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 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-390- 99.74% |
$167K - $186K
|
1
$448
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
167New |
$71.4K - $79.6K
|
167
$74.8K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3+ 0.43% |
$1.28K - $1.43K
|
704
$315K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-115- 1.07% |
$49.2K - $54.8K
|
10.6K
$4.75M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 15.56% |
$2.99K - $3.34K
|
52
$23.3K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 0.23% |
$2.57K - $2.86K
|
2.57K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-37- 7.61% |
$15.8K - $17.6K
|
449
$201K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
12+ 2.14% |
$5.13K - $5.72K
|
574
$257K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-13- 1.52% |
$5.56K - $6.19K
|
843
$378K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-29- 5.19% |
$12.4K - $13.8K
|
530
$237K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
364K+ 4254.99% |
$156M - $173M
|
372K
$167M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6- 0.12% |
$2.57K - $2.86K
|
5.08K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
182+ 20.11% |
$77.8K - $86.7K
|
1.09K
$487K
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
596+ 107.97% |
$255K - $284K
|
1.15K
$514K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.47KNew |
$626K - $698K
|
1.47K
$656K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-11K- 10.66% |
$4.71M - $5.25M
|
92.3K
$41.3M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-13- 0.31% |
$5.56K - $6.19K
|
4.18K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-24- 1.02% |
$10.3K - $11.4K
|
2.32K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-17- 1.6% |
$7.27K - $8.1K
|
1.05K
$468K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-16- 2.81% |
$6.84K - $7.62K
|
554
$248K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.05K- 24.28% |
$1.3M - $1.45M
|
9.51K
$4.26M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
62+ 187.88% |
$26.5K - $29.5K
|
95
$42.5K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
187+ 1.68% |
$79.9K - $89.1K
|
11.3K
$5.06M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-78- 14.77% |
$33.3K - $37.2K
|
450
$202K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
51New |
$21.8K - $24.3K
|
51
$22.8K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-800- 53.33% |
$342K - $381K
|
700
$313K
|
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
141+ 7.85% |
$60.3K - $67.2K
|
1.94K
$867K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
55+ 5.2% |
$23.5K - $26.2K
|
1.11K
$498K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1- 0.17% |
$428 - $477
|
601
$269K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
800+ 10.67% |
$342K - $381K
|
8.3K
$3.72M
|
|
|
May 07, 2025
Q1 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
14.9KNew |
$6.38M - $7.11M
|
14.9K
$6.69M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-8.77K- 36.97% |
$3.75M - $4.18M
|
14.9K
$6.69M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-2- 3.77% |
$855 - $953
|
51
$22.8K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
903+ 172.33% |
$386K - $430K
|
1.43K
$639K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
25+ 0.82% |
$10.7K - $11.9K
|
3.06K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-26- 0.11% |
$11.1K - $12.4K
|
22.7K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
20+ 1.39% |
$8.55K - $9.53K
|
1.46K
$652K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
69+ 11.56% |
$29.5K - $32.9K
|
666
$298K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
112+ 0.69% |
$47.9K - $53.4K
|
16.5K
$7.37M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
54+ 5.89% |
$23.1K - $25.7K
|
971
$435K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.53K+ 9.91% |
$3.22M - $3.59M
|
83.5K
$37.4M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
977+ 67.15% |
$418K - $466K
|
2.43K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
413+ 14.81% |
$177K - $197K
|
3.2K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.32K+ 21.34% |
$562K - $627K
|
7.48K
$3.35M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.05K- 61.29% |
$877K - $978K
|
1.3K
$580K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.22% |
$855 - $953
|
920
$412K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-24.5K- 8.59% |
$10.5M - $11.7M
|
261K
$117M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2New |
$855 - $953
|
2
$896
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-29- 2.99% |
$12.4K - $13.8K
|
942
$422K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.77KNew |
$2.04M - $2.27M
|
4.77K
$2.14M
|