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 |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-32- 0.37% |
$12.8K - $15.1K
|
8.7K
$3.23M
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-31- 0.38% |
$12.4K - $14.7K
|
8.14K
$3.02M
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-31- 2.53% |
$12.4K - $14.7K
|
1.2K
$443K
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-30- 5.43% |
$12K - $14.2K
|
522
$194K
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-30- 3.8% |
$12K - $14.2K
|
760
$282K
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-27- 0.62% |
$10.8K - $12.8K
|
4.33K
$1.61M
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-27- 0.8% |
$10.8K - $12.8K
|
3.34K
$1.24M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-27- 60.0% |
$10.8K - $12.8K
|
18
$6.67K
|
|
Aug 13, 2025
Q2 2025
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-26- 0.39% |
$10.4K - $12.3K
|
6.69K
$2.48M
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-25- 1.93% |
$9.97K - $11.8K
|
1.27K
$471K
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-24- 2.27% |
$9.57K - $11.4K
|
1.03K
$383K
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-23- 4.11% |
$9.17K - $10.9K
|
536
$199K
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22- 2.11% |
$8.77K - $10.4K
|
1.02K
$379K
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-22- 32.35% |
$8.77K - $10.4K
|
46
$17.1K
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-19- 0.82% |
$7.58K - $8.99K
|
2.3K
$853K
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-18- 2.85% |
$7.18K - $8.52K
|
614
$228K
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-18- 66.67% |
$7.18K - $8.52K
|
9
$3.34K
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-18- 2.58% |
$7.18K - $8.52K
|
680
$252K
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-17- 1.8% |
$6.78K - $8.05K
|
928
$344K
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-17- 32.69% |
$6.78K - $8.05K
|
35
$13K
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-16- 1.39% |
$6.38K - $7.57K
|
1.14K
$421K
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-16- 0.47% |
$6.38K - $7.57K
|
3.36K
$1.24M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-15- 1.02% |
$5.98K - $7.1K
|
1.46K
$539K
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-14- 1.57% |
$5.58K - $6.63K
|
877
$325K
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-14- 23.33% |
$5.58K - $6.63K
|
46
$17.1K
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-14- 0.43% |
$5.58K - $6.63K
|
3.26K
$1.21M
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-14- 1.07% |
$5.58K - $6.63K
|
1.29K
$479K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 11.86% |
$5.58K - $6.63K
|
104
$38.6K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-13- 9.03% |
$5.19K - $6.15K
|
131
$48.6K
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13- 2.08% |
$5.19K - $6.15K
|
613
$227K
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-12- 0.06% |
$4.79K - $5.68K
|
19.6K
$7.26M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-12- 0.59% |
$4.79K - $5.68K
|
2.03K
$753K
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-11- 12.09% |
$4.39K - $5.21K
|
80
$29.7K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11- 0.86% |
$4.39K - $5.21K
|
1.27K
$470K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 1.9% |
$4.39K - $5.21K
|
569
$211K
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10- 1.86% |
$3.99K - $4.73K
|
528
$196K
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-10- 1.83% |
$3.99K - $4.73K
|
537
$199K
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 8.85% |
$3.99K - $4.73K
|
103
$38.2K
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-10- 1.16% |
$3.99K - $4.73K
|
850
$315K
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-9- 1.33% |
$3.59K - $4.26K
|
667
$247K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 39.13% |
$3.59K - $4.26K
|
14
$5.19K
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-9- 0.88% |
$3.59K - $4.26K
|
1.01K
$376K
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-9- 0.4% |
$3.59K - $4.26K
|
2.25K
$833K
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-8- 1.35% |
$3.19K - $3.79K
|
583
$216K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-8- 80.0% |
$3.19K - $3.79K
|
2
$741
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-8- 0.72% |
$3.19K - $3.79K
|
1.1K
$409K
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
SELL
|
- |
-8- 0.77% |
$3.19K - $3.79K
|
1.04K
$384K
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-6- 0.85% |
$2.39K - $2.84K
|
698
$259K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6- 66.67% |
$2.39K - $2.84K
|
3
$1.11K
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-6- 9.84% |
$2.39K - $2.84K
|
55
$20.4K
|