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 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-120- 12.12% |
$51.3K - $57.2K
|
870
$390K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
131New |
$56K - $62.4K
|
131
$58.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
428New |
$183K - $204K
|
428
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
23+ 1.59% |
$9.83K - $11K
|
1.47K
$658K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.09KNew |
$466K - $519K
|
1.09K
$488K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
27+ 18.0% |
$11.5K - $12.9K
|
177
$79.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-22- 2.01% |
$9.41K - $10.5K
|
1.07K
$481K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
6+ 16.22% |
$2.57K - $2.86K
|
43
$19.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-703- 35.65% |
$301K - $335K
|
1.27K
$568K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.79% |
$2.99K - $3.34K
|
891
$399K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
9+ 900.0% |
$3.85K - $4.29K
|
10
$4.48K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.05K- 30.51% |
$450K - $502K
|
2.4K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-47- 9.4% |
$20.1K - $22.4K
|
453
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-12- 1.24% |
$5.13K - $5.72K
|
957
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
12.4K+ 267.86% |
$5.3M - $5.9M
|
17K
$7.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.02KNew |
$2.57M - $2.87M
|
6.02K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-429K- 99.78% |
$183M - $204M
|
946
$424K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
91+ 7.49% |
$38.9K - $43.4K
|
1.31K
$585K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-229K- 99.27% |
$97.9M - $109M
|
1.69K
$757K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
69+ 6.13% |
$29.5K - $32.9K
|
1.2K
$535K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-10- 1.6% |
$4.28K - $4.77K
|
615
$275K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2Closed |
$855 - $953
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-545- 2.89% |
$233K - $260K
|
18.3K
$8.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
153+ 3.72% |
$65.4K - $72.9K
|
4.27K
$1.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-10- 0.94% |
$4.28K - $4.77K
|
1.06K
$473K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-115- 12.31% |
$49.2K - $54.8K
|
819
$367K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
115KNew |
$49.3M - $55M
|
115K
$51.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3+ 0.34% |
$1.28K - $1.43K
|
873
$391K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
96New |
$41K - $45.7K
|
96
$43K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8New |
$3.42K - $3.81K
|
8
$3.58K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.4K+ 27.88% |
$597K - $665K
|
6.4K
$2.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
6+ 0.31% |
$2.57K - $2.86K
|
1.97K
$880K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.1KNew |
$472K - $526K
|
1.1K
$494K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7New |
$2.99K - $3.34K
|
7
$3.13K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-33- 22.92% |
$14.1K - $15.7K
|
111
$49.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
19+ 38.78% |
$8.12K - $9.05K
|
68
$30.5K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-7- 7.0% |
$2.99K - $3.34K
|
93
$41.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-6- 0.34% |
$2.57K - $2.86K
|
1.75K
$785K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-47- 7.76% |
$20.1K - $22.4K
|
559
$250K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
255+ 57.56% |
$109K - $122K
|
698
$313K
|
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-12- 0.31% |
$5.13K - $5.72K
|
3.88K
$1.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-2.31K- 11.09% |
$987K - $1.1M
|
18.5K
$8.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-9- 1.01% |
$3.85K - $4.29K
|
885
$396K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 1.93% |
$4.7K - $5.24K
|
580
$260K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-17- 38.64% |
$7.27K - $8.1K
|
27
$12.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$1.71K - $1.91K
|
6
$2.69K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2- 2.6% |
$855 - $953
|
75
$33.6K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-4.23K- 50.35% |
$1.81M - $2.02M
|
4.18K
$1.87M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-19- 1.3% |
$8.12K - $9.05K
|
1.44K
$647K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-12.2K- 6.43% |
$5.49M - $6.05M
|
177K
$79.4M
|
|