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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
63New |
$26.5K - $30.1K
|
63
$23.5K
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
60+ 32.61% |
$25.2K - $28.6K
|
244
$91K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
50New |
$21K - $23.9K
|
50
$18.6K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
44+ 6.57% |
$18.5K - $21K
|
714
$266K
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
41New |
$17.2K - $19.6K
|
41
$15.3K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
34+ 69.39% |
$14.3K - $16.2K
|
83
$30.9K
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
33New |
$13.9K - $15.7K
|
33
$12.3K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21New |
$8.83K - $10K
|
21
$7.83K
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
15New |
$6.31K - $7.16K
|
15
$5.59K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
11New |
$4.62K - $5.25K
|
11
$4.1K
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10New |
$4.2K - $4.77K
|
10
$3.73K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8New |
$3.36K - $3.82K
|
8
$2.98K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8New |
$3.36K - $3.82K
|
8
$2.98K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8New |
$3.36K - $3.82K
|
8
$2.98K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7New |
$2.94K - $3.34K
|
7
$2.61K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6New |
$2.52K - $2.86K
|
6
$2.24K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
6New |
$2.52K - $2.86K
|
6
$2.24K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2New |
$841 - $954
|
2
$746
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
28KNew |
$10.9M - $12.4M
|
28K
$10.4M
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
20KNew |
$7.75M - $8.84M
|
20K
$7.46M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
PUT |
19.9KNew |
$7.71M - $8.79M
|
19.9K
$7.42M
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.55KNew |
$986K - $1.12M
|
2.55K
$949K
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
2.2K+ 169.23% |
$853K - $972K
|
3.5K
$1.31M
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.89KNew |
$733K - $836K
|
1.89K
$705K
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
660New |
$256K - $292K
|
660
$246K
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
600+ 13.95% |
$233K - $265K
|
4.9K
$1.83M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
546New |
$212K - $241K
|
546
$204K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
297+ 35.06% |
$115K - $131K
|
1.14K
$427K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
105New |
$40.7K - $46.4K
|
105
$39.2K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
60+ 3.47% |
$23.3K - $26.5K
|
1.79K
$667K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
57New |
$22.1K - $25.2K
|
57
$21.3K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
34New |
$13.2K - $15K
|
34
$12.7K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
34New |
$13.2K - $15K
|
34
$12.7K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
34New |
$13.2K - $15K
|
34
$12.7K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
32New |
$12.4K - $14.1K
|
32
$11.9K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
22New |
$8.53K - $9.72K
|
22
$8.2K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17New |
$6.59K - $7.51K
|
17
$6.34K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
11+ 0.92% |
$4.26K - $4.86K
|
1.21K
$449K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6New |
$2.33K - $2.65K
|
6
$2.24K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
6+ 200.0% |
$2.33K - $2.65K
|
9
$3.36K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4New |
$1.55K - $1.77K
|
4
$1.49K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$1.16K - $1.33K
|
3
$1.12K
|
|
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
$12.2M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
20KNew |
$7.69M - $8.47M
|
20K
$7.46M
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
7.81K+ 1425.55% |
$3M - $3.31M
|
8.36K
$3.12M
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.07KNew |
$1.18M - $1.3M
|
3.07K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
1.31KNew |
$504K - $555K
|
1.31K
$488K
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
1.19K+ 108.87% |
$458K - $504K
|
2.29K
$852K
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
816+ 42.04% |
$314K - $345K
|
2.76K
$1.03M
|