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 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
92+ 12.14% |
$36.7K - $43.5K
|
850
$317K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
91+ 3.79% |
$36.3K - $43.1K
|
2.49K
$928K
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
89+ 8.05% |
$35.5K - $42.1K
|
1.2K
$446K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
89+ 11.65% |
$35.5K - $42.1K
|
853
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
89+ 2.04% |
$35.5K - $42.1K
|
4.44K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
88+ 16.54% |
$35.1K - $41.7K
|
620
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
87+ 7.28% |
$34.7K - $41.2K
|
1.28K
$478K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
86+ 4300.0% |
$34.3K - $40.7K
|
88
$32.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
83+ 10.6% |
$33.1K - $39.3K
|
866
$323K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
76+ 58.02% |
$30.3K - $36K
|
207
$77.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74+ 2.44% |
$29.5K - $35K
|
3.11K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
74+ 6.75% |
$29.5K - $35K
|
1.17K
$436K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
74+ 1.46% |
$29.5K - $35K
|
5.15K
$1.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
73+ 2.17% |
$29.1K - $34.6K
|
3.44K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
71+ 17.32% |
$28.3K - $33.6K
|
481
$179K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
71+ 2.82% |
$28.3K - $33.6K
|
2.59K
$965K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
70+ 14.08% |
$27.9K - $33.1K
|
567
$211K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
69+ 2.55% |
$27.5K - $32.7K
|
2.78K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
67+ 15.12% |
$26.7K - $31.7K
|
510
$190K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
66+ 5.12% |
$26.3K - $31.2K
|
1.36K
$506K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
65+ 7.68% |
$25.9K - $30.8K
|
911
$340K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
64+ 2.52% |
$25.5K - $30.3K
|
2.61K
$971K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
63+ 2.23% |
$25.1K - $29.8K
|
2.89K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
62+ 0.4% |
$24.7K - $29.3K
|
15.8K
$5.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
62+ 24.51% |
$24.7K - $29.3K
|
315
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
61+ 3.18% |
$24.3K - $28.9K
|
1.98K
$738K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
61+ 0.43% |
$24.3K - $28.9K
|
14.2K
$5.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
60+ 0.59% |
$23.9K - $28.4K
|
10.3K
$3.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
60+ 6.01% |
$23.9K - $28.4K
|
1.06K
$394K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
58+ 6.39% |
$23.1K - $27.5K
|
965
$360K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
52+ 10.16% |
$20.7K - $24.6K
|
564
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
51+ 45.54% |
$20.3K - $24.1K
|
163
$60.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
51+ 58.62% |
$20.3K - $24.1K
|
138
$51.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
51+ 94.44% |
$20.3K - $24.1K
|
105
$39.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
51+ 0.53% |
$20.3K - $24.1K
|
9.76K
$3.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49+ 7.92% |
$19.5K - $23.2K
|
668
$249K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
48+ 2.73% |
$19.1K - $22.7K
|
1.81K
$675K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
47+ 4.99% |
$18.7K - $22.2K
|
989
$369K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
47New |
$18.7K - $22.2K
|
47
$17.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
45+ 1.08% |
$17.9K - $21.3K
|
4.23K
$1.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
42+ 6.83% |
$16.8K - $19.9K
|
657
$245K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41+ 20.1% |
$16.4K - $19.4K
|
245
$91.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
35+ 7.04% |
$14K - $16.6K
|
532
$198K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
35+ 7.53% |
$14K - $16.6K
|
500
$186K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
34+ 3.17% |
$13.6K - $16.1K
|
1.11K
$413K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
32New |
$12.8K - $15.1K
|
32
$11.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
30+ 0.44% |
$12K - $14.2K
|
6.87K
$2.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 150.0% |
$12K - $14.2K
|
50
$18.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 49.18% |
$12K - $14.2K
|
91
$33.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
29+ 9.97% |
$11.6K - $13.7K
|
320
$119K
|