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 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-16- 2.99% |
$6.84K - $7.62K
|
520
$233K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16- 47.06% |
$6.84K - $7.62K
|
18
$8.06K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-16- 2.81% |
$6.84K - $7.62K
|
554
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-17- 3.09% |
$7.27K - $8.1K
|
534
$239K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-17- 1.6% |
$7.27K - $8.1K
|
1.05K
$468K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-17- 38.64% |
$7.27K - $8.1K
|
27
$12.1K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-19- 1.3% |
$8.12K - $9.05K
|
1.44K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-19- 2.78% |
$8.12K - $9.05K
|
664
$297K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-19- 6.99% |
$8.12K - $9.05K
|
253
$113K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-20- 90.91% |
$8.55K - $9.53K
|
2
$896
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-20- 1.38% |
$8.55K - $9.53K
|
1.43K
$642K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-20- 1.81% |
$8.55K - $9.53K
|
1.08K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-21- 0.75% |
$8.98K - $10K
|
2.8K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-22- 2.01% |
$9.41K - $10.5K
|
1.07K
$481K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-24- 1.02% |
$10.3K - $11.4K
|
2.32K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-26- 0.37% |
$11.1K - $12.4K
|
7.01K
$3.14M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-26- 0.11% |
$11.1K - $12.4K
|
22.7K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-26- 0.61% |
$11.1K - $12.4K
|
4.22K
$1.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-27- 0.18% |
$11.5K - $12.9K
|
15.3K
$6.87M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-27- 0.99% |
$11.5K - $12.9K
|
2.71K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-28- 1.12% |
$12K - $13.3K
|
2.46K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-29- 2.99% |
$12.4K - $13.8K
|
942
$422K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-29- 5.19% |
$12.4K - $13.8K
|
530
$237K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-30- 0.79% |
$12.8K - $14.3K
|
3.75K
$1.68M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-32- 5.58% |
$13.7K - $15.2K
|
541
$242K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-33- 22.92% |
$14.1K - $15.7K
|
111
$49.7K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-35- 4.25% |
$15K - $16.7K
|
788
$353K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-36- 14.46% |
$15.4K - $17.2K
|
213
$95.4K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-37- 7.61% |
$15.8K - $17.6K
|
449
$201K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-37- 5.39% |
$15.8K - $17.6K
|
649
$291K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-39- 0.45% |
$16.7K - $18.6K
|
8.61K
$3.85M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-43- 2.28% |
$18.4K - $20.5K
|
1.84K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-43- 0.98% |
$18.4K - $20.5K
|
4.34K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-44- 2.21% |
$18.8K - $21K
|
1.95K
$873K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-46- 9.02% |
$19.7K - $21.9K
|
464
$208K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-47- 7.76% |
$20.1K - $22.4K
|
559
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-47- 9.4% |
$20.1K - $22.4K
|
453
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-47- 8.64% |
$20.1K - $22.4K
|
497
$223K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-49- 23.9% |
$20.9K - $23.3K
|
156
$69.9K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-50- 5.28% |
$21.4K - $23.8K
|
897
$402K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-50- 0.45% |
$21.4K - $23.8K
|
11K
$4.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-51- 0.52% |
$21.8K - $24.3K
|
9.7K
$4.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-52- 1.52% |
$22.2K - $24.8K
|
3.37K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-52- 0.63% |
$22.2K - $24.8K
|
8.17K
$3.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-53- 5.81% |
$22.7K - $25.3K
|
859
$385K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-56- 8.21% |
$23.9K - $26.7K
|
626
$280K
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-58- 11.65% |
$24.8K - $27.6K
|
440
$197K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-63- 2.67% |
$26.9K - $30K
|
2.3K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-63- 8.09% |
$26.9K - $30K
|
716
$321K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-64- 5.01% |
$27.4K - $30.5K
|
1.21K
$543K
|