Marks Group Wealth Management, Inc Factset Research Systems Inc Transaction History

Marks Group Wealth Management, Inc

$967 Million
Q4 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Factset Research Systems Inc stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 31,565 shares of FDS stock, worth $14.8 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

31,565

Previous 31,821 0.8%

Holding current value

$14.8 Million

Previous $14.6 Million 3.64%

% of portfolio

1.57%

Previous 1.46%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$449.69 - $495.72 $115,120 - $126,904	-256 Reduced 0.8%	31,565 $15.2 Million
Q3 2024 Oct 30, 2024	BUY	$397.04 - $469.48 $507,814 - $600,464	1,279 Added 4.19%	31,821 $14.6 Million
Q2 2024 Aug 14, 2024	BUY	$394.89 - $452.48 $985,250 - $1.13 Million	2,495 Added 8.9%	30,542 $12.5 Million
Q1 2024 Apr 29, 2024	BUY	$443.86 - $487.9 $247,230 - $271,760	557 Added 2.03%	28,047 $12.7 Million
Q4 2023 Feb 01, 2024	BUY	$420.42 - $477.05 $28,168 - $31,962	67 Added 0.24%	27,490 $13.1 Million
Q3 2023 Oct 30, 2023	BUY	$387.57 - $441.86 $42,632 - $48,604	110 Added 0.4%	27,423 $12 Million
Q2 2023 Jul 19, 2023	BUY	$384.58 - $423.34 $6.53 Million - $7.18 Million	16,967 Added 164.0%	27,313 $10.9 Million
Q1 2023 May 03, 2023	BUY	$392.59 - $435.27 $75,377 - $83,571	192 Added 1.89%	10,346 $4.29 Million
Q4 2022 Feb 06, 2023	BUY	$394.56 - $472.05 $44,190 - $52,869	112 Added 1.12%	10,154 $4.07 Million
Q3 2022 Nov 10, 2022	BUY	$388.42 - $457.08 $47,387 - $55,763	122 Added 1.23%	10,042 $4.02 Million
Q2 2022 Aug 09, 2022	BUY	$348.71 - $444.57 $52,306 - $66,685	150 Added 1.54%	9,920 $3.82 Million
Q1 2022 May 10, 2022	BUY	$392.82 - $476.02 $278,902 - $337,974	710 Added 7.84%	9,770 $4.24 Million
Q4 2021 Feb 14, 2022	BUY	$394.13 - $488.85 $46,507 - $57,684	118 Added 1.32%	9,060 $3.32 Million
Q3 2021 Nov 15, 2021	BUY	$335.5 - $394.78 $56,364 - $66,323	168 Added 1.91%	8,942 $3.54 Million
Q2 2021 Aug 10, 2021	BUY	$309.13 - $347.1 $88,720 - $99,617	287 Added 3.38%	8,774 $2.94 Million
Q1 2021 May 17, 2021	BUY	$294.35 - $335.44 $182,497 - $207,972	620 Added 7.88%	8,487 $2.63 Million
Q4 2020 Feb 08, 2021	BUY	$306.5 - $351.71 $177,463 - $203,640	579 Added 7.94%	7,867 $2.62 Million
Q3 2020 Nov 10, 2020	BUY	$322.6 - $360.92 $113,555 - $127,043	352 Added 5.07%	7,288 $2.44 Million
Q2 2020 Aug 10, 2020	SELL	$253.11 - $342.16 $993,456 - $1.34 Million	-3,925 Reduced 36.14%	6,936 $2.31 Million
Q1 2020 Apr 23, 2020	BUY	$204.55 - $308.66 $105,956 - $159,885	518 Added 5.01%	10,861 $2.83 Million
Q4 2019 Feb 12, 2020	BUY	$234.28 - $271.6 $2.42 Million - $2.81 Million	10,343 New	10,343 $2.78 Million

Others Institutions Holding FDS

# of Institutions

882

Shares Held

36M

Call Options Held

175K

Put Options Held

63.7K

View Full List

About FACTSET RESEARCH SYSTEMS INC

Ticker FDS
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 38,079,400
Market Cap $17.9B
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...

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Marks Group Wealth Management, Inc Factset Research Systems Inc Transaction History