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 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
588+ 19.71% |
$251K - $280K
|
3.57K
$1.6M
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
538New |
$230K - $256K
|
538
$241K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
533+ 0.11% |
$228K - $254K
|
468K
$210M
|
|
May 15, 2025
Q1 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
531New |
$227K - $253K
|
531
$238K
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
530New |
$227K - $253K
|
530
$237K
|
|
May 15, 2025
Q1 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
505+ 16.84% |
$216K - $241K
|
3.5K
$1.57M
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
480New |
$205K - $229K
|
480
$215K
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
480New |
$205K - $229K
|
480
$215K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
477+ 32.76% |
$204K - $227K
|
1.93K
$866K
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
453+ 1.29% |
$194K - $216K
|
35.5K
$15.9M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
447+ 4.31% |
$191K - $213K
|
10.8K
$4.85M
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
443New |
$189K - $211K
|
443
$198K
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
428New |
$183K - $204K
|
428
$192K
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
413+ 14.81% |
$177K - $197K
|
3.2K
$1.43M
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
401+ 8.43% |
$171K - $191K
|
5.16K
$2.31M
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
365+ 253.47% |
$156K - $174K
|
509
$228K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
359+ 21.33% |
$153K - $171K
|
2.04K
$914K
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
328+ 3.32% |
$140K - $156K
|
10.2K
$4.56M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
324New |
$139K - $154K
|
324
$145K
|
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
309New |
$132K - $147K
|
309
$138K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
302+ 17.49% |
$129K - $144K
|
2.03K
$909K
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
295+ 10.74% |
$126K - $141K
|
3.04K
$1.36M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
287+ 32.21% |
$123K - $137K
|
1.18K
$528K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
279+ 5.55% |
$119K - $133K
|
5.31K
$2.38M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
276+ 3.02% |
$118K - $132K
|
9.43K
$4.22M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
268+ 3.03% |
$115K - $128K
|
9.12K
$4.08M
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
265+ 3.24% |
$113K - $126K
|
8.44K
$3.78M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
260+ 12.37% |
$111K - $124K
|
2.36K
$1.06M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
255+ 57.56% |
$109K - $122K
|
698
$313K
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
249+ 14.91% |
$106K - $119K
|
1.92K
$859K
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
229+ 2.93% |
$97.9K - $109K
|
8.05K
$3.61M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
223+ 41.45% |
$95.3K - $106K
|
761
$341K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
219+ 4.48% |
$93.6K - $104K
|
5.11K
$2.29M
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
210+ 27.56% |
$89.8K - $100K
|
972
$435K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
208+ 9.04% |
$88.9K - $99.1K
|
2.51K
$1.12M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
205+ 4.94% |
$87.6K - $97.7K
|
4.36K
$1.95M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
202+ 5.71% |
$86.4K - $96.3K
|
3.74K
$1.67M
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
201+ 2.01% |
$85.9K - $95.8K
|
10.2K
$4.57M
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
198+ 2.4% |
$84.6K - $94.3K
|
8.47K
$3.79M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
187+ 1.68% |
$79.9K - $89.1K
|
11.3K
$5.06M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
182+ 20.11% |
$77.8K - $86.7K
|
1.09K
$487K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
180New |
$77K - $85.8K
|
180
$80.6K
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
174+ 23.74% |
$74.4K - $82.9K
|
907
$406K
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
171+ 7.29% |
$73.1K - $81.5K
|
2.52K
$1.13M
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
169+ 0.87% |
$72.2K - $80.5K
|
19.6K
$8.8M
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
167New |
$71.4K - $79.6K
|
167
$74.8K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
167+ 27.11% |
$71.4K - $79.6K
|
783
$351K
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
154+ 1.41% |
$65.8K - $73.4K
|
11K
$4.94M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
153+ 3.72% |
$65.4K - $72.9K
|
4.27K
$1.91M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
147+ 2.29% |
$62.8K - $70K
|
6.56K
$2.94M
|