Latest Institutional Transactions on Msci Inc. (MSCI)
This table provides information on the latest institutional transactions involving Msci Inc. (MSCI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2New |
$1.14K - $1.27K
|
2
$1.17K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-542- 15.08% |
$308K - $345K
|
3.05K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
38+ 7.97% |
$21.6K - $24.2K
|
515
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
145New |
$82.5K - $92.2K
|
145
$84.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-120- 16.28% |
$68.3K - $76.3K
|
617
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2+ 0.32% |
$1.14K - $1.27K
|
631
$369K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.11K+ 23.69% |
$1.77M - $1.98M
|
16.2K
$9.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
451+ 2.24% |
$257K - $287K
|
20.6K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
134+ 27.4% |
$76.3K - $85.2K
|
623
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
815+ 75.12% |
$464K - $518K
|
1.9K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-9- 0.41% |
$5.12K - $5.72K
|
2.18K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
3.62KNew |
$2.06M - $2.3M
|
3.62K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
302+ 3.19% |
$172K - $192K
|
9.76K
$5.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
166+ 11.9% |
$94.5K - $106K
|
1.56K
$912K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
350New |
$199K - $223K
|
350
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-75- 2.17% |
$42.7K - $47.7K
|
3.39K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
412+ 17.77% |
$234K - $262K
|
2.73K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.82K- 4.68% |
$2.74M - $3.07M
|
98.3K
$57.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
167New |
$95K - $106K
|
167
$97.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43+ 11.85% |
$24.5K - $27.3K
|
406
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
98+ 4.84% |
$55.8K - $62.3K
|
2.12K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Ycg, LLC
|
SELL
|
- |
-60- 0.06% |
$34.1K - $38.2K
|
107K
$62.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
SELL
|
- |
-10.6K- 25.25% |
$6M - $6.71M
|
31.2K
$18.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-48- 6.07% |
$27.3K - $30.5K
|
743
$434K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$569 - $636
|
1
$585
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
7.1KNew |
$4.04M - $4.52M
|
7.1K
$4.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
329+ 7.38% |
$187K - $209K
|
4.79K
$2.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
289+ 3.15% |
$164K - $184K
|
9.46K
$5.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-194- 13.12% |
$110K - $123K
|
1.29K
$751K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
49+ 4.19% |
$27.9K - $31.2K
|
1.22K
$713K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-97- 6.58% |
$55.2K - $61.7K
|
1.38K
$805K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8+ 1.2% |
$4.55K - $5.09K
|
675
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
172+ 2.31% |
$97.9K - $109K
|
7.63K
$4.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-45- 1.33% |
$25.6K - $28.6K
|
3.35K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.9K+ 2.87% |
$7.92M - $8.85M
|
498K
$291M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-20- 2.68% |
$11.4K - $12.7K
|
725
$424K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-3.1K- 8.09% |
$1.76M - $1.97M
|
35.2K
$20.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
2.71K+ 5.14% |
$1.54M - $1.72M
|
55.4K
$32.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-37- 1.88% |
$21.1K - $23.5K
|
1.93K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.92K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
690+ 11.04% |
$393K - $439K
|
6.94K
$4.06M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-468- 3.69% |
$266K - $298K
|
12.2K
$7.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-581- 3.37% |
$331K - $370K
|
16.7K
$9.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-244- 1.07% |
$139K - $155K
|
22.5K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
33+ 0.9% |
$18.8K - $21K
|
3.7K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-210K- 99.83% |
$119M - $133M
|
350
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-13- 3.39% |
$7.4K - $8.27K
|
370
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.03KNew |
$1.15M - $1.29M
|
2.03K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
308KNew |
$175M - $196M
|
308K
$180M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2- 0.34% |
$1.14K - $1.27K
|
581
$340K
|