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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
900New |
$411K - $502K
|
900
$521K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.13K- 98.01% |
$518K - $632K
|
23
$13.3K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-397- 45.16% |
$181K - $221K
|
482
$279K
|
|
Aug 10, 2023
Q2 2023
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
12.4K+ 1995.16% |
$5.65M - $6.89M
|
13K
$7.53M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-12.8K- 13.1% |
$5.83M - $7.12M
|
84.7K
$49.1M
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-15- 0.79% |
$6.85K - $8.36K
|
1.88K
$1.09M
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
718New |
$328K - $400K
|
718
$416K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-143- 7.0% |
$65.3K - $79.7K
|
1.9K
$1.1M
|
|
Aug 09, 2023
Q2 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
CALL |
100KNew |
$45.7M - $55.7M
|
100K
$57.9M
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
366+ 67.4% |
$167K - $204K
|
909
$527K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2New |
$914 - $1.11K
|
2
$1.16K
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-2.95K- 63.29% |
$1.35M - $1.64M
|
1.71K
$991K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-4- 17.39% |
$1.83K - $2.23K
|
19
$11K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-76- 14.7% |
$34.7K - $42.4K
|
441
$256K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
4New |
$1.83K - $2.23K
|
4
$2.32K
|
|
Aug 03, 2023
Q2 2023
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
569New |
$260K - $317K
|
569
$330K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
6New |
$2.74K - $3.34K
|
6
$3.48K
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
3.83KNew |
$1.75M - $2.14M
|
3.83K
$2.22M
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-94- 94.95% |
$43K - $52.4K
|
5
$2.9K
|
|
Jul 31, 2023
Q2 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-16.5K- 96.92% |
$7.53M - $9.18M
|
523
$303K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
650New |
$297K - $362K
|
650
$377K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-100- 96.15% |
$45.7K - $55.7K
|
4
$2.32K
|
|
Jul 25, 2023
Q2 2023
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
BUY
|
- |
4.7K+ 25.27% |
$2.15M - $2.62M
|
23.3K
$13.5M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2- 50.0% |
$914 - $1.11K
|
2
$1.16K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2New |
$914 - $1.11K
|
2
$1.16K
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
600New |
$274K - $334K
|
600
$348K
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
388+ 55.75% |
$177K - $216K
|
1.08K
$628K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 16.67% |
$457 - $557
|
5
$2.9K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
10New |
$4.57K - $5.57K
|
10
$5.79K
|
|
Q1 2023 | |||||||
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
820New |
$376K - $466K
|
820
$475K
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
48.6K+ 49.17% |
$22.3M - $27.6M
|
147K
$85.5M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
5.1KNew |
$2.34M - $2.9M
|
5.1K
$2.96M
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
153New |
$70.2K - $87K
|
153
$88.7K
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.78KNew |
$818K - $1.01M
|
1.78K
$1.03M
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3- 0.22% |
$1.38K - $1.71K
|
1.36K
$790K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-26- 5.25% |
$11.9K - $14.8K
|
469
$272K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-318- 22.84% |
$146K - $181K
|
1.07K
$622K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
62New |
$28.5K - $35.2K
|
62
$35.9K
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
182+ 0.31% |
$83.6K - $103K
|
58.3K
$33.8M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 1.49% |
$3.67K - $4.55K
|
544
$315K
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.51K- 69.55% |
$695K - $861K
|
663
$384K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 1.38% |
$1.84K - $2.27K
|
285
$165K
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
370New |
$170K - $210K
|
370
$214K
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
259+ 39.48% |
$119K - $147K
|
915
$530K
|
|
May 15, 2023
Q1 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
1.63KNew |
$747K - $925K
|
1.63K
$943K
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.82KNew |
$1.3M - $1.6M
|
2.82K
$1.64M
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-29- 5.19% |
$13.3K - $16.5K
|
530
$307K
|
|
May 15, 2023
Q1 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-38.6K- 4.73% |
$17.7M - $21.9M
|
777K
$450M
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
131+ 0.73% |
$60.1K - $74.5K
|
18.1K
$10.5M
|
|
May 15, 2023
Q1 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
600New |
$275K - $341K
|
600
$348K
|