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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
136+ 8.19% |
$60.4K - $66.4K
|
1.8K
$804K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
113+ 7.57% |
$50.2K - $55.1K
|
1.61K
$719K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
108New |
$47.9K - $52.7K
|
108
$48.4K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
106New |
$47K - $51.7K
|
106
$47.5K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
97New |
$43.1K - $47.3K
|
97
$43.4K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
70New |
$31.1K - $34.2K
|
70
$31.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
23New |
$10.2K - $11.2K
|
23
$10.3K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19New |
$8.43K - $9.27K
|
19
$8.51K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
17New |
$7.55K - $8.29K
|
17
$7.61K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17New |
$7.55K - $8.29K
|
17
$7.61K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
17+ 3.02% |
$7.55K - $8.29K
|
579
$259K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
11New |
$4.88K - $5.37K
|
11
$4.93K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10New |
$4.44K - $4.88K
|
10
$4.48K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
10New |
$4.44K - $4.88K
|
10
$4.48K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
6New |
$2.66K - $2.93K
|
6
$2.69K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
6+ 1.23% |
$2.66K - $2.93K
|
494
$221K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2New |
$888 - $976
|
2
$896
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2+ 0.41% |
$888 - $976
|
494
$221K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$444 - $488
|
1
$448
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Australian Super Pty LTD
|
BUY
|
- |
15.5KNew |
$6.5M - $7.38M
|
15.5K
$6.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.5KNew |
$4.41M - $5.01M
|
10.5K
$4.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
8.73K+ 1157.69% |
$3.67M - $4.16M
|
9.48K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.58K+ 875.35% |
$2.34M - $2.66M
|
6.21K
$2.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
3.49KNew |
$1.47M - $1.66M
|
3.49K
$1.56M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.25KNew |
$1.37M - $1.55M
|
3.25K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.22KNew |
$935K - $1.06M
|
2.22K
$996K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.71KNew |
$719K - $816K
|
1.71K
$766K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
1.7KNew |
$715K - $811K
|
1.7K
$761K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.45KNew |
$610K - $692K
|
1.45K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
1KNew |
$420K - $477K
|
1K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
932New |
$392K - $445K
|
932
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
877New |
$369K - $418K
|
877
$393K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
598New |
$251K - $285K
|
598
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
422New |
$177K - $201K
|
422
$189K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
360+ 20.07% |
$151K - $172K
|
2.15K
$965K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
200+ 5.52% |
$84.1K - $95.4K
|
3.82K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
183New |
$76.9K - $87.3K
|
183
$81.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
140New |
$58.9K - $66.8K
|
140
$62.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
122+ 45.35% |
$51.3K - $58.2K
|
391
$175K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
63New |
$26.5K - $30.1K
|
63
$28.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
60+ 32.61% |
$25.2K - $28.6K
|
244
$109K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
50New |
$21K - $23.9K
|
50
$22.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
45+ 112.5% |
$18.9K - $21.5K
|
85
$38.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
44+ 6.57% |
$18.5K - $21K
|
714
$320K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
41New |
$17.2K - $19.6K
|
41
$18.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
34+ 69.39% |
$14.3K - $16.2K
|
83
$37.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
33New |
$13.9K - $15.7K
|
33
$14.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21New |
$8.83K - $10K
|
21
$9.4K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
15New |
$6.31K - $7.16K
|
15
$6.72K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
11New |
$4.62K - $5.25K
|
11
$4.93K
|
|