A detailed history of Mount Yale Investment Advisors, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 1,550 shares of FDS stock, worth $750,045. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,550
Previous 1,657 6.46%
Holding current value
$750,045
Previous $676,000 5.33%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Oct 23, 2024

SELL
$397.04 - $469.48 $42,483 - $50,234
-107 Reduced 6.46%
1,550 $712,000
Q2 2024

Aug 13, 2024

SELL
$394.89 - $452.48 $30,801 - $35,293
-78 Reduced 4.5%
1,657 $676,000
Q1 2024

May 15, 2024

SELL
$443.86 - $487.9 $48,380 - $53,181
-109 Reduced 5.91%
1,735 $788,000
Q4 2023

Feb 12, 2024

SELL
$420.42 - $477.05 $17,657 - $20,036
-42 Reduced 2.23%
1,844 $879,000
Q3 2023

Oct 11, 2023

SELL
$387.57 - $441.86 $6,201 - $7,069
-16 Reduced 0.84%
1,886 $824,000
Q2 2023

Aug 14, 2023

BUY
$384.58 - $423.34 $731,471 - $805,192
1,902 New
1,902 $762,000

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 $18.4B
  • 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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