Baker Tilly Wealth Management, LLC Factset Research Systems Inc Transaction History

Baker Tilly Wealth Management, LLC

  • $429 Million
  • Q3 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 1,154 shares of FDS stock, worth $329,755. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,154
Previous 1,173 1.62%
Holding current value
$329,755
Previous $524,000 37.02%
% of portfolio
0.08%
Previous 0.19%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$283.86 - $450.3 $5,393 - $8,555
-19 Reduced 1.62%
1,154 $330,000
Q2 2025

Jul 10, 2025
SELL
$398.85 - $473.32 $15,954 - $18,932
-40 Reduced 3.3%
1,173 $524,000
Q1 2025

Apr 09, 2025
SELL
$427.5 - $476.51 $27,360 - $30,496
-64 Reduced 5.01%
1,213 $551,000
Q4 2024

Jan 10, 2025
BUY
$449.69 - $495.72 $35,525 - $39,161
79 Added 6.59%
1,277 $613,000
Q3 2024

Oct 24, 2024
SELL
$397.04 - $469.48 $21,440 - $25,351
-54 Reduced 4.31%
1,198 $550,000
Q2 2024

Jul 18, 2024
SELL
$394.89 - $452.48 $812,683 - $931,203
-2,058 Reduced 62.18%
1,252 $511,000
Q1 2024

May 09, 2024
BUY
$443.86 - $487.9 $16,866 - $18,540
38 Added 1.16%
3,310 $1.5 Million
Q4 2023

Jan 10, 2024
SELL
$420.42 - $477.05 $46,246 - $52,475
-110 Reduced 3.25%
3,272 $1.56 Million
Q3 2023

Oct 10, 2023
SELL
$387.57 - $441.86 $1.3 Million - $1.49 Million
-3,366 Reduced 49.88%
3,382 $1.48 Million
Q2 2023

Jul 20, 2023
BUY
$384.58 - $423.34 $455,727 - $501,657
1,185 Added 21.3%
6,748 $2.7 Million
Q1 2023

Apr 12, 2023
BUY
$392.59 - $435.27 $25,518 - $28,292
65 Added 1.18%
5,563 $2.31 Million
Q4 2022

Jan 26, 2023
BUY
$394.56 - $472.05 $194,123 - $232,248
492 Added 9.83%
5,498 $0
Q3 2022

Oct 20, 2022
BUY
$388.42 - $457.08 $17,478 - $20,568
45 Added 0.91%
5,006 $2 Million
Q2 2022

Jul 28, 2022
BUY
$348.71 - $444.57 $123,443 - $157,377
354 Added 7.68%
4,961 $1.91 Million
Q1 2022

Apr 27, 2022
BUY
$392.82 - $476.02 $97,026 - $117,576
247 Added 5.67%
4,607 $2 Million
Q4 2021

Feb 08, 2022
BUY
$394.13 - $488.85 $141,886 - $175,986
360 Added 9.0%
4,360 $2.12 Million
Q3 2021

Nov 02, 2021
BUY
$335.5 - $394.78 $217,739 - $256,212
649 Added 19.37%
4,000 $1.58 Million
Q2 2021

Jul 30, 2021
BUY
$309.13 - $347.1 $96,448 - $108,295
312 Added 10.27%
3,351 $1.13 Million
Q1 2021

Apr 28, 2021
BUY
$294.35 - $335.44 $533,950 - $608,488
1,814 Added 148.08%
3,039 $938,000
Q4 2020

Feb 03, 2021
BUY
$306.5 - $351.71 $375,462 - $430,844
1,225 New
1,225 $407,000

Others Institutions Holding FDS

# of Institutions
897
Shares Held
36.3M
Call Options Held
52K
Put Options Held
56.6K
View Full List

About FACTSET RESEARCH SYSTEMS INC

FDS Quotes by TradingView
  • Ticker FDS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 38,079,400
  • Market Cap $10.9B
  • 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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