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 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-111- 16.69% |
$47.5K - $52.9K
|
554
$248K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
3.22K+ 3.94% |
$1.38M - $1.54M
|
85K
$38.1M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.99K- 5.75% |
$851K - $948K
|
32.6K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.55KNew |
$664K - $740K
|
1.55K
$695K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-30- 0.79% |
$12.8K - $14.3K
|
3.75K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
38+ 0.31% |
$16.2K - $18.1K
|
12.1K
$5.42M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-180- 6.62% |
$77K - $85.8K
|
2.54K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-63- 8.09% |
$26.9K - $30K
|
716
$321K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-134- 11.04% |
$57.3K - $63.9K
|
1.08K
$484K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-607- 10.85% |
$259K - $289K
|
4.99K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.09K- 35.9% |
$465K - $518K
|
1.94K
$870K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-46- 9.02% |
$19.7K - $21.9K
|
464
$208K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
47+ 0.3% |
$20.1K - $22.4K
|
15.7K
$7.03M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10+ 22.73% |
$4.28K - $4.77K
|
54
$24.2K
|
|
|
May 05, 2025
Q1 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
2.36KNew |
$1.01M - $1.12M
|
2.36K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
864+ 3.78% |
$369K - $412K
|
23.7K
$10.6M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
477+ 32.76% |
$204K - $227K
|
1.93K
$866K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-43- 2.28% |
$18.4K - $20.5K
|
1.84K
$824K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
44+ 2.18% |
$18.8K - $21K
|
2.06K
$923K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-75- 7.28% |
$32.1K - $35.7K
|
955
$428K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 3.95% |
$2.57K - $2.86K
|
158
$70.8K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
116+ 400.0% |
$49.6K - $55.3K
|
145
$64.9K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.8K- 49.26% |
$771K - $859K
|
1.86K
$832K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.42K+ 46.74% |
$607K - $676K
|
4.46K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.48KNew |
$632K - $705K
|
1.48K
$662K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
447+ 4.31% |
$191K - $213K
|
10.8K
$4.85M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-339K- 87.01% |
$145M - $162M
|
50.7K
$22.7M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
721+ 3.69% |
$308K - $344K
|
20.3K
$9.08M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
34+ 3.01% |
$14.5K - $16.2K
|
1.16K
$520K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$855 - $953
|
2
$896
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
696+ 35.08% |
$298K - $332K
|
2.68K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3- 0.03% |
$1.28K - $1.43K
|
11.1K
$4.99M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
167+ 27.11% |
$71.4K - $79.6K
|
783
$351K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-20- 90.91% |
$8.55K - $9.53K
|
2
$896
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-4.99K- 18.52% |
$2.13M - $2.38M
|
22K
$9.83M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2- 0.17% |
$855 - $953
|
1.2K
$538K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-27- 0.99% |
$11.5K - $12.9K
|
2.71K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
97+ 18.73% |
$41.5K - $46.2K
|
615
$275K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
480New |
$205K - $229K
|
480
$215K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10+ 1.01% |
$4.28K - $4.77K
|
998
$447K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-13.3K- 35.07% |
$5.69M - $6.34M
|
24.6K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-129- 2.84% |
$55.1K - $61.5K
|
4.42K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-50- 0.45% |
$21.4K - $23.8K
|
11K
$4.93M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
11New |
$4.7K - $5.24K
|
11
$4.93K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-127- 1.46% |
$54.3K - $60.5K
|
8.58K
$3.84M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
900New |
$385K - $429K
|
900
$403K
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
1.36K+ 132.81% |
$580K - $646K
|
2.38K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-357- 19.55% |
$153K - $170K
|
1.47K
$658K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.29K+ 4.07% |
$549K - $612K
|
32.9K
$14.7M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
18+ 300.0% |
$7.7K - $8.58K
|
24
$10.7K
|