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 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10- 1.31% |
$5.07K - $5.77K
|
752
$435K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-10- 0.05% |
$5.07K - $5.77K
|
18.7K
$10.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-10- 1.2% |
$5.07K - $5.77K
|
820
$474K
|
|
|
Aug 04, 2025
Q2 2025
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-10- 1.14% |
$5.07K - $5.77K
|
869
$503K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-11- 0.91% |
$5.57K - $6.34K
|
1.19K
$691K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-11- 84.62% |
$5.57K - $6.34K
|
2
$1.16K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-11- 20.75% |
$5.57K - $6.34K
|
42
$24.3K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-12- 2.99% |
$6.08K - $6.92K
|
389
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-12- 0.85% |
$6.08K - $6.92K
|
1.4K
$810K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12- 1.52% |
$6.08K - $6.92K
|
777
$450K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-12- 0.68% |
$6.08K - $6.92K
|
1.75K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 4.2% |
$6.08K - $6.92K
|
274
$159K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-13- 0.35% |
$6.59K - $7.5K
|
3.73K
$2.16M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-14- 2.76% |
$7.09K - $8.07K
|
493
$285K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-14- 70.0% |
$7.09K - $8.07K
|
6
$3.47K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-15- 0.21% |
$7.6K - $8.65K
|
7.19K
$4.16M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-15- 3.61% |
$7.6K - $8.65K
|
401
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-16- 2.11% |
$8.1K - $9.23K
|
744
$431K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-16- 0.45% |
$8.1K - $9.23K
|
3.53K
$2.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16- 1.06% |
$8.1K - $9.23K
|
1.5K
$867K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-17- 51.52% |
$8.61K - $9.8K
|
16
$9.26K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-17- 1.35% |
$8.61K - $9.8K
|
1.24K
$720K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-19- 13.38% |
$9.62K - $11K
|
123
$71.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 95.0% |
$9.62K - $11K
|
1
$579
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-19- 2.47% |
$9.62K - $11K
|
749
$433K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-21- 2.01% |
$10.6K - $12.1K
|
1.02K
$592K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-22- 8.37% |
$11.1K - $12.7K
|
241
$139K
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-22- 2.99% |
$11.1K - $12.7K
|
713
$413K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-22- 4.79% |
$11.1K - $12.7K
|
437
$253K
|
|
|
Jul 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-23- 11.98% |
$11.7K - $13.3K
|
169
$97.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-23- 2.07% |
$11.7K - $13.3K
|
1.09K
$628K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-24- 5.08% |
$12.2K - $13.8K
|
448
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-24- 0.36% |
$12.2K - $13.8K
|
6.6K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-24- 3.4% |
$12.2K - $13.8K
|
681
$394K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-25- 5.46% |
$12.7K - $14.4K
|
433
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-25- 2.27% |
$12.7K - $14.4K
|
1.08K
$624K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-26- 5.86% |
$13.2K - $15K
|
418
$242K
|
|
|
Jul 21, 2025
Q2 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-26- 1.25% |
$13.2K - $15K
|
2.05K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-28- 1.81% |
$14.2K - $16.1K
|
1.52K
$880K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-28- 6.59% |
$14.2K - $16.1K
|
397
$230K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-29- 2.18% |
$14.7K - $16.7K
|
1.3K
$755K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-31- 2.1% |
$15.7K - $17.9K
|
1.44K
$836K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-32- 5.66% |
$16.2K - $18.5K
|
533
$308K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-32- 0.86% |
$16.2K - $18.5K
|
3.69K
$2.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-33- 22.6% |
$16.7K - $19K
|
113
$65.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-34- 16.04% |
$17.2K - $19.6K
|
178
$103K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-34- 11.49% |
$17.2K - $19.6K
|
262
$152K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-35- 2.13% |
$17.7K - $20.2K
|
1.61K
$932K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-35- 6.76% |
$17.7K - $20.2K
|
483
$279K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-36- 0.49% |
$18.2K - $20.8K
|
7.38K
$4.27M
|