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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-185- 8.13% |
$79.1K - $88.2K
|
2.09K
$936K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-187- 1.76% |
$79.9K - $89.1K
|
10.5K
$4.69M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-200- 0.75% |
$85.5K - $95.3K
|
26.3K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-201- 6.29% |
$85.9K - $95.8K
|
2.99K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-208- 26.23% |
$88.9K - $99.1K
|
585
$262K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-216- 1.34% |
$92.3K - $103K
|
15.9K
$7.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-223- 0.81% |
$95.3K - $106K
|
27.5K
$12.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-241- 32.05% |
$103K - $115K
|
511
$229K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-265- 7.36% |
$113K - $126K
|
3.34K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-266- 2.46% |
$114K - $127K
|
10.6K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-281- 5.05% |
$120K - $134K
|
5.29K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-327- 15.53% |
$140K - $156K
|
1.78K
$796K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-329- 0.66% |
$141K - $157K
|
49.8K
$22.3M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-336- 24.37% |
$144K - $160K
|
1.04K
$467K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-342- 7.01% |
$146K - $163K
|
4.54K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-345- 31.31% |
$147K - $164K
|
757
$339K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-351- 13.71% |
$150K - $167K
|
2.21K
$990K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-357- 19.55% |
$153K - $170K
|
1.47K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-371- 1.52% |
$159K - $177K
|
24K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-379- 6.84% |
$162K - $181K
|
5.16K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-390- 99.74% |
$167K - $186K
|
1
$448
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-401- 13.63% |
$171K - $191K
|
2.54K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-421- 19.99% |
$180K - $201K
|
1.69K
$755K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-443- 60.35% |
$189K - $211K
|
291
$130K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-450- 1.67% |
$192K - $214K
|
26.4K
$11.8M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-458Closed |
$196K - $218K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-474- 4.59% |
$203K - $226K
|
9.86K
$4.42M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-491- 10.45% |
$210K - $234K
|
4.21K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-496- 8.97% |
$212K - $236K
|
5.03K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-515- 11.3% |
$220K - $245K
|
4.04K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-519- 5.49% |
$222K - $247K
|
8.94K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-530- 12.87% |
$227K - $253K
|
3.59K
$1.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-545- 2.89% |
$233K - $260K
|
18.3K
$8.2M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-555- 15.42% |
$237K - $264K
|
3.05K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-583- 52.29% |
$249K - $278K
|
532
$238K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-607- 10.85% |
$259K - $289K
|
4.99K
$2.23M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-635- 2.01% |
$271K - $303K
|
30.9K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-650- 0.99% |
$278K - $310K
|
64.9K
$29.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-679- 26.16% |
$290K - $324K
|
1.92K
$859K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-691- 4.83% |
$295K - $329K
|
13.6K
$6.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-703- 35.65% |
$301K - $335K
|
1.27K
$568K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-768- 9.93% |
$328K - $366K
|
6.97K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-793- 1.29% |
$339K - $378K
|
60.6K
$27.1M
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-800- 53.33% |
$342K - $381K
|
700
$314K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-847- 11.83% |
$362K - $404K
|
6.31K
$2.83M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-849- 6.19% |
$363K - $405K
|
12.9K
$5.77M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-868- 45.11% |
$371K - $414K
|
1.06K
$473K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-902- 3.25% |
$386K - $430K
|
26.8K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-906- 3.92% |
$387K - $432K
|
22.2K
$9.94M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-908- 30.43% |
$388K - $433K
|
2.08K
$930K
|