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 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
2+ 0.5% |
$1.14K - $1.27K
|
403
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.26% |
$569 - $636
|
379
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$569 - $636
|
1
$597
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1+ 0.23% |
$569 - $636
|
428
$255K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 2.13% |
$569 - $636
|
48
$28.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 0.78% |
$569 - $636
|
130
$77.6K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$569 - $636
|
2
$1.19K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 7.69% |
$569 - $636
|
14
$8.35K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 25.0% |
$569 - $636
|
5
$2.98K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$569 - $636
|
1
$597
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1- 0.12% |
$569 - $636
|
803
$479K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 5.26% |
$569 - $636
|
18
$10.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2- 50.0% |
$1.14K - $1.27K
|
2
$1.19K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4- 0.26% |
$2.28K - $2.54K
|
1.55K
$926K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-4- 3.48% |
$2.28K - $2.54K
|
111
$66.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4- 0.97% |
$2.28K - $2.54K
|
409
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 3.52% |
$2.85K - $3.18K
|
137
$81.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-6- 1.17% |
$3.41K - $3.82K
|
505
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 2.67% |
$3.41K - $3.82K
|
219
$131K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6- 16.22% |
$3.41K - $3.82K
|
31
$18.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7- 22.58% |
$3.98K - $4.45K
|
24
$14.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-8- 1.0% |
$4.55K - $5.09K
|
789
$471K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-9- 56.25% |
$5.12K - $5.72K
|
7
$4.18K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-10- 0.82% |
$5.69K - $6.36K
|
1.21K
$721K
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-11- 1.02% |
$6.26K - $7K
|
1.07K
$638K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-13- 2.75% |
$7.4K - $8.27K
|
459
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 29.79% |
$7.97K - $8.9K
|
33
$19.7K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-15- 0.35% |
$8.54K - $9.54K
|
4.27K
$2.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18- 13.33% |
$10.2K - $11.4K
|
117
$69.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20- 2.06% |
$11.4K - $12.7K
|
952
$568K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-21- 4.83% |
$12K - $13.4K
|
414
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-27- 0.09% |
$15.4K - $17.2K
|
30.5K
$18.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-28- 1.03% |
$15.9K - $17.8K
|
2.69K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-29- 4.12% |
$16.5K - $18.4K
|
675
$403K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-29- 23.97% |
$16.5K - $18.4K
|
92
$54.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-30- 6.26% |
$17.1K - $19.1K
|
449
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-35- 1.06% |
$19.9K - $22.3K
|
3.27K
$1.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-45- 29.8% |
$25.6K - $28.6K
|
106
$63.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-47- 88.68% |
$26.7K - $29.9K
|
6
$3.58K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-49- 5.46% |
$27.9K - $31.2K
|
848
$506K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-52- 10.2% |
$29.6K - $33.1K
|
458
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-59- 4.21% |
$33.6K - $37.5K
|
1.34K
$800K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-64- 5.95% |
$36.4K - $40.7K
|
1.01K
$603K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-68- 3.14% |
$38.7K - $43.2K
|
2.1K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-70- 0.8% |
$39.8K - $44.5K
|
8.68K
$5.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-76- 0.4% |
$43.3K - $48.3K
|
18.8K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-78- 1.77% |
$44.4K - $49.6K
|
4.33K
$2.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-83- 1.29% |
$47.2K - $52.8K
|
6.33K
$3.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-84- 1.09% |
$47.8K - $53.4K
|
7.62K
$4.54M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-86- 2.08% |
$48.9K - $54.7K
|
4.05K
$2.42M
|