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 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 5.13% |
$1.05K - $1.18K
|
41
$23.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3.76K+ 34.8% |
$1.98M - $2.21M
|
14.6K
$8.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-331- 19.86% |
$174K - $195K
|
1.34K
$755K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
394+ 16.47% |
$207K - $232K
|
2.79K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
7+ 1.44% |
$3.69K - $4.12K
|
494
$279K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
7+ 1.01% |
$3.69K - $4.12K
|
697
$394K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
529New |
$279K - $311K
|
529
$299K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53+ 9.6% |
$27.9K - $31.2K
|
605
$342K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-401- 4.41% |
$211K - $236K
|
8.7K
$4.92M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
9+ 1.83% |
$4.74K - $5.29K
|
502
$284K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-245- 30.55% |
$129K - $144K
|
557
$315K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
50+ 0.34% |
$26.3K - $29.4K
|
14.6K
$8.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
4New |
$2.11K - $2.35K
|
4
$2.26K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2- 0.17% |
$1.05K - $1.18K
|
1.14K
$647K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-58- 13.62% |
$30.5K - $34.1K
|
368
$208K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3+ 75.0% |
$1.58K - $1.76K
|
7
$3.96K
|
|
|
Oct 09, 2025
Q3 2025
|
Baskin Financial Services Inc.
|
BUY
|
- |
332+ 0.45% |
$175K - $195K
|
73.9K
$41.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-223K- 89.49% |
$117M - $131M
|
26.1K
$14.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
221+ 11.52% |
$116K - $130K
|
2.14K
$1.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 4.0% |
$526 - $588
|
24
$13.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4+ 400.0% |
$2.11K - $2.35K
|
5
$2.83K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$526 - $588
|
1
$565
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 6.38% |
$1.58K - $1.76K
|
50
$28.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2+ 0.05% |
$1.05K - $1.18K
|
3.69K
$2.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
53+ 0.36% |
$27.9K - $31.2K
|
14.9K
$8.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
5+ 8.33% |
$2.63K - $2.94K
|
65
$36.7K
|
|
|
Oct 06, 2025
Q3 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
500+ 14.04% |
$263K - $294K
|
4.06K
$2.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2- 50.0% |
$1.05K - $1.18K
|
2
$1.13K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
27+ 7.58% |
$14.2K - $15.9K
|
383
$216K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1New |
$526 - $588
|
1
$565
|
|
| Q2 2025 | |||||||
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-39- 88.64% |
$19.8K - $22.5K
|
5
$2.83K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
928+ 1.64% |
$470K - $535K
|
57.5K
$32.5M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-204K- 42.08% |
$103M - $117M
|
280K
$158M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
163+ 13.0% |
$82.6K - $94K
|
1.42K
$801K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-263- 98.5% |
$133K - $152K
|
4
$2.26K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.03K- 9.53% |
$522K - $594K
|
9.78K
$5.53M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3New |
$1.52K - $1.73K
|
3
$1.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 16.0% |
$2.03K - $2.31K
|
29
$16.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
149New |
$75.5K - $85.9K
|
149
$84.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
62New |
$31.4K - $35.8K
|
62
$35K
|
|
|
Aug 14, 2025
Q2 2025
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-2.52K- 37.82% |
$1.28M - $1.46M
|
4.15K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
815New |
$413K - $470K
|
815
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.97KNew |
$999K - $1.14M
|
1.97K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
16New |
$8.1K - $9.23K
|
16
$9.04K
|
|
|
Aug 14, 2025
Q2 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
PUT |
28.1KNew |
$14.2M - $16.2M
|
28.1K
$15.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
19+ 15.97% |
$9.62K - $11K
|
138
$78K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-22.6K- 74.15% |
$11.4M - $13M
|
7.87K
$4.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.06K+ 64.77% |
$1.05M - $1.19M
|
5.25K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-64- 78.05% |
$32.4K - $36.9K
|
18
$10.2K
|
|
|
Aug 14, 2025
Q2 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
242+ 49.69% |
$123K - $140K
|
729
$412K
|
|