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 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-17- 3.09% |
$7.27K - $8.1K
|
534
$247K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-17- 38.64% |
$7.27K - $8.1K
|
27
$12.5K
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-16- 2.99% |
$6.84K - $7.62K
|
520
$241K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-16- 94.12% |
$6.84K - $7.62K
|
1
$463
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-16- 0.76% |
$6.84K - $7.62K
|
2.09K
$969K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-16- 2.81% |
$6.84K - $7.62K
|
554
$256K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-15- 5.86% |
$6.41K - $7.15K
|
241
$112K
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-13- 0.31% |
$5.56K - $6.19K
|
4.18K
$1.94M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-13- 1.52% |
$5.56K - $6.19K
|
843
$390K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-13- 1.31% |
$5.56K - $6.19K
|
978
$453K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-12- 1.24% |
$5.13K - $5.72K
|
957
$443K
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-12- 0.31% |
$5.13K - $5.72K
|
3.88K
$1.8M
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-11- 0.15% |
$4.7K - $5.24K
|
7.27K
$3.37M
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-10- 1.6% |
$4.28K - $4.77K
|
615
$285K
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-10- 0.94% |
$4.28K - $4.77K
|
1.06K
$489K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-9- 0.87% |
$3.85K - $4.29K
|
1.02K
$474K
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-9- 1.01% |
$3.85K - $4.29K
|
885
$410K
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-8- 1.14% |
$3.42K - $3.81K
|
694
$321K
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-8- 0.41% |
$3.42K - $3.81K
|
1.96K
$906K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7- 1.05% |
$2.99K - $3.34K
|
657
$304K
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.25% |
$2.99K - $3.34K
|
552
$256K
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7- 1.15% |
$2.99K - $3.34K
|
601
$278K
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-7- 7.0% |
$2.99K - $3.34K
|
93
$43.1K
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6- 0.18% |
$2.57K - $2.86K
|
3.27K
$1.51M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6- 0.12% |
$2.57K - $2.86K
|
5.08K
$2.35M
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6- 60.0% |
$2.57K - $2.86K
|
4
$1.85K
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-6- 0.34% |
$2.57K - $2.86K
|
1.75K
$812K
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-4- 0.75% |
$1.71K - $1.91K
|
530
$245K
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 2.55% |
$1.71K - $1.91K
|
153
$70.8K
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3- 0.03% |
$1.28K - $1.43K
|
11.1K
$5.16M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3- 0.41% |
$1.28K - $1.43K
|
728
$337K
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-2- 0.33% |
$855 - $953
|
608
$281K
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2- 0.26% |
$855 - $953
|
772
$357K
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.32% |
$855 - $953
|
614
$284K
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-2- 3.77% |
$855 - $953
|
51
$23.6K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2- 0.17% |
$855 - $953
|
1.2K
$556K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 4.55% |
$855 - $953
|
42
$19.4K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2Closed |
$855 - $953
|
0
$0
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2- 2.6% |
$855 - $953
|
75
$34.7K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 1.61% |
$428 - $477
|
61
$28.2K
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1- 0.17% |
$428 - $477
|
601
$278K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.34% |
$428 - $477
|
290
$134K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 10.0% |
$428 - $477
|
9
$4.17K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1- 0.93% |
$428 - $477
|
106
$49.1K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 1.41% |
$428 - $477
|
70
$32.4K
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1- 0.14% |
$428 - $477
|
700
$324K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.4K- 90.62% |
$19.5M - $21.5M
|
4.5K
$2.08M
|
|
Feb 14, 2025
Q4 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-29.8K- 87.56% |
$13.4M - $14.8M
|
4.23K
$1.96M
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-9.06K- 95.39% |
$4.07M - $4.49M
|
438
$203K
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-7.32K- 41.09% |
$3.29M - $3.63M
|
10.5K
$4.86M
|