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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16New |
$6.32K - $7.24K
|
16
$6.86K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14New |
$5.53K - $6.33K
|
14
$6K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
12+ 1.78% |
$4.74K - $5.43K
|
686
$294K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9+ 52.94% |
$3.55K - $4.07K
|
26
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
8+ 16.67% |
$3.16K - $3.62K
|
56
$24K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5New |
$1.97K - $2.26K
|
5
$2.14K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4New |
$1.58K - $1.81K
|
4
$1.71K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4New |
$1.58K - $1.81K
|
4
$1.71K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
4+ 0.65% |
$1.58K - $1.81K
|
622
$267K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$790 - $905
|
2
$857
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 20.0% |
$395 - $452
|
6
$2.57K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1New |
$395 - $452
|
1
$429
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$395 - $452
|
6
$2.57K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$395 - $452
|
1
$429
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$395 - $452
|
1
$429
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 20.0% |
$395 - $452
|
6
$2.57K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1New |
$395 - $452
|
1
$429
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
19KNew |
$8.42M - $9.25M
|
19K
$8.13M
|
|
|
May 10, 2024
Q1 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
2KNew |
$888K - $976K
|
2K
$857K
|
|
|
May 07, 2024
Q1 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
1.33K+ 79.64% |
$590K - $649K
|
3K
$1.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
932New |
$414K - $455K
|
932
$400K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
750New |
$333K - $366K
|
750
$322K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
CALL |
700New |
$311K - $342K
|
700
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
673New |
$299K - $328K
|
673
$289K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
640+ 10.76% |
$284K - $312K
|
6.59K
$2.83M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
576New |
$256K - $281K
|
576
$247K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
554New |
$246K - $270K
|
554
$238K
|
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
510New |
$226K - $249K
|
510
$219K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
445New |
$198K - $217K
|
445
$191K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
435+ 15.29% |
$193K - $212K
|
3.28K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
309New |
$137K - $151K
|
309
$132K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
305New |
$135K - $149K
|
305
$131K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
150New |
$66.6K - $73.2K
|
150
$64.3K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
136+ 8.19% |
$60.4K - $66.4K
|
1.8K
$770K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
113+ 7.57% |
$50.2K - $55.1K
|
1.61K
$689K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
108New |
$47.9K - $52.7K
|
108
$46.3K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
106New |
$47K - $51.7K
|
106
$45.4K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
97New |
$43.1K - $47.3K
|
97
$41.6K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
70New |
$31.1K - $34.2K
|
70
$30K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
23New |
$10.2K - $11.2K
|
23
$9.86K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19New |
$8.43K - $9.27K
|
19
$8.15K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
17New |
$7.55K - $8.29K
|
17
$7.29K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
17+ 3.02% |
$7.55K - $8.29K
|
579
$248K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17New |
$7.55K - $8.29K
|
17
$7.29K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
11New |
$4.88K - $5.37K
|
11
$4.72K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
10New |
$4.44K - $4.88K
|
10
$4.29K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10New |
$4.44K - $4.88K
|
10
$4.29K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
6New |
$2.66K - $2.93K
|
6
$2.57K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
6+ 1.23% |
$2.66K - $2.93K
|
494
$212K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2New |
$888 - $976
|
2
$857
|
|