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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
10+ 20.83% |
$5.69K - $6.36K
|
58
$33.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
9New |
$5.12K - $5.72K
|
9
$5.21K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
9+ 1.72% |
$5.12K - $5.72K
|
531
$307K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8+ 1.2% |
$4.55K - $5.09K
|
675
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8+ 160.0% |
$4.55K - $5.09K
|
13
$7.52K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8+ 1.08% |
$4.55K - $5.09K
|
747
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7+ 1.22% |
$3.98K - $4.45K
|
583
$337K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7New |
$3.98K - $4.45K
|
7
$4.05K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 350.0% |
$3.98K - $4.45K
|
9
$5.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
7New |
$3.98K - $4.45K
|
7
$4.05K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7+ 0.51% |
$3.98K - $4.45K
|
1.38K
$796K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
7New |
$3.98K - $4.45K
|
7
$4.05K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7+ 0.76% |
$3.98K - $4.45K
|
926
$536K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
7+ 0.1% |
$3.98K - $4.45K
|
6.72K
$3.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 2.88% |
$3.98K - $4.45K
|
250
$145K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.89K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 2.86% |
$2.85K - $3.18K
|
180
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.89K
|
|
|
Feb 27, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
5+ 0.58% |
$2.85K - $3.18K
|
873
$505K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.89K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5+ 0.39% |
$2.85K - $3.18K
|
1.28K
$739K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.89K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$2.28K - $2.54K
|
4
$2.31K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
4+ 26.67% |
$2.28K - $2.54K
|
19
$11K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4+ 0.6% |
$2.28K - $2.54K
|
673
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$2.28K - $2.54K
|
4
$2.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4New |
$2.28K - $2.54K
|
4
$2.31K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 12.5% |
$2.28K - $2.54K
|
36
$20.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.72% |
$2.28K - $2.54K
|
561
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3+ 9.38% |
$1.71K - $1.91K
|
35
$20.3K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3New |
$1.71K - $1.91K
|
3
$1.74K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3+ 6.67% |
$1.71K - $1.91K
|
48
$27.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.53% |
$1.71K - $1.91K
|
567
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
3+ 0.74% |
$1.71K - $1.91K
|
408
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 42.86% |
$1.71K - $1.91K
|
10
$5.79K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 3.75% |
$1.71K - $1.91K
|
83
$48K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 1.75% |
$1.71K - $1.91K
|
174
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
3New |
$1.71K - $1.91K
|
3
$1.74K
|
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
3+ 0.33% |
$1.71K - $1.91K
|
901
$521K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.49% |
$1.14K - $1.27K
|
413
$239K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2+ 0.17% |
$1.14K - $1.27K
|
1.18K
$680K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2+ 0.32% |
$1.14K - $1.27K
|
631
$365K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2New |
$1.14K - $1.27K
|
2
$1.16K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
2+ 0.09% |
$1.14K - $1.27K
|
2.26K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2New |
$1.14K - $1.27K
|
2
$1.16K
|
|
|
Aug 21, 2025
Q4 2024
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
2New |
$1.14K - $1.27K
|
2
$1.16K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$1.14K - $1.27K
|
2
$1.16K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 66.67% |
$1.14K - $1.27K
|
5
$2.89K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
2+ 0.5% |
$1.14K - $1.27K
|
403
$233K
|