A detailed history of Financial Advocates Investment Management transactions in Factset Research Systems Inc stock. As of the latest transaction made, Financial Advocates Investment Management holds 1,013 shares of FDS stock, worth $480,607. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,013
Previous 953 6.3%
Holding current value
$480,607
Previous $389,000 19.54%
% of portfolio
0.03%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$397.04 - $469.48 $23,822 - $28,168
60 Added 6.3%
1,013 $465,000
Q2 2024

Jul 26, 2024

BUY
$394.89 - $452.48 $148,873 - $170,584
377 Added 65.45%
953 $389,000
Q1 2024

May 01, 2024

BUY
$443.86 - $487.9 $443 - $487
1 Added 0.17%
576 $261,000
Q4 2023

Feb 08, 2024

BUY
$420.42 - $477.05 $241,741 - $274,303
575 New
575 $274,000
Q4 2020

Feb 12, 2021

SELL
$306.5 - $351.71 $201,370 - $231,073
-657 Closed
0 $0
Q3 2020

Nov 04, 2020

BUY
$322.6 - $360.92 $182,269 - $203,919
565 Added 614.13%
657 $220,000
Q3 2018

Nov 14, 2018

BUY
$199.25 - $235.09 $18,331 - $21,628
92 New
92 $0

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 $18.1B
  • 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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