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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-4- 0.75% |
$1.71K - $1.91K
|
530
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-28- 1.12% |
$12K - $13.3K
|
2.46K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.15% |
$1.28K - $1.43K
|
1.94K
$871K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
100+ 4.45% |
$42.8K - $47.7K
|
2.35K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18+ 4.03% |
$7.7K - $8.58K
|
465
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.57K- 69.05% |
$1.53M - $1.7M
|
1.6K
$716K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 1.89% |
$1.28K - $1.43K
|
162
$72.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 10.0% |
$428 - $477
|
9
$4.03K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
120+ 0.94% |
$51.3K - $57.2K
|
12.9K
$5.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
108+ 5.03% |
$46.2K - $51.5K
|
2.26K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-4.54K- 1.51% |
$1.94M - $2.17M
|
297K
$133M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.22K- 35.01% |
$523K - $583K
|
2.27K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
1.3KNew |
$554K - $618K
|
1.3K
$580K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
132New |
$56.4K - $62.9K
|
132
$59.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
128+ 168.42% |
$54.7K - $61K
|
204
$91.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-345- 31.31% |
$147K - $164K
|
757
$339K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
180New |
$77K - $85.8K
|
180
$80.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-52- 0.63% |
$22.2K - $24.8K
|
8.17K
$3.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
443New |
$189K - $211K
|
443
$198K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
644New |
$275K - $307K
|
644
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-17- 3.09% |
$7.27K - $8.1K
|
534
$239K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-4.21K- 14.04% |
$1.8M - $2.01M
|
25.8K
$11.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-265- 7.36% |
$113K - $126K
|
3.34K
$1.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-117- 14.55% |
$50K - $55.8K
|
687
$308K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
31+ 221.43% |
$13.3K - $14.8K
|
45
$20.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
143+ 5.49% |
$61.1K - $68.1K
|
2.75K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.5K+ 39.06% |
$6.2M - $6.92M
|
51.7K
$23.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-123- 17.4% |
$52.6K - $58.6K
|
584
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5+ 166.67% |
$2.14K - $2.38K
|
8
$3.58K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
764New |
$327K - $364K
|
764
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
60+ 4.69% |
$25.7K - $28.6K
|
1.34K
$600K
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-150- 1.32% |
$64.1K - $71.5K
|
11.2K
$5.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
7New |
$2.99K - $3.34K
|
7
$3.13K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
30+ 6.58% |
$12.8K - $14.3K
|
486
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.21K- 70.06% |
$518K - $578K
|
518
$232K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
25+ 0.29% |
$10.7K - $11.9K
|
8.61K
$3.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-41.7K- 71.68% |
$17.8M - $19.9M
|
16.5K
$7.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-156- 98.11% |
$66.7K - $74.3K
|
3
$1.34K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
103+ 10.27% |
$44K - $49.1K
|
1.11K
$495K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1- 0.93% |
$428 - $477
|
106
$47.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-13- 1.31% |
$5.56K - $6.19K
|
978
$438K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
4.87KNew |
$2.08M - $2.32M
|
4.87K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-80- 6.02% |
$34.2K - $38.1K
|
1.25K
$560K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
34New |
$14.5K - $16.2K
|
34
$15.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 1.41% |
$428 - $477
|
70
$31.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
3+ 0.4% |
$1.28K - $1.43K
|
754
$338K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.7K+ 160.21% |
$728K - $811K
|
2.77K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-86- 1.56% |
$36.8K - $41K
|
5.42K
$2.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-4.83K- 74.37% |
$2.07M - $2.3M
|
1.67K
$746K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 4.55% |
$855 - $953
|
42
$18.8K
|