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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
479New |
$190K - $225K
|
479
$215K
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
442New |
$175K - $208K
|
442
$198K
|
|
Nov 13, 2024
Q3 2024
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
439New |
$174K - $206K
|
439
$197K
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
439New |
$174K - $206K
|
439
$197K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
300+ 810.81% |
$119K - $141K
|
337
$151K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
260New |
$103K - $122K
|
260
$116K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
259New |
$103K - $122K
|
259
$116K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
220New |
$87.3K - $103K
|
220
$98.5K
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
200New |
$79.4K - $93.9K
|
200
$89.6K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
170New |
$67.5K - $79.8K
|
170
$76.1K
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
114+ 18.21% |
$45.3K - $53.5K
|
740
$331K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
95New |
$37.7K - $44.6K
|
95
$42.5K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
74New |
$29.4K - $34.7K
|
74
$33.1K
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
61+ 3.03% |
$24.2K - $28.6K
|
2.07K
$927K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
56New |
$22.2K - $26.3K
|
56
$25.1K
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
42New |
$16.7K - $19.7K
|
42
$18.8K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
32New |
$12.7K - $15K
|
32
$14.3K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
24New |
$9.53K - $11.3K
|
24
$10.7K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
21+ 2.27% |
$8.34K - $9.86K
|
948
$425K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
21New |
$8.34K - $9.86K
|
21
$9.4K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
20New |
$7.94K - $9.39K
|
20
$8.96K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
9New |
$3.57K - $4.23K
|
9
$4.03K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 27.59% |
$3.18K - $3.76K
|
37
$16.6K
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 38.89% |
$2.78K - $3.29K
|
25
$11.2K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
7+ 0.14% |
$2.78K - $3.29K
|
4.99K
$2.24M
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
7New |
$2.78K - $3.29K
|
7
$3.13K
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6New |
$2.38K - $2.82K
|
6
$2.69K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$1.99K - $2.35K
|
5
$2.24K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
4New |
$1.59K - $1.88K
|
4
$1.79K
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2New |
$794 - $939
|
2
$896
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1New |
$397 - $469
|
1
$448
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$397 - $469
|
1
$448
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1New |
$397 - $469
|
1
$448
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1+ 0.11% |
$397 - $469
|
905
$405K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
20KNew |
$7.9M - $9.05M
|
20K
$8.96M
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
CALL |
16KNew |
$6.32M - $7.24M
|
16K
$7.16M
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
14.8KNew |
$5.83M - $6.68M
|
14.8K
$6.62M
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
13.9KNew |
$5.5M - $6.3M
|
13.9K
$6.24M
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
6.74KNew |
$2.66M - $3.05M
|
6.74K
$3.02M
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.73KNew |
$1.87M - $2.14M
|
4.73K
$2.12M
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
4.3KNew |
$1.7M - $1.95M
|
4.3K
$1.93M
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
4.22KNew |
$1.67M - $1.91M
|
4.22K
$1.89M
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.73KNew |
$1.47M - $1.69M
|
3.73K
$1.67M
|
|
Aug 14, 2024
Q2 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
3KNew |
$1.18M - $1.36M
|
3K
$1.34M
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.55KNew |
$1.01M - $1.15M
|
2.55K
$1.14M
|
|
Aug 12, 2024
Q2 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
2.31KNew |
$912K - $1.04M
|
2.31K
$1.03M
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.9KNew |
$750K - $860K
|
1.9K
$851K
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.78KNew |
$703K - $805K
|
1.78K
$797K
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.76KNew |
$694K - $795K
|
1.76K
$787K
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.41KNew |
$555K - $636K
|
1.41K
$630K
|