Latest Institutional Sells of Factset Research Systems Inc (FDS)
This list provides information on the latest institutional transactions involving Factset Research Systems Inc (FDS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-10- 0.65% |
$4.44K - $4.88K
|
1.54K
$688K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-5- 0.74% |
$2.22K - $2.44K
|
670
$300K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3- 6.67% |
$1.33K - $1.46K
|
42
$18.8K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1- 0.08% |
$444 - $488
|
1.18K
$530K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-22.8K- 7.71% |
$9.57M - $10.9M
|
272K
$122M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-3.6K- 98.41% |
$1.51M - $1.72M
|
58
$26K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.05K- 56.87% |
$440K - $499K
|
794
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-589- 99.66% |
$248K - $281K
|
2
$896
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-408- 44.35% |
$172K - $195K
|
512
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-344- 30.77% |
$145K - $164K
|
774
$347K
|
|
|
Jan 24, 2024
Q4 2023
|
Xxec, Inc.
|
SELL
|
- |
-273- 2.73% |
$115K - $130K
|
9.73K
$4.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-225- 18.81% |
$94.6K - $107K
|
971
$435K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-76- 15.32% |
$32K - $36.3K
|
420
$188K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-63- 6.1% |
$26.5K - $30.1K
|
969
$434K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-41- 6.66% |
$17.2K - $19.6K
|
575
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-35- 6.64% |
$14.7K - $16.7K
|
492
$220K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-14- 30.43% |
$5.89K - $6.68K
|
32
$14.3K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-13Closed |
$5.47K - $6.2K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-3- 4.29% |
$1.26K - $1.43K
|
67
$30K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 1.54% |
$420 - $477
|
64
$28.7K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-127K- 96.47% |
$49.3M - $56.2M
|
4.65K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-90.6K- 22.79% |
$35.1M - $40M
|
307K
$137M
|
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-37.3K- 96.88% |
$14.4M - $16.5M
|
1.2K
$537K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-32.1K- 96.2% |
$12.4M - $14.2M
|
1.27K
$567K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.51K- 27.45% |
$584K - $666K
|
3.98K
$1.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.24K- 61.77% |
$479K - $546K
|
765
$343K
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-202- 19.02% |
$78.3K - $89.3K
|
860
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-80- 14.16% |
$31K - $35.3K
|
485
$217K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-65- 5.49% |
$25.2K - $28.7K
|
1.12K
$502K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-40- 2.46% |
$15.5K - $17.7K
|
1.59K
$710K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-37Closed |
$14.3K - $16.3K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 7.76% |
$3.49K - $3.98K
|
107
$47.9K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8- 1.56% |
$3.1K - $3.53K
|
506
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-2- 0.4% |
$775 - $884
|
501
$224K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-1- 0.13% |
$388 - $442
|
769
$344K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-18.9K- 99.32% |
$7.26M - $7.99M
|
130
$58.2K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-7.5K- 86.69% |
$2.88M - $3.18M
|
1.15K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-3.01K- 34.15% |
$1.16M - $1.27M
|
5.8K
$2.6M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.05K- 35.65% |
$404K - $445K
|
1.9K
$849K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-85- 86.73% |
$32.7K - $36K
|
13
$5.82K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-62- 5.53% |
$23.8K - $26.2K
|
1.06K
$475K
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-22- 0.29% |
$8.46K - $9.31K
|
7.51K
$3.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-20- 2.73% |
$7.69K - $8.47K
|
712
$319K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-15- 22.39% |
$5.77K - $6.35K
|
52
$23.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-10- 50.0% |
$3.85K - $4.23K
|
10
$4.48K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-6- 12.24% |
$2.31K - $2.54K
|
43
$19.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1- 11.11% |
$385 - $423
|
8
$3.58K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-23.9K- 55.72% |
$9.39M - $10.4M
|
19K
$8.51M
|
|
|
May 15, 2023
Q1 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-12.6K- 39.53% |
$4.93M - $5.47M
|
19.2K
$8.6M
|
|
|
May 12, 2023
Q1 2023
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-1.27K- 13.05% |
$497K - $551K
|
8.43K
$3.78M
|
|