Purchases and Sales Made in Q2 2025 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 1.06% |
$507 - $577
|
95
$55K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 3.57% |
$507 - $577
|
29
$16.8K
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
BUY
|
- |
1+ 0.01% |
$507 - $577
|
17.2K
$9.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1- 0.09% |
$507 - $577
|
1.15K
$663K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.13% |
$507 - $577
|
748
$433K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1- 0.2% |
$507 - $577
|
507
$293K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 0.56% |
$507 - $577
|
177
$102K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1- 33.33% |
$507 - $577
|
2
$1.16K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1- 0.28% |
$507 - $577
|
360
$208K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-2- 6.25% |
$1.01K - $1.15K
|
30
$17.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2- 0.08% |
$1.01K - $1.15K
|
2.47K
$1.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2- 3.13% |
$1.01K - $1.15K
|
62
$35.9K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-2- -0.0% |
$1.01K - $1.15K
|
61.6K
$35.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-2- 50.0% |
$1.01K - $1.15K
|
2
$1.16K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-2- 0.28% |
$1.01K - $1.15K
|
725
$420K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-2Closed |
$1.01K - $1.15K
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-2- 7.69% |
$1.01K - $1.15K
|
24
$13.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 66.67% |
$1.01K - $1.15K
|
1
$579
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 20.0% |
$1.01K - $1.15K
|
8
$4.63K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-3- 6.0% |
$1.52K - $1.73K
|
47
$27.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-3- 0.61% |
$1.52K - $1.73K
|
487
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3- 42.86% |
$1.52K - $1.73K
|
4
$2.31K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 4.92% |
$1.52K - $1.73K
|
58
$33.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-3- 2.61% |
$1.52K - $1.73K
|
112
$64.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4- 0.29% |
$2.03K - $2.31K
|
1.37K
$793K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-4- 0.6% |
$2.03K - $2.31K
|
661
$382K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 10.81% |
$2.03K - $2.31K
|
33
$19.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-4- 0.97% |
$2.03K - $2.31K
|
409
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-5- 0.61% |
$2.53K - $2.88K
|
819
$474K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5- 1.2% |
$2.53K - $2.88K
|
410
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5- 0.22% |
$2.53K - $2.88K
|
2.23K
$1.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-6- 0.66% |
$3.04K - $3.46K
|
907
$525K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 50.0% |
$3.04K - $3.46K
|
6
$3.47K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6- 85.71% |
$3.04K - $3.46K
|
1
$579
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-6- 0.02% |
$3.04K - $3.46K
|
30.1K
$17.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 0.77% |
$3.04K - $3.46K
|
772
$447K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-6- 15.79% |
$3.04K - $3.46K
|
32
$18.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-6- 0.42% |
$3.04K - $3.46K
|
1.43K
$826K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7- 1.33% |
$3.55K - $4.04K
|
518
$300K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 8.99% |
$4.05K - $4.61K
|
81
$46.9K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-8- 2.08% |
$4.05K - $4.61K
|
377
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-8- 7.27% |
$4.05K - $4.61K
|
102
$59K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-8- 1.81% |
$4.05K - $4.61K
|
434
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 24.24% |
$4.05K - $4.61K
|
25
$14.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 80.0% |
$4.05K - $4.61K
|
2
$1.16K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-9- 0.75% |
$4.56K - $5.19K
|
1.19K
$687K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-9- 0.14% |
$4.56K - $5.19K
|
6.29K
$3.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10- 0.47% |
$5.07K - $5.77K
|
2.14K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-10- 1.81% |
$5.07K - $5.77K
|
543
$314K
|