A detailed history of Moneta Group Investment Advisors LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 485 shares of FDS stock, worth $237,974. This represents 0.0% of its overall portfolio holdings.

Number of Shares
485
Holding current value
$237,974
% of portfolio
0.0%

Shares

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

Nov 12, 2024

BUY
$397.04 - $469.48 $192,564 - $227,697
485 New
485 $222,000
Q2 2024

Aug 13, 2024

SELL
$394.89 - $452.48 $191,916 - $219,905
-486 Closed
0 $0
Q1 2024

Aug 13, 2024

SELL
$443.86 - $487.9 $13,315 - $14,637
-30 Reduced 5.81%
486 $220,000
Q4 2023

Feb 15, 2024

SELL
$420.42 - $477.05 $4,624 - $5,247
-11 Reduced 2.09%
516 $246,000
Q3 2023

Nov 15, 2023

BUY
$387.57 - $441.86 $204,249 - $232,860
527 New
527 $230,000
Q2 2018

Aug 15, 2018

BUY
$186.05 - $215.79 $4,837 - $5,610
26 Added 81.25%
58 $11,000
Q2 2018

Aug 14, 2018

BUY
$186.05 - $215.79 $5,953 - $6,905
32 New
32 $7,000

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 $18.7B
  • 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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