Latest Institutional Purchases of Factset Research Systems Inc (FDS)
This list provides information on the latest institutional transactions involving Factset Research Systems Inc (FDS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
115KNew |
$49.3M - $55M
|
115K
$49.5M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.5K+ 39.06% |
$6.2M - $6.92M
|
51.7K
$22.2M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
12.4K+ 267.86% |
$5.3M - $5.9M
|
17K
$7.3M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10.9K+ 38850.0% |
$4.65M - $5.18M
|
10.9K
$4.68M
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10.5KNew |
$4.47M - $4.98M
|
10.5K
$4.48M
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.4K+ 10.63% |
$4.02M - $4.48M
|
97.9K
$42M
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7.56K+ 5955.12% |
$3.23M - $3.6M
|
7.69K
$3.3M
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.02KNew |
$2.57M - $2.87M
|
6.02K
$2.58M
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
6.01K+ 2.46% |
$2.57M - $2.86M
|
250K
$107M
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
5.56KNew |
$2.38M - $2.65M
|
5.56K
$2.38M
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
4.87KNew |
$2.08M - $2.32M
|
4.87K
$2.09M
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.36K+ 5.53% |
$1.87M - $2.08M
|
83.3K
$35.7M
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.93K+ 159.31% |
$823K - $918K
|
3.14K
$1.34M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.7K+ 160.21% |
$728K - $811K
|
2.77K
$1.19M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.56K+ 35.63% |
$666K - $742K
|
5.93K
$2.54M
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.51K+ 10.59% |
$645K - $719K
|
15.7K
$6.75M
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.4K+ 27.88% |
$597K - $665K
|
6.4K
$2.75M
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.35K+ 41.43% |
$578K - $644K
|
4.62K
$1.98M
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
1.3KNew |
$554K - $618K
|
1.3K
$556K
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.12KNew |
$478K - $532K
|
1.12K
$479K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.1KNew |
$472K - $526K
|
1.1K
$473K
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.09KNew |
$466K - $519K
|
1.09K
$467K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.03K+ 24.62% |
$439K - $489K
|
5.2K
$2.23M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
870+ 284.31% |
$372K - $415K
|
1.18K
$504K
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
800+ 88.89% |
$342K - $381K
|
1.7K
$729K
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
768+ 11.03% |
$328K - $366K
|
7.73K
$3.32M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
764New |
$327K - $364K
|
764
$328K
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
685New |
$293K - $326K
|
685
$294K
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
644New |
$275K - $307K
|
644
$276K
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
611+ 36.63% |
$261K - $291K
|
2.28K
$977K
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
500+ 1.95% |
$214K - $238K
|
26.2K
$11.2M
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
497+ 6.03% |
$212K - $237K
|
8.73K
$3.74M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
480New |
$205K - $229K
|
480
$206K
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
443New |
$189K - $211K
|
443
$190K
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
428New |
$183K - $204K
|
428
$183K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
359+ 21.33% |
$153K - $171K
|
2.04K
$875K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
344+ 5.06% |
$147K - $164K
|
7.15K
$3.06M
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
322+ 3.83% |
$138K - $153K
|
8.74K
$3.74M
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
295+ 10.74% |
$126K - $141K
|
3.04K
$1.3M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
287+ 32.21% |
$123K - $137K
|
1.18K
$505K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
279+ 5.55% |
$119K - $133K
|
5.31K
$2.27M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
276+ 3.02% |
$118K - $132K
|
9.43K
$4.04M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
255+ 57.56% |
$109K - $122K
|
698
$299K
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
229+ 2.93% |
$97.9K - $109K
|
8.05K
$3.45M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
223+ 41.45% |
$95.3K - $106K
|
761
$326K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
202+ 5.71% |
$86.4K - $96.3K
|
3.74K
$1.6M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
180New |
$77K - $85.8K
|
180
$77.2K
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
169+ 0.87% |
$72.2K - $80.5K
|
19.6K
$8.42M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
153+ 3.72% |
$65.4K - $72.9K
|
4.27K
$1.83M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
146New |
$62.4K - $69.6K
|
146
$62.6K
|