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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
27New |
$10.8K - $12.8K
|
27
$10.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
26+ 0.24% |
$10.4K - $12.3K
|
10.6K
$3.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
26+ 1.34% |
$10.4K - $12.3K
|
1.97K
$735K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
26New |
$10.4K - $12.3K
|
26
$9.69K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
25+ 13.89% |
$9.97K - $11.8K
|
205
$76.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23+ 12.43% |
$9.17K - $10.9K
|
208
$77.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
22New |
$8.77K - $10.4K
|
22
$8.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
22+ 9.09% |
$8.77K - $10.4K
|
264
$98.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
21+ 3.42% |
$8.38K - $9.94K
|
635
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
20New |
$7.98K - $9.47K
|
20
$7.46K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20+ 0.87% |
$7.98K - $9.47K
|
2.32K
$863K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
20+ 4.42% |
$7.98K - $9.47K
|
472
$176K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 19.39% |
$7.58K - $8.99K
|
117
$43.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
19+ 9.22% |
$7.58K - $8.99K
|
225
$83.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.92% |
$7.18K - $8.52K
|
1.97K
$733K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
18New |
$7.18K - $8.52K
|
18
$6.71K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
17+ 1.8% |
$6.78K - $8.05K
|
962
$359K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 5.0% |
$6.78K - $8.05K
|
357
$133K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
16+ 2.66% |
$6.38K - $7.57K
|
617
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
15New |
$5.98K - $7.1K
|
15
$5.59K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
15+ 6.91% |
$5.98K - $7.1K
|
232
$86.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 14.15% |
$5.98K - $7.1K
|
121
$45.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13New |
$5.19K - $6.15K
|
13
$4.85K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
12New |
$4.79K - $5.68K
|
12
$4.47K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
11+ 1.13% |
$4.39K - $5.21K
|
982
$366K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
11New |
$4.39K - $5.21K
|
11
$4.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
11New |
$4.39K - $5.21K
|
11
$4.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10+ 1.22% |
$3.99K - $4.73K
|
832
$310K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
9+ 11.11% |
$3.59K - $4.26K
|
90
$33.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
9New |
$3.59K - $4.26K
|
9
$3.36K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
9+ 1.19% |
$3.59K - $4.26K
|
763
$284K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9New |
$3.59K - $4.26K
|
9
$3.36K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
9+ 20.93% |
$3.59K - $4.26K
|
52
$19.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8+ 1.17% |
$3.19K - $3.79K
|
690
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
8New |
$3.19K - $3.79K
|
8
$2.98K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8+ 0.7% |
$3.19K - $3.79K
|
1.15K
$430K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
8+ 1.14% |
$3.19K - $3.79K
|
708
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6+ 13.33% |
$2.39K - $2.84K
|
51
$19K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6+ 0.55% |
$2.39K - $2.84K
|
1.09K
$408K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 13.64% |
$2.39K - $2.84K
|
50
$18.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
5+ 0.95% |
$1.99K - $2.37K
|
532
$198K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
5+ 9.43% |
$1.99K - $2.37K
|
58
$21.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
4New |
$1.6K - $1.89K
|
4
$1.49K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4+ 10.81% |
$1.6K - $1.89K
|
41
$15.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$1.6K - $1.89K
|
4
$1.49K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4New |
$1.6K - $1.89K
|
4
$1.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3+ 16.67% |
$1.2K - $1.42K
|
21
$7.83K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3+ 0.15% |
$1.2K - $1.42K
|
2.03K
$758K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 13.64% |
$1.2K - $1.42K
|
25
$9.32K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 33.33% |
$1.2K - $1.42K
|
12
$4.47K
|