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 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
111+ 96.52% |
$60.1K - $69.7K
|
226
$128K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
110+ 10.31% |
$59.6K - $69.1K
|
1.18K
$664K
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
110+ 5.6% |
$59.6K - $69.1K
|
2.08K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
107+ 1.63% |
$57.9K - $67.2K
|
6.67K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
107+ 5.34% |
$57.9K - $67.2K
|
2.11K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
107+ 18.87% |
$57.9K - $67.2K
|
674
$380K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
104+ 13.61% |
$56.3K - $65.3K
|
868
$490K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
103+ 7.05% |
$55.8K - $64.7K
|
1.56K
$882K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
103+ 1.09% |
$55.8K - $64.7K
|
9.56K
$5.39M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
103+ 17.08% |
$55.8K - $64.7K
|
706
$398K
|
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
103+ 26.82% |
$55.8K - $64.7K
|
487
$275K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
97+ 8.87% |
$52.5K - $60.9K
|
1.19K
$672K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
95+ 8.6% |
$51.4K - $59.7K
|
1.2K
$677K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
91+ 5.41% |
$49.3K - $57.2K
|
1.77K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
91+ 9100.0% |
$49.3K - $57.2K
|
92
$51.9K
|
|
|
May 15, 2025
Q1 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
90+ 0.32% |
$48.7K - $56.6K
|
28.1K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
89+ 35.6% |
$48.2K - $55.9K
|
339
$191K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
89+ 5.27% |
$48.2K - $55.9K
|
1.78K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
87+ 12.89% |
$47.1K - $54.7K
|
762
$430K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
86+ 0.89% |
$46.6K - $54K
|
9.7K
$5.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
85+ 944.44% |
$46K - $53.4K
|
94
$53K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
85+ 20.14% |
$46K - $53.4K
|
507
$286K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
83+ 2075.0% |
$44.9K - $52.2K
|
87
$49.1K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
82+ 1.11% |
$44.4K - $51.5K
|
7.48K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
80+ 2666.67% |
$43.3K - $50.3K
|
83
$46.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
80+ 1.09% |
$43.3K - $50.3K
|
7.41K
$4.18M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
77+ 35.16% |
$41.7K - $48.4K
|
296
$167K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
77+ 17.07% |
$41.7K - $48.4K
|
528
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
77New |
$41.7K - $48.4K
|
77
$43.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
74+ 336.36% |
$40.1K - $46.5K
|
96
$54.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
74+ 12.42% |
$40.1K - $46.5K
|
670
$378K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
72+ 19.05% |
$39K - $45.2K
|
450
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
69+ 3.08% |
$37.4K - $43.4K
|
2.31K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
67+ 1.8% |
$36.3K - $42.1K
|
3.78K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
64+ 355.56% |
$34.7K - $40.2K
|
82
$46.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
63+ 11.75% |
$34.1K - $39.6K
|
599
$338K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
61+ 8.38% |
$33K - $38.3K
|
789
$445K
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
61+ 4.45% |
$33K - $38.3K
|
1.43K
$808K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
61+ 2.27% |
$33K - $38.3K
|
2.75K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
58+ 11.62% |
$31.4K - $36.4K
|
557
$314K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
58New |
$31.4K - $36.4K
|
58
$32.7K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
58+ 0.62% |
$31.4K - $36.4K
|
9.48K
$5.35M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
55+ 6.38% |
$29.8K - $34.6K
|
917
$517K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
54+ 7.79% |
$29.2K - $33.9K
|
747
$421K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
53+ 147.22% |
$28.7K - $33.3K
|
89
$50.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
52+ 13.16% |
$28.2K - $32.7K
|
447
$252K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
50+ 5.24% |
$27.1K - $31.4K
|
1K
$566K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
49+ 37.69% |
$26.5K - $30.8K
|
179
$101K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
49+ 8.61% |
$26.5K - $30.8K
|
618
$349K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
48+ 133.33% |
$26K - $30.2K
|
84
$47.4K
|