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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
272+ 19.94% |
$122K - $135K
|
1.64K
$744K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
213New |
$95.8K - $106K
|
213
$96.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
4.2K+ 49.77% |
$1.89M - $2.08M
|
12.6K
$5.75M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 12.16% |
$89.9K - $99.1K
|
1.45K
$657K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 3.8% |
$2.7K - $2.97K
|
152
$69.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-249- 12.0% |
$112K - $123K
|
1.83K
$830K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-8.32K- 54.73% |
$3.74M - $4.12M
|
6.88K
$3.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-180- 2.22% |
$80.9K - $89.2K
|
7.94K
$3.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-41- 2.77% |
$18.4K - $20.3K
|
1.44K
$653K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-20- 0.61% |
$8.99K - $9.91K
|
3.26K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-60- 1.75% |
$27K - $29.7K
|
3.37K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-915- 14.2% |
$411K - $454K
|
5.53K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
447New |
$201K - $222K
|
447
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-169- 3.17% |
$76K - $83.8K
|
5.17K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 1.16% |
$3.15K - $3.47K
|
608
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
33+ 0.65% |
$14.8K - $16.4K
|
5.08K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-4.33K- 6.72% |
$1.95M - $2.15M
|
60.2K
$27.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.75KNew |
$787K - $868K
|
1.75K
$796K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-600- 5.63% |
$270K - $297K
|
10.1K
$4.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
558+ 60.85% |
$251K - $277K
|
1.48K
$671K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
720+ 16.72% |
$324K - $357K
|
5.03K
$2.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.35K- 0.95% |
$1.06M - $1.16M
|
244K
$111M
|
|
|
Feb 03, 2025
Q4 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-5- 0.04% |
$2.25K - $2.48K
|
11.4K
$5.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-36- 1.36% |
$16.2K - $17.8K
|
2.61K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
649+ 3.45% |
$292K - $322K
|
19.5K
$8.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.56K+ 90.33% |
$702K - $773K
|
3.29K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.14K- 36.92% |
$963K - $1.06M
|
3.66K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
34+ 0.82% |
$15.3K - $16.9K
|
4.2K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2- 0.8% |
$899 - $991
|
249
$113K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
113+ 24.73% |
$50.8K - $56K
|
570
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
50.2KNew |
$22.6M - $24.9M
|
50.2K
$22.8M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-184- 1.36% |
$82.7K - $91.2K
|
13.3K
$6.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-699- 3.93% |
$314K - $347K
|
17.1K
$7.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-455- 1.93% |
$205K - $226K
|
23.1K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
237+ 4.26% |
$107K - $117K
|
5.8K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-73- 6.13% |
$32.8K - $36.2K
|
1.12K
$508K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
663+ 21.27% |
$298K - $329K
|
3.78K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
425New |
$191K - $211K
|
425
$193K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5- 1.06% |
$2.25K - $2.48K
|
465
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.91K- 11.46% |
$2.21M - $2.43M
|
37.9K
$17.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
4+ 0.17% |
$1.8K - $1.98K
|
2.35K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
33New |
$14.8K - $16.4K
|
33
$15K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
918New |
$413K - $455K
|
918
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
298New |
$134K - $148K
|
298
$135K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 7.31% |
$8.54K - $9.42K
|
279
$127K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-256- 14.95% |
$115K - $127K
|
1.46K
$662K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.75K- 77.35% |
$788K - $869K
|
513
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
359+ 2.59% |
$161K - $178K
|
14.2K
$6.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-40- 33.33% |
$18K - $19.8K
|
80
$36.4K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-87- 8.09% |
$39.1K - $43.1K
|
989
$450K
|