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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 2.02% |
$1.97K - $2.26K
|
242
$108K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-110- 16.34% |
$43.4K - $49.8K
|
563
$252K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 50.0% |
$395 - $452
|
1
$448
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$790 - $905
|
2
$896
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-7.19K- 41.69% |
$2.84M - $3.25M
|
10K
$4.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4New |
$1.58K - $1.81K
|
4
$1.79K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
81New |
$32K - $36.7K
|
81
$36.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16New |
$6.32K - $7.24K
|
16
$7.16K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-44- 3.53% |
$17.4K - $19.9K
|
1.2K
$538K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
114+ 13.12% |
$45K - $51.6K
|
983
$440K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-13.4K- 94.12% |
$5.3M - $6.08M
|
840
$376K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 20.0% |
$395 - $452
|
6
$2.69K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1New |
$395 - $452
|
1
$448
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
4+ 0.65% |
$1.58K - $1.81K
|
622
$279K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-96- 12.17% |
$37.9K - $43.4K
|
693
$310K
|
|
|
Jul 10, 2024
Q2 2024
|
Spence Asset Management
|
SELL
|
- |
-30K- 93.58% |
$11.8M - $13.6M
|
2.06K
$921K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-290- 3.29% |
$115K - $131K
|
8.54K
$3.82M
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
110KNew |
$48.7M - $53.5M
|
110K
$49.1M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
576New |
$256K - $281K
|
576
$258K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-10- 19.61% |
$4.44K - $4.88K
|
41
$18.4K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
136+ 8.19% |
$60.4K - $66.4K
|
1.8K
$804K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
750New |
$333K - $366K
|
750
$336K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1- 0.08% |
$444 - $488
|
1.18K
$530K
|
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
510New |
$226K - $249K
|
510
$228K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
CALL |
700New |
$311K - $342K
|
700
$313K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
106New |
$47K - $51.7K
|
106
$47.5K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-30- 6.59% |
$13.3K - $14.6K
|
425
$190K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-10- 0.65% |
$4.44K - $4.88K
|
1.54K
$688K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
435+ 15.29% |
$193K - $212K
|
3.28K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
445New |
$198K - $217K
|
445
$199K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
640+ 10.76% |
$284K - $312K
|
6.59K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19New |
$8.43K - $9.27K
|
19
$8.51K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$444 - $488
|
1
$448
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-52- 0.49% |
$23.1K - $25.4K
|
10.5K
$4.68M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-397- 90.23% |
$176K - $194K
|
43
$19.3K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
11New |
$4.88K - $5.37K
|
11
$4.93K
|
|
|
May 10, 2024
Q1 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
2KNew |
$888K - $976K
|
2K
$896K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-16.7K- 20.57% |
$7.42M - $8.15M
|
64.6K
$28.9M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
70New |
$31.1K - $34.2K
|
70
$31.3K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-25- 4.55% |
$11.1K - $12.2K
|
525
$235K
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-1.48K- 9.7% |
$659K - $724K
|
13.8K
$6.18M
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-79- 6.83% |
$35.1K - $38.5K
|
1.08K
$482K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-33- 6.69% |
$14.6K - $16.1K
|
460
$206K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-360- 36.04% |
$160K - $176K
|
639
$286K
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-93- 8.09% |
$41.3K - $45.4K
|
1.06K
$473K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
17New |
$7.55K - $8.29K
|
17
$7.61K
|
|
|
May 07, 2024
Q1 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
1.33K+ 79.64% |
$590K - $649K
|
3K
$1.34M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
97New |
$43.1K - $47.3K
|
97
$43.4K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3- 6.67% |
$1.33K - $1.46K
|
42
$18.8K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
150New |
$66.6K - $73.2K
|
150
$67.2K
|
|