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 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-370- 10.08% |
$166K - $183K
|
3.3K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-79- 1.4% |
$35.5K - $39.2K
|
5.57K
$2.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
436+ 10.09% |
$196K - $216K
|
4.76K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 4.57% |
$45K - $49.6K
|
2.09K
$949K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-7.32K- 41.09% |
$3.29M - $3.63M
|
10.5K
$4.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1- 0.14% |
$450 - $496
|
701
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-2.79K- 46.94% |
$1.25M - $1.38M
|
3.15K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
97+ 1.31% |
$43.6K - $48.1K
|
7.5K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.23K+ 9.85% |
$553K - $610K
|
13.7K
$6.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-2.99K- 50.0% |
$1.35M - $1.48M
|
2.99K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4- 0.58% |
$1.8K - $1.98K
|
682
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.31K- 24.26% |
$1.49M - $1.64M
|
10.3K
$4.7M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.71K- 7.24% |
$1.22M - $1.34M
|
34.7K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
202+ 11.99% |
$90.8K - $100K
|
1.89K
$858K
|
|
|
Feb 10, 2025
Q4 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-942- 10.33% |
$424K - $467K
|
8.18K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-198- 9.71% |
$89K - $98.2K
|
1.84K
$837K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 15.07% |
$4.95K - $5.45K
|
62
$28.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-17.6K- 14.55% |
$7.92M - $8.73M
|
103K
$47M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
361+ 13.76% |
$162K - $179K
|
2.98K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
55+ 10.62% |
$24.7K - $27.3K
|
573
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
62New |
$27.9K - $30.7K
|
62
$28.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-64- 1.53% |
$28.8K - $31.7K
|
4.12K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
230+ 7.05% |
$103K - $114K
|
3.49K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 21.43% |
$1.35K - $1.49K
|
17
$7.73K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-453- 5.95% |
$204K - $225K
|
7.16K
$3.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.58% |
$1.35K - $1.49K
|
519
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-148K- 88.17% |
$66.3M - $73.1M
|
19.8K
$9M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
6.39KNew |
$2.87M - $3.17M
|
6.39K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
4New |
$1.8K - $1.98K
|
4
$1.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.36K- 18.51% |
$610K - $673K
|
5.98K
$2.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
82+ 3.31% |
$36.9K - $40.6K
|
2.56K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
391New |
$176K - $194K
|
391
$178K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
7+ 0.11% |
$3.15K - $3.47K
|
6.44K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 1.0% |
$1.35K - $1.49K
|
298
$135K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-68- 3.13% |
$30.6K - $33.7K
|
2.11K
$957K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-4- 0.06% |
$1.8K - $1.98K
|
6.41K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-43- 3.89% |
$19.3K - $21.3K
|
1.06K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.36K- 35.91% |
$1.96M - $2.16M
|
7.79K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
363New |
$163K - $180K
|
363
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
724+ 77.6% |
$326K - $359K
|
1.66K
$753K
|
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-3.7K- 23.13% |
$1.66M - $1.83M
|
12.3K
$5.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.32K+ 14.27% |
$1.94M - $2.14M
|
34.6K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.54K+ 20.51% |
$691K - $761K
|
9.03K
$4.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.13K- 3.92% |
$508K - $560K
|
27.7K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 0.16% |
$450 - $496
|
616
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.08% |
$450 - $496
|
1.29K
$586K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13+ 2.75% |
$5.85K - $6.44K
|
486
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-32.4K- 8.05% |
$14.6M - $16.1M
|
370K
$168M
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-300- 6.0% |
$135K - $149K
|
4.7K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.1K+ 7.2% |
$493K - $544K
|
16.3K
$7.43M
|