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 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-851- 12.25% |
$383K - $422K
|
6.1K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
181+ 6.35% |
$81.4K - $89.7K
|
3.03K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22+ 1.42% |
$9.89K - $10.9K
|
1.57K
$691K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.08% |
$450 - $496
|
1.22K
$538K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-118- 9.11% |
$53.1K - $58.5K
|
1.18K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$450 - $496
|
1.2K
$529K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-126- 17.33% |
$56.7K - $62.5K
|
601
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-4.37K- 78.34% |
$1.97M - $2.17M
|
1.21K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 180.0% |
$4.05K - $4.46K
|
14
$6.16K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-23- 15.33% |
$10.3K - $11.4K
|
127
$55.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 3.03% |
$450 - $496
|
34
$14.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-60- 0.75% |
$27K - $29.7K
|
7.89K
$3.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-168- 10.4% |
$75.5K - $83.3K
|
1.45K
$636K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-19- 21.11% |
$8.54K - $9.42K
|
71
$31.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-8- 0.31% |
$3.6K - $3.97K
|
2.58K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
59+ 5.53% |
$26.5K - $29.2K
|
1.13K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
18+ 2.52% |
$8.09K - $8.92K
|
733
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2+ 0.38% |
$899 - $991
|
534
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10- 2.15% |
$4.5K - $4.96K
|
455
$200K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-53- 7.02% |
$23.8K - $26.3K
|
702
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-37- 1.07% |
$16.6K - $18.3K
|
3.43K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-65- 0.53% |
$29.2K - $32.2K
|
12.2K
$5.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
326+ 15.01% |
$147K - $162K
|
2.5K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
27+ 2.87% |
$12.1K - $13.4K
|
969
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1+ 0.18% |
$450 - $496
|
554
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-13- 6.95% |
$5.85K - $6.44K
|
174
$76.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
377+ 1.02% |
$170K - $187K
|
37.2K
$16.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.53K- 70.43% |
$1.14M - $1.26M
|
1.06K
$467K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-710- 2.31% |
$319K - $352K
|
30K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-123- 10.68% |
$55.3K - $61K
|
1.03K
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-95- 4.19% |
$42.7K - $47.1K
|
2.17K
$955K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4- 0.49% |
$1.8K - $1.98K
|
813
$357K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
25+ 1.44% |
$11.2K - $12.4K
|
1.76K
$773K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-107- 8.85% |
$48.1K - $53K
|
1.1K
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
55+ 6.62% |
$24.7K - $27.3K
|
886
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-25- 5.26% |
$11.2K - $12.4K
|
450
$198K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
18+ 94.74% |
$8.09K - $8.92K
|
37
$16.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
233+ 4.88% |
$105K - $116K
|
5.01K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 3.45% |
$1.35K - $1.49K
|
90
$39.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-113- 2.82% |
$50.8K - $56K
|
3.89K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-18- 2.04% |
$8.09K - $8.92K
|
863
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
115+ 14.82% |
$51.7K - $57K
|
891
$392K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.66K- 68.22% |
$744K - $820K
|
771
$339K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2+ 0.2% |
$899 - $991
|
988
$434K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
99+ 5.32% |
$44.5K - $49.1K
|
1.96K
$862K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-27- 2.47% |
$12.1K - $13.4K
|
1.07K
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.77KNew |
$1.24M - $1.37M
|
2.77K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
166+ 2.5% |
$74.6K - $82.3K
|
6.8K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6+ 1.12% |
$2.7K - $2.97K
|
544
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.08KNew |
$1.39M - $1.53M
|
3.08K
$1.36M
|