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 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-1.28K- 33.98% |
$504K - $603K
|
2.48K
$1.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-1.22K- 39.84% |
$483K - $577K
|
1.85K
$827K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
37New |
$14.6K - $17.5K
|
37
$16.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 100.0% |
$1.58K - $1.89K
|
8
$3.58K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
629New |
$248K - $297K
|
629
$282K
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5+ 0.89% |
$1.97K - $2.36K
|
567
$254K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
7New |
$2.76K - $3.3K
|
7
$3.13K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6New |
$2.37K - $2.83K
|
6
$2.69K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-23- 4.21% |
$9.07K - $10.9K
|
523
$234K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
9New |
$3.55K - $4.25K
|
9
$4.03K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20Closed |
$7.77K - $9.14K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-276- 16.28% |
$107K - $126K
|
1.42K
$635K
|
|
|
Nov 15, 2022
Q3 2022
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-4.7K- 21.66% |
$1.83M - $2.15M
|
17K
$7.61M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
500New |
$194K - $229K
|
500
$224K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.03% |
$388 - $457
|
2.98K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-311- 3.79% |
$121K - $142K
|
7.89K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
400+ 4.64% |
$155K - $183K
|
9.02K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
SELL
|
- |
-26- 4.75% |
$10.1K - $11.9K
|
521
$233K
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.38K- 25.1% |
$534K - $629K
|
4.11K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
7New |
$2.72K - $3.2K
|
7
$3.13K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
33+ 0.03% |
$12.8K - $15.1K
|
109K
$48.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
285New |
$111K - $130K
|
285
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-1.1K- 0.34% |
$426K - $502K
|
323K
$145M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-825- 35.71% |
$320K - $377K
|
1.49K
$665K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-3.79K- 81.21% |
$1.47M - $1.73M
|
876
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
29+ 5.7% |
$11.3K - $13.3K
|
538
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
27New |
$10.5K - $12.3K
|
27
$12.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
8+ 88.89% |
$3.11K - $3.66K
|
17
$7.61K
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.45K- 97.97% |
$563K - $663K
|
30
$13.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
279+ 40.91% |
$108K - $128K
|
961
$430K
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
53+ 5.27% |
$20.6K - $24.2K
|
1.06K
$474K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-9- 0.46% |
$3.5K - $4.11K
|
1.94K
$870K
|
|
|
Nov 08, 2022
Q3 2022
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-235- 31.97% |
$91.3K - $107K
|
500
$224K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-5- 0.95% |
$1.94K - $2.29K
|
521
$233K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-21- 2.0% |
$8.16K - $9.6K
|
1.03K
$460K
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
48+ 5.99% |
$18.6K - $21.9K
|
850
$381K
|
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-175- 38.13% |
$68K - $80K
|
284
$127K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-11- 11.96% |
$4.27K - $5.03K
|
81
$36.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
SELL
|
- |
-145- 22.48% |
$56.3K - $66.3K
|
500
$224K
|
|
|
Nov 01, 2022
Q3 2022
|
Toews Corp
|
SELL
|
- |
-300- 10.0% |
$117K - $137K
|
2.7K
$1.21M
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
500New |
$194K - $229K
|
500
$224K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
100New |
$38.8K - $45.7K
|
100
$44.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.75K- 80.38% |
$1.07M - $1.26M
|
672
$301K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
405New |
$157K - $185K
|
405
$181K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$777 - $914
|
2
$896
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
4.09KNew |
$1.59M - $1.87M
|
4.09K
$1.83M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
8New |
$3.11K - $3.66K
|
8
$3.58K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-35- 15.98% |
$13.6K - $16K
|
184
$82.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-16- 72.73% |
$6.21K - $7.31K
|
6
$2.69K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-11Closed |
$3.84K - $4.89K
|
0
$0
|
|