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 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
9+ 900.0% |
$3.85K - $4.29K
|
10
$4.48K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8New |
$3.42K - $3.81K
|
8
$3.58K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
7+ 0.84% |
$2.99K - $3.34K
|
836
$374K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7+ 18.42% |
$2.99K - $3.34K
|
45
$20.2K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 15.56% |
$2.99K - $3.34K
|
52
$23.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
7+ 5.11% |
$2.99K - $3.34K
|
144
$64.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
7New |
$2.99K - $3.34K
|
7
$3.13K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.79% |
$2.99K - $3.34K
|
891
$399K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7New |
$2.99K - $3.34K
|
7
$3.13K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6New |
$2.57K - $2.86K
|
6
$2.69K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
6New |
$2.57K - $2.86K
|
6
$2.69K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6+ 50.0% |
$2.57K - $2.86K
|
18
$8.06K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6+ 13.04% |
$2.57K - $2.86K
|
52
$23.3K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 0.23% |
$2.57K - $2.86K
|
2.57K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 3.95% |
$2.57K - $2.86K
|
158
$70.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 18.18% |
$2.57K - $2.86K
|
39
$17.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 35.29% |
$2.57K - $2.86K
|
23
$10.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
6+ 16.22% |
$2.57K - $2.86K
|
43
$19.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
6+ 0.31% |
$2.57K - $2.86K
|
1.97K
$880K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
5+ 1.02% |
$2.14K - $2.38K
|
497
$223K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
5+ 3.68% |
$2.14K - $2.38K
|
141
$63.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5+ 166.67% |
$2.14K - $2.38K
|
8
$3.58K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.33% |
$1.71K - $1.91K
|
1.21K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.36% |
$1.71K - $1.91K
|
1.13K
$504K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4+ 1.88% |
$1.71K - $1.91K
|
217
$97.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$1.71K - $1.91K
|
4
$1.79K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4+ 0.72% |
$1.71K - $1.91K
|
558
$250K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$1.71K - $1.91K
|
6
$2.69K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
3+ 0.55% |
$1.28K - $1.43K
|
547
$245K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3+ 0.43% |
$1.28K - $1.43K
|
704
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.15% |
$1.28K - $1.43K
|
1.94K
$871K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.81% |
$1.28K - $1.43K
|
372
$167K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 1.89% |
$1.28K - $1.43K
|
162
$72.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
3+ 0.4% |
$1.28K - $1.43K
|
754
$338K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3+ 0.34% |
$1.28K - $1.43K
|
873
$391K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2New |
$855 - $953
|
2
$896
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$855 - $953
|
2
$896
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.22% |
$855 - $953
|
920
$412K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2New |
$855 - $953
|
2
$896
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$855 - $953
|
2
$896
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$428 - $477
|
1
$448
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$428 - $477
|
1
$448
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$428 - $477
|
1
$448
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
1+ 0.13% |
$428 - $477
|
758
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$428 - $477
|
1
$448
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.67% |
$428 - $477
|
61
$27.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1New |
$428 - $477
|
1
$448
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
138KNew |
$62.1M - $68.5M
|
138K
$61.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Meridiem Capital Partners LP
Dallas, TX |
BUY
|
- |
85.9KNew |
$38.6M - $42.6M
|
85.9K
$38.5M
|
|