Marshall Financial Group LLC Factset Research Systems Inc Transaction History

Marshall Financial Group LLC

  • $458 Million
  • Q3 2025

A detailed history of Marshall Financial Group LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Marshall Financial Group LLC holds 2,891 shares of FDS stock, worth $771,318. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,891
Previous 2,780 3.99%
Holding current value
$771,318
Previous $1.24 Million 33.39%
% of portfolio
0.18%
Previous 0.26%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
BUY
$283.86 - $450.3 $31,508 - $49,983
111 Added 3.99%
2,891 $828,000
Q2 2025

Jul 10, 2025
BUY
$398.85 - $473.32 $27,520 - $32,659
69 Added 2.55%
2,780 $1.24 Million
Q1 2025

Apr 16, 2025
BUY
$427.5 - $476.51 $56,002 - $62,422
131 Added 5.08%
2,711 $1.23 Million
Q4 2024

Jan 21, 2025
SELL
$449.69 - $495.72 $3,597 - $3,965
-8 Reduced 0.31%
2,580 $1.24 Million
Q3 2024

Oct 16, 2024
BUY
$397.04 - $469.48 $15,881 - $18,779
40 Added 1.57%
2,588 $1.19 Million
Q2 2024

Jul 19, 2024
BUY
$394.89 - $452.48 $33,960 - $38,913
86 Added 3.49%
2,548 $1.04 Million
Q1 2024

Apr 19, 2024
BUY
$443.86 - $487.9 $81,226 - $89,285
183 Added 8.03%
2,462 $1.12 Million
Q4 2023

Jan 10, 2024
SELL
$420.42 - $477.05 $27,747 - $31,485
-66 Reduced 2.81%
2,279 $1.09 Million
Q3 2023

Oct 19, 2023
BUY
$387.57 - $441.86 $3,875 - $4,418
10 Added 0.43%
2,345 $1.03 Million
Q2 2023

Jul 17, 2023
BUY
$384.58 - $423.34 $12,306 - $13,546
32 Added 1.39%
2,335 $935,000
Q1 2023

Apr 18, 2023
SELL
$392.59 - $435.27 $95,791 - $106,205
-244 Reduced 9.58%
2,303 $955,000
Q4 2022

Feb 01, 2023
SELL
$394.56 - $472.05 $2,367 - $2,832
-6 Reduced 0.24%
2,547 $1.02 Million
Q3 2022

Oct 12, 2022
SELL
$388.42 - $457.08 $21,363 - $25,139
-55 Reduced 2.11%
2,553 $1.02 Million
Q2 2022

Jul 25, 2022
SELL
$348.71 - $444.57 $141,576 - $180,495
-406 Reduced 13.47%
2,608 $1 Million
Q1 2022

May 10, 2022
BUY
$392.82 - $476.02 $3,142 - $3,808
8 Added 0.27%
3,014 $1.31 Million
Q4 2021

Jan 27, 2022
SELL
$394.13 - $488.85 $74,490 - $92,392
-189 Reduced 5.92%
3,006 $1.46 Million
Q3 2021

Oct 28, 2021
BUY
$335.5 - $394.78 $57,035 - $67,112
170 Added 5.62%
3,195 $1.26 Million
Q2 2021

Jul 14, 2021
SELL
$309.13 - $347.1 $91,193 - $102,394
-295 Reduced 8.89%
3,025 $1.02 Million
Q1 2021

Apr 20, 2021
BUY
$294.35 - $335.44 $40,914 - $46,626
139 Added 4.37%
3,320 $1.03 Million
Q4 2020

Jan 29, 2021
BUY
$306.5 - $351.71 $974,976 - $1.12 Million
3,181 New
3,181 $1.06 Million

Others Institutions Holding FDS

# of Institutions
883
Shares Held
36.3M
Call Options Held
53.1K
Put Options Held
56.6K
View Full List

About FACTSET RESEARCH SYSTEMS INC

FDS Quotes by TradingView
  • Ticker FDS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 38,079,400
  • Market Cap $10.2B
  • 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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