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 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-518Closed |
$204K - $253K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4Closed |
$1.58K - $1.96K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-40Closed |
$15.8K - $19.6K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-10Closed |
$3.94K - $4.89K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
637New |
$251K - $311K
|
637
$295K
|
|
| Q3 2021 | |||||||
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
39+ 54.93% |
$13.1K - $15.4K
|
110
$50.9K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
99New |
$33.2K - $39.1K
|
99
$45.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-49Closed |
$16.4K - $19.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Montanaro Asset Management LTD
|
SELL
|
- |
-1.5KClosed |
$503K - $592K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2Closed |
$671 - $790
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-662Closed |
$222K - $261K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-42.7KClosed |
$14.3M - $16.9M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-4.2KClosed |
$1.41M - $1.66M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-107KClosed |
$35.9M - $42.2M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-57Closed |
$19.1K - $22.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
31New |
$10.4K - $12.2K
|
31
$14.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12KNew |
$4.01M - $4.72M
|
12K
$5.54M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-210Closed |
$70.5K - $82.9K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-628Closed |
$211K - $248K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
575New |
$193K - $227K
|
575
$266K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-15Closed |
$5.03K - $5.92K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-2.8KClosed |
$939K - $1.11M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
109New |
$36.6K - $43K
|
109
$50.5K
|
|
|
Oct 13, 2021
Q3 2021
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-1.05KClosed |
$352K - $414K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8New |
$2.68K - $3.16K
|
8
$3.7K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
8New |
$2.68K - $3.16K
|
8
$3.7K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
28New |
$8.66K - $9.72K
|
28
$13K
|
|
|
Aug 16, 2021
Q2 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-1.23KClosed |
$379K - $426K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
599New |
$185K - $208K
|
599
$277K
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Capital Management LLC
|
SELL
|
- |
-6.05KClosed |
$1.87M - $2.1M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-17Closed |
$5.26K - $5.9K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
19.2KNew |
$5.94M - $6.66M
|
19.2K
$8.89M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
26New |
$8.04K - $9.02K
|
26
$12K
|
|
|
Aug 13, 2021
Q2 2021
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-743Closed |
$230K - $258K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-190Closed |
$58.7K - $65.9K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.68KClosed |
$520K - $584K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-10Closed |
$3.09K - $3.47K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-649Closed |
$201K - $225K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.98KClosed |
$1.23M - $1.38M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-1.46KClosed |
$451K - $506K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14Closed |
$4.33K - $4.86K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-44Closed |
$13.6K - $15.3K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
700+ 77.78% |
$216K - $243K
|
1.6K
$741K
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-44Closed |
$13.6K - $15.3K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.82KClosed |
$561K - $630K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Sciencast Management LP
|
SELL
|
- |
-8.36KClosed |
$2.58M - $2.9M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-29Closed |
$8.96K - $10.1K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-120Closed |
$37.1K - $41.7K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.15KNew |
$665K - $747K
|
2.15K
$996K
|
|