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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
49+ 4.16% |
$20.9K - $23.3K
|
1.23K
$549K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
47+ 0.3% |
$20.1K - $22.4K
|
15.7K
$7.03M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
46+ 2.12% |
$19.7K - $21.9K
|
2.22K
$993K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
46+ 4.38% |
$19.7K - $21.9K
|
1.1K
$491K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
46+ 1.84% |
$19.7K - $21.9K
|
2.54K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
44+ 5.9% |
$18.8K - $21K
|
790
$354K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
44+ 2.18% |
$18.8K - $21K
|
2.06K
$923K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
42+ 14.09% |
$18K - $20K
|
340
$152K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
40+ 4.04% |
$17.1K - $19.1K
|
1.03K
$461K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
38+ 0.31% |
$16.2K - $18.1K
|
12.1K
$5.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
38+ 4.93% |
$16.2K - $18.1K
|
809
$362K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
37+ 0.47% |
$15.8K - $17.6K
|
7.97K
$3.57M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36+ 1.83% |
$15.4K - $17.2K
|
2K
$895K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
34+ 3.01% |
$14.5K - $16.2K
|
1.16K
$520K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
34New |
$14.5K - $16.2K
|
34
$15.2K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
32+ 0.69% |
$13.7K - $15.2K
|
4.67K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
32+ 40.0% |
$13.7K - $15.2K
|
112
$50.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
31+ 221.43% |
$13.3K - $14.8K
|
45
$20.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
30+ 6.58% |
$12.8K - $14.3K
|
486
$218K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
29+ 7.61% |
$12.4K - $13.8K
|
410
$184K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
27+ 18.0% |
$11.5K - $12.9K
|
177
$79.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
26+ 2.47% |
$11.1K - $12.4K
|
1.08K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25New |
$10.7K - $11.9K
|
25
$11.2K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25+ 4.82% |
$10.7K - $11.9K
|
544
$244K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
25+ 0.82% |
$10.7K - $11.9K
|
3.06K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
25+ 3.14% |
$10.7K - $11.9K
|
822
$368K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
25+ 0.29% |
$10.7K - $11.9K
|
8.61K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
24New |
$10.3K - $11.4K
|
24
$10.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
23+ 1.59% |
$9.83K - $11K
|
1.47K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22+ 11.96% |
$9.41K - $10.5K
|
206
$92.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22+ 0.56% |
$9.41K - $10.5K
|
3.98K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
21+ 2.01% |
$8.98K - $10K
|
1.07K
$478K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
20+ 1.39% |
$8.55K - $9.53K
|
1.46K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
19New |
$8.12K - $9.05K
|
19
$8.51K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
19+ 38.78% |
$8.12K - $9.05K
|
68
$30.5K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
18+ 300.0% |
$7.7K - $8.58K
|
24
$10.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
18+ 0.53% |
$7.7K - $8.58K
|
3.39K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18+ 3.0% |
$7.7K - $8.58K
|
619
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18+ 4.03% |
$7.7K - $8.58K
|
465
$208K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17+ 0.32% |
$7.27K - $8.1K
|
5.39K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
15New |
$6.41K - $7.15K
|
15
$6.72K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
12+ 2.14% |
$5.13K - $5.72K
|
574
$257K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
12New |
$5.13K - $5.72K
|
12
$5.37K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
11New |
$4.7K - $5.24K
|
11
$4.93K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 1.93% |
$4.7K - $5.24K
|
580
$260K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10+ 1.18% |
$4.28K - $4.77K
|
860
$385K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10+ 22.73% |
$4.28K - $4.77K
|
54
$24.2K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10+ 1.01% |
$4.28K - $4.77K
|
998
$447K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
9+ 20.45% |
$3.85K - $4.29K
|
53
$23.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
9+ 0.04% |
$3.85K - $4.29K
|
20.3K
$9.1M
|