A detailed history of Legacy Financial Advisors, Inc. transactions in Factset Research Systems Inc stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 846 shares of FDS stock, worth $412,526. This represents 0.08% of its overall portfolio holdings.

Number of Shares
846
Previous 834 1.44%
Holding current value
$412,526
Previous $340,000 14.12%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 13, 2024

BUY
$397.04 - $469.48 $4,764 - $5,633
12 Added 1.44%
846 $388,000
Q2 2024

Aug 13, 2024

BUY
$394.89 - $452.48 $12,636 - $14,479
32 Added 3.99%
834 $340,000
Q1 2024

May 14, 2024

BUY
$443.86 - $487.9 $23,968 - $26,346
54 Added 7.22%
802 $364,000
Q4 2023

Feb 06, 2024

BUY
$420.42 - $477.05 $30,270 - $34,347
72 Added 10.65%
748 $356,000
Q3 2023

Nov 13, 2023

BUY
$387.57 - $441.86 $62,398 - $71,139
161 Added 31.26%
676 $295,000
Q2 2023

Aug 08, 2023

BUY
$384.58 - $423.34 $9,229 - $10,160
24 Added 4.89%
515 $206,000
Q1 2023

May 03, 2023

BUY
$392.59 - $435.27 $192,761 - $213,717
491 New
491 $203,000
Q2 2019

Aug 07, 2019

SELL
$249.27 - $302.05 $10,220 - $12,384
-41 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$194.0 - $248.27 $5,432 - $6,951
28 Added 215.38%
41 $10,000
Q4 2017

Feb 09, 2018

BUY
$177.41 - $204.87 $2,306 - $2,663
13
13 $2,000

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 $18.6B
  • 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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