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 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
153+ 17.83% |
$60.7K - $71.8K
|
1.01K
$468K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-564- 4.01% |
$224K - $265K
|
13.5K
$6.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
BUY
|
- |
1.25K+ 11.63% |
$496K - $587K
|
12K
$5.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 25.0% |
$1.19K - $1.41K
|
9
$4.17K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
470New |
$187K - $221K
|
470
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
598New |
$237K - $281K
|
598
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
350+ 12.65% |
$139K - $164K
|
3.12K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-20- 2.02% |
$7.94K - $9.39K
|
971
$450K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.51K- 8.75% |
$599K - $708K
|
15.7K
$7.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
74New |
$29.4K - $34.7K
|
74
$34.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
15+ 0.07% |
$5.96K - $7.04K
|
22.6K
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.41K- 0.82% |
$956K - $1.13M
|
291K
$135M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 10.56% |
$6.75K - $7.98K
|
144
$66.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1- 1.09% |
$397 - $469
|
91
$42.1K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
7+ 0.14% |
$2.78K - $3.29K
|
4.99K
$2.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 52.38% |
$8.73K - $10.3K
|
20
$9.26K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-12- 34.29% |
$4.76K - $5.63K
|
23
$10.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$397 - $469
|
1
$463
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-38- 1.2% |
$15.1K - $17.8K
|
3.12K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-137- 6.5% |
$54.4K - $64.3K
|
1.97K
$913K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-150- 19.69% |
$59.6K - $70.4K
|
612
$283K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
466+ 16.66% |
$185K - $219K
|
3.26K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-221- 3.66% |
$87.7K - $104K
|
5.82K
$2.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
442New |
$175K - $208K
|
442
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-3.27K- 1.31% |
$1.3M - $1.53M
|
247K
$114M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
42New |
$16.7K - $19.7K
|
42
$19.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3+ 0.03% |
$1.19K - $1.41K
|
11.1K
$5.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.44K+ 3.05% |
$573K - $677K
|
48.8K
$22.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
219+ 6.48% |
$87K - $103K
|
3.6K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-212- 1.5% |
$84.2K - $99.5K
|
13.9K
$6.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-149- 4.72% |
$59.2K - $70K
|
3.01K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
56New |
$22.2K - $26.3K
|
56
$25.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-20- 1.26% |
$7.94K - $9.39K
|
1.57K
$728K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-400- 2.67% |
$159K - $188K
|
14.6K
$6.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-117- 8.74% |
$46.5K - $54.9K
|
1.22K
$566K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-128- 2.61% |
$50.8K - $60.1K
|
4.78K
$2.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
190+ 2.4% |
$75.4K - $89.2K
|
8.12K
$3.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.02% |
$397 - $469
|
4.31K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.28K+ 4.19% |
$508K - $600K
|
31.8K
$14.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-394- 4.74% |
$156K - $185K
|
7.92K
$3.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
439New |
$174K - $206K
|
439
$203K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-97- 1.71% |
$38.5K - $45.5K
|
5.58K
$2.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
641New |
$255K - $301K
|
641
$297K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
6+ 13.33% |
$2.38K - $2.82K
|
51
$23.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
752+ 10.44% |
$299K - $353K
|
7.96K
$3.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
69+ 6.52% |
$27.4K - $32.4K
|
1.13K
$522K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.38K- 0.55% |
$547K - $646K
|
248K
$115M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-9- 0.33% |
$3.57K - $4.23K
|
2.74K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
151+ 13.27% |
$60K - $70.9K
|
1.29K
$597K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.12K+ 112.85% |
$841K - $994K
|
3.99K
$1.85M
|