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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
1.45KNew |
$684K - $828K
|
1.45K
$841K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
21New |
$9.9K - $12K
|
21
$12.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-2.21K- 6.85% |
$1.04M - $1.26M
|
30K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
135New |
$63.7K - $77K
|
135
$78.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-9- 1.14% |
$4.24K - $5.14K
|
782
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-3K- 10.26% |
$1.41M - $1.71M
|
26.2K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
42New |
$19.8K - $24K
|
42
$24.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 3.45% |
$472 - $571
|
28
$16.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-167K- 99.84% |
$78.9M - $95.5M
|
265
$154K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
507New |
$239K - $289K
|
507
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1New |
$472 - $571
|
1
$579
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14New |
$6.6K - $7.99K
|
14
$8.11K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-6- 54.55% |
$2.83K - $3.42K
|
5
$2.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20New |
$9.43K - $11.4K
|
20
$11.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
9New |
$4.24K - $5.14K
|
9
$5.21K
|
|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
2.7KNew |
$1.27M - $1.54M
|
2.7K
$1.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
335+ 8.88% |
$158K - $191K
|
4.11K
$2.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.18KNew |
$556K - $673K
|
1.18K
$684K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
85New |
$40.1K - $48.5K
|
85
$49.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
846+ 52.03% |
$399K - $483K
|
2.47K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
834+ 20850.0% |
$393K - $476K
|
838
$486K
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-8.34K- 44.64% |
$3.93M - $4.76M
|
10.3K
$6M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
780New |
$368K - $445K
|
780
$452K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3- 7.5% |
$1.41K - $1.71K
|
37
$21.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
7New |
$3.3K - $3.99K
|
7
$4.06K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-31- 10.62% |
$14.6K - $17.7K
|
261
$151K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
12New |
$5.66K - $6.85K
|
12
$6.95K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
138+ 6.3% |
$65.1K - $78.7K
|
2.33K
$1.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
100New |
$47.2K - $57.1K
|
100
$57.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
55+ 62.5% |
$25.9K - $31.4K
|
143
$82.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-20- 43.48% |
$9.43K - $11.4K
|
26
$15.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-3- 6.82% |
$1.41K - $1.71K
|
41
$23.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 42.86% |
$1.41K - $1.71K
|
4
$2.32K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
7New |
$3.3K - $3.99K
|
7
$4.06K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7New |
$3.3K - $3.99K
|
7
$4.06K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
4New |
$1.89K - $2.28K
|
4
$2.32K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-285- 33.61% |
$134K - $163K
|
563
$326K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-3.8K- 7.58% |
$1.78M - $2.12M
|
46.3K
$26.8M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
60New |
$28.2K - $33.4K
|
60
$34.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-12- 4.74% |
$5.63K - $6.69K
|
241
$140K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
2.4K+ 480.0% |
$1.13M - $1.34M
|
2.9K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
87+ 8.34% |
$40.8K - $48.5K
|
1.13K
$655K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
PUT |
500+ 100.0% |
$235K - $279K
|
1K
$579K
|
|
|
Nov 14, 2023
Q3 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
398New |
$187K - $222K
|
398
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-18.3K- 78.54% |
$8.59M - $10.2M
|
5K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-40- 0.84% |
$18.8K - $22.3K
|
4.71K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14New |
$6.57K - $7.8K
|
14
$8.11K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
32+ 7.03% |
$15K - $17.8K
|
487
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
3.6KNew |
$1.69M - $2.01M
|
3.6K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
1New |
$469 - $557
|
1
$579
|
|