A detailed history of Congress Wealth Management LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 27,974 shares of FDS stock, worth $12.8 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
27,974
Previous 27,608 1.33%
Holding current value
$12.8 Million
Previous $12.5 Million 8.96%
% of portfolio
0.19%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$394.89 - $452.48 $144,529 - $165,607
366 Added 1.33%
27,974 $11.4 Million
Q1 2024

Apr 18, 2024

BUY
$443.86 - $487.9 $192,635 - $211,748
434 Added 1.6%
27,608 $12.5 Million
Q4 2023

Feb 09, 2024

BUY
$420.42 - $477.05 $228,288 - $259,038
543 Added 2.04%
27,174 $13 Million
Q3 2023

Oct 30, 2023

BUY
$387.57 - $441.86 $264,710 - $301,790
683 Added 2.63%
26,631 $11.6 Million
Q2 2023

Jul 13, 2023

BUY
$384.58 - $423.34 $9.98 Million - $11 Million
25,948 New
25,948 $10.4 Million

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 $17.4B
  • 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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