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
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2+ 1.12% |
$794 - $939
|
181
$83.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
182+ 4.55% |
$72.3K - $85.4K
|
4.18K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
222+ 2.55% |
$88.1K - $104K
|
8.94K
$4.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
907New |
$360K - $426K
|
907
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
221+ 36.11% |
$87.7K - $104K
|
833
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
38New |
$15.1K - $17.8K
|
38
$17.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
550+ 10.47% |
$218K - $258K
|
5.8K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-8.42K- 84.38% |
$3.34M - $3.95M
|
1.56K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
479New |
$190K - $225K
|
479
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.3K- 4.32% |
$516K - $610K
|
28.8K
$13.3M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
575+ 56.1% |
$228K - $270K
|
1.6K
$741K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
142+ 9.14% |
$56.4K - $66.7K
|
1.7K
$785K
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
1.53K+ 22.07% |
$606K - $716K
|
8.44K
$3.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.06KNew |
$420K - $496K
|
1.06K
$489K
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.21K- 5.58% |
$877K - $1.04M
|
37.4K
$17.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
259New |
$103K - $122K
|
259
$120K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.26K- 73.43% |
$498K - $589K
|
454
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.18KNew |
$467K - $552K
|
1.18K
$544K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.73KNew |
$2.67M - $3.16M
|
6.73K
$3.12M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
615+ 62.44% |
$244K - $289K
|
1.6K
$741K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
56+ 8.25% |
$22.2K - $26.3K
|
735
$340K
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-2.13K- 5.16% |
$846K - $1M
|
39.1K
$18.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.53K+ 5.18% |
$1.4M - $1.66M
|
71.7K
$33.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-5.89K- 16.22% |
$2.34M - $2.77M
|
30.4K
$14.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.76K+ 29.44% |
$1.1M - $1.3M
|
12.2K
$5.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 2.41% |
$2.78K - $3.29K
|
298
$138K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
24New |
$9.53K - $11.3K
|
24
$11.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
10.8K+ 153.67% |
$4.28M - $5.07M
|
17.8K
$8.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-198- 1.66% |
$78.6K - $93K
|
11.7K
$5.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
299+ 1.27% |
$119K - $140K
|
23.8K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 1.57% |
$1.59K - $1.88K
|
251
$116K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-17- 2.8% |
$6.75K - $7.98K
|
590
$273K
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
BUY
|
- |
14.5KNew |
$5.76M - $6.81M
|
14.5K
$6.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.6K- 5.93% |
$4.19M - $4.95M
|
167K
$77.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-5- 0.4% |
$1.99K - $2.35K
|
1.25K
$578K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.04K- 48.15% |
$1.21M - $1.43M
|
3.28K
$1.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
89+ 17.62% |
$35.3K - $41.8K
|
594
$275K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 38.89% |
$2.78K - $3.29K
|
25
$11.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-91- 1.09% |
$36.1K - $42.7K
|
8.28K
$3.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 24.44% |
$4.37K - $5.16K
|
34
$15.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
36+ 600.0% |
$14.3K - $16.9K
|
42
$19.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-395- 30.84% |
$157K - $185K
|
886
$410K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-575- 50.0% |
$228K - $270K
|
575
$266K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-177- 3.39% |
$70.3K - $83.1K
|
5.05K
$2.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
17.8K+ 7.55% |
$7.06M - $8.35M
|
253K
$117M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-62- 0.88% |
$24.6K - $29.1K
|
6.97K
$3.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
465New |
$185K - $218K
|
465
$215K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
442New |
$175K - $208K
|
442
$205K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
110+ 7.17% |
$43.7K - $51.6K
|
1.65K
$762K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
381+ 560.29% |
$151K - $179K
|
449
$208K
|