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 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$428 - $477
|
1
$373
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Meridiem Capital Partners LP
Dallas, TX |
BUY
|
- |
85.9KNew |
$38.6M - $42.6M
|
85.9K
$32M
|
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
66.6KNew |
$29.9M - $33M
|
66.6K
$24.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
54.8KNew |
$24.7M - $27.2M
|
54.8K
$20.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.43KNew |
$3.34M - $3.68M
|
7.43K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
6.9K+ 42.07% |
$3.1M - $3.42M
|
23.3K
$8.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.53KNew |
$2.49M - $2.74M
|
5.53K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.52K+ 225.13% |
$2.48M - $2.74M
|
7.97K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
3.71KNew |
$1.67M - $1.84M
|
3.71K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.24KNew |
$1.46M - $1.61M
|
3.24K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.08KNew |
$1.39M - $1.53M
|
3.08K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
1.8KNew |
$809K - $892K
|
1.8K
$671K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
1.78KNew |
$801K - $883K
|
1.78K
$664K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.75KNew |
$787K - $868K
|
1.75K
$653K
|
|
|
Feb 20, 2025
Q4 2024
|
Amiral Gestion
Paris, I0 |
BUY
|
- |
1KNew |
$450K - $496K
|
1K
$373K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
860New |
$387K - $426K
|
860
$321K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
730New |
$328K - $362K
|
730
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
724+ 77.6% |
$326K - $359K
|
1.66K
$618K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
662+ 2.78% |
$298K - $328K
|
24.5K
$9.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
558+ 60.85% |
$251K - $277K
|
1.48K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
550+ 37.72% |
$247K - $273K
|
2.01K
$749K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
513New |
$231K - $254K
|
513
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
500New |
$225K - $248K
|
500
$186K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
431New |
$194K - $214K
|
431
$161K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
426New |
$192K - $211K
|
426
$159K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
425New |
$191K - $211K
|
425
$158K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
363New |
$163K - $180K
|
363
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
360New |
$162K - $178K
|
360
$134K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
298New |
$134K - $148K
|
298
$111K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
190New |
$85.4K - $94.2K
|
190
$70.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
185New |
$83.2K - $91.7K
|
185
$69K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
119+ 19.9% |
$53.5K - $59K
|
717
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
74+ 13.26% |
$33.3K - $36.7K
|
632
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
62New |
$27.9K - $30.7K
|
62
$23.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
60New |
$27K - $29.7K
|
60
$22.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
51New |
$22.9K - $25.3K
|
51
$19K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
43New |
$19.3K - $21.3K
|
43
$16K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
32New |
$14.4K - $15.9K
|
32
$11.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
29+ 4.01% |
$13K - $14.4K
|
752
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
27New |
$12.1K - $13.4K
|
27
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
25+ 5.64% |
$11.2K - $12.4K
|
468
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
23+ 3.21% |
$10.3K - $11.4K
|
739
$276K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
17+ 2.38% |
$7.64K - $8.43K
|
730
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
14+ 3.03% |
$6.3K - $6.94K
|
476
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13+ 2.75% |
$5.85K - $6.44K
|
486
$181K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$5.85K - $6.44K
|
13
$4.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
10New |
$4.5K - $4.96K
|
10
$3.73K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$3.15K - $3.47K
|
7
$2.61K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
5New |
$2.25K - $2.48K
|
5
$1.86K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5New |
$2.25K - $2.48K
|
5
$1.86K
|
|