Purchases and Sales Made in Q4 2024 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
22New |
$12.5K - $14K
|
22
$11.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
22+ 2.82% |
$12.5K - $14K
|
803
$435K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 8.94% |
$12K - $13.4K
|
256
$139K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
21+ 3.04% |
$12K - $13.4K
|
712
$386K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 21.88% |
$12K - $13.4K
|
117
$63.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
21+ 0.64% |
$12K - $13.4K
|
3.33K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20+ 3.6% |
$11.4K - $12.7K
|
575
$311K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
19+ 0.94% |
$10.8K - $12.1K
|
2.04K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
18New |
$10.2K - $11.4K
|
18
$9.75K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
17+ 4.24% |
$9.67K - $10.8K
|
418
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
17+ 3.58% |
$9.67K - $10.8K
|
492
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
16New |
$9.11K - $10.2K
|
16
$8.67K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15+ 2.17% |
$8.54K - $9.54K
|
705
$382K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15+ 44.12% |
$8.54K - $9.54K
|
49
$26.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
15+ 3.2% |
$8.54K - $9.54K
|
484
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
14New |
$7.97K - $8.9K
|
14
$7.58K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
14New |
$7.97K - $8.9K
|
14
$7.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14+ 2.03% |
$7.97K - $8.9K
|
703
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14New |
$7.97K - $8.9K
|
14
$7.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
14New |
$7.97K - $8.9K
|
14
$7.58K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 5.44% |
$7.4K - $8.27K
|
252
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13+ 20.0% |
$7.4K - $8.27K
|
78
$42.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13+ 1.78% |
$7.4K - $8.27K
|
745
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12+ 0.44% |
$6.83K - $7.63K
|
2.73K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12+ 37.5% |
$6.83K - $7.63K
|
44
$23.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
12+ 0.53% |
$6.83K - $7.63K
|
2.26K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.81% |
$6.26K - $7K
|
1.38K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
11+ 0.71% |
$6.26K - $7K
|
1.55K
$840K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
10+ 2.6% |
$5.69K - $6.36K
|
395
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
10+ 1.06% |
$5.69K - $6.36K
|
954
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10+ 0.61% |
$5.69K - $6.36K
|
1.65K
$894K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10+ 20.83% |
$5.69K - $6.36K
|
58
$31.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
9+ 1.72% |
$5.12K - $5.72K
|
531
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
9New |
$5.12K - $5.72K
|
9
$4.88K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8+ 1.2% |
$4.55K - $5.09K
|
675
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8+ 160.0% |
$4.55K - $5.09K
|
13
$7.04K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8+ 1.08% |
$4.55K - $5.09K
|
747
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
7New |
$3.98K - $4.45K
|
7
$3.79K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7+ 0.51% |
$3.98K - $4.45K
|
1.38K
$745K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7+ 1.22% |
$3.98K - $4.45K
|
583
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 2.88% |
$3.98K - $4.45K
|
250
$135K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 350.0% |
$3.98K - $4.45K
|
9
$4.88K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
7New |
$3.98K - $4.45K
|
7
$3.79K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7New |
$3.98K - $4.45K
|
7
$3.79K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7+ 0.76% |
$3.98K - $4.45K
|
926
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
7+ 0.1% |
$3.98K - $4.45K
|
6.72K
$3.64M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.71K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.71K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.71K
|