A detailed history of Concurrent Investment Advisors, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 5,027 shares of FDS stock, worth $2.36 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,027
Previous 4,307 16.72%
Holding current value
$2.36 Million
Previous $1.98 Billion 21.91%
% of portfolio
0.07%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025

BUY
$449.69 - $495.72 $323,776 - $356,918
720 Added 16.72%
5,027 $2.41 Billion
Q3 2024

Oct 30, 2024

BUY
$397.04 - $469.48 $397 - $469
1 Added 0.02%
4,307 $1.98 Billion
Q2 2024

Jul 30, 2024

BUY
$394.89 - $452.48 $175,331 - $200,901
444 Added 11.5%
4,306 $1.76 Billion
Q1 2024

May 07, 2024

BUY
$443.86 - $487.9 $177,544 - $195,160
400 Added 11.55%
3,862 $1.75 Billion
Q4 2023

Apr 15, 2024

BUY
$420.42 - $477.05 $1.46 Million - $1.65 Million
3,462 New
3,462 $1.65 Billion

Others Institutions Holding FDS

About FACTSET RESEARCH SYSTEMS INC


  • Ticker FDS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 38,079,400
  • Market Cap $17.9B
  • Description
  • FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and tra...
More about FDS
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