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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
359+ 2.59% |
$161K - $178K
|
14.2K
$6.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-40- 33.33% |
$18K - $19.8K
|
80
$37.2K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-87- 8.09% |
$39.1K - $43.1K
|
989
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-293- 79.4% |
$132K - $145K
|
76
$35.3K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.08K- 11.09% |
$1.84M - $2.02M
|
32.7K
$15.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-528- 2.53% |
$237K - $262K
|
20.3K
$9.44M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 5.26% |
$45K - $49.6K
|
1.8K
$836K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
119+ 19.9% |
$53.5K - $59K
|
717
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
19.1K+ 6.97% |
$8.58M - $9.46M
|
293K
$136M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-20- 10.81% |
$8.99K - $9.91K
|
165
$76.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.02K- 3.68% |
$1.36M - $1.5M
|
78.9K
$36.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
112+ 5.61% |
$50.4K - $55.5K
|
2.11K
$979K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 4.76% |
$899 - $991
|
44
$20.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-99- 1.25% |
$44.5K - $49.1K
|
7.82K
$3.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.03K- 6.88% |
$461K - $509K
|
13.9K
$6.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9.15KNew |
$4.12M - $4.54M
|
9.15K
$4.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.32% |
$450 - $496
|
77
$35.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 4.76% |
$45K - $49.6K
|
2K
$929K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.45% |
$2.25K - $2.48K
|
1.13K
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-46- 1.93% |
$20.7K - $22.8K
|
2.34K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 1.05% |
$89.9K - $99.1K
|
18.9K
$8.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-58- 6.2% |
$26.1K - $28.8K
|
878
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-85- 2.42% |
$38.2K - $42.1K
|
3.42K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-256- 0.8% |
$115K - $127K
|
31.6K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
311+ 3.91% |
$140K - $154K
|
8.27K
$3.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-5.81K- 1.99% |
$2.61M - $2.88M
|
285K
$133M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
110+ 2.75% |
$49.5K - $54.5K
|
4.12K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
6+ 15.79% |
$2.7K - $2.97K
|
44
$20.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-41- 3.1% |
$18.4K - $20.3K
|
1.28K
$596K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
956+ 25.03% |
$430K - $474K
|
4.78K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.4K+ 5.24% |
$1.98M - $2.18M
|
88.5K
$41.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-110- 40.89% |
$49.5K - $54.5K
|
159
$73.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11New |
$4.95K - $5.45K
|
11
$5.11K
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-18.7K- 94.81% |
$8.39M - $9.25M
|
1.02K
$474K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-73- 8.32% |
$32.8K - $36.2K
|
804
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-66- 2.36% |
$29.7K - $32.7K
|
2.73K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.72% |
$3.15K - $3.47K
|
978
$454K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-132- 1.08% |
$59.4K - $65.4K
|
12.1K
$5.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28+ 3.19% |
$12.6K - $13.9K
|
905
$420K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2+ 0.22% |
$899 - $991
|
917
$426K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
86+ 8.5% |
$38.7K - $42.6K
|
1.1K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-153- 1.73% |
$68.8K - $75.8K
|
8.71K
$4.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
48+ 2.44% |
$21.6K - $23.8K
|
2.02K
$937K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-677- 1.51% |
$304K - $336K
|
44.2K
$20.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-279- 4.8% |
$125K - $138K
|
5.54K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$3.15K - $3.47K
|
7
$3.25K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-39- 6.08% |
$17.5K - $19.3K
|
602
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
46+ 8.91% |
$20.7K - $22.8K
|
562
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 2.13% |
$450 - $496
|
48
$22.3K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
350+ 24.07% |
$157K - $174K
|
1.8K
$838K
|