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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
60New |
$23.7K - $28.3K
|
60
$29.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
55New |
$21.7K - $26K
|
55
$26.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
51+ 4.27% |
$20.1K - $24.1K
|
1.25K
$608K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
50New |
$19.7K - $23.6K
|
50
$24.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
45New |
$17.8K - $21.2K
|
45
$21.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
37New |
$14.6K - $17.5K
|
37
$18K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
25New |
$9.86K - $11.8K
|
25
$12.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
17New |
$6.71K - $8.02K
|
17
$8.29K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
13New |
$5.13K - $6.14K
|
13
$6.34K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
9New |
$3.55K - $4.25K
|
9
$4.39K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8New |
$3.16K - $3.78K
|
8
$3.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
8New |
$3.16K - $3.78K
|
8
$3.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
7New |
$2.76K - $3.3K
|
7
$3.41K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6New |
$2.37K - $2.83K
|
6
$2.93K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5+ 0.73% |
$1.97K - $2.36K
|
693
$338K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
5New |
$1.97K - $2.36K
|
5
$2.44K
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5+ 0.89% |
$1.97K - $2.36K
|
567
$276K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 100.0% |
$1.58K - $1.89K
|
8
$3.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2New |
$789 - $944
|
2
$975
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1New |
$395 - $472
|
1
$488
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1+ 0.24% |
$395 - $472
|
411
$200K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Interval Partners, LP
New York, NY |
BUY
|
- |
7KNew |
$2.72M - $3.2M
|
7K
$3.41M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
4.09KNew |
$1.59M - $1.87M
|
4.09K
$1.99M
|
|
|
Oct 07, 2022
Q3 2022
|
Everence Capital Management Inc
|
BUY
|
- |
870+ 92.55% |
$338K - $398K
|
1.81K
$883K
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
500New |
$194K - $229K
|
500
$244K
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
500New |
$194K - $229K
|
500
$244K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
405New |
$157K - $185K
|
405
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
400+ 4.64% |
$155K - $183K
|
9.02K
$4.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
285New |
$111K - $130K
|
285
$139K
|
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
279+ 40.91% |
$108K - $128K
|
961
$469K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
100New |
$38.8K - $45.7K
|
100
$48.8K
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
53+ 5.27% |
$20.6K - $24.2K
|
1.06K
$516K
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
48+ 5.99% |
$18.6K - $21.9K
|
850
$414K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
33+ 0.03% |
$12.8K - $15.1K
|
109K
$53.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
29+ 5.7% |
$11.3K - $13.3K
|
538
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
27New |
$10.5K - $12.3K
|
27
$13.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
20+ 3.31% |
$7.77K - $9.14K
|
625
$305K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
8+ 88.89% |
$3.11K - $3.66K
|
17
$8.29K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
8New |
$3.11K - $3.66K
|
8
$3.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
7New |
$2.72K - $3.2K
|
7
$3.41K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$777 - $914
|
2
$975
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.03% |
$388 - $457
|
2.98K
$1.45M
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
4KNew |
$1.39M - $1.78M
|
4K
$1.95M
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.38KNew |
$830K - $1.06M
|
2.38K
$1.16M
|
|
|
Aug 10, 2022
Q2 2022
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
1.29KNew |
$451K - $575K
|
1.29K
$630K
|
|
|
Aug 15, 2022
Q2 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
668New |
$233K - $297K
|
668
$326K
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
610New |
$213K - $271K
|
610
$297K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
387New |
$135K - $172K
|
387
$189K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
213+ 22.64% |
$74.3K - $94.7K
|
1.15K
$563K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
132New |
$46K - $58.7K
|
132
$64.4K
|
|