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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
270+ 0.32% |
$107K - $127K
|
84.1K
$39.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
260New |
$103K - $122K
|
260
$123K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
259New |
$103K - $122K
|
259
$123K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
259+ 11.38% |
$103K - $122K
|
2.53K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
253+ 89.08% |
$100K - $119K
|
537
$255K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
250+ 23.08% |
$99.3K - $117K
|
1.33K
$632K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
240+ 5.88% |
$95.3K - $113K
|
4.32K
$2.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
233+ 44.64% |
$92.5K - $109K
|
755
$358K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
231+ 9.23% |
$91.7K - $108K
|
2.74K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
230+ 15.21% |
$91.3K - $108K
|
1.74K
$826K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
222+ 2.55% |
$88.1K - $104K
|
8.94K
$4.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
221+ 36.11% |
$87.7K - $104K
|
833
$395K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
220New |
$87.3K - $103K
|
220
$104K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
219+ 6.48% |
$87K - $103K
|
3.6K
$1.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
214+ 1.05% |
$85K - $100K
|
20.5K
$9.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
213+ 4.14% |
$84.6K - $100K
|
5.35K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
210+ 15.7% |
$83.4K - $98.6K
|
1.55K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
209+ 8.99% |
$83K - $98.1K
|
2.54K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
200New |
$79.4K - $93.9K
|
200
$94.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
200+ 1.61% |
$79.4K - $93.9K
|
12.6K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
200+ 3.08% |
$79.4K - $93.9K
|
6.7K
$3.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
190+ 2.4% |
$75.4K - $89.2K
|
8.12K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
182+ 4.55% |
$72.3K - $85.4K
|
4.18K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
170+ 38.03% |
$67.5K - $79.8K
|
617
$293K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
170New |
$67.5K - $79.8K
|
170
$80.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
164+ 2.53% |
$65.1K - $77K
|
6.64K
$3.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
163+ 26.59% |
$64.7K - $76.5K
|
776
$368K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
157+ 2.5% |
$62.3K - $73.7K
|
6.43K
$3.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
156+ 5200.0% |
$61.9K - $73.2K
|
159
$75.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
156+ 7.13% |
$61.9K - $73.2K
|
2.34K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
153+ 17.83% |
$60.7K - $71.8K
|
1.01K
$480K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
151+ 13.27% |
$60K - $70.9K
|
1.29K
$612K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
142+ 9.14% |
$56.4K - $66.7K
|
1.7K
$805K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
140+ 3.18% |
$55.6K - $65.7K
|
4.54K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
139+ 5.95% |
$55.2K - $65.3K
|
2.48K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
136+ 4.24% |
$54K - $63.8K
|
3.35K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
135+ 6.34% |
$53.6K - $63.4K
|
2.27K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
135+ 3.49% |
$53.6K - $63.4K
|
4.01K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
132+ 19.7% |
$52.4K - $62K
|
802
$381K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
128+ 581.82% |
$50.8K - $60.1K
|
150
$71.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
125+ 10.43% |
$49.6K - $58.7K
|
1.32K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
124+ 2.61% |
$49.2K - $58.2K
|
4.87K
$2.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
123+ 5.99% |
$48.8K - $57.7K
|
2.18K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
122+ 5.57% |
$48.4K - $57.3K
|
2.31K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
116+ 207.14% |
$46.1K - $54.5K
|
172
$81.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
114+ 18.21% |
$45.3K - $53.5K
|
740
$351K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
111+ 0.59% |
$44.1K - $52.1K
|
18.8K
$8.93M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
110+ 7.17% |
$43.7K - $51.6K
|
1.65K
$780K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
108+ 3.94% |
$42.9K - $50.7K
|
2.85K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107New |
$42.5K - $50.2K
|
107
$50.8K
|