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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
194+ 16.47% |
$77.4K - $91.8K
|
1.37K
$512K
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
193+ 16.61% |
$77K - $91.4K
|
1.36K
$505K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
190+ 6.27% |
$75.8K - $89.9K
|
3.22K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
189+ 2.07% |
$75.4K - $89.5K
|
9.31K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
187+ 4.08% |
$74.6K - $88.5K
|
4.77K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
184+ 0.84% |
$73.4K - $87.1K
|
22.1K
$8.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
168+ 0.04% |
$67K - $79.5K
|
406K
$151M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
168+ 24.96% |
$67K - $79.5K
|
841
$314K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
166+ 8.59% |
$66.2K - $78.6K
|
2.1K
$783K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
164+ 17.34% |
$65.4K - $77.6K
|
1.11K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
162+ 24.32% |
$64.6K - $76.7K
|
828
$309K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
162New |
$64.6K - $76.7K
|
162
$60.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
162+ 7.14% |
$64.6K - $76.7K
|
2.43K
$907K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
156+ 10.56% |
$62.2K - $73.8K
|
1.63K
$609K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
154+ 770.0% |
$61.4K - $72.9K
|
174
$64.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
148+ 1.19% |
$59K - $70.1K
|
12.6K
$4.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
147+ 30.63% |
$58.6K - $69.6K
|
627
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
146+ 7.31% |
$58.2K - $69.1K
|
2.14K
$799K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 51.61% |
$57.4K - $68.2K
|
423
$158K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
142+ 21.55% |
$56.6K - $67.2K
|
801
$299K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
142+ 5.52% |
$56.6K - $67.2K
|
2.71K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
141+ 20.58% |
$56.2K - $66.7K
|
826
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
137+ 2.72% |
$54.6K - $64.8K
|
5.18K
$1.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
131+ 2.72% |
$52.2K - $62K
|
4.94K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
130New |
$51.9K - $61.5K
|
130
$48.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
123+ 23.65% |
$49.1K - $58.2K
|
643
$240K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
119+ 2.24% |
$47.5K - $56.3K
|
5.43K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
116+ 1.4% |
$46.3K - $54.9K
|
8.41K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
115+ 0.27% |
$45.9K - $54.4K
|
42.3K
$15.8M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
115+ 11.18% |
$45.9K - $54.4K
|
1.14K
$427K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
114+ 0.51% |
$45.5K - $54K
|
22.3K
$8.32M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
112New |
$44.7K - $53K
|
112
$41.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
110+ 3.02% |
$43.9K - $52.1K
|
3.76K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
108+ 2.31% |
$43.1K - $51.1K
|
4.77K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
104+ 7.14% |
$41.5K - $49.2K
|
1.56K
$582K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
104+ 5.29% |
$41.5K - $49.2K
|
2.07K
$772K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
103+ 11.24% |
$41.1K - $48.8K
|
1.02K
$380K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
101New |
$40.3K - $47.8K
|
101
$37.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
100+ 17.42% |
$39.9K - $47.3K
|
674
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
98+ 0.89% |
$39.1K - $46.4K
|
11.1K
$4.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
98+ 0.48% |
$39.1K - $46.4K
|
20.4K
$7.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
97+ 0.86% |
$38.7K - $45.9K
|
11.4K
$4.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
97+ 7.48% |
$38.7K - $45.9K
|
1.39K
$519K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
96+ 21.19% |
$38.3K - $45.4K
|
549
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
95New |
$37.9K - $45K
|
95
$35.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
94+ 3.98% |
$37.5K - $44.5K
|
2.46K
$916K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
94+ 0.85% |
$37.5K - $44.5K
|
11.2K
$4.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
93New |
$37.1K - $44K
|
93
$34.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
93+ 0.66% |
$37.1K - $44K
|
14.2K
$5.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
93+ 0.85% |
$37.1K - $44K
|
11.1K
$4.14M
|