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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-201- 6.29% |
$85.9K - $95.8K
|
2.99K
$1.37M
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-200- 0.75% |
$85.5K - $95.3K
|
26.3K
$12.1M
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-187- 1.76% |
$79.9K - $89.1K
|
10.5K
$4.8M
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-185- 8.13% |
$79.1K - $88.2K
|
2.09K
$958K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-183- 7.54% |
$78.2K - $87.2K
|
2.24K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-182- 90.1% |
$77.8K - $86.7K
|
20
$9.17K
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-180- 6.62% |
$77K - $85.8K
|
2.54K
$1.16M
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-177- 10.49% |
$75.7K - $84.3K
|
1.51K
$692K
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-177- 20.16% |
$75.7K - $84.3K
|
701
$321K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-175- 66.79% |
$74.8K - $83.4K
|
87
$39.9K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-172- 13.35% |
$73.5K - $82K
|
1.12K
$511K
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-162- 2.52% |
$69.3K - $77.2K
|
6.28K
$2.88M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-161- 25.72% |
$68.8K - $76.7K
|
465
$213K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-161- 2.8% |
$68.8K - $76.7K
|
5.6K
$2.57M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-158- 5.96% |
$67.5K - $75.3K
|
2.49K
$1.14M
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-156- 98.11% |
$66.7K - $74.3K
|
3
$1.37K
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-150- 1.32% |
$64.1K - $71.5K
|
11.2K
$5.15M
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-149- 0.74% |
$63.7K - $71K
|
20K
$9.15M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-144- 5.63% |
$61.6K - $68.6K
|
2.42K
$1.11M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-144- 3.18% |
$61.6K - $68.6K
|
4.39K
$2.01M
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-141- 1.02% |
$60.3K - $67.2K
|
13.7K
$6.3M
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-138- 79.31% |
$59K - $65.8K
|
36
$16.5K
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-135- 0.92% |
$57.7K - $64.3K
|
14.5K
$6.65M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-134- 11.04% |
$57.3K - $63.9K
|
1.08K
$495K
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-129- 2.84% |
$55.1K - $61.5K
|
4.42K
$2.03M
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-128- 11.76% |
$54.7K - $61K
|
960
$440K
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-128- 4.02% |
$54.7K - $61K
|
3.06K
$1.4M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-127- 1.46% |
$54.3K - $60.5K
|
8.58K
$3.93M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-125- 3.31% |
$53.4K - $59.6K
|
3.65K
$1.67M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-125Closed |
$53.4K - $59.6K
|
0
$0
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-123- 17.4% |
$52.6K - $58.6K
|
584
$268K
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-122- 2.7% |
$52.2K - $58.1K
|
4.4K
$2.01M
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-120- 3.64% |
$51.3K - $57.2K
|
3.18K
$1.46M
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-120- 12.12% |
$51.3K - $57.2K
|
870
$399K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-117- 7.37% |
$50K - $55.8K
|
1.47K
$674K
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-117- 14.55% |
$50K - $55.8K
|
687
$315K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-115- 1.07% |
$49.2K - $54.8K
|
10.6K
$4.86M
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-115- 12.31% |
$49.2K - $54.8K
|
819
$375K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-111- 16.69% |
$47.5K - $52.9K
|
554
$254K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-110- 5.77% |
$47K - $52.4K
|
1.8K
$823K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-109- 8.5% |
$46.6K - $51.9K
|
1.17K
$538K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-100- 12.5% |
$42.8K - $47.7K
|
700
$321K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-97- 1.98% |
$41.5K - $46.2K
|
4.8K
$2.2M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-89- 32.48% |
$38K - $42.4K
|
185
$84.8K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-88- 88.89% |
$37.6K - $41.9K
|
11
$5.04K
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-86- 1.56% |
$36.8K - $41K
|
5.42K
$2.48M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-82- 0.44% |
$35.1K - $39.1K
|
18.7K
$8.58M
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-80- 6.02% |
$34.2K - $38.1K
|
1.25K
$573K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-78- 14.77% |
$33.3K - $37.2K
|
450
$206K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-75- 7.28% |
$32.1K - $35.7K
|
955
$438K
|