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 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
383New |
$218K - $244K
|
383
$222K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
378New |
$215K - $240K
|
378
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
377New |
$215K - $240K
|
377
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
375New |
$213K - $238K
|
375
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
366New |
$208K - $233K
|
366
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
350New |
$199K - $223K
|
350
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
350New |
$199K - $223K
|
350
$203K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
347+ 10.49% |
$197K - $221K
|
3.66K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
341New |
$194K - $217K
|
341
$198K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
341New |
$194K - $217K
|
341
$198K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
340New |
$193K - $216K
|
340
$197K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
339New |
$193K - $216K
|
339
$196K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
338New |
$192K - $215K
|
338
$196K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
329+ 7.38% |
$187K - $209K
|
4.79K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
302+ 3.19% |
$172K - $192K
|
9.76K
$5.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
301+ 6.58% |
$171K - $191K
|
4.88K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
289+ 3.15% |
$164K - $184K
|
9.46K
$5.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
282+ 6.31% |
$160K - $179K
|
4.75K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
266+ 14.79% |
$151K - $169K
|
2.06K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
263+ 2.15% |
$150K - $167K
|
12.5K
$7.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
263+ 9.2% |
$150K - $167K
|
3.12K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
257+ 0.15% |
$146K - $163K
|
176K
$102M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
257+ 31.73% |
$146K - $163K
|
1.07K
$618K
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
242+ 53.66% |
$138K - $154K
|
693
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
234+ 20.0% |
$133K - $149K
|
1.4K
$813K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
232+ 54.59% |
$132K - $148K
|
657
$381K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
220+ 7.62% |
$125K - $140K
|
3.11K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
219+ 11.2% |
$125K - $139K
|
2.18K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
201+ 30.13% |
$114K - $128K
|
868
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
199+ 56.7% |
$113K - $127K
|
550
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
BUY
|
- |
198+ 3.62% |
$113K - $126K
|
5.67K
$3.29M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
187+ 0.85% |
$106K - $119K
|
22.1K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
186New |
$106K - $118K
|
186
$108K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
184+ 7.61% |
$105K - $117K
|
2.6K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
178+ 43.0% |
$101K - $113K
|
592
$343K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
172+ 2.31% |
$97.9K - $109K
|
7.63K
$4.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
166+ 11.9% |
$94.5K - $106K
|
1.56K
$904K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
165+ 19.48% |
$93.9K - $105K
|
1.01K
$586K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
162New |
$92.2K - $103K
|
162
$93.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
159+ 4.15% |
$90.5K - $101K
|
3.99K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
145New |
$82.5K - $92.2K
|
145
$84K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
145New |
$82.5K - $92.2K
|
145
$84K
|
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
139+ 0.19% |
$79.1K - $88.4K
|
72.6K
$42.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
137+ 29.4% |
$78K - $87.1K
|
603
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
134+ 27.4% |
$76.3K - $85.2K
|
623
$361K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
131+ 5.21% |
$74.6K - $83.3K
|
2.65K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
125New |
$71.1K - $79.5K
|
125
$72.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
124+ 6.69% |
$70.6K - $78.9K
|
1.98K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
123+ 3.25% |
$70K - $78.2K
|
3.9K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
121New |
$68.9K - $77K
|
121
$70.1K
|