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 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
147+ 2.29% |
$62.8K - $70K
|
6.56K
$2.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
146New |
$62.4K - $69.6K
|
146
$65.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
143+ 5.49% |
$61.1K - $68.1K
|
2.75K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143+ 10.72% |
$61.1K - $68.1K
|
1.48K
$662K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
142+ 4.26% |
$60.7K - $67.7K
|
3.47K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
141+ 7.85% |
$60.3K - $67.2K
|
1.94K
$868K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
132New |
$56.4K - $62.9K
|
132
$59.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
131+ 5.08% |
$56K - $62.4K
|
2.71K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
131New |
$56K - $62.4K
|
131
$58.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
128+ 168.42% |
$54.7K - $61K
|
204
$91.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
126+ 1.6% |
$53.9K - $60K
|
8.02K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
125+ 22.44% |
$53.4K - $59.6K
|
682
$305K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
121+ 0.88% |
$51.7K - $57.7K
|
13.8K
$6.18M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
120+ 0.94% |
$51.3K - $57.2K
|
12.9K
$5.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
117+ 16.05% |
$50K - $55.8K
|
846
$379K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
116+ 400.0% |
$49.6K - $55.3K
|
145
$65K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
112New |
$47.9K - $53.4K
|
112
$50.2K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
112+ 0.69% |
$47.9K - $53.4K
|
16.5K
$7.37M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
112+ 19.96% |
$47.9K - $53.4K
|
673
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
108+ 5.03% |
$46.2K - $51.5K
|
2.26K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
107+ 0.88% |
$45.7K - $51K
|
12.3K
$5.51M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
106+ 10.84% |
$45.3K - $50.5K
|
1.08K
$486K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
105+ 2.47% |
$44.9K - $50K
|
4.36K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
103+ 12.67% |
$44K - $49.1K
|
916
$410K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
103+ 10.27% |
$44K - $49.1K
|
1.11K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
102+ 0.18% |
$43.6K - $48.6K
|
55.4K
$24.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
100+ 4.45% |
$42.8K - $47.7K
|
2.35K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
99New |
$42.3K - $47.2K
|
99
$44.3K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
99+ 1.05% |
$42.3K - $47.2K
|
9.49K
$4.25M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
97+ 18.73% |
$41.5K - $46.2K
|
615
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
96New |
$41K - $45.7K
|
96
$43K
|
|
|
May 13, 2025
Q1 2025
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
94+ 1.42% |
$40.2K - $44.8K
|
6.71K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
92+ 10.79% |
$39.3K - $43.8K
|
945
$423K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
91+ 5.56% |
$38.9K - $43.4K
|
1.73K
$774K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
91+ 7.49% |
$38.9K - $43.4K
|
1.31K
$585K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
88+ 800.0% |
$37.6K - $41.9K
|
99
$44.3K
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
84+ 2.56% |
$35.9K - $40K
|
3.37K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
84+ 4200.0% |
$35.9K - $40K
|
86
$38.5K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
84+ 3.41% |
$35.9K - $40K
|
2.55K
$1.14M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
80+ 444.44% |
$34.2K - $38.1K
|
98
$43.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
76+ 17.43% |
$32.5K - $36.2K
|
512
$229K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
73+ 13.06% |
$31.2K - $34.8K
|
632
$283K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
69+ 11.56% |
$29.5K - $32.9K
|
666
$298K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
69+ 6.13% |
$29.5K - $32.9K
|
1.2K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
65+ 10.2% |
$27.8K - $31K
|
702
$314K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
62+ 187.88% |
$26.5K - $29.5K
|
95
$42.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
60+ 4.69% |
$25.7K - $28.6K
|
1.34K
$600K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
59+ 6.66% |
$25.2K - $28.1K
|
945
$423K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58+ 5.69% |
$24.8K - $27.6K
|
1.08K
$482K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
56+ 1400.0% |
$23.9K - $26.7K
|
60
$26.9K
|