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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-21- 1.74% |
$9.64K - $11.9K
|
1.19K
$687K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.58K+ 163.96% |
$1.19M - $1.47M
|
4.16K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-216- 2.91% |
$99.2K - $123K
|
7.2K
$4.17M
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
367New |
$168K - $209K
|
367
$213K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
456New |
$209K - $259K
|
456
$264K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-1.42K- 18.11% |
$651K - $807K
|
6.42K
$3.72M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2New |
$918 - $1.14K
|
2
$1.16K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2+ 0.22% |
$918 - $1.14K
|
919
$533K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
100New |
$45.9K - $56.8K
|
100
$57.9K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-281- 35.48% |
$129K - $160K
|
511
$296K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17New |
$7.81K - $9.66K
|
17
$9.85K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.37KNew |
$1.09M - $1.35M
|
2.37K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
106New |
$48.7K - $60.3K
|
106
$61.4K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
530+ 16.81% |
$243K - $301K
|
3.68K
$2.13M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5New |
$2.3K - $2.84K
|
5
$2.9K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.09K+ 126.45% |
$1.42M - $1.76M
|
5.53K
$3.2M
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
10KNew |
$4.59M - $5.68M
|
10K
$5.79M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1New |
$459 - $568
|
1
$579
|
|
|
May 05, 2023
Q1 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-43.2K- 76.18% |
$19.8M - $24.6M
|
13.5K
$7.83M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
501New |
$230K - $285K
|
501
$290K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
12New |
$5.51K - $6.82K
|
12
$6.95K
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
6.27KNew |
$2.88M - $3.56M
|
6.27K
$3.63M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 2.38% |
$459 - $568
|
43
$24.9K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.05% |
$459 - $568
|
2.01K
$1.17M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 10.0% |
$459 - $568
|
11
$6.37K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.65K+ 28.44% |
$759K - $940K
|
7.47K
$4.33M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
16+ 1.13% |
$7.35K - $9.1K
|
1.43K
$831K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1- 16.67% |
$459 - $568
|
5
$2.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6New |
$2.75K - $3.41K
|
6
$3.48K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
245New |
$112K - $139K
|
245
$142K
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
2.46K+ 21.64% |
$1.13M - $1.4M
|
13.9K
$8.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
17+ 242.86% |
$7.81K - $9.66K
|
24
$13.9K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2- 0.84% |
$918 - $1.14K
|
237
$137K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.14KNew |
$983K - $1.22M
|
2.14K
$1.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-2.22K- 9.2% |
$1.02M - $1.26M
|
21.9K
$12.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
31New |
$14.2K - $17.6K
|
31
$18K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
21+ 1.48% |
$9.64K - $11.9K
|
1.44K
$836K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
7New |
$3.21K - $3.98K
|
7
$4.06K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
5+ 0.59% |
$2.3K - $2.84K
|
847
$491K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
396New |
$182K - $225K
|
396
$229K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4Closed |
$1.55K - $2.09K
|
0
$0
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$1.17K - $1.57K
|
3
$1.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
62New |
$24.1K - $32.3K
|
62
$35.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.91KNew |
$743K - $998K
|
1.91K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
76+ 6.61% |
$29.5K - $39.7K
|
1.23K
$710K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$389 - $522
|
1
$579
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3New |
$1.17K - $1.57K
|
3
$1.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
615KNew |
$239M - $321M
|
615K
$357M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
1.92KNew |
$744K - $999K
|
1.92K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-82- 3.14% |
$31.9K - $42.8K
|
2.53K
$1.47M
|
|