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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
835+ 6.92% |
$452K - $525K
|
12.9K
$7.28M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
830New |
$449K - $522K
|
830
$468K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
816+ 8.51% |
$442K - $513K
|
10.4K
$5.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
799+ 23.08% |
$433K - $502K
|
4.26K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
767+ 1.04% |
$415K - $482K
|
74.5K
$42.1M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
763+ 155.4% |
$413K - $479K
|
1.25K
$708K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
758New |
$410K - $476K
|
758
$428K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
756New |
$409K - $475K
|
756
$427K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
753+ 3.49% |
$408K - $473K
|
22.3K
$12.6M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
752New |
$407K - $473K
|
752
$424K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
748New |
$405K - $470K
|
748
$422K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
741+ 31.87% |
$401K - $466K
|
3.07K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
721+ 24.76% |
$390K - $453K
|
3.63K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
714New |
$387K - $449K
|
714
$403K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
712+ 5.32% |
$386K - $447K
|
14.1K
$7.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
711+ 22.87% |
$385K - $447K
|
3.82K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
706New |
$382K - $444K
|
706
$398K
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
665New |
$360K - $418K
|
665
$375K
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
657New |
$356K - $413K
|
657
$371K
|
|
|
May 12, 2025
Q1 2025
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
653+ 2.43% |
$354K - $410K
|
27.5K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
BUY
|
- |
652+ 0.85% |
$353K - $410K
|
77.3K
$43.6M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
628New |
$340K - $395K
|
628
$354K
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
BUY
|
- |
626+ 0.86% |
$339K - $393K
|
73.3K
$41.3M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
619New |
$335K - $389K
|
619
$349K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
618+ 2.83% |
$335K - $388K
|
22.5K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
614+ 14.34% |
$332K - $386K
|
4.9K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
609+ 20.85% |
$330K - $383K
|
3.53K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
602+ 88.01% |
$326K - $378K
|
1.29K
$726K
|
|
|
May 14, 2025
Q1 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
600+ 0.51% |
$325K - $377K
|
117K
$66.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
591New |
$320K - $371K
|
591
$333K
|
|
|
May 15, 2025
Q1 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
586+ 1.83% |
$317K - $368K
|
32.7K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
561+ 138.86% |
$304K - $352K
|
965
$544K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
548New |
$297K - $344K
|
548
$309K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
542New |
$293K - $341K
|
542
$306K
|
|
|
May 15, 2025
Q1 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
528+ 50.53% |
$286K - $332K
|
1.57K
$887K
|
|
|
May 15, 2025
Q1 2025
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
527New |
$285K - $331K
|
527
$297K
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
526New |
$285K - $331K
|
526
$297K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
524New |
$284K - $329K
|
524
$296K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
512+ 63.21% |
$277K - $322K
|
1.32K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
509New |
$276K - $320K
|
509
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
509New |
$276K - $320K
|
509
$287K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
507+ 19.15% |
$275K - $319K
|
3.15K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
496+ 39.18% |
$269K - $312K
|
1.76K
$994K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
491+ 105.82% |
$266K - $309K
|
955
$539K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
489+ 9.76% |
$265K - $307K
|
5.5K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
489+ 109.64% |
$265K - $307K
|
935
$528K
|
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
487New |
$264K - $306K
|
487
$275K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
482+ 7.03% |
$261K - $303K
|
7.34K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
481New |
$260K - $302K
|
481
$271K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
475New |
$257K - $298K
|
475
$268K
|