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 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-53- 7.02% |
$23.8K - $26.3K
|
702
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-37- 1.07% |
$16.6K - $18.3K
|
3.43K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-65- 0.53% |
$29.2K - $32.2K
|
12.2K
$5.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
326+ 15.01% |
$147K - $162K
|
2.5K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
27+ 2.87% |
$12.1K - $13.4K
|
969
$449K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1+ 0.18% |
$450 - $496
|
554
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-13- 6.95% |
$5.85K - $6.44K
|
174
$80.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
377+ 1.02% |
$170K - $187K
|
37.2K
$17.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.53K- 70.43% |
$1.14M - $1.26M
|
1.06K
$492K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-710- 2.31% |
$319K - $352K
|
30K
$13.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-123- 10.68% |
$55.3K - $61K
|
1.03K
$476K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-95- 4.19% |
$42.7K - $47.1K
|
2.17K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4- 0.49% |
$1.8K - $1.98K
|
813
$376K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
25+ 1.44% |
$11.2K - $12.4K
|
1.76K
$814K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-107- 8.85% |
$48.1K - $53K
|
1.1K
$510K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
55+ 6.62% |
$24.7K - $27.3K
|
886
$410K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-25- 5.26% |
$11.2K - $12.4K
|
450
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
18+ 94.74% |
$8.09K - $8.92K
|
37
$17.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
233+ 4.88% |
$105K - $116K
|
5.01K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 3.45% |
$1.35K - $1.49K
|
90
$41.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-113- 2.82% |
$50.8K - $56K
|
3.89K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-18- 2.04% |
$8.09K - $8.92K
|
863
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
115+ 14.82% |
$51.7K - $57K
|
891
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.66K- 68.22% |
$744K - $820K
|
771
$357K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2+ 0.2% |
$899 - $991
|
988
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
99+ 5.32% |
$44.5K - $49.1K
|
1.96K
$907K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-27- 2.47% |
$12.1K - $13.4K
|
1.07K
$494K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.77KNew |
$1.24M - $1.37M
|
2.77K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
166+ 2.5% |
$74.6K - $82.3K
|
6.8K
$3.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6+ 1.12% |
$2.7K - $2.97K
|
544
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.08KNew |
$1.39M - $1.53M
|
3.08K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
186+ 2.26% |
$83.6K - $92.2K
|
8.41K
$3.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4+ 5.26% |
$1.8K - $1.98K
|
80
$37K
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
1.71K+ 7.15% |
$769K - $848K
|
25.7K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-30- 1.16% |
$13.5K - $14.9K
|
2.57K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
422+ 16.17% |
$190K - $209K
|
3.03K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
156+ 18.42% |
$70.2K - $77.3K
|
1K
$464K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-685- 11.06% |
$308K - $340K
|
5.51K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
524New |
$236K - $260K
|
524
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-10- 29.41% |
$4.5K - $4.96K
|
24
$11.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-16- 0.48% |
$7.2K - $7.93K
|
3.33K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1+ 0.23% |
$450 - $496
|
445
$206K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-6- 0.79% |
$2.7K - $2.97K
|
752
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
443New |
$199K - $220K
|
443
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
900New |
$405K - $446K
|
900
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
4.51K+ 226.6% |
$2.03M - $2.23M
|
6.5K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
383+ 24.1% |
$172K - $190K
|
1.97K
$913K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.44K+ 52.5% |
$646K - $712K
|
4.17K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-200- 7.66% |
$89.9K - $99.1K
|
2.41K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.14% |
$450 - $496
|
701
$325K
|