A detailed history of Spire Wealth Management transactions in Factset Research Systems Inc stock. As of the latest transaction made, Spire Wealth Management holds 3,861 shares of FDS stock, worth $1.88 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,861
Previous 10,186 62.1%
Holding current value
$1.88 Million
Previous $4.16 Million 57.34%
% of portfolio
0.06%
Previous 0.15%

Shares

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

Oct 15, 2024

SELL
$397.04 - $469.48 $2.51 Million - $2.97 Million
-6,325 Reduced 62.1%
3,861 $1.77 Million
Q2 2024

Jul 31, 2024

SELL
$394.89 - $452.48 $535,075 - $613,110
-1,355 Reduced 11.74%
10,186 $4.16 Million
Q1 2024

Apr 24, 2024

SELL
$443.86 - $487.9 $92,766 - $101,971
-209 Reduced 1.78%
11,541 $5.24 Million
Q4 2023

Feb 06, 2024

BUY
$420.42 - $477.05 $758,858 - $861,075
1,805 Added 18.15%
11,750 $5.61 Million
Q3 2023

Nov 08, 2023

BUY
$387.57 - $441.86 $1.02 Million - $1.17 Million
2,640 Added 36.14%
9,945 $4.35 Million
Q2 2023

Aug 09, 2023

BUY
$384.58 - $423.34 $29,612 - $32,597
77 Added 1.07%
7,305 $2.93 Million
Q1 2023

May 09, 2023

BUY
$392.59 - $435.27 $2.52 Million - $2.79 Million
6,415 Added 789.05%
7,228 $3 Million
Q4 2022

Feb 03, 2023

SELL
$394.56 - $472.05 $2,367 - $2,832
-6 Reduced 0.73%
813 $326,000
Q3 2022

Nov 07, 2022

BUY
$388.42 - $457.08 $776 - $914
2 Added 0.24%
819 $328,000
Q1 2022

Apr 18, 2022

SELL
$392.82 - $476.02 $4,321 - $5,236
-11 Reduced 1.33%
817 $355,000
Q1 2021

May 21, 2021

BUY
$294.35 - $335.44 $243,721 - $277,744
828 New
828 $256,000

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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