Institute For Wealth Management, Llc. Factset Research Systems Inc Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Factset Research Systems Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,147 shares of FDS stock, worth $991,441. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,147
Previous 2,176 1.33%
Holding current value
$991,441
Previous $1 Million 3.1%
% of portfolio
0.13%
Previous 0.13%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$449.69 - $495.72 $13,041 - $14,375
-29 Reduced 1.33%
2,147 $1.03 Million
Q3 2024

Nov 12, 2024
BUY
$397.04 - $469.48 $141,346 - $167,134
356 Added 19.56%
2,176 $1 Million
Q2 2024

Jul 25, 2024
BUY
$394.89 - $452.48 $92,404 - $105,880
234 Added 14.75%
1,820 $743,000
Q1 2024

Apr 30, 2024
SELL
$443.86 - $487.9 $443 - $487
-1 Reduced 0.06%
1,586 $720,000
Q4 2023

Jan 31, 2024
BUY
$420.42 - $477.05 $7,147 - $8,109
17 Added 1.08%
1,587 $757,000
Q3 2023

Oct 13, 2023
BUY
$387.57 - $441.86 $1,162 - $1,325
3 Added 0.19%
1,570 $686,000
Q2 2023

Jul 25, 2023
SELL
$384.58 - $423.34 $34,612 - $38,100
-90 Reduced 5.43%
1,567 $627,000
Q1 2023

Apr 20, 2023
SELL
$392.59 - $435.27 $17,273 - $19,151
-44 Reduced 2.59%
1,657 $687,000
Q4 2022

Feb 02, 2023
SELL
$394.56 - $472.05 $17,755 - $21,242
-45 Reduced 2.58%
1,701 $682,000
Q3 2022

Oct 18, 2022
BUY
$388.42 - $457.08 $23,693 - $27,881
61 Added 3.62%
1,746 $698,000
Q2 2022

Jul 25, 2022
SELL
$348.71 - $444.57 $11,158 - $14,226
-32 Reduced 1.86%
1,685 $648,000
Q1 2022

Apr 29, 2022
BUY
$392.82 - $476.02 $2,749 - $3,332
7 Added 0.41%
1,717 $746,000
Q4 2021

Jan 21, 2022
SELL
$394.13 - $488.85 $249,878 - $309,930
-634 Reduced 27.05%
1,710 $831,000
Q3 2021

Nov 15, 2021
BUY
$335.5 - $394.78 $99,308 - $116,854
296 Added 14.45%
2,344 $925,000
Q2 2021

Jul 21, 2021
BUY
$309.13 - $347.1 $45,132 - $50,676
146 Added 7.68%
2,048 $687,000
Q1 2021

May 04, 2021
BUY
$294.35 - $335.44 $80,651 - $91,910
274 Added 16.83%
1,902 $587,000
Q4 2020

Feb 01, 2021
BUY
$306.5 - $351.71 $35,247 - $40,446
115 Added 7.6%
1,628 $541,000
Q3 2020

Nov 03, 2020
BUY
$322.6 - $360.92 $94,521 - $105,749
293 Added 24.02%
1,513 $507,000
Q2 2020

Jul 30, 2020
BUY
$253.11 - $342.16 $308,794 - $417,435
1,220 New
1,220 $401,000

Others Institutions Holding FDS

# of Institutions
894
Shares Held
36.1M
Call Options Held
59.2K
Put Options Held
11.3K
View Full List

About FACTSET RESEARCH SYSTEMS INC

FDS Quotes by TradingView
  • Ticker FDS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 38,079,400
  • Market Cap $17.6B
  • Description
  • FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and tra...
More about FDS
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