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 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 2.86% |
$2.85K - $3.18K
|
180
$97.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.71K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5+ 0.39% |
$2.85K - $3.18K
|
1.28K
$692K
|
|
|
Feb 27, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
5+ 0.58% |
$2.85K - $3.18K
|
873
$473K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 12.5% |
$2.28K - $2.54K
|
36
$19.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$2.28K - $2.54K
|
4
$2.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4New |
$2.28K - $2.54K
|
4
$2.17K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4+ 0.6% |
$2.28K - $2.54K
|
673
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$2.28K - $2.54K
|
4
$2.17K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
4+ 26.67% |
$2.28K - $2.54K
|
19
$10.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.72% |
$2.28K - $2.54K
|
561
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3+ 9.38% |
$1.71K - $1.91K
|
35
$19K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 3.75% |
$1.71K - $1.91K
|
83
$45K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 1.75% |
$1.71K - $1.91K
|
174
$94.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
3+ 0.74% |
$1.71K - $1.91K
|
408
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3+ 6.67% |
$1.71K - $1.91K
|
48
$26K
|
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
3+ 0.33% |
$1.71K - $1.91K
|
901
$488K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.53% |
$1.71K - $1.91K
|
567
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 42.86% |
$1.71K - $1.91K
|
10
$5.42K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
3New |
$1.71K - $1.91K
|
3
$1.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2+ 0.32% |
$1.14K - $1.27K
|
631
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.49% |
$1.14K - $1.27K
|
413
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2New |
$1.14K - $1.27K
|
2
$1.08K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2+ 0.17% |
$1.14K - $1.27K
|
1.18K
$637K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 66.67% |
$1.14K - $1.27K
|
5
$2.71K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
2+ 0.09% |
$1.14K - $1.27K
|
2.26K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
2+ 0.5% |
$1.14K - $1.27K
|
403
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2+ 16.67% |
$1.14K - $1.27K
|
14
$7.58K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2New |
$1.14K - $1.27K
|
2
$1.08K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2+ 0.02% |
$1.14K - $1.27K
|
8.98K
$4.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2New |
$1.14K - $1.27K
|
2
$1.08K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.06% |
$569 - $636
|
1.59K
$862K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 25.0% |
$569 - $636
|
5
$2.71K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 2.13% |
$569 - $636
|
48
$26K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$569 - $636
|
2
$1.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 7.69% |
$569 - $636
|
14
$7.58K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$569 - $636
|
1
$542
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 0.78% |
$569 - $636
|
130
$70.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1New |
$569 - $636
|
1
$542
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1+ 0.23% |
$569 - $636
|
428
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 10.0% |
$569 - $636
|
11
$5.96K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.26% |
$569 - $636
|
379
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$569 - $636
|
1
$542
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1New |
$569 - $636
|
1
$542
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$569 - $636
|
1
$542
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1- 0.07% |
$569 - $636
|
1.43K
$776K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 5.26% |
$569 - $636
|
18
$9.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 4.35% |
$569 - $636
|
22
$11.9K
|