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 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
546New |
$212K - $241K
|
546
$267K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
297+ 35.06% |
$115K - $131K
|
1.14K
$560K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
105New |
$40.7K - $46.4K
|
105
$51.4K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
60+ 3.47% |
$23.3K - $26.5K
|
1.79K
$876K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
57New |
$22.1K - $25.2K
|
57
$27.9K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
34New |
$13.2K - $15K
|
34
$16.6K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
34New |
$13.2K - $15K
|
34
$16.6K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
34New |
$13.2K - $15K
|
34
$16.6K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
32New |
$12.4K - $14.1K
|
32
$15.7K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
22New |
$8.53K - $9.72K
|
22
$10.8K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
20New |
$7.75K - $8.84K
|
20
$9.79K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17New |
$6.59K - $7.51K
|
17
$8.32K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
11+ 0.92% |
$4.26K - $4.86K
|
1.21K
$590K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8New |
$3.1K - $3.53K
|
8
$3.92K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6New |
$2.33K - $2.65K
|
6
$2.94K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
6+ 200.0% |
$2.33K - $2.65K
|
9
$4.41K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4New |
$1.55K - $1.77K
|
4
$1.96K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$1.16K - $1.33K
|
3
$1.47K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
32.9KNew |
$12.6M - $13.9M
|
32.9K
$16.1M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
20KNew |
$7.69M - $8.47M
|
20K
$9.79M
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
7.81K+ 1425.55% |
$3M - $3.31M
|
8.36K
$4.09M
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.07KNew |
$1.18M - $1.3M
|
3.07K
$1.5M
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
1.31KNew |
$504K - $555K
|
1.31K
$641K
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.19K+ 108.87% |
$458K - $504K
|
2.29K
$1.12M
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
816+ 42.04% |
$314K - $345K
|
2.76K
$1.35M
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
603New |
$232K - $255K
|
603
$295K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
474New |
$182K - $201K
|
474
$232K
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
331+ 63.65% |
$127K - $140K
|
851
$417K
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
300+ 19.31% |
$115K - $127K
|
1.85K
$908K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
295+ 1.63% |
$113K - $125K
|
18.4K
$9.02M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
287+ 39.1% |
$110K - $121K
|
1.02K
$500K
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
233+ 2.73% |
$89.6K - $98.6K
|
8.77K
$4.29M
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
170New |
$65.4K - $72K
|
170
$83.2K
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
147+ 24.26% |
$56.5K - $62.2K
|
753
$369K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
CALL |
100New |
$38.5K - $42.3K
|
100
$49K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
76New |
$29.2K - $32.2K
|
76
$37.2K
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
44New |
$16.9K - $18.6K
|
44
$21.5K
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
23+ 1.72% |
$8.85K - $9.74K
|
1.36K
$665K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19+ 271.43% |
$7.31K - $8.04K
|
26
$12.7K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
12New |
$4.61K - $5.08K
|
12
$5.87K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$3.85K - $4.23K
|
10
$4.9K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9New |
$3.46K - $3.81K
|
9
$4.41K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
9New |
$3.46K - $3.81K
|
9
$4.41K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8+ 32.0% |
$3.08K - $3.39K
|
33
$16.2K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
8+ 2.73% |
$3.08K - $3.39K
|
301
$147K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7New |
$2.69K - $2.96K
|
7
$3.43K
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
7New |
$2.69K - $2.96K
|
7
$3.43K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.21% |
$1.92K - $2.12K
|
2.37K
$1.16M
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
5New |
$1.92K - $2.12K
|
5
$2.45K
|