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 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
55+ 6.38% |
$29.8K - $34.6K
|
917
$531K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
54+ 7.79% |
$29.2K - $33.9K
|
747
$432K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
53+ 147.22% |
$28.7K - $33.3K
|
89
$51.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
52+ 13.16% |
$28.2K - $32.7K
|
447
$259K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
50+ 5.24% |
$27.1K - $31.4K
|
1K
$581K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
49+ 37.69% |
$26.5K - $30.8K
|
179
$104K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
49+ 8.61% |
$26.5K - $30.8K
|
618
$358K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
48+ 133.33% |
$26K - $30.2K
|
84
$48.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
48New |
$26K - $30.2K
|
48
$27.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
47+ 5.43% |
$25.4K - $29.5K
|
913
$528K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
47+ 11.49% |
$25.4K - $29.5K
|
456
$264K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
46+ 3.72% |
$24.9K - $28.9K
|
1.28K
$741K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
45New |
$24.4K - $28.3K
|
45
$26K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
43+ 0.69% |
$23.3K - $27K
|
6.3K
$3.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
41+ 5.76% |
$22.2K - $25.8K
|
753
$436K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
39+ 6.18% |
$21.1K - $24.5K
|
670
$388K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
38New |
$20.6K - $23.9K
|
38
$22K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
37+ 6.35% |
$20K - $23.2K
|
620
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
37+ 16.82% |
$20K - $23.2K
|
257
$149K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
36+ 2.32% |
$19.5K - $22.6K
|
1.59K
$917K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
36+ 5.02% |
$19.5K - $22.6K
|
753
$436K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
35+ 0.93% |
$19K - $22K
|
3.81K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
35+ 0.69% |
$19K - $22K
|
5.08K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
35+ 8.01% |
$19K - $22K
|
472
$273K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
34+ 7.76% |
$18.4K - $21.4K
|
472
$273K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
32New |
$17.3K - $20.1K
|
32
$18.5K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
32+ 6.5% |
$17.3K - $20.1K
|
524
$303K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
31+ 1.63% |
$16.8K - $19.5K
|
1.93K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
31New |
$16.8K - $19.5K
|
31
$17.9K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
30+ 136.36% |
$16.2K - $18.9K
|
52
$30.1K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
29+ 1.44% |
$15.7K - $18.2K
|
2.05K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
28+ 6.76% |
$15.2K - $17.6K
|
442
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
27+ 540.0% |
$14.6K - $17K
|
32
$18.5K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 12.5% |
$14.1K - $16.3K
|
234
$135K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
26+ 7.58% |
$14.1K - $16.3K
|
369
$214K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
24New |
$13K - $15.1K
|
24
$13.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
24+ 0.64% |
$13K - $15.1K
|
3.75K
$2.17M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24+ 1.66% |
$13K - $15.1K
|
1.47K
$850K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
23+ 460.0% |
$12.5K - $14.5K
|
28
$16.2K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
22+ 5.8% |
$11.9K - $13.8K
|
401
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
22+ 0.64% |
$11.9K - $13.8K
|
3.47K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
22+ 2.1% |
$11.9K - $13.8K
|
1.07K
$620K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
22+ 50.0% |
$11.9K - $13.8K
|
66
$38.2K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 1.69% |
$11.4K - $13.2K
|
1.26K
$730K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
21+ 16.8% |
$11.4K - $13.2K
|
146
$84.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
21+ 2.62% |
$11.4K - $13.2K
|
824
$477K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
20+ 5.87% |
$10.8K - $12.6K
|
361
$209K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
20+ 3.85% |
$10.8K - $12.6K
|
540
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
19+ 15.45% |
$10.3K - $11.9K
|
142
$82.2K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
19+ 211.11% |
$10.3K - $11.9K
|
28
$16.2K
|