Latest Institutional Transactions on Factset Research Systems Inc (FDS)
This table provides information on the latest institutional transactions involving Factset Research Systems Inc (FDS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
131+ 2.72% |
$52.2K - $62K
|
4.94K
$2.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
739New |
$295K - $350K
|
739
$331K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-164- 2.77% |
$65.4K - $77.6K
|
5.76K
$2.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-896- 2.9% |
$357K - $424K
|
30K
$13.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
200+ 1.45% |
$79.8K - $94.7K
|
14K
$6.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
69+ 2.55% |
$27.5K - $32.7K
|
2.78K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-57- 11.15% |
$22.7K - $27K
|
454
$203K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.32K- 95.16% |
$2.92M - $3.46M
|
372
$167K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-4- 0.36% |
$1.6K - $1.89K
|
1.11K
$498K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-40- 3.3% |
$16K - $18.9K
|
1.17K
$525K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-6- 0.85% |
$2.39K - $2.84K
|
696
$312K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5.51KNew |
$2.2M - $2.61M
|
5.51K
$2.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-1.6K- 6.12% |
$638K - $757K
|
24.6K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
541+ 6.19% |
$216K - $256K
|
9.28K
$4.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-114- 0.74% |
$45.5K - $54K
|
15.2K
$6.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
123+ 23.65% |
$49.1K - $58.2K
|
643
$288K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
89+ 2.04% |
$35.5K - $42.1K
|
4.44K
$1.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 0.65% |
$399 - $473
|
152
$68.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.5K- 77.01% |
$2.19M - $2.6M
|
1.64K
$736K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
20+ 4.42% |
$7.98K - $9.47K
|
472
$211K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-200- 11.09% |
$79.8K - $94.7K
|
1.6K
$718K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
8+ 1.14% |
$3.19K - $3.79K
|
708
$317K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
70+ 14.08% |
$27.9K - $33.1K
|
567
$254K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 11.86% |
$5.58K - $6.63K
|
104
$46.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
681+ 13.1% |
$272K - $322K
|
5.88K
$2.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-300- 49.02% |
$120K - $142K
|
312
$140K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-32- 0.37% |
$12.8K - $15.1K
|
8.7K
$3.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
62+ 24.51% |
$24.7K - $29.3K
|
315
$141K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-40- 4.03% |
$16K - $18.9K
|
953
$427K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6- 0.69% |
$2.39K - $2.84K
|
864
$387K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.1K- 21.7% |
$471K - $525K
|
3.97K
$1.78M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
59+ 6.66% |
$25.2K - $28.1K
|
945
$423K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-458Closed |
$196K - $218K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
302+ 17.49% |
$129K - $144K
|
2.03K
$909K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
80+ 444.44% |
$34.2K - $38.1K
|
98
$43.9K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-32- 5.58% |
$13.7K - $15.2K
|
541
$242K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
617+ 7.92% |
$264K - $294K
|
8.4K
$3.76M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-35- 4.25% |
$15K - $16.7K
|
788
$353K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-768- 9.93% |
$328K - $366K
|
6.97K
$3.12M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.51K+ 1.18% |
$1.5M - $1.67M
|
301K
$135M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
210+ 27.56% |
$89.8K - $100K
|
972
$435K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6- 0.18% |
$2.57K - $2.86K
|
3.27K
$1.46M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$428 - $477
|
1
$448
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
6New |
$2.57K - $2.86K
|
6
$2.69K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6New |
$2.57K - $2.86K
|
6
$2.69K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-583- 52.29% |
$249K - $278K
|
532
$238K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-902- 3.25% |
$386K - $430K
|
26.8K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-44.5K- 16.84% |
$19M - $21.2M
|
220K
$98.4M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
3.3K+ 14.38% |
$1.41M - $1.57M
|
26.2K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-371- 1.52% |
$159K - $177K
|
24K
$10.8M
|
|