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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36+ 1.83% |
$15.4K - $17.2K
|
2K
$895K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
205+ 4.94% |
$87.6K - $97.7K
|
4.36K
$1.95M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.32K+ 37.98% |
$563K - $627K
|
4.78K
$2.14M
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-555- 15.42% |
$237K - $264K
|
3.05K
$1.36M
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
2.85KNew |
$1.22M - $1.36M
|
2.85K
$1.28M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$428 - $477
|
1
$448
|
|
May 12, 2025
Q1 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
56.5K+ 19.27% |
$24.1M - $26.9M
|
350K
$157M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
5+ 3.68% |
$2.14K - $2.38K
|
141
$63.1K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
99New |
$42.3K - $47.2K
|
99
$44.3K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
851+ 193.85% |
$364K - $406K
|
1.29K
$578K
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
73+ 13.06% |
$31.2K - $34.8K
|
632
$283K
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
328+ 3.32% |
$140K - $156K
|
10.2K
$4.56M
|
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
309New |
$132K - $147K
|
309
$138K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
56+ 1400.0% |
$23.9K - $26.7K
|
60
$26.9K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34.5K+ 7.57% |
$14.8M - $16.5M
|
491K
$220M
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$428 - $477
|
1
$448
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
119KNew |
$50.9M - $56.8M
|
119K
$53.3M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.84K- 5.16% |
$2.07M - $2.31M
|
89K
$39.9M
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-60K- 99.77% |
$25.7M - $28.6M
|
137
$61.3K
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.21K- 61.81% |
$516K - $575K
|
745
$334K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6+ 50.0% |
$2.57K - $2.86K
|
18
$8.06K
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
2.4K+ 400.0% |
$1.03M - $1.14M
|
3K
$1.34M
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2K+ 22.12% |
$854K - $952K
|
11K
$4.94M
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1.7K- 6.9% |
$728K - $811K
|
23K
$10.3M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-223- 0.81% |
$95.3K - $106K
|
27.5K
$12.3M
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-185- 8.13% |
$79.1K - $88.2K
|
2.09K
$936K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-474- 4.59% |
$203K - $226K
|
9.86K
$4.42M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-70- 5.77% |
$29.9K - $33.4K
|
1.14K
$512K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-63- 2.67% |
$26.9K - $30K
|
2.3K
$1.03M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-16- 0.76% |
$6.84K - $7.62K
|
2.09K
$937K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-496- 8.97% |
$212K - $236K
|
5.03K
$2.25M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143+ 10.72% |
$61.1K - $68.1K
|
1.48K
$661K
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-959- 20.4% |
$410K - $457K
|
3.74K
$1.68M
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
121+ 0.88% |
$51.7K - $57.7K
|
13.8K
$6.18M
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-4.48K- 48.6% |
$1.91M - $2.13M
|
4.74K
$2.12M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.28KNew |
$547K - $610K
|
1.28K
$573K
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
3+ 0.55% |
$1.28K - $1.43K
|
547
$245K
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$855 - $953
|
2
$896
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-208- 26.23% |
$88.9K - $99.1K
|
585
$262K
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
44+ 5.9% |
$18.8K - $21K
|
790
$354K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-53K- 23.81% |
$22.7M - $25.3M
|
170K
$76M
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
1+ 0.13% |
$428 - $477
|
758
$339K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
138K+ 2.96% |
$58.9M - $65.7M
|
4.8M
$2.15B
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
9+ 20.45% |
$3.85K - $4.29K
|
53
$23.7K
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-50- 5.28% |
$21.4K - $23.8K
|
897
$402K
|
|
May 09, 2025
Q1 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-1.6K- 13.33% |
$684K - $762K
|
10.4K
$4.66M
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-20- 1.81% |
$8.55K - $9.53K
|
1.08K
$485K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.7K+ 3.59% |
$5.87M - $6.55M
|
396K
$177M
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
1.13KNew |
$481K - $537K
|
1.13K
$504K
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-327- 15.53% |
$140K - $156K
|
1.78K
$796K
|