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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
46+ 1.84% |
$19.7K - $21.9K
|
2.54K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
42+ 14.09% |
$18K - $20K
|
340
$152K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
106+ 10.84% |
$45.3K - $50.5K
|
1.08K
$485K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4+ 1.88% |
$1.71K - $1.91K
|
217
$97.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
21+ 2.01% |
$8.98K - $10K
|
1.07K
$478K
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-4.7K- 7.34% |
$2.01M - $2.24M
|
59.3K
$26.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-18.9K- 1.56% |
$8.09M - $9.02M
|
1.19M
$534M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.74K- 14.61% |
$743K - $828K
|
10.2K
$4.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-679- 26.16% |
$290K - $324K
|
1.92K
$858K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-51- 0.52% |
$21.8K - $24.3K
|
9.7K
$4.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-144- 3.18% |
$61.6K - $68.6K
|
4.39K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
126+ 1.6% |
$53.9K - $60K
|
8.02K
$3.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 9.19% |
$479K - $534K
|
11.1K
$4.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-144- 5.63% |
$61.6K - $68.6K
|
2.42K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$428 - $477
|
1
$448
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
265+ 3.24% |
$113K - $126K
|
8.44K
$3.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3- 0.41% |
$1.28K - $1.43K
|
728
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
7+ 5.11% |
$2.99K - $3.34K
|
144
$64.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-519- 5.49% |
$222K - $247K
|
8.94K
$4M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
25+ 3.14% |
$10.7K - $11.9K
|
822
$368K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-342- 7.01% |
$146K - $163K
|
4.54K
$2.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
201+ 2.01% |
$85.9K - $95.8K
|
10.2K
$4.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
147+ 2.29% |
$62.8K - $70K
|
6.56K
$2.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-201- 6.29% |
$85.9K - $95.8K
|
2.99K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$1.71K - $1.91K
|
4
$1.79K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
12New |
$5.13K - $5.72K
|
12
$5.37K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
279+ 5.55% |
$119K - $133K
|
5.31K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-172- 13.35% |
$73.5K - $82K
|
1.12K
$500K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-906- 3.92% |
$387K - $432K
|
22.2K
$9.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
229+ 2.93% |
$97.9K - $109K
|
8.05K
$3.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
223+ 41.45% |
$95.3K - $106K
|
761
$341K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-2.39K- 17.22% |
$1.02M - $1.14M
|
11.5K
$5.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21.8K- 18.04% |
$9.34M - $10.4M
|
99.3K
$44.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-89- 32.48% |
$38K - $42.4K
|
185
$82.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
295+ 10.74% |
$126K - $141K
|
3.04K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 18.18% |
$2.57K - $2.86K
|
39
$17.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
38+ 4.93% |
$16.2K - $18.1K
|
809
$362K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-39- 0.45% |
$16.7K - $18.6K
|
8.61K
$3.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
76+ 17.43% |
$32.5K - $36.2K
|
512
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.39K- 72.45% |
$593K - $660K
|
527
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
359+ 21.33% |
$153K - $171K
|
2.04K
$914K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
146New |
$62.4K - $69.6K
|
146
$65.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.67% |
$428 - $477
|
61
$27.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
26+ 2.47% |
$11.1K - $12.4K
|
1.08K
$484K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.34% |
$428 - $477
|
290
$130K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1New |
$428 - $477
|
1
$448
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-36- 14.46% |
$15.4K - $17.2K
|
213
$95.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
685New |
$293K - $326K
|
685
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
611+ 36.63% |
$261K - $291K
|
2.28K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
5.56KNew |
$2.38M - $2.65M
|
5.56K
$2.49M
|