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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 2.15% |
$6.35K - $7.51K
|
727
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15- 17.05% |
$5.96K - $7.04K
|
73
$35.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-15- 9.43% |
$5.96K - $7.04K
|
144
$69.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-14- 20.59% |
$5.56K - $6.57K
|
54
$26.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-13- 1.33% |
$5.16K - $6.1K
|
962
$465K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-13- 2.12% |
$5.16K - $6.1K
|
601
$291K
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-12- 2.12% |
$4.76K - $5.63K
|
554
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-12- 0.16% |
$4.76K - $5.63K
|
7.33K
$3.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-12- 34.29% |
$4.76K - $5.63K
|
23
$11.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 24.44% |
$4.37K - $5.16K
|
34
$16.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-11- 1.75% |
$4.37K - $5.16K
|
618
$299K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10- 23.81% |
$3.97K - $4.69K
|
32
$15.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-9- 0.74% |
$3.57K - $4.23K
|
1.21K
$583K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-9- 0.33% |
$3.57K - $4.23K
|
2.74K
$1.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8- 0.15% |
$3.18K - $3.76K
|
5.34K
$2.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-8- 0.41% |
$3.18K - $3.76K
|
1.96K
$950K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-8- 0.92% |
$3.18K - $3.76K
|
858
$415K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-7- 33.33% |
$2.78K - $3.29K
|
14
$6.77K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-7- 0.17% |
$2.78K - $3.29K
|
4.16K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-6- 0.46% |
$2.38K - $2.82K
|
1.29K
$621K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-6- 18.18% |
$2.38K - $2.82K
|
27
$13.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-6- 0.24% |
$2.38K - $2.82K
|
2.45K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-5- 0.4% |
$1.99K - $2.35K
|
1.25K
$604K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-5- 0.1% |
$1.99K - $2.35K
|
5.05K
$2.44M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 1.57% |
$1.59K - $1.88K
|
251
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3- 0.14% |
$1.19K - $1.41K
|
2.17K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3- 0.15% |
$1.19K - $1.41K
|
1.97K
$952K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 6.38% |
$1.19K - $1.41K
|
44
$21.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 25.0% |
$1.19K - $1.41K
|
9
$4.35K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3- 0.43% |
$1.19K - $1.41K
|
700
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2- 0.38% |
$794 - $939
|
518
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2- 0.36% |
$794 - $939
|
551
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 1.1% |
$794 - $939
|
180
$87K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-2- 22.22% |
$794 - $939
|
7
$3.38K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1- 0.16% |
$397 - $469
|
637
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1- 4.35% |
$397 - $469
|
22
$10.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1- 0.12% |
$397 - $469
|
856
$414K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1- 1.09% |
$397 - $469
|
91
$44K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-60.3K- 1.73% |
$23.8M - $27.3M
|
3.43M
$1.66B
|
|
|
Jul 10, 2024
Q2 2024
|
Spence Asset Management
|
SELL
|
- |
-30K- 93.58% |
$11.8M - $13.6M
|
2.06K
$994K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-28.2K- 98.27% |
$11.1M - $12.7M
|
495
$239K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-13.4K- 94.12% |
$5.3M - $6.08M
|
840
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-9.96K- 88.02% |
$3.93M - $4.51M
|
1.36K
$656K
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-7.19K- 41.69% |
$2.84M - $3.25M
|
10K
$4.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-6.54K- 50.89% |
$2.58M - $2.96M
|
6.31K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-4.8K- 35.78% |
$1.89M - $2.17M
|
8.61K
$4.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-2.65K- 48.54% |
$1.05M - $1.2M
|
2.81K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.46K- 28.01% |
$970K - $1.11M
|
6.32K
$3.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.37K- 8.17% |
$540K - $619K
|
15.4K
$7.43M
|
|
|
Nov 19, 2024
Q2 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.03K- 0.38% |
$407K - $466K
|
273K
$132M
|
|