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 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
225+ 2.3% |
$122K - $141K
|
9.99K
$5.64M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
218+ 18.84% |
$118K - $137K
|
1.38K
$776K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
217+ 56.66% |
$117K - $136K
|
600
$339K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
216+ 11.17% |
$117K - $136K
|
2.15K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
213+ 6.92% |
$115K - $134K
|
3.29K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
209New |
$113K - $131K
|
209
$118K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
208+ 16.29% |
$113K - $131K
|
1.49K
$838K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
207+ 50.99% |
$112K - $130K
|
613
$346K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
198+ 39.21% |
$107K - $124K
|
703
$397K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
193+ 34.22% |
$105K - $121K
|
757
$427K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
192+ 13.23% |
$104K - $121K
|
1.64K
$927K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
186New |
$101K - $117K
|
186
$105K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
180+ 14.11% |
$97.5K - $113K
|
1.46K
$821K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
179+ 13.27% |
$96.9K - $112K
|
1.53K
$862K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
174+ 223.08% |
$94.2K - $109K
|
252
$142K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
173+ 14.42% |
$93.7K - $109K
|
1.37K
$775K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
171+ 21.01% |
$92.6K - $107K
|
985
$556K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
168+ 9.15% |
$91K - $106K
|
2K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
167+ 371.11% |
$90.4K - $105K
|
212
$120K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
163+ 0.54% |
$88.3K - $102K
|
30.1K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
162+ 138.46% |
$87.7K - $102K
|
279
$157K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
159+ 46.9% |
$86.1K - $99.9K
|
498
$281K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
159+ 24.57% |
$86.1K - $99.9K
|
806
$455K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
159New |
$86.1K - $99.9K
|
159
$89.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
153+ 23.22% |
$82.8K - $96.1K
|
812
$458K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
152+ 4.16% |
$82.3K - $95.5K
|
3.81K
$2.15M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
146+ 1.42% |
$79.1K - $91.7K
|
10.4K
$5.89M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
145+ 10.53% |
$78.5K - $91.1K
|
1.52K
$859K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
144+ 1.95% |
$78K - $90.5K
|
7.54K
$4.25M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
142+ 21.29% |
$76.9K - $89.2K
|
809
$456K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
142+ 2.4% |
$76.9K - $89.2K
|
6.06K
$3.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
142+ 3.64% |
$76.9K - $89.2K
|
4.04K
$2.28M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
142+ 7.63% |
$76.9K - $89.2K
|
2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
139+ 8.36% |
$75.3K - $87.3K
|
1.8K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
139+ 0.71% |
$75.3K - $87.3K
|
19.8K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
137+ 11.23% |
$74.2K - $86.1K
|
1.36K
$766K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
136+ 12.0% |
$73.6K - $85.5K
|
1.27K
$716K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
136+ 7.01% |
$73.6K - $85.5K
|
2.08K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
131+ 12.96% |
$70.9K - $82.3K
|
1.14K
$644K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
130+ 16.19% |
$70.4K - $81.7K
|
933
$526K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
127+ 28.48% |
$68.8K - $79.8K
|
573
$323K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
126+ 22.54% |
$68.2K - $79.2K
|
685
$386K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
126+ 6.08% |
$68.2K - $79.2K
|
2.2K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
125+ 1.72% |
$67.7K - $78.5K
|
7.38K
$4.17M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
124+ 16.94% |
$67.1K - $77.9K
|
856
$483K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
122+ 5.4% |
$66.1K - $76.7K
|
2.38K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
120+ 0.42% |
$65K - $75.4K
|
28.8K
$16.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
119New |
$64.4K - $74.8K
|
119
$67.1K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
114+ 0.75% |
$61.7K - $71.6K
|
15.3K
$8.62M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
113+ 9.77% |
$61.2K - $71K
|
1.27K
$717K
|