Purchases and Sales Made in Q1 2025 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q1 2025. The information is specifically focused on institutions that hold shares of FACTSET RESEARCH SYSTEMS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-64- 1.87% |
$27.4K - $30.5K
|
3.36K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-67- 0.18% |
$28.6K - $31.9K
|
37K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-70- 5.77% |
$29.9K - $33.4K
|
1.14K
$512K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-71- 5.81% |
$30.4K - $33.8K
|
1.15K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-74- 4.08% |
$31.6K - $35.3K
|
1.74K
$779K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-75- 7.28% |
$32.1K - $35.7K
|
955
$428K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-78- 14.77% |
$33.3K - $37.2K
|
450
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-80- 6.02% |
$34.2K - $38.1K
|
1.25K
$560K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-82- 0.44% |
$35.1K - $39.1K
|
18.7K
$8.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-86- 1.56% |
$36.8K - $41K
|
5.42K
$2.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-88- 88.89% |
$37.6K - $41.9K
|
11
$4.93K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-89- 32.48% |
$38K - $42.4K
|
185
$82.9K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-97- 1.98% |
$41.5K - $46.2K
|
4.8K
$2.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-109- 8.5% |
$46.6K - $51.9K
|
1.17K
$525K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-110- 5.77% |
$47K - $52.4K
|
1.8K
$805K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-111- 16.69% |
$47.5K - $52.9K
|
554
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-115- 12.31% |
$49.2K - $54.8K
|
819
$367K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-115- 1.07% |
$49.2K - $54.8K
|
10.6K
$4.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-117- 14.55% |
$50K - $55.8K
|
687
$308K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-117- 7.37% |
$50K - $55.8K
|
1.47K
$658K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-120- 12.12% |
$51.3K - $57.2K
|
870
$390K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-120- 3.64% |
$51.3K - $57.2K
|
3.18K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-122- 2.7% |
$52.2K - $58.1K
|
4.4K
$1.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-123- 17.4% |
$52.6K - $58.6K
|
584
$262K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-125- 3.31% |
$53.4K - $59.6K
|
3.65K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-125Closed |
$53.4K - $59.6K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-127- 1.46% |
$54.3K - $60.5K
|
8.58K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-128- 4.02% |
$54.7K - $61K
|
3.06K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-128- 11.76% |
$54.7K - $61K
|
960
$430K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-129- 2.84% |
$55.1K - $61.5K
|
4.42K
$1.98M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-134- 11.04% |
$57.3K - $63.9K
|
1.08K
$484K
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-135- 0.92% |
$57.7K - $64.3K
|
14.5K
$6.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-138- 79.31% |
$59K - $65.8K
|
36
$16.1K
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-141- 1.02% |
$60.3K - $67.2K
|
13.7K
$6.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-144- 3.18% |
$61.6K - $68.6K
|
4.39K
$1.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-144- 5.63% |
$61.6K - $68.6K
|
2.42K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-149- 0.74% |
$63.7K - $71K
|
20K
$8.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-150- 1.32% |
$64.1K - $71.5K
|
11.2K
$5.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-156- 98.11% |
$66.7K - $74.3K
|
3
$1.34K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-158- 5.96% |
$67.5K - $75.3K
|
2.49K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-161- 25.72% |
$68.8K - $76.7K
|
465
$208K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-161- 2.8% |
$68.8K - $76.7K
|
5.6K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-162- 2.52% |
$69.3K - $77.2K
|
6.28K
$2.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-172- 13.35% |
$73.5K - $82K
|
1.12K
$500K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-175- 66.79% |
$74.8K - $83.4K
|
87
$39K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-177- 10.49% |
$75.7K - $84.3K
|
1.51K
$676K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-177- 20.16% |
$75.7K - $84.3K
|
701
$314K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-180- 6.62% |
$77K - $85.8K
|
2.54K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-182- 90.1% |
$77.8K - $86.7K
|
20
$8.96K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-183- 7.54% |
$78.2K - $87.2K
|
2.24K
$1M
|