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 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
384+ 31.63% |
$219K - $244K
|
1.6K
$926K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-103- 13.32% |
$58.6K - $65.5K
|
670
$388K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
2+ 0.09% |
$1.14K - $1.27K
|
2.26K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 3.52% |
$2.85K - $3.18K
|
137
$79.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
2+ 0.5% |
$1.14K - $1.27K
|
403
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-719- 10.92% |
$409K - $457K
|
5.87K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 42.86% |
$1.71K - $1.91K
|
10
$5.79K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
27+ 3.15% |
$15.4K - $17.2K
|
884
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24+ 5.76% |
$13.7K - $15.3K
|
441
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.6KNew |
$912K - $1.02M
|
1.6K
$928K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7+ 0.51% |
$3.98K - $4.45K
|
1.38K
$797K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.26% |
$569 - $636
|
379
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-912- 49.14% |
$519K - $580K
|
944
$547K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
948New |
$539K - $603K
|
948
$549K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
60+ 5.26% |
$34.1K - $38.2K
|
1.2K
$695K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
691+ 2.66% |
$393K - $439K
|
26.6K
$15.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-200- 4.91% |
$114K - $127K
|
3.88K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-351- 10.92% |
$200K - $223K
|
2.86K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.55K- 83.0% |
$881K - $985K
|
317
$184K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
507New |
$289K - $322K
|
507
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1+ 0.23% |
$569 - $636
|
428
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6- 16.22% |
$3.41K - $3.82K
|
31
$18K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2+ 0.02% |
$1.14K - $1.27K
|
8.98K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-120- 17.6% |
$68.3K - $76.3K
|
562
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
92+ 13.61% |
$52.4K - $58.5K
|
768
$445K
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.92K+ 51.99% |
$1.66M - $1.86M
|
8.53K
$4.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
123+ 3.25% |
$70K - $78.2K
|
3.9K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-479- 14.61% |
$273K - $305K
|
2.8K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
58+ 4.14% |
$33K - $36.9K
|
1.46K
$846K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-64- 5.95% |
$36.4K - $40.7K
|
1.01K
$586K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-68- 3.14% |
$38.7K - $43.2K
|
2.1K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
49+ 28.65% |
$27.9K - $31.2K
|
220
$127K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 2.67% |
$3.41K - $3.82K
|
219
$127K
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-770- 4.01% |
$438K - $490K
|
18.4K
$10.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-115- 2.99% |
$65.4K - $73.1K
|
3.73K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.75K- 39.8% |
$998K - $1.11M
|
2.65K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
66+ 3.92% |
$37.6K - $42K
|
1.75K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$569 - $636
|
1
$579
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-95- 1.18% |
$54.1K - $60.4K
|
7.96K
$4.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.14K+ 5.18% |
$646K - $722K
|
23K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
582+ 113.67% |
$331K - $370K
|
1.09K
$634K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
464New |
$264K - $295K
|
464
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
219+ 11.2% |
$125K - $139K
|
2.18K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
5.51KNew |
$3.14M - $3.51M
|
5.51K
$3.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-49- 5.46% |
$27.9K - $31.2K
|
848
$491K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.3K+ 76.31% |
$737K - $824K
|
2.99K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-6- 1.17% |
$3.41K - $3.82K
|
505
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
80+ 1.11% |
$45.5K - $50.9K
|
7.29K
$4.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
21+ 0.64% |
$12K - $13.4K
|
3.33K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
163K+ 700.43% |
$92.7M - $104M
|
186K
$108M
|