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 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-20- 2.73% |
$7.69K - $8.47K
|
712
$330K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7New |
$2.69K - $2.96K
|
7
$3.24K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1New |
$385 - $423
|
1
$463
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.21% |
$1.92K - $2.12K
|
2.37K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-85- 86.73% |
$32.7K - $36K
|
13
$6.02K
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
233+ 2.73% |
$89.6K - $98.6K
|
8.77K
$4.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
474New |
$182K - $201K
|
474
$219K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-10- 50.0% |
$3.85K - $4.23K
|
10
$4.63K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
603New |
$232K - $255K
|
603
$279K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
44New |
$16.9K - $18.6K
|
44
$20.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
5New |
$1.92K - $2.12K
|
5
$2.31K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
23+ 1.72% |
$8.85K - $9.74K
|
1.36K
$629K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-15- 22.39% |
$5.77K - $6.35K
|
52
$24.1K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
7New |
$2.69K - $2.96K
|
7
$3.24K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
511+ 5.52% |
$201K - $222K
|
9.77K
$4.52M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
222New |
$87.2K - $96.6K
|
222
$103K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-800- 39.31% |
$314K - $348K
|
1.24K
$572K
|
|
|
May 15, 2023
Q1 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$1.1M - $1.22M
|
2.8K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-12.6K- 39.53% |
$4.93M - $5.47M
|
19.2K
$8.9M
|
|
|
May 15, 2023
Q1 2023
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
72+ 0.7% |
$28.3K - $31.3K
|
10.4K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-19- 3.54% |
$7.46K - $8.27K
|
518
$240K
|
|
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-23.9K- 55.72% |
$9.39M - $10.4M
|
19K
$8.8M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
322+ 3.69% |
$126K - $140K
|
9.06K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-11.5K- 92.74% |
$4.51M - $5.01M
|
900
$417K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.33KNew |
$523K - $580K
|
1.33K
$617K
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-59- 55.14% |
$23.2K - $25.7K
|
48
$22.2K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-8.44K- 41.55% |
$3.31M - $3.67M
|
11.9K
$5.49M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3+ 14.29% |
$1.18K - $1.31K
|
24
$11.1K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.19KNew |
$467K - $518K
|
1.19K
$551K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-60- 11.76% |
$23.6K - $26.1K
|
450
$208K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.43KNew |
$563K - $624K
|
1.43K
$663K
|
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
273+ 20.1% |
$107K - $119K
|
1.63K
$755K
|
|
|
May 12, 2023
Q1 2023
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-1.27K- 13.05% |
$497K - $551K
|
8.43K
$3.9M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-68.5K- 99.02% |
$26.9M - $29.8M
|
678
$314K
|
|
|
May 12, 2023
Q1 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-1.26K- 36.57% |
$494K - $548K
|
2.18K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.1KNew |
$432K - $479K
|
1.1K
$509K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$39.3K - $43.5K
|
100
$46.3K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 33.33% |
$785 - $871
|
4
$1.85K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
289KNew |
$114M - $126M
|
289K
$134M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3New |
$1.18K - $1.31K
|
3
$1.39K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
28+ 24.14% |
$11K - $12.2K
|
144
$66.7K
|
|
|
May 04, 2023
Q1 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-1.05K- 40.38% |
$412K - $457K
|
1.55K
$718K
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
148New |
$58.1K - $64.4K
|
148
$68.5K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
8+ 11.11% |
$3.14K - $3.48K
|
80
$37K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1KNew |
$393K - $435K
|
1K
$463K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
43New |
$16.9K - $18.7K
|
43
$19.9K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 11.11% |
$393 - $435
|
8
$3.7K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-140- 82.35% |
$55K - $60.9K
|
30
$13.9K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4New |
$1.57K - $1.74K
|
4
$1.85K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 18.75% |
$1.18K - $1.31K
|
13
$6.02K
|
|