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 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
55+ 5.2% |
$23.5K - $26.2K
|
1.11K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
55+ 1.1% |
$23.5K - $26.2K
|
5.04K
$2.26M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
54+ 5.89% |
$23.1K - $25.7K
|
971
$435K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
51New |
$21.8K - $24.3K
|
51
$22.8K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50+ 10.25% |
$21.4K - $23.8K
|
538
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
49New |
$20.9K - $23.3K
|
49
$21.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
49+ 4.16% |
$20.9K - $23.3K
|
1.23K
$549K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
47+ 0.3% |
$20.1K - $22.4K
|
15.7K
$7.03M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
46+ 1.84% |
$19.7K - $21.9K
|
2.54K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
46+ 2.12% |
$19.7K - $21.9K
|
2.22K
$994K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
46+ 4.38% |
$19.7K - $21.9K
|
1.1K
$491K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
44+ 2.18% |
$18.8K - $21K
|
2.06K
$923K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
44+ 5.9% |
$18.8K - $21K
|
790
$354K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
42+ 14.09% |
$18K - $20K
|
340
$152K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
40+ 4.04% |
$17.1K - $19.1K
|
1.03K
$461K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
38+ 0.31% |
$16.2K - $18.1K
|
12.1K
$5.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
38+ 4.93% |
$16.2K - $18.1K
|
809
$362K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
37+ 0.47% |
$15.8K - $17.6K
|
7.97K
$3.57M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36+ 1.83% |
$15.4K - $17.2K
|
2K
$895K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
34+ 3.01% |
$14.5K - $16.2K
|
1.16K
$521K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
34New |
$14.5K - $16.2K
|
34
$15.2K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
32+ 0.69% |
$13.7K - $15.2K
|
4.67K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
32+ 40.0% |
$13.7K - $15.2K
|
112
$50.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
32+ 0.67% |
$13.7K - $15.2K
|
4.81K
$2.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
31+ 221.43% |
$13.3K - $14.8K
|
45
$20.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
30+ 6.58% |
$12.8K - $14.3K
|
486
$218K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
29+ 7.61% |
$12.4K - $13.8K
|
410
$184K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
28+ 31.11% |
$12K - $13.3K
|
118
$52.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
27+ 18.0% |
$11.5K - $12.9K
|
177
$79.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
26+ 2.47% |
$11.1K - $12.4K
|
1.08K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25New |
$10.7K - $11.9K
|
25
$11.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
25+ 0.29% |
$10.7K - $11.9K
|
8.61K
$3.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
25+ 3.14% |
$10.7K - $11.9K
|
822
$368K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
25+ 0.82% |
$10.7K - $11.9K
|
3.06K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25+ 4.82% |
$10.7K - $11.9K
|
544
$244K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
24New |
$10.3K - $11.4K
|
24
$10.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
23+ 1.59% |
$9.83K - $11K
|
1.47K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22+ 11.96% |
$9.41K - $10.5K
|
206
$92.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22+ 0.56% |
$9.41K - $10.5K
|
3.98K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
21+ 2.01% |
$8.98K - $10K
|
1.07K
$478K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
20+ 1.39% |
$8.55K - $9.53K
|
1.46K
$653K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
19+ 38.78% |
$8.12K - $9.05K
|
68
$30.5K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
19New |
$8.12K - $9.05K
|
19
$8.51K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18+ 4.03% |
$7.7K - $8.58K
|
465
$208K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
18+ 300.0% |
$7.7K - $8.58K
|
24
$10.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
18+ 0.53% |
$7.7K - $8.58K
|
3.39K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18+ 3.0% |
$7.7K - $8.58K
|
619
$277K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17+ 0.32% |
$7.27K - $8.1K
|
5.39K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
15New |
$6.41K - $7.15K
|
15
$6.72K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
12+ 2.14% |
$5.13K - $5.72K
|
574
$257K
|