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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-95- 14.55% |
$37.7K - $44.6K
|
558
$258K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
5+ 0.45% |
$1.99K - $2.35K
|
1.11K
$512K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10+ 1.96% |
$3.97K - $4.69K
|
521
$241K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-146- 1.77% |
$58K - $68.5K
|
8.12K
$3.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-21- 2.1% |
$8.34K - $9.86K
|
978
$453K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
16.5K+ 3.49% |
$6.56M - $7.75M
|
489K
$226M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
303+ 2.03% |
$120K - $142K
|
15.2K
$7.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-2.24K- 24.37% |
$889K - $1.05M
|
6.95K
$3.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
66+ 29.33% |
$26.2K - $31K
|
291
$135K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.66K- 99.18% |
$1.06M - $1.25M
|
22
$10.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-735- 30.55% |
$292K - $345K
|
1.67K
$774K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
32New |
$12.7K - $15K
|
32
$14.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
414+ 8.04% |
$164K - $194K
|
5.57K
$2.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
917New |
$364K - $431K
|
917
$425K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
40+ 1.1% |
$15.9K - $18.8K
|
3.68K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
107+ 3.62% |
$42.5K - $50.2K
|
3.06K
$1.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
51+ 5.11% |
$20.2K - $23.9K
|
1.05K
$486K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-222- 7.73% |
$88.1K - $104K
|
2.65K
$1.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-103- 8.38% |
$40.9K - $48.4K
|
1.13K
$521K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
170New |
$67.5K - $79.8K
|
170
$78.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
44+ 5.05% |
$17.5K - $20.7K
|
915
$424K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
21New |
$8.34K - $9.86K
|
21
$9.72K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-121- 2.52% |
$48K - $56.8K
|
4.69K
$2.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
661New |
$262K - $310K
|
661
$306K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 1.51% |
$1.19K - $1.41K
|
202
$93.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.26K+ 1.05% |
$500K - $592K
|
121K
$56M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17K+ 16.77% |
$6.75M - $7.98M
|
118K
$54.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
270+ 0.32% |
$107K - $127K
|
84.1K
$38.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
20New |
$7.94K - $9.39K
|
20
$9.26K
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
6.8KNew |
$2.7M - $3.19M
|
6.8K
$3.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1+ 5.0% |
$397 - $469
|
21
$9.72K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-805- 23.04% |
$320K - $378K
|
2.69K
$1.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
566New |
$225K - $266K
|
566
$262K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.15% |
$1.19K - $1.41K
|
2K
$924K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1- 0.12% |
$397 - $469
|
856
$396K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8- 0.15% |
$3.18K - $3.76K
|
5.34K
$2.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
37+ 4.54% |
$14.7K - $17.4K
|
852
$394K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-5.89K- 16.07% |
$2.34M - $2.76M
|
30.8K
$14.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1New |
$397 - $469
|
1
$463
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4+ 0.33% |
$1.59K - $1.88K
|
1.2K
$557K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
139+ 5.95% |
$55.2K - $65.3K
|
2.48K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 6.38% |
$1.19K - $1.41K
|
44
$20.4K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.3% |
$39.7K - $46.9K
|
33.6K
$15.6M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
250+ 23.08% |
$99.3K - $117K
|
1.33K
$617K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-50- 6.67% |
$19.9K - $23.5K
|
700
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-11- 1.75% |
$4.37K - $5.16K
|
618
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
516New |
$205K - $242K
|
516
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-147- 1.72% |
$58.4K - $69K
|
8.4K
$3.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-13- 2.12% |
$5.16K - $6.1K
|
601
$278K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2New |
$794 - $939
|
2
$926
|