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 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
85+ 4.28% |
$48.4K - $54.1K
|
2.07K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
83+ 5.25% |
$47.2K - $52.8K
|
1.66K
$940K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
80+ 2.02% |
$45.5K - $50.9K
|
4.04K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
80+ 1.11% |
$45.5K - $50.9K
|
7.29K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
80+ 1.99% |
$45.5K - $50.9K
|
4.09K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
79+ 20.68% |
$45K - $50.2K
|
461
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
77+ 2.44% |
$43.8K - $49K
|
3.23K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
75+ 1.22% |
$42.7K - $47.7K
|
6.22K
$3.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
74+ 10.32% |
$42.1K - $47.1K
|
791
$447K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
70+ 0.4% |
$39.8K - $44.5K
|
17.6K
$9.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
69New |
$39.3K - $43.9K
|
69
$39K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
68+ 7.42% |
$38.7K - $43.2K
|
984
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
66+ 3.92% |
$37.6K - $42K
|
1.75K
$988K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
66+ 8.91% |
$37.6K - $42K
|
807
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
66+ 2.14% |
$37.6K - $42K
|
3.15K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
63+ 7.88% |
$35.9K - $40.1K
|
862
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
63+ 18.86% |
$35.9K - $40.1K
|
397
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
60+ 5.26% |
$34.1K - $38.2K
|
1.2K
$679K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
59+ 5.99% |
$33.6K - $37.5K
|
1.04K
$590K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
58+ 4.14% |
$33K - $36.9K
|
1.46K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
55+ 125.0% |
$31.3K - $35K
|
99
$56K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
54+ 122.73% |
$30.7K - $34.3K
|
98
$55.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
50+ 11.31% |
$28.5K - $31.8K
|
492
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
50+ 12.63% |
$28.5K - $31.8K
|
446
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
50+ 2.54% |
$28.5K - $31.8K
|
2.02K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
49+ 4.19% |
$27.9K - $31.2K
|
1.22K
$689K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
49+ 28.65% |
$27.9K - $31.2K
|
220
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
47+ 293.75% |
$26.7K - $29.9K
|
63
$35.6K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
44New |
$25K - $28K
|
44
$24.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43+ 11.85% |
$24.5K - $27.3K
|
406
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
41+ 3.92% |
$23.3K - $26.1K
|
1.09K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
41+ 5.96% |
$23.3K - $26.1K
|
729
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
40+ 0.73% |
$22.8K - $25.4K
|
5.56K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
38+ 122.58% |
$21.6K - $24.2K
|
69
$39K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
38+ 7.97% |
$21.6K - $24.2K
|
515
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
37+ 9.84% |
$21.1K - $23.5K
|
413
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
37New |
$21.1K - $23.5K
|
37
$20.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
36+ 46.75% |
$20.5K - $22.9K
|
113
$63.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
36+ 5.78% |
$20.5K - $22.9K
|
659
$373K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
35+ 2.95% |
$19.9K - $22.3K
|
1.22K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
35+ 3.91% |
$19.9K - $22.3K
|
929
$525K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
34+ 8.15% |
$19.3K - $21.6K
|
451
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
33+ 0.9% |
$18.8K - $21K
|
3.7K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33+ 1.49% |
$18.8K - $21K
|
2.24K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
32+ 6.14% |
$18.2K - $20.4K
|
553
$313K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32+ 7.08% |
$18.2K - $20.4K
|
484
$274K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
32+ 5.21% |
$18.2K - $20.4K
|
646
$365K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
32New |
$18.2K - $20.4K
|
32
$18.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28+ 0.72% |
$15.9K - $17.8K
|
3.91K
$2.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
27+ 2.18% |
$15.4K - $17.2K
|
1.27K
$716K
|