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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
50New |
$21K - $23.9K
|
50
$23.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.05K- 56.87% |
$440K - $499K
|
794
$368K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8New |
$3.36K - $3.82K
|
8
$3.7K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.25KNew |
$1.37M - $1.55M
|
3.25K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.71KNew |
$719K - $816K
|
1.71K
$792K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-63- 6.1% |
$26.5K - $30.1K
|
969
$449K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
122+ 45.35% |
$51.3K - $58.2K
|
391
$181K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
63New |
$26.5K - $30.1K
|
63
$29.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
598New |
$251K - $285K
|
598
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
34+ 69.39% |
$14.3K - $16.2K
|
83
$38.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
44+ 6.57% |
$18.5K - $21K
|
714
$331K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21New |
$8.83K - $10K
|
21
$9.72K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10New |
$4.2K - $4.77K
|
10
$4.63K
|
|
|
Jan 24, 2024
Q4 2023
|
Xxec, Inc.
|
SELL
|
- |
-273- 2.73% |
$115K - $130K
|
9.73K
$4.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.38KNew |
$1.84M - $2.09M
|
4.38K
$2.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
422New |
$177K - $201K
|
422
$195K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
15New |
$6.31K - $7.16K
|
15
$6.94K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-14- 30.43% |
$5.89K - $6.68K
|
32
$14.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Australian Super Pty LTD
|
BUY
|
- |
15.5KNew |
$6.5M - $7.38M
|
15.5K
$7.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-41- 6.66% |
$17.2K - $19.6K
|
575
$266K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
5+ 1.04% |
$2.1K - $2.39K
|
485
$225K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-408- 44.35% |
$172K - $195K
|
512
$237K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
145KNew |
$56.2M - $64.1M
|
145K
$67.2M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$1.16K - $1.33K
|
3
$1.39K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.89KNew |
$733K - $836K
|
1.89K
$876K
|
|
|
Mar 07, 2024
Q3 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
22.3K+ 77.16% |
$8.64M - $9.85M
|
51.2K
$23.7M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6New |
$2.33K - $2.65K
|
6
$2.78K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-1- 0.13% |
$388 - $442
|
769
$356K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
11+ 0.92% |
$4.26K - $4.86K
|
1.21K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8- 1.56% |
$3.1K - $3.53K
|
506
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
297+ 35.06% |
$115K - $131K
|
1.14K
$530K
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-80- 14.16% |
$31K - $35.3K
|
485
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
546New |
$212K - $241K
|
546
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
28KNew |
$10.9M - $12.4M
|
28K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
2.2K+ 169.23% |
$853K - $972K
|
3.5K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-40- 2.46% |
$15.5K - $17.7K
|
1.59K
$734K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-32.1K- 96.2% |
$12.4M - $14.2M
|
1.27K
$587K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
600+ 13.95% |
$233K - $265K
|
4.9K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
20KNew |
$7.75M - $8.84M
|
20K
$9.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
34New |
$13.2K - $15K
|
34
$15.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
40.2KNew |
$15.6M - $17.8M
|
40.2K
$18.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-2- 0.4% |
$775 - $884
|
501
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
34New |
$13.2K - $15K
|
34
$15.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.55KNew |
$986K - $1.12M
|
2.55K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
660New |
$256K - $292K
|
660
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
22New |
$8.53K - $9.72K
|
22
$10.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-90.6K- 22.79% |
$35.1M - $40M
|
307K
$142M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
PUT |
19.9KNew |
$7.71M - $8.79M
|
19.9K
$9.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-127K- 96.47% |
$49.3M - $56.2M
|
4.65K
$2.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|