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 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
204+ 523.08% |
$57.9K - $91.9K
|
243
$66.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
200+ 0.81% |
$56.8K - $90.1K
|
24.8K
$6.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
192+ 15.25% |
$54.5K - $86.5K
|
1.45K
$397K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
188+ 28.61% |
$53.4K - $84.7K
|
845
$231K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
187+ 1.16% |
$53.1K - $84.2K
|
16.4K
$4.48M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
186+ 1.69% |
$52.8K - $83.8K
|
11.2K
$3.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
180New |
$51.1K - $81.1K
|
180
$49.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
179+ 21.28% |
$50.8K - $80.6K
|
1.02K
$279K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
178+ 13.96% |
$50.5K - $80.2K
|
1.45K
$398K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
170+ 129.77% |
$48.3K - $76.6K
|
301
$82.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
169+ 6.23% |
$48K - $76.1K
|
2.88K
$790K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
164+ 23.73% |
$46.6K - $73.8K
|
855
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
153+ 5.03% |
$43.4K - $68.9K
|
3.19K
$875K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
146+ 45.63% |
$41.4K - $65.7K
|
466
$128K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
135+ 9.84% |
$38.3K - $60.8K
|
1.51K
$413K
|
|
|
Nov 10, 2025
Q3 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
130+ 2.91% |
$36.9K - $58.5K
|
4.6K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
121+ 5.98% |
$34.3K - $54.5K
|
2.15K
$588K
|
|
|
Oct 21, 2025
Q3 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
112+ 3.36% |
$31.8K - $50.4K
|
3.45K
$944K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
111+ 3.99% |
$31.5K - $50K
|
2.89K
$792K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
102+ 5100.0% |
$29K - $45.9K
|
104
$28.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
100New |
$28.4K - $45K
|
100
$27.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
98New |
$27.8K - $44.1K
|
98
$26.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
95+ 5.34% |
$27K - $42.8K
|
1.87K
$513K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
89+ 178.0% |
$25.3K - $40.1K
|
139
$38.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
88+ 6.45% |
$25K - $39.6K
|
1.45K
$398K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
88+ 27.59% |
$25K - $39.6K
|
407
$111K
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
BUY
|
- |
88+ 1.01% |
$25K - $39.6K
|
8.79K
$2.41M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
85+ 2833.33% |
$24.1K - $38.3K
|
88
$24.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
85+ 4.11% |
$24.1K - $38.3K
|
2.16K
$590K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
82+ 3.65% |
$23.3K - $36.9K
|
2.33K
$638K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
78New |
$22.1K - $35.1K
|
78
$21.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
74New |
$21K - $33.3K
|
74
$20.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
72+ 8.7% |
$20.4K - $32.4K
|
900
$247K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
64+ 1.16% |
$18.2K - $28.8K
|
5.58K
$1.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Amica Retiree Medical Trust
|
BUY
|
- |
62New |
$17.6K - $27.9K
|
62
$17K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
54+ 4.83% |
$15.3K - $24.3K
|
1.17K
$321K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
53+ 1.93% |
$15K - $23.9K
|
2.8K
$767K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
51+ 3.1% |
$14.5K - $23K
|
1.69K
$464K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
48+ 0.45% |
$13.6K - $21.6K
|
10.7K
$2.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
48+ 2.9% |
$13.6K - $21.6K
|
1.7K
$466K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
46+ 5.21% |
$13.1K - $20.7K
|
929
$254K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
46New |
$13.1K - $20.7K
|
46
$12.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
45+ 2.37% |
$12.8K - $20.3K
|
1.95K
$533K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41+ 0.1% |
$11.6K - $18.5K
|
42.6K
$11.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
39New |
$11.1K - $17.6K
|
39
$10.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
39+ 53.42% |
$11.1K - $17.6K
|
112
$30.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
38+ 10.64% |
$10.8K - $17.1K
|
395
$108K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
37+ 3.34% |
$10.5K - $16.7K
|
1.15K
$314K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
35New |
$9.94K - $15.8K
|
35
$9.59K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
32+ 30.48% |
$9.08K - $14.4K
|
137
$37.5K
|
|