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 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.42K- 13.43% |
$1.09M - $1.2M
|
15.6K
$7.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15- 1.56% |
$6.75K - $7.44K
|
947
$431K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-79- 17.59% |
$35.5K - $39.2K
|
370
$168K
|
|
|
Feb 07, 2025
Q4 2024
|
Saybrook Capital
|
BUY
|
- |
457+ 0.95% |
$206K - $227K
|
48.8K
$22.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
185+ 2.07% |
$83.2K - $91.7K
|
9.13K
$4.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
662+ 2.78% |
$298K - $328K
|
24.5K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
439New |
$197K - $218K
|
439
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
757New |
$340K - $375K
|
757
$344K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-252- 7.66% |
$113K - $125K
|
3.04K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
153+ 17.67% |
$68.8K - $75.8K
|
1.02K
$463K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.78K- 3.87% |
$1.7M - $1.87M
|
93.9K
$42.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-36- 12.08% |
$16.2K - $17.8K
|
262
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24+ 2.02% |
$10.8K - $11.9K
|
1.21K
$552K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
121+ 1.44% |
$54.4K - $60K
|
8.52K
$3.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.2% |
$450 - $496
|
500
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$450 - $496
|
1
$455
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
373+ 3.24% |
$168K - $185K
|
11.9K
$5.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-514- 16.48% |
$231K - $255K
|
2.61K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.29% |
$899 - $991
|
700
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-707- 10.93% |
$318K - $350K
|
5.76K
$2.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.05K+ 2.42% |
$4.07M - $4.49M
|
382K
$174M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
5New |
$2.25K - $2.48K
|
5
$2.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-3.8K- 12.37% |
$1.71M - $1.89M
|
26.9K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-58- 2.94% |
$26.1K - $28.8K
|
1.91K
$870K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$450 - $496
|
1
$455
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
21+ 91.3% |
$9.44K - $10.4K
|
44
$20K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-79- 0.5% |
$35.5K - $39.2K
|
15.6K
$7.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
149+ 1.37% |
$67K - $73.9K
|
11K
$5.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
144KNew |
$64.7M - $71.4M
|
144K
$65.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9+ 1.67% |
$4.05K - $4.46K
|
548
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
481+ 9.21% |
$216K - $238K
|
5.71K
$2.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 45.0% |
$4.05K - $4.46K
|
29
$13.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
SELL
|
- |
-216- 4.53% |
$97.1K - $107K
|
4.56K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
29+ 4.01% |
$13K - $14.4K
|
752
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.95KNew |
$877K - $967K
|
1.95K
$887K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
300+ 2.05% |
$135K - $149K
|
14.9K
$6.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-24- 0.8% |
$10.8K - $11.9K
|
2.98K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
54.8KNew |
$24.7M - $27.2M
|
54.8K
$24.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
773New |
$348K - $383K
|
773
$351K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
152+ 13.49% |
$68.4K - $75.3K
|
1.28K
$581K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 32.35% |
$4.95K - $5.45K
|
45
$20.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
13+ 2.45% |
$5.85K - $6.44K
|
544
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
22+ 8.18% |
$9.89K - $10.9K
|
291
$132K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-135- 2.88% |
$60.7K - $66.9K
|
4.55K
$2.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-275- 8.98% |
$124K - $136K
|
2.79K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-195- 1.53% |
$87.7K - $96.7K
|
12.6K
$5.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
22.6K+ 89.73% |
$10.2M - $11.2M
|
47.8K
$21.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-69- 2.02% |
$31K - $34.2K
|
3.35K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
33+ 19.19% |
$14.8K - $16.4K
|
205
$93.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
730New |
$328K - $362K
|
730
$332K
|