A detailed history of Moran Wealth Management, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Moran Wealth Management, LLC holds 23,848 shares of FDS stock, worth $11.7 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
23,848
Previous 23,549 1.27%
Holding current value
$11.7 Million
Previous $9.61 Million 14.03%
% of portfolio
0.34%
Previous 0.32%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$397.04 - $469.48 $118,714 - $140,374
299 Added 1.27%
23,848 $11 Million
Q2 2024

Aug 13, 2024

BUY
$394.89 - $452.48 $97,537 - $111,762
247 Added 1.06%
23,549 $9.61 Million
Q1 2024

May 15, 2024

SELL
$443.86 - $487.9 $65,247 - $71,721
-147 Reduced 0.63%
23,302 $10.6 Million
Q4 2023

Feb 07, 2024

BUY
$420.42 - $477.05 $95,014 - $107,813
226 Added 0.97%
23,449 $11.2 Million
Q3 2023

Nov 13, 2023

BUY
$387.57 - $441.86 $12,402 - $14,139
32 Added 0.14%
23,223 $10.2 Million
Q2 2023

Aug 10, 2023

SELL
$384.58 - $423.34 $323,431 - $356,028
-841 Reduced 3.5%
23,191 $9.29 Million
Q1 2023

May 10, 2023

SELL
$392.59 - $435.27 $12,170 - $13,493
-31 Reduced 0.13%
24,032 $9.98 Million
Q4 2022

Feb 13, 2023

BUY
$394.56 - $472.05 $9.49 Million - $11.4 Million
24,063 New
24,063 $0

Others Institutions Holding FDS

About FACTSET RESEARCH SYSTEMS INC


  • Ticker FDS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 38,079,400
  • Market Cap $18.7B
  • 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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