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 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
126+ 22.54% |
$68.2K - $79.2K
|
685
$396K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
125+ 1.72% |
$67.7K - $78.5K
|
7.38K
$4.27M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
124+ 16.94% |
$67.1K - $77.9K
|
856
$495K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
122+ 5.4% |
$66.1K - $76.7K
|
2.38K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
120+ 0.42% |
$65K - $75.4K
|
28.8K
$16.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
119New |
$64.4K - $74.8K
|
119
$68.9K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
114+ 0.75% |
$61.7K - $71.6K
|
15.3K
$8.84M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
113+ 9.77% |
$61.2K - $71K
|
1.27K
$735K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
111+ 96.52% |
$60.1K - $69.7K
|
226
$131K
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
110+ 5.6% |
$59.6K - $69.1K
|
2.08K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
110+ 10.31% |
$59.6K - $69.1K
|
1.18K
$681K
|
|
|
May 14, 2025
Q1 2025
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
107+ 1.63% |
$57.9K - $67.2K
|
6.67K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
107+ 5.34% |
$57.9K - $67.2K
|
2.11K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
107+ 18.87% |
$57.9K - $67.2K
|
674
$390K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
104+ 13.61% |
$56.3K - $65.3K
|
868
$502K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
103+ 1.09% |
$55.8K - $64.7K
|
9.56K
$5.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
103+ 7.05% |
$55.8K - $64.7K
|
1.56K
$904K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
103+ 17.08% |
$55.8K - $64.7K
|
706
$409K
|
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
103+ 26.82% |
$55.8K - $64.7K
|
487
$282K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
97+ 8.87% |
$52.5K - $60.9K
|
1.19K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
95+ 8.6% |
$51.4K - $59.7K
|
1.2K
$694K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
91+ 5.41% |
$49.3K - $57.2K
|
1.77K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
91+ 9100.0% |
$49.3K - $57.2K
|
92
$53.2K
|
|
|
May 15, 2025
Q1 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
90+ 0.32% |
$48.7K - $56.6K
|
28.1K
$16.3M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
89+ 5.27% |
$48.2K - $55.9K
|
1.78K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
89+ 35.6% |
$48.2K - $55.9K
|
339
$196K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
87+ 12.89% |
$47.1K - $54.7K
|
762
$441K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
86+ 0.89% |
$46.6K - $54K
|
9.7K
$5.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
85+ 944.44% |
$46K - $53.4K
|
94
$54.4K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
85+ 20.14% |
$46K - $53.4K
|
507
$293K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
83+ 2075.0% |
$44.9K - $52.2K
|
87
$50.3K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
82+ 1.11% |
$44.4K - $51.5K
|
7.48K
$4.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
80+ 1.09% |
$43.3K - $50.3K
|
7.41K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
80+ 2666.67% |
$43.3K - $50.3K
|
83
$48K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
77+ 17.07% |
$41.7K - $48.4K
|
528
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
77New |
$41.7K - $48.4K
|
77
$44.6K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
77+ 35.16% |
$41.7K - $48.4K
|
296
$171K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
74+ 336.36% |
$40.1K - $46.5K
|
96
$55.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
74+ 12.42% |
$40.1K - $46.5K
|
670
$388K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
72+ 19.05% |
$39K - $45.2K
|
450
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
69+ 3.08% |
$37.4K - $43.4K
|
2.31K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
67+ 1.8% |
$36.3K - $42.1K
|
3.78K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
64+ 355.56% |
$34.7K - $40.2K
|
82
$47.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
63+ 11.75% |
$34.1K - $39.6K
|
599
$347K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
61+ 2.27% |
$33K - $38.3K
|
2.75K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
61+ 4.45% |
$33K - $38.3K
|
1.43K
$829K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
61+ 8.38% |
$33K - $38.3K
|
789
$457K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
58+ 11.62% |
$31.4K - $36.4K
|
557
$322K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
58+ 0.62% |
$31.4K - $36.4K
|
9.48K
$5.49M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
58New |
$31.4K - $36.4K
|
58
$33.6K
|