304K
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-67- 13.84% |
$36.3K - $42.1K
|
417
$241K
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-68- 10.3% |
$36.8K - $42.7K
|
592
$343K
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-72- 0.48% |
$39K - $45.2K
|
15K
$8.67M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-72- 1.82% |
$39K - $45.2K
|
3.88K
$2.25M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-74- 77.08% |
$40.1K - $46.5K
|
22
$12.7K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-83- 16.63% |
$44.9K - $52.2K
|
416
$241K
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-84- 1.99% |
$45.5K - $52.8K
|
4.13K
$2.39M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-85- 12.63% |
$46K - $53.4K
|
588
$340K
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-85- 3.8% |
$46K - $53.4K
|
2.15K
$1.24M
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-85- 19.95% |
$46K - $53.4K
|
341
$197K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-86- 2.35% |
$46.6K - $54K
|
3.58K
$2.07M
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-98- 4.5% |
$53.1K - $61.6K
|
2.08K
$1.2M
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-99- 2.03% |
$53.6K - $62.2K
|
4.78K
$2.77M
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-99- 6.18% |
$53.6K - $62.2K
|
1.5K
$870K
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-100- 0.33% |
$54.1K - $62.8K
|
29.9K
$17.3M
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-100- 6.06% |
$54.1K - $62.8K
|
1.55K
$897K
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-102- 8.42% |
$55.2K - $64.1K
|
1.11K
$642K
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-102- 1.16% |
$55.2K - $64.1K
|
8.67K
$5.02M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-105- 3.21% |
$56.9K - $66K
|
3.16K
$1.83M
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-107- 2.53% |
$57.9K - $67.2K
|
4.13K
$2.39M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-107- 93.86% |
$57.9K - $67.2K
|
7
$4.05K
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-110- 21.78% |
$59.6K - $69.1K
|
395
$229K
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-112- 0.15% |
$60.6K - $70.4K
|
73.4K
$42.5M
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-113- 2.33% |
$61.2K - $71K
|
4.74K
$2.74M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-117- 1.12% |
$63.4K - $73.5K
|
10.4K
$6M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-122- 6.34% |
$66.1K - $76.7K
|
1.8K
$1.04M
|