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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-216Closed |
$84.8K - $103K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-500Closed |
$196K - $238K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-26- 40.63% |
$10.2K - $12.4K
|
38
$17K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-513Closed |
$202K - $244K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
50+ 10.0% |
$19.6K - $23.8K
|
550
$246K
|
|
| Q4 2021 | |||||||
|
Jul 09, 2025
Q4 2021
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
1.7KNew |
$670K - $831K
|
1.7K
$761K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
52New |
$20.5K - $25.4K
|
52
$23.3K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
77New |
$30.3K - $37.6K
|
77
$34.5K
|
|
|
Nov 07, 2022
Q4 2021
|
Infini Capital Management LTD
Central, K3 |
SELL
|
- |
-590Closed |
$233K - $288K
|
0
$0
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
20New |
$7.88K - $9.78K
|
20
$8.96K
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
SELL
|
- |
-131- 5.2% |
$51.6K - $64K
|
2.39K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.2KNew |
$867K - $1.08M
|
2.2K
$985K
|
|
|
Feb 14, 2022
Q4 2021
|
Candlestick Capital Management LP
Greenwich, CT |
SELL
|
- |
-65KClosed |
$25.6M - $31.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-6.35KClosed |
$2.5M - $3.11M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-33Closed |
$13K - $16.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-15KClosed |
$5.93M - $7.35M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-573Closed |
$226K - $280K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-107Closed |
$42.2K - $52.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-33Closed |
$13K - $16.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
144New |
$56.8K - $70.4K
|
144
$64.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-1.05KClosed |
$414K - $513K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-642Closed |
$253K - $314K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-50Closed |
$19.7K - $24.4K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-612Closed |
$241K - $299K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-72Closed |
$28.4K - $35.2K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.22KClosed |
$480K - $595K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.26KClosed |
$495K - $614K
|
0
$0
|
|
|
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 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
637New |
$251K - $311K
|
637
$285K
|
|
| Q3 2021 | |||||||
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
39+ 54.93% |
$13.1K - $15.4K
|
110
$49.3K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
99New |
$33.2K - $39.1K
|
99
$44.3K
|
|
|
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
$13.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12KNew |
$4.01M - $4.72M
|
12K
$5.35M
|
|
|
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
$257K
|
|
|
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
$48.8K
|
|
|
Oct 13, 2021
Q3 2021
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-1.05KClosed |
$352K - $414K
|
0
$0
|
|