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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
375New |
$213K - $238K
|
375
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
53.4KNew |
$30.4M - $34M
|
53.4K
$30.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.75K- 5.56% |
$1.56M - $1.75M
|
46.7K
$27.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-190- 2.66% |
$108K - $121K
|
6.95K
$4.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
496New |
$282K - $315K
|
496
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2- 50.0% |
$1.14K - $1.27K
|
2
$1.16K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.15K+ 37.97% |
$656K - $733K
|
4.19K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4- 0.97% |
$2.28K - $2.54K
|
409
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-4.1K- 13.25% |
$2.33M - $2.6M
|
26.8K
$15.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-150- 4.17% |
$85.4K - $95.4K
|
3.45K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 66.67% |
$1.14K - $1.27K
|
5
$2.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
139+ 0.19% |
$79.1K - $88.4K
|
72.6K
$42.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$2.28K - $2.54K
|
4
$2.32K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-341- 6.33% |
$194K - $217K
|
5.04K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-23.8K- 25.33% |
$13.5M - $15.1M
|
70.1K
$40.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
366New |
$208K - $233K
|
366
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24+ 3.07% |
$13.7K - $15.3K
|
807
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
170KNew |
$96.5M - $108M
|
170K
$98.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-78- 1.77% |
$44.4K - $49.6K
|
4.33K
$2.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
5.6K+ 23.53% |
$3.19M - $3.56M
|
29.4K
$17M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.12K- 5.37% |
$1.21M - $1.35M
|
37.4K
$21.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
339New |
$193K - $216K
|
339
$196K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-8.48K- 6.51% |
$4.83M - $5.39M
|
122K
$70.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5+ 0.39% |
$2.85K - $3.18K
|
1.28K
$740K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14New |
$7.97K - $8.9K
|
14
$8.11K
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-349- 11.57% |
$199K - $222K
|
2.67K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33+ 1.49% |
$18.8K - $21K
|
2.24K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
68+ 7.42% |
$38.7K - $43.2K
|
984
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5New |
$2.85K - $3.18K
|
5
$2.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
15K+ 218.64% |
$8.54M - $9.54M
|
21.9K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.85KNew |
$1.05M - $1.18M
|
1.85K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.54K+ 20.17% |
$877K - $980K
|
9.18K
$5.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4- 0.26% |
$2.28K - $2.54K
|
1.55K
$899K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
441+ 20.45% |
$251K - $280K
|
2.6K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
232+ 54.59% |
$132K - $148K
|
657
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
263+ 2.15% |
$150K - $167K
|
12.5K
$7.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4.85KNew |
$2.76M - $3.08M
|
4.85K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.44K- 77.17% |
$819K - $916K
|
426
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.89K+ 66.59% |
$2.21M - $2.47M
|
9.73K
$5.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-59- 4.21% |
$33.6K - $37.5K
|
1.34K
$777K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
579+ 5.85% |
$330K - $368K
|
10.5K
$6.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.49% |
$1.14K - $1.27K
|
413
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20+ 3.6% |
$11.4K - $12.7K
|
575
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
8.92K+ 19.58% |
$5.08M - $5.67M
|
54.5K
$31.6M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
620New |
$353K - $394K
|
620
$359K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-161- 14.91% |
$91.6K - $102K
|
919
$533K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 350.0% |
$3.98K - $4.45K
|
9
$5.21K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
266+ 14.79% |
$151K - $169K
|
2.06K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
543+ 57.7% |
$309K - $345K
|
1.48K
$860K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
10+ 2.6% |
$5.69K - $6.36K
|
395
$229K
|