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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
35+ 8.77% |
$18.4K - $20.6K
|
434
$245K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-368- 7.99% |
$194K - $216K
|
4.24K
$2.4M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-302- 11.33% |
$159K - $178K
|
2.36K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4+ 0.39% |
$2.11K - $2.35K
|
1.03K
$582K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-586- 0.33% |
$309K - $345K
|
178K
$101M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-12- 0.8% |
$6.32K - $7.06K
|
1.49K
$844K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-87- 95.6% |
$45.8K - $51.2K
|
4
$2.26K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-205- 6.17% |
$108K - $121K
|
3.12K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-15- 2.0% |
$7.9K - $8.82K
|
734
$415K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.73K+ 39.19% |
$4.07M - $4.54M
|
27.4K
$15.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-3- 0.43% |
$1.58K - $1.76K
|
694
$392K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
36+ 6.77% |
$19K - $21.2K
|
568
$321K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.08% |
$526 - $588
|
1.24K
$702K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$526 - $588
|
1
$565
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-169- 1.25% |
$89K - $99.4K
|
13.3K
$7.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 10.94% |
$7.37K - $8.23K
|
142
$80.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
20New |
$10.5K - $11.8K
|
20
$11.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
36+ 0.07% |
$19K - $21.2K
|
51.7K
$29.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
59+ 1.57% |
$31.1K - $34.7K
|
3.82K
$2.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
145+ 24.25% |
$76.3K - $85.3K
|
743
$420K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
500New |
$263K - $294K
|
500
$283K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
48+ 4.56% |
$25.3K - $28.2K
|
1.1K
$622K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-13- 2.21% |
$6.84K - $7.64K
|
574
$324K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-128K- 81.29% |
$67.2M - $75M
|
29.4K
$16.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.07K- 57.72% |
$1.09M - $1.22M
|
1.52K
$856K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-121- 2.49% |
$63.7K - $71.1K
|
4.73K
$2.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.79K+ 25.82% |
$943K - $1.05M
|
8.73K
$4.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-48- 3.32% |
$25.3K - $28.2K
|
1.4K
$789K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
396New |
$208K - $233K
|
396
$224K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-174- 20.86% |
$91.6K - $102K
|
660
$373K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
37New |
$19.5K - $21.8K
|
37
$20.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6+ 1.09% |
$3.16K - $3.53K
|
556
$314K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
45+ 2.61% |
$23.7K - $26.5K
|
1.77K
$1M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-140- 1.95% |
$73.7K - $82.3K
|
7.04K
$3.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.23K- 4.72% |
$647K - $722K
|
24.8K
$14M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
245+ 2.03% |
$129K - $144K
|
12.3K
$6.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
194+ 8.05% |
$102K - $114K
|
2.6K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-5- 1.2% |
$2.63K - $2.94K
|
411
$232K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
463+ 1.75% |
$244K - $272K
|
26.9K
$15.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
44+ 8.48% |
$23.2K - $25.9K
|
563
$318K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-269- 7.26% |
$142K - $158K
|
3.43K
$1.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.13K- 2.91% |
$1.65M - $1.84M
|
104K
$59M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
300New |
$158K - $176K
|
300
$170K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-22.5K- 14.08% |
$11.9M - $13.3M
|
138K
$77.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
16+ 12.5% |
$8.42K - $9.41K
|
144
$81.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17- 2.34% |
$8.95K - $10K
|
709
$401K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-38- 2.17% |
$20K - $22.3K
|
1.71K
$968K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-35- 1.47% |
$18.4K - $20.6K
|
2.34K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
352+ 4.72% |
$185K - $207K
|
7.81K
$4.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.06K+ 32.27% |
$1.09M - $1.21M
|
8.45K
$4.77M
|
|