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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3.35K+ 303.08% |
$1.33M - $1.57M
|
4.45K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
669+ 5.74% |
$266K - $314K
|
12.3K
$5.7M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.83K+ 6.92% |
$726K - $859K
|
28.2K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-770- 26.16% |
$306K - $361K
|
2.17K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.34K+ 19.9% |
$532K - $629K
|
8.07K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
114+ 18.21% |
$45.3K - $53.5K
|
740
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
919+ 16.63% |
$365K - $431K
|
6.44K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
528+ 7.84% |
$210K - $248K
|
7.26K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
33+ 8.8% |
$13.1K - $15.5K
|
408
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
473New |
$188K - $222K
|
473
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
8.38K+ 0.84% |
$3.33M - $3.93M
|
1M
$464M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
481+ 2.43% |
$191K - $226K
|
20.2K
$9.37M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-81- 3.06% |
$32.2K - $38K
|
2.56K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
SELL
|
- |
-169- 21.13% |
$67.1K - $79.3K
|
631
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
698New |
$277K - $328K
|
698
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2- 0.38% |
$794 - $939
|
518
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
542+ 5.32% |
$215K - $254K
|
10.7K
$4.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-9.46K- 2.6% |
$3.76M - $4.44M
|
354K
$164M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-50- 6.79% |
$19.9K - $23.5K
|
686
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-616- 23.39% |
$245K - $289K
|
2.02K
$934K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-1.26K- 42.84% |
$501K - $593K
|
1.69K
$780K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-15- 9.43% |
$5.96K - $7.04K
|
144
$66.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
330+ 1.18% |
$131K - $155K
|
28.3K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22.4K+ 6.1% |
$8.89M - $10.5M
|
389K
$180M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
501New |
$199K - $235K
|
501
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.91KNew |
$1.15M - $1.36M
|
2.91K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.18K+ 163.99% |
$1.26M - $1.49M
|
5.12K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-14.5K- 34.6% |
$5.77M - $6.83M
|
27.5K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107New |
$42.5K - $50.2K
|
107
$49.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-173- 5.82% |
$68.7K - $81.2K
|
2.8K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
253+ 89.08% |
$100K - $119K
|
537
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
6.16K+ 208.07% |
$2.45M - $2.89M
|
9.12K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
37+ 2.08% |
$14.7K - $17.4K
|
1.82K
$842K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
356+ 19.56% |
$141K - $167K
|
2.18K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
428+ 4.09% |
$170K - $201K
|
10.9K
$5.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
335+ 32.43% |
$133K - $157K
|
1.37K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-25.2K- 76.05% |
$10M - $11.8M
|
7.94K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
72+ 9.93% |
$28.6K - $33.8K
|
797
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
485New |
$193K - $228K
|
485
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
400+ 20.78% |
$159K - $188K
|
2.33K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.08K+ 380.28% |
$429K - $507K
|
1.36K
$632K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.78K+ 12.39% |
$1.1M - $1.3M
|
25.2K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
49+ 4.47% |
$19.5K - $23K
|
1.14K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.08K- 2.48% |
$826K - $977K
|
82K
$37.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.55K- 11.45% |
$617K - $730K
|
12K
$5.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.44KNew |
$571K - $676K
|
1.44K
$666K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-201- 17.68% |
$79.8K - $94.4K
|
936
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
170+ 38.03% |
$67.5K - $79.8K
|
617
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
230+ 15.21% |
$91.3K - $108K
|
1.74K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
140+ 3.18% |
$55.6K - $65.7K
|
4.54K
$2.1M
|