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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
1.29KNew |
$451K - $575K
|
1.29K
$579K
|
|
|
Aug 15, 2022
Q2 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
668New |
$233K - $297K
|
668
$299K
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
610New |
$213K - $271K
|
610
$273K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
387New |
$135K - $172K
|
387
$173K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
213+ 22.64% |
$74.3K - $94.7K
|
1.15K
$517K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
132New |
$46K - $58.7K
|
132
$59.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
125New |
$43.6K - $55.6K
|
125
$56K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
97New |
$33.8K - $43.1K
|
97
$43.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
80New |
$27.9K - $35.6K
|
80
$35.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
71New |
$24.8K - $31.6K
|
71
$31.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
20New |
$6.97K - $8.89K
|
20
$8.96K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5New |
$1.74K - $2.22K
|
5
$2.24K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 1.59% |
$349 - $445
|
64
$28.7K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
62.3KNew |
$24.5M - $29.7M
|
62.3K
$27.9M
|
|
|
May 16, 2022
Q1 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
6.67KNew |
$2.62M - $3.17M
|
6.67K
$2.99M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
514New |
$202K - $245K
|
514
$230K
|
|
|
May 16, 2022
Q1 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
269+ 137.95% |
$106K - $128K
|
464
$208K
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
50+ 10.0% |
$19.6K - $23.8K
|
550
$246K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
19+ 17.12% |
$7.46K - $9.04K
|
130
$58.2K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7+ 9.46% |
$2.75K - $3.33K
|
81
$36.3K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
6New |
$2.36K - $2.86K
|
6
$2.69K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
6+ 26.09% |
$2.36K - $2.86K
|
29
$13K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.2KNew |
$867K - $1.08M
|
2.2K
$985K
|
|
|
Jul 09, 2025
Q4 2021
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
1.7KNew |
$670K - $831K
|
1.7K
$761K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
637New |
$251K - $311K
|
637
$285K
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
144New |
$56.8K - $70.4K
|
144
$64.5K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
77New |
$30.3K - $37.6K
|
77
$34.5K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
52New |
$20.5K - $25.4K
|
52
$23.3K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
20New |
$7.88K - $9.78K
|
20
$8.96K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
12KNew |
$4.01M - $4.72M
|
12K
$5.35M
|
|
|
Nov 01, 2021
Q3 2021
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
575New |
$193K - $227K
|
575
$257K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
109New |
$36.6K - $43K
|
109
$48.8K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
99New |
$33.2K - $39.1K
|
99
$44.3K
|
|
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
39+ 54.93% |
$13.1K - $15.4K
|
110
$49.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
31New |
$10.4K - $12.2K
|
31
$13.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8New |
$2.68K - $3.16K
|
8
$3.58K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
8New |
$2.68K - $3.16K
|
8
$3.58K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
19.2KNew |
$5.94M - $6.66M
|
19.2K
$8.6M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.15KNew |
$665K - $747K
|
2.15K
$963K
|
|
|
Aug 03, 2021
Q2 2021
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
700+ 77.78% |
$216K - $243K
|
1.6K
$716K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
599New |
$185K - $208K
|
599
$268K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
28New |
$8.66K - $9.72K
|
28
$12.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
26New |
$8.04K - $9.02K
|
26
$11.6K
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
1.12KNew |
$329K - $375K
|
1.12K
$501K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
29New |
$8.54K - $9.73K
|
29
$13K
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16New |
$4.71K - $5.37K
|
16
$7.16K
|
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
13New |
$3.83K - $4.36K
|
13
$5.82K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.45KNew |
$444K - $509K
|
1.45K
$648K
|
|
|
Feb 05, 2021
Q4 2020
|
Tom Gayner
Markel Corp
|
BUY
|
- |
40+ 0.03% |
$12.3K - $14.1K
|
117K
$52.3M
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.3KNew |
$1.71M - $1.91M
|
5.3K
$2.37M
|
|