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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-115- 4.18% |
$45.9K - $54.4K
|
2.63K
$976K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-114- 0.74% |
$45.5K - $54K
|
15.2K
$5.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-112- 1.4% |
$44.7K - $53K
|
7.91K
$2.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-108- 1.25% |
$43.1K - $51.1K
|
8.5K
$3.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-108- 5.16% |
$43.1K - $51.1K
|
1.98K
$736K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-103- 5.73% |
$41.1K - $48.8K
|
1.69K
$628K
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-100- 0.41% |
$39.9K - $47.3K
|
24.5K
$9.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-95- 32.76% |
$37.9K - $45K
|
195
$72.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-95- 7.49% |
$37.9K - $45K
|
1.17K
$435K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-94- 8.67% |
$37.5K - $44.5K
|
990
$367K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-86- 7.83% |
$34.3K - $40.7K
|
1.01K
$375K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-83- 1.48% |
$33.1K - $39.3K
|
5.52K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-81- 9.57% |
$32.3K - $38.3K
|
765
$284K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-81- 1.02% |
$32.3K - $38.3K
|
7.89K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-75- 5.23% |
$29.9K - $35.5K
|
1.36K
$503K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-72- 7.54% |
$28.7K - $34.1K
|
883
$327K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-70- 1.58% |
$27.9K - $33.1K
|
4.35K
$1.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-68- 1.08% |
$27.1K - $32.2K
|
6.25K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-67- 95.71% |
$26.7K - $31.7K
|
3
$1.11K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-66- 18.49% |
$26.3K - $31.2K
|
291
$108K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-66- 5.63% |
$26.3K - $31.2K
|
1.11K
$410K
|
|
|
Jul 24, 2025
Q2 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-64- 0.74% |
$25.5K - $30.3K
|
8.55K
$3.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-64- 12.36% |
$25.5K - $30.3K
|
454
$168K
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-63- 7.29% |
$25.1K - $29.8K
|
801
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62- 9.44% |
$24.7K - $29.3K
|
595
$221K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-59- 3.69% |
$23.5K - $27.9K
|
1.54K
$571K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-57- 11.15% |
$22.7K - $27K
|
454
$168K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-55- 2.48% |
$21.9K - $26K
|
2.16K
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-53- 2.74% |
$21.1K - $25.1K
|
1.88K
$697K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-52- 9.81% |
$20.7K - $24.6K
|
478
$177K
|
|
|
Jul 17, 2025
Q2 2025
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-52- 1.54% |
$20.7K - $24.6K
|
3.33K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-50- 8.55% |
$19.9K - $23.7K
|
535
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-48- 1.14% |
$19.1K - $22.7K
|
4.17K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-47- 54.65% |
$18.7K - $22.2K
|
39
$14.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-46- 2.05% |
$18.3K - $21.8K
|
2.2K
$815K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-46- 1.7% |
$18.3K - $21.8K
|
2.66K
$986K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-46- 0.25% |
$18.3K - $21.8K
|
18.5K
$6.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-44- 28.21% |
$17.5K - $20.8K
|
112
$41.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-42- 36.52% |
$16.8K - $19.9K
|
73
$27.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-40- 4.18% |
$16K - $18.9K
|
917
$340K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-40- 3.3% |
$16K - $18.9K
|
1.17K
$435K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-40- 4.03% |
$16K - $18.9K
|
953
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-37- 0.59% |
$14.8K - $17.5K
|
6.22K
$2.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-36- 0.57% |
$14.4K - $17K
|
6.24K
$2.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-35- 4.66% |
$14K - $16.6K
|
716
$265K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-35- 5.0% |
$14K - $16.6K
|
665
$247K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-35- 1.17% |
$14K - $16.6K
|
2.96K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-35- 5.27% |
$14K - $16.6K
|
629
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-33- 1.08% |
$13.2K - $15.6K
|
3.02K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-33- 6.23% |
$13.2K - $15.6K
|
497
$184K
|