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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
22+ 1.75% |
$11.1K - $12.7K
|
1.28K
$721K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$1.01K - $1.15K
|
4
$2.26K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
348New |
$176K - $201K
|
348
$197K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.08KNew |
$547K - $623K
|
1.08K
$610K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
100New |
$50.7K - $57.7K
|
100
$56.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10+ 4.41% |
$5.07K - $5.77K
|
237
$134K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
891New |
$451K - $514K
|
891
$504K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-35- 6.76% |
$17.7K - $20.2K
|
483
$273K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.53K- 14.32% |
$775K - $882K
|
9.15K
$5.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
618New |
$313K - $356K
|
618
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 50.0% |
$3.04K - $3.46K
|
6
$3.39K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 95.0% |
$9.62K - $11K
|
1
$565
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
74+ 16.86% |
$37.5K - $42.7K
|
513
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
BUY
|
- |
500New |
$253K - $288K
|
500
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6- 85.71% |
$3.04K - $3.46K
|
1
$565
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
26+ 6.53% |
$13.2K - $15K
|
424
$240K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8+ 47.06% |
$4.05K - $4.61K
|
25
$14.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
410New |
$208K - $236K
|
410
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 80.0% |
$4.05K - $4.61K
|
2
$1.13K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
54+ 4.7% |
$27.4K - $31.1K
|
1.2K
$680K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
28+ 3.97% |
$14.2K - $16.1K
|
734
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6+ 3.77% |
$3.04K - $3.46K
|
165
$93.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 30.0% |
$1.52K - $1.73K
|
13
$7.35K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-36- 8.91% |
$18.2K - $20.8K
|
368
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
652+ 2.9% |
$330K - $376K
|
23.1K
$13.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-265- 30.89% |
$134K - $153K
|
593
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
6.29KNew |
$3.19M - $3.63M
|
6.29K
$3.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3New |
$1.52K - $1.73K
|
3
$1.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 0.65% |
$3.55K - $4.04K
|
1.08K
$611K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
14New |
$7.09K - $8.07K
|
14
$7.91K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-62- 12.18% |
$31.4K - $35.8K
|
447
$253K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-949- 18.15% |
$481K - $547K
|
4.28K
$2.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-395Closed |
$200K - $228K
|
0
$0
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3+ 3.41% |
$1.52K - $1.73K
|
91
$51.4K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
614+ 20.55% |
$332K - $386K
|
3.6K
$2.04M
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
3New |
$1.62K - $1.89K
|
3
$1.7K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
45New |
$24.4K - $28.3K
|
45
$25.4K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
410New |
$222K - $258K
|
410
$232K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-1Closed |
$541 - $628
|
0
$0
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
3.02KNew |
$1.63M - $1.9M
|
3.02K
$1.71M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1New |
$541 - $628
|
1
$565
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
410+ 28.08% |
$222K - $258K
|
1.87K
$1.06M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
7New |
$3.79K - $4.4K
|
7
$3.96K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-2- 50.0% |
$1.08K - $1.26K
|
2
$1.13K
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-3.4K- 10.13% |
$1.84M - $2.14M
|
30.2K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
10.6K+ 65.17% |
$5.72M - $6.64M
|
26.8K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.7K- 54.43% |
$7.4M - $8.59M
|
11.4K
$6.47M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.71K- 6.36% |
$924K - $1.07M
|
25.1K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
107+ 5.34% |
$57.9K - $67.2K
|
2.11K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
31New |
$16.8K - $19.5K
|
31
$17.5K
|
|