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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
64+ 9.62% |
$25.4K - $30K
|
729
$338K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-57- 2.33% |
$22.6K - $26.8K
|
2.39K
$1.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.94K+ 653.82% |
$1.56M - $1.85M
|
4.54K
$2.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 1.65% |
$794 - $939
|
123
$56.9K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
84.6KNew |
$33.6M - $39.7M
|
84.6K
$39.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
104+ 1.36% |
$41.3K - $48.8K
|
7.73K
$3.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-84- 2.39% |
$33.4K - $39.4K
|
3.43K
$1.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
459+ 4.87% |
$182K - $215K
|
9.88K
$4.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
806+ 4.47% |
$320K - $378K
|
18.8K
$8.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-37- 10.95% |
$14.7K - $17.4K
|
301
$139K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
7New |
$2.78K - $3.29K
|
7
$3.24K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-215- 19.89% |
$85.4K - $101K
|
866
$401K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-40- 2.36% |
$15.9K - $18.8K
|
1.65K
$765K
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-349- 1.74% |
$139K - $164K
|
19.7K
$9.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-146- 10.13% |
$58K - $68.5K
|
1.3K
$600K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
4+ 0.57% |
$1.59K - $1.88K
|
703
$325K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-18.4K- 21.51% |
$7.32M - $8.66M
|
67.3K
$31.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.28K- 23.89% |
$1.7M - $2.01M
|
13.6K
$6.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.38K+ 4.84% |
$2.14M - $2.53M
|
117K
$54M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$794 - $939
|
2
$926
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-433- 1.43% |
$172K - $203K
|
29.8K
$13.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
4New |
$1.59K - $1.88K
|
4
$1.85K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.71K+ 94.84% |
$678K - $802K
|
3.51K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-6- 18.18% |
$2.38K - $2.82K
|
27
$12.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-124- 0.08% |
$49.2K - $58.2K
|
149K
$68.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
69+ 1.84% |
$27.4K - $32.4K
|
3.82K
$1.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-31- 0.39% |
$12.3K - $14.6K
|
7.95K
$3.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 27.59% |
$3.18K - $3.76K
|
37
$17.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
446+ 38.15% |
$177K - $209K
|
1.62K
$748K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.42K+ 70.85% |
$563K - $665K
|
3.42K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
18+ 3.45% |
$7.15K - $8.45K
|
539
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
89+ 64.03% |
$35.3K - $41.8K
|
228
$106K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
259+ 11.38% |
$103K - $122K
|
2.53K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
18+ 1.7% |
$7.15K - $8.45K
|
1.08K
$498K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
532New |
$211K - $250K
|
532
$246K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-14- 20.59% |
$5.56K - $6.57K
|
54
$25K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 2.27% |
$794 - $939
|
90
$41.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
40+ 1.57% |
$15.9K - $18.8K
|
2.59K
$1.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
20+ 2.89% |
$7.94K - $9.39K
|
713
$330K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.3KNew |
$913K - $1.08M
|
2.3K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 6.12% |
$5.96K - $7.04K
|
260
$120K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 2.15% |
$6.35K - $7.51K
|
727
$337K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-5.07K- 97.67% |
$2.01M - $2.38M
|
121
$56K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 1.1% |
$794 - $939
|
180
$83.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
59+ 5.85% |
$23.4K - $27.7K
|
1.07K
$494K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
156+ 7.13% |
$61.9K - $73.2K
|
2.34K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.33K- 62.1% |
$2.51M - $2.97M
|
3.86K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-66- 8.16% |
$26.2K - $31K
|
743
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
35+ 1.08% |
$13.9K - $16.4K
|
3.29K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-2- 22.22% |
$794 - $939
|
7
$3.24K
|