Purchases and Sales Made in Q4 2024 in Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI) during Q4 2024. The information is specifically focused on institutions that hold shares of MSCI Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
189+ 51.5% |
$108K - $120K
|
556
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
187+ 7.84% |
$106K - $119K
|
2.57K
$1.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
187+ 0.85% |
$106K - $119K
|
22.1K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
186New |
$106K - $118K
|
186
$105K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
184+ 7.61% |
$105K - $117K
|
2.6K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
178+ 43.0% |
$101K - $113K
|
592
$335K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
172+ 2.31% |
$97.9K - $109K
|
7.63K
$4.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
167New |
$95K - $106K
|
167
$94.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
166+ 11.9% |
$94.5K - $106K
|
1.56K
$883K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
165+ 2.87% |
$93.9K - $105K
|
5.92K
$3.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
165+ 19.48% |
$93.9K - $105K
|
1.01K
$572K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
164+ 44.44% |
$93.3K - $104K
|
533
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
162New |
$92.2K - $103K
|
162
$91.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
161+ 9.47% |
$91.6K - $102K
|
1.86K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
159+ 4.15% |
$90.5K - $101K
|
3.99K
$2.26M
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
151+ 3.65% |
$85.9K - $96K
|
4.29K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
151+ 3.65% |
$85.9K - $96K
|
4.29K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
151+ 1.87% |
$85.9K - $96K
|
8.23K
$4.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
148+ 9.65% |
$84.2K - $94.1K
|
1.68K
$951K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
145New |
$82.5K - $92.2K
|
145
$82K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
145New |
$82.5K - $92.2K
|
145
$82K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
143+ 1.4% |
$81.4K - $90.9K
|
10.4K
$5.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
141+ 111.9% |
$80.2K - $89.7K
|
267
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
139+ 0.19% |
$79.1K - $88.4K
|
72.6K
$41.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
138+ 3.33% |
$78.5K - $87.8K
|
4.28K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
137+ 29.4% |
$78K - $87.1K
|
603
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
134+ 27.4% |
$76.3K - $85.2K
|
623
$352K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
131+ 5.21% |
$74.6K - $83.3K
|
2.65K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
129New |
$73.4K - $82K
|
129
$72.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
127+ 9.4% |
$72.3K - $80.8K
|
1.48K
$836K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
125New |
$71.1K - $79.5K
|
125
$70.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
124+ 6.69% |
$70.6K - $78.9K
|
1.98K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
123+ 3.25% |
$70K - $78.2K
|
3.9K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
121New |
$68.9K - $77K
|
121
$68.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
120+ 26.73% |
$68.3K - $76.3K
|
569
$322K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
114+ 2.66% |
$64.9K - $72.5K
|
4.4K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
112+ 4.96% |
$63.7K - $71.2K
|
2.37K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
105+ 5.94% |
$59.8K - $66.8K
|
1.87K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
100+ 8.69% |
$56.9K - $63.6K
|
1.25K
$707K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
100+ 5.16% |
$56.9K - $63.6K
|
2.04K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
100+ 1.62% |
$56.9K - $63.6K
|
6.26K
$3.54M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
100New |
$56.9K - $63.6K
|
100
$56.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
98+ 4.84% |
$55.8K - $62.3K
|
2.12K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
97+ 4.03% |
$55.2K - $61.7K
|
2.51K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
95+ 2.58% |
$54.1K - $60.4K
|
3.78K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
95+ 0.83% |
$54.1K - $60.4K
|
11.6K
$6.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
92+ 13.61% |
$52.4K - $58.5K
|
768
$434K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
90+ 15.6% |
$51.2K - $57.2K
|
667
$377K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
89+ 6.91% |
$50.6K - $56.6K
|
1.38K
$779K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
89+ 2.07% |
$50.6K - $56.6K
|
4.39K
$2.48M
|