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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-100- 6.65% |
$50.7K - $57.7K
|
1.4K
$812K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-100- 1.81% |
$50.7K - $57.7K
|
5.42K
$3.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-101- 2.31% |
$51.2K - $58.3K
|
4.27K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-101- 0.12% |
$51.2K - $58.3K
|
83.7K
$48.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-101- 16.34% |
$51.2K - $58.3K
|
517
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-102- 18.82% |
$51.7K - $58.8K
|
440
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-103- 5.03% |
$52.2K - $59.4K
|
1.94K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-112- 2.25% |
$56.7K - $64.6K
|
4.87K
$2.82M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-119- 4.84% |
$60.3K - $68.6K
|
2.34K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
SELL
|
- |
-120- 5.64% |
$60.8K - $69.2K
|
2.01K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-131- 12.41% |
$66.4K - $75.6K
|
925
$535K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-134- 4.04% |
$67.9K - $77.3K
|
3.19K
$1.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-135- 17.65% |
$68.4K - $77.9K
|
630
$365K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-136- 3.36% |
$68.9K - $78.4K
|
3.91K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-136- 19.26% |
$68.9K - $78.4K
|
570
$330K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-138- 1.82% |
$69.9K - $79.6K
|
7.46K
$4.31M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-140- 21.81% |
$70.9K - $80.7K
|
502
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-143- 0.44% |
$72.4K - $82.5K
|
32.1K
$18.6M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-143- 6.47% |
$72.4K - $82.5K
|
2.07K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-143- 20.58% |
$72.4K - $82.5K
|
552
$319K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-145- 4.18% |
$73.5K - $83.6K
|
3.32K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-148- 8.07% |
$75K - $85.4K
|
1.69K
$975K
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-151- 0.96% |
$76.5K - $87.1K
|
15.6K
$9.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-154- 12.03% |
$78K - $88.8K
|
1.13K
$652K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-158- 4.07% |
$80K - $91.1K
|
3.72K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-161- 1.68% |
$81.6K - $92.9K
|
9.4K
$5.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-166- 22.05% |
$84.1K - $95.7K
|
587
$340K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-170- 7.91% |
$86.1K - $98K
|
1.98K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-176- 12.09% |
$89.2K - $102K
|
1.28K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-181- 15.38% |
$91.7K - $104K
|
996
$576K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-184- 4.27% |
$93.2K - $106K
|
4.12K
$2.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-191- 4.35% |
$96.8K - $110K
|
4.2K
$2.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-197- 0.53% |
$99.8K - $114K
|
37.1K
$21.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-200- 2.5% |
$101K - $115K
|
7.8K
$4.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-200- 18.18% |
$101K - $115K
|
900
$521K
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-200- 1.25% |
$101K - $115K
|
15.8K
$9.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-201- 8.33% |
$102K - $116K
|
2.21K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-217- 12.73% |
$110K - $125K
|
1.49K
$860K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-221- 2.98% |
$112K - $127K
|
7.19K
$4.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-221- 22.12% |
$112K - $127K
|
778
$450K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-231- 7.09% |
$117K - $133K
|
3.03K
$1.75M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-232- 20.39% |
$118K - $134K
|
906
$524K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-240- 95.24% |
$122K - $138K
|
12
$6.94K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-248- 0.93% |
$126K - $143K
|
26.4K
$15.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-248- 0.94% |
$126K - $143K
|
26K
$15.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-256- 2.53% |
$130K - $148K
|
9.86K
$5.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-257- 20.41% |
$130K - $148K
|
1K
$580K
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-263- 9.86% |
$133K - $152K
|
2.41K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-265- 30.89% |
$134K - $153K
|
593
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-270- 0.96% |
$137K - $156K
|
27.9K
$16.1M
|