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 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
265+ 10.8% |
$119K - $131K
|
2.72K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
96+ 12.18% |
$43.2K - $47.6K
|
884
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-245- 11.14% |
$110K - $121K
|
1.96K
$905K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1- 0.14% |
$450 - $496
|
692
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-8- 0.85% |
$3.6K - $3.97K
|
934
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-10- 0.07% |
$4.5K - $4.96K
|
15.4K
$7.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
265+ 1.29% |
$119K - $131K
|
20.8K
$9.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-30- 4.49% |
$13.5K - $14.9K
|
638
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
488+ 6.3% |
$219K - $242K
|
8.24K
$3.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-14- 3.19% |
$6.3K - $6.94K
|
425
$197K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
89+ 8.84% |
$40K - $44.1K
|
1.1K
$507K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 1.56% |
$4.05K - $4.46K
|
569
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
36+ 4.2% |
$16.2K - $17.8K
|
894
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
40+ 4.82% |
$18K - $19.8K
|
870
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$899 - $991
|
2
$926
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
79+ 6.59% |
$35.5K - $39.2K
|
1.28K
$591K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
88+ 2.14% |
$39.6K - $43.6K
|
4.21K
$1.95M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.35K - $1.49K
|
4.25K
$1.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.64% |
$450 - $496
|
157
$72.7K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-162- 1.89% |
$72.8K - $80.3K
|
8.41K
$3.89M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 2.88% |
$1.35K - $1.49K
|
107
$49.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-235- 0.74% |
$106K - $116K
|
31.5K
$14.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
774+ 9.91% |
$348K - $384K
|
8.59K
$3.98M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
59.2K+ 21.03% |
$26.6M - $29.3M
|
340K
$158M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-33- 6.73% |
$14.8K - $16.4K
|
457
$212K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
860New |
$387K - $426K
|
860
$398K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-77- 5.0% |
$34.6K - $38.2K
|
1.46K
$677K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-115- 5.31% |
$51.7K - $57K
|
2.05K
$950K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
293+ 38.15% |
$132K - $145K
|
1.06K
$491K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.7K+ 11.97% |
$20.9M - $24.8M
|
493K
$228M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
9New |
$3.57K - $4.23K
|
9
$4.17K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-56- 0.67% |
$22.2K - $26.3K
|
8.35K
$3.87M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-315- 8.77% |
$125K - $148K
|
3.28K
$1.52M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-118- 15.17% |
$46.9K - $55.4K
|
660
$306K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.8KNew |
$7.07M - $8.36M
|
17.8K
$8.24M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
877New |
$348K - $412K
|
877
$406K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-90- 8.33% |
$35.7K - $42.3K
|
991
$459K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
50+ 2.9% |
$19.9K - $23.5K
|
1.77K
$821K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-190- 6.29% |
$75.4K - $89.2K
|
2.83K
$1.31M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10- 23.81% |
$3.97K - $4.69K
|
32
$14.8K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.35K+ 25.67% |
$935K - $1.11M
|
11.5K
$5.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
123+ 5.99% |
$48.8K - $57.7K
|
2.18K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.14K- 6.97% |
$452K - $534K
|
15.2K
$7.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
443New |
$176K - $208K
|
443
$205K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-7- 33.33% |
$2.78K - $3.29K
|
14
$6.48K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
10.2K+ 12.56% |
$4.06M - $4.8M
|
91.6K
$42.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
22.8KNew |
$9.05M - $10.7M
|
22.8K
$10.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
156+ 5200.0% |
$61.9K - $73.2K
|
159
$73.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22- 2.77% |
$8.73K - $10.3K
|
773
$358K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
157+ 2.5% |
$62.3K - $73.7K
|
6.43K
$2.98M
|
|