Forum Financial Management, LP Factset Research Systems Inc Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Factset Research Systems Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 845 shares of FDS stock, worth $245,328. This represents 0.0% of its overall portfolio holdings.
Number of Shares
845
Previous 657
28.61%
Holding current value
$245,328
Previous $293,000
17.41%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FDS
# of Institutions
883Shares Held
36.3MCall Options Held
53.1KPut Options Held
56.6K-
Vanguard Group Inc Valley Forge, PA4.83MShares$1.4 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY3.43MShares$995 Million0.03% of portfolio
-
Morgan Stanley New York, NY2.37MShares$689 Million0.07% of portfolio
-
Bamco Inc New York, NY2.23MShares$648 Million2.83% of portfolio
-
State Street Corp Boston, MA1.94MShares$563 Million0.03% of portfolio
About FACTSET RESEARCH SYSTEMS INC
- Ticker FDS
- Exchange NYSE
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 38,079,400
- Market Cap $11.1B
- 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...