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 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6+ 3.77% |
$3.04K - $3.46K
|
165
$95.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 14.71% |
$2.53K - $2.88K
|
39
$22.6K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3+ 3.41% |
$1.52K - $1.73K
|
91
$52.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 30.0% |
$1.52K - $1.73K
|
13
$7.54K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3New |
$1.52K - $1.73K
|
3
$1.74K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1New |
$507 - $577
|
1
$580
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$507 - $577
|
7.93K
$4.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 20.0% |
$1.01K - $1.15K
|
8
$4.64K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-3- 6.0% |
$1.52K - $1.73K
|
47
$27.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3- 42.86% |
$1.52K - $1.73K
|
4
$2.32K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-5- 0.61% |
$2.53K - $2.88K
|
819
$475K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 50.0% |
$3.04K - $3.46K
|
6
$3.48K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 0.77% |
$3.04K - $3.46K
|
772
$448K
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-6- 0.42% |
$3.04K - $3.46K
|
1.43K
$828K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6- 85.71% |
$3.04K - $3.46K
|
1
$580
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 8.99% |
$4.05K - $4.61K
|
81
$47K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 80.0% |
$4.05K - $4.61K
|
2
$1.16K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 24.24% |
$4.05K - $4.61K
|
25
$14.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-10- 0.05% |
$5.07K - $5.77K
|
18.7K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-12- 0.68% |
$6.08K - $6.92K
|
1.75K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-14- 2.76% |
$7.09K - $8.07K
|
493
$286K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-14- 70.0% |
$7.09K - $8.07K
|
6
$3.48K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-17- 1.35% |
$8.61K - $9.8K
|
1.24K
$722K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-19- 2.47% |
$9.62K - $11K
|
749
$435K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 95.0% |
$9.62K - $11K
|
1
$580
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-31- 2.1% |
$15.7K - $17.9K
|
1.44K
$838K
|
|
|
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 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-34- 11.49% |
$17.2K - $19.6K
|
262
$152K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-36- 8.91% |
$18.2K - $20.8K
|
368
$214K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-37- 4.7% |
$18.7K - $21.3K
|
751
$436K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-41- 4.11% |
$20.8K - $23.6K
|
957
$555K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-41- 6.94% |
$20.8K - $23.6K
|
550
$319K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-47- 3.32% |
$23.8K - $27.1K
|
1.37K
$795K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-53- 2.98% |
$26.8K - $30.6K
|
1.72K
$1M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-62- 12.18% |
$31.4K - $35.8K
|
447
$259K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-64- 15.24% |
$32.4K - $36.9K
|
356
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-67- 1.49% |
$33.9K - $38.6K
|
4.42K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-69- 1.46% |
$35K - $39.8K
|
4.67K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-78- 4.44% |
$39.5K - $45K
|
1.68K
$975K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-79- 30.74% |
$40K - $45.6K
|
178
$103K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-98- 3.55% |
$49.6K - $56.5K
|
2.67K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-100- 1.81% |
$50.7K - $57.7K
|
5.42K
$3.14M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-100- 6.65% |
$50.7K - $57.7K
|
1.4K
$814K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-136- 3.36% |
$68.9K - $78.4K
|
3.91K
$2.27M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-140- 21.81% |
$70.9K - $80.7K
|
502
$291K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-143- 20.58% |
$72.4K - $82.5K
|
552
$320K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-145- 4.18% |
$73.5K - $83.6K
|
3.32K
$1.93M
|
|
|
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 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-263- 9.86% |
$133K - $152K
|
2.41K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-265- 30.89% |
$134K - $153K
|
593
$344K
|