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 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
383New |
$218K - $244K
|
383
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
41+ 3.92% |
$23.3K - $26.1K
|
1.09K
$630K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
89+ 6.91% |
$50.6K - $56.6K
|
1.38K
$798K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
15+ 44.12% |
$8.54K - $9.54K
|
49
$28.4K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-108- 19.15% |
$61.5K - $68.7K
|
456
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
79+ 20.68% |
$45K - $50.2K
|
461
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-11- 1.02% |
$6.26K - $7K
|
1.07K
$619K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-84- 1.09% |
$47.8K - $53.4K
|
7.62K
$4.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
100+ 5.16% |
$56.9K - $63.6K
|
2.04K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
9+ 1.72% |
$5.12K - $5.72K
|
531
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
23+ 3.69% |
$13.1K - $14.6K
|
647
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13+ 1.78% |
$7.4K - $8.27K
|
745
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
41.3K+ 30.94% |
$23.5M - $26.3M
|
175K
$101M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
263+ 9.2% |
$150K - $167K
|
3.12K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
90+ 15.6% |
$51.2K - $57.2K
|
667
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-9- 56.25% |
$5.12K - $5.72K
|
7
$4.06K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
100+ 8.69% |
$56.9K - $63.6K
|
1.25K
$725K
|
|
|
Jan 14, 2025
Q4 2024
|
Alken Asset Management Ltd.
|
BUY
|
- |
1.1KNew |
$626K - $700K
|
1.1K
$637K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
338New |
$192K - $215K
|
338
$196K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-98- 98.99% |
$55.8K - $62.3K
|
1
$579
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
22+ 2.82% |
$12.5K - $14K
|
803
$465K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-802- 1.54% |
$456K - $510K
|
51.3K
$29.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
36+ 5.78% |
$20.5K - $22.9K
|
659
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-29- 4.12% |
$16.5K - $18.4K
|
675
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
972+ 6.07% |
$553K - $618K
|
17K
$9.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
922+ 255.4% |
$525K - $586K
|
1.28K
$743K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7- 22.58% |
$3.98K - $4.45K
|
24
$13.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
234+ 20.0% |
$133K - $149K
|
1.4K
$814K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
184+ 7.61% |
$105K - $117K
|
2.6K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.81% |
$6.26K - $7K
|
1.38K
$797K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 29.79% |
$7.97K - $8.9K
|
33
$19.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-505- 12.38% |
$287K - $321K
|
3.57K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
617+ 63.09% |
$351K - $392K
|
1.6K
$924K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12+ 0.44% |
$6.83K - $7.63K
|
2.73K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 0.78% |
$569 - $636
|
130
$75.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
59+ 5.99% |
$33.6K - $37.5K
|
1.04K
$605K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28+ 0.72% |
$15.9K - $17.8K
|
3.91K
$2.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
27+ 2.18% |
$15.4K - $17.2K
|
1.27K
$734K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
66+ 8.91% |
$37.6K - $42K
|
807
$468K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-10- 0.82% |
$5.69K - $6.36K
|
1.21K
$700K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
378New |
$215K - $240K
|
378
$219K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-218- 6.32% |
$124K - $139K
|
3.23K
$1.87M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 5.44% |
$7.4K - $8.27K
|
252
$146K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
220+ 7.62% |
$125K - $140K
|
3.11K
$1.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 2.13% |
$569 - $636
|
48
$27.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
187+ 0.85% |
$106K - $119K
|
22.1K
$12.8M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.29KNew |
$734K - $820K
|
1.29K
$747K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-164K- 15.91% |
$93.5M - $105M
|
868K
$503M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
17+ 4.24% |
$9.67K - $10.8K
|
418
$242K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-86- 2.08% |
$48.9K - $54.7K
|
4.05K
$2.35M
|