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 15, 2025
Q1 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
531New |
$227K - $253K
|
531
$238K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
530New |
$227K - $253K
|
530
$237K
|
|
|
May 15, 2025
Q1 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
505+ 16.84% |
$216K - $241K
|
3.5K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
500+ 1.95% |
$214K - $238K
|
26.2K
$11.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
497+ 6.03% |
$212K - $237K
|
8.73K
$3.91M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
480New |
$205K - $229K
|
480
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
480New |
$205K - $229K
|
480
$215K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
477+ 32.76% |
$204K - $227K
|
1.93K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
453+ 1.29% |
$194K - $216K
|
35.5K
$15.9M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
447+ 4.31% |
$191K - $213K
|
10.8K
$4.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
443New |
$189K - $211K
|
443
$198K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
428New |
$183K - $204K
|
428
$192K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
413+ 14.81% |
$177K - $197K
|
3.2K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
401+ 8.43% |
$171K - $191K
|
5.16K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
365+ 253.47% |
$156K - $174K
|
509
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
359+ 21.33% |
$153K - $171K
|
2.04K
$915K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
344+ 5.06% |
$147K - $164K
|
7.15K
$3.2M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
328+ 3.32% |
$140K - $156K
|
10.2K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
324New |
$139K - $154K
|
324
$145K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
322+ 3.83% |
$138K - $153K
|
8.74K
$3.91M
|
|
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
309New |
$132K - $147K
|
309
$138K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
302+ 17.49% |
$129K - $144K
|
2.03K
$909K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
295+ 10.74% |
$126K - $141K
|
3.04K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
287+ 32.21% |
$123K - $137K
|
1.18K
$528K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
279+ 5.55% |
$119K - $133K
|
5.31K
$2.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
276+ 3.02% |
$118K - $132K
|
9.43K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
268+ 3.03% |
$115K - $128K
|
9.12K
$4.08M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
265+ 3.24% |
$113K - $126K
|
8.44K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
260+ 12.37% |
$111K - $124K
|
2.36K
$1.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
255+ 57.56% |
$109K - $122K
|
698
$313K
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
249+ 14.91% |
$106K - $119K
|
1.92K
$860K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
229+ 2.93% |
$97.9K - $109K
|
8.05K
$3.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
223+ 41.45% |
$95.3K - $106K
|
761
$341K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
219+ 4.48% |
$93.6K - $104K
|
5.11K
$2.29M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
210+ 27.56% |
$89.8K - $100K
|
972
$435K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
208+ 9.04% |
$88.9K - $99.1K
|
2.51K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
205+ 4.94% |
$87.6K - $97.7K
|
4.36K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
202+ 5.71% |
$86.4K - $96.3K
|
3.74K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
201+ 2.01% |
$85.9K - $95.8K
|
10.2K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
198+ 2.4% |
$84.6K - $94.3K
|
8.47K
$3.79M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
187+ 1.68% |
$79.9K - $89.1K
|
11.3K
$5.06M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
182+ 20.11% |
$77.8K - $86.7K
|
1.09K
$487K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
180New |
$77K - $85.8K
|
180
$80.6K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
174+ 23.74% |
$74.4K - $82.9K
|
907
$406K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
171+ 7.29% |
$73.1K - $81.5K
|
2.52K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
169+ 0.87% |
$72.2K - $80.5K
|
19.6K
$8.8M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
167+ 27.11% |
$71.4K - $79.6K
|
783
$351K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
167New |
$71.4K - $79.6K
|
167
$74.8K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
154+ 1.41% |
$65.8K - $73.4K
|
11K
$4.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
153+ 3.72% |
$65.4K - $72.9K
|
4.27K
$1.91M
|