Latest Institutional Transactions on Factset Research Systems Inc (FDS)
This table provides information on the latest institutional transactions involving Factset Research Systems Inc (FDS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
274+ 2.85% |
$69.5K - $80.6K
|
9.88K
$2.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
165+ 17.99% |
$41.8K - $48.5K
|
1.08K
$296K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-11.8K- 79.04% |
$3M - $3.48M
|
3.14K
$859K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-414- 20.39% |
$105K - $122K
|
1.62K
$443K
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-9.57K- 34.4% |
$2.43M - $2.81M
|
18.2K
$5M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
173+ 150.43% |
$43.9K - $50.9K
|
288
$78.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-8- 38.1% |
$2.03K - $2.35K
|
13
$3.56K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.39KNew |
$352K - $408K
|
1.39K
$380K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
1.27K+ 58.4% |
$321K - $372K
|
3.43K
$940K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-79.7K- 74.37% |
$20.2M - $23.4M
|
27.5K
$7.52M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
16K+ 334.37% |
$4.07M - $4.72M
|
20.8K
$5.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
245+ 2.79% |
$62.1K - $72.1K
|
9.04K
$2.48M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4New |
$1.01K - $1.18K
|
4
$1.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-588- 37.22% |
$149K - $173K
|
992
$272K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
858New |
$218K - $252K
|
858
$235K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.78KNew |
$452K - $524K
|
1.78K
$488K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.8K+ 243.57% |
$3.76M - $4.36M
|
20.9K
$5.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
625New |
$159K - $184K
|
625
$171K
|
|
|
Jan 08, 2026
Q4 2025
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
35+ 0.9% |
$8.88K - $10.3K
|
3.93K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 2.88% |
$2.28K - $2.65K
|
321
$87.9K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
398New |
$101K - $117K
|
398
$109K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
18+ 1.56% |
$4.57K - $5.29K
|
1.17K
$321K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
41New |
$10.4K - $12.1K
|
41
$11.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
981New |
$249K - $289K
|
981
$269K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 19.47% |
$42.9K - $49.7K
|
699
$191K
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-10- 1.42% |
$2.54K - $2.94K
|
696
$191K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
156+ 148.57% |
$39.6K - $45.9K
|
261
$71.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-147- 8.68% |
$37.3K - $43.2K
|
1.55K
$424K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
120New |
$30.4K - $35.3K
|
120
$32.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.81% |
$2.28K - $2.65K
|
1.12K
$306K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
22New |
$5.58K - $6.47K
|
22
$6.03K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.99K+ 33233.33% |
$759K - $880K
|
3K
$822K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-6Closed |
$1.52K - $1.76K
|
0
$0
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10- 1.05% |
$2.54K - $2.94K
|
943
$258K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.38K+ 224.03% |
$350K - $406K
|
2K
$547K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
544+ 3.35% |
$154K - $245K
|
16.8K
$4.59M
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
BUY
|
- |
9+ 0.87% |
$2.55K - $4.05K
|
1.05K
$287K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 5.56% |
$28.4K - $45K
|
1.7K
$466K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
260+ 61.9% |
$73.8K - $117K
|
680
$186K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-18- 13.74% |
$5.11K - $8.11K
|
113
$31K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 50.0% |
$852 - $1.35K
|
3
$822
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-1.4K- 21.11% |
$396K - $629K
|
5.22K
$1.43M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-110- 7.48% |
$31.2K - $49.5K
|
1.36K
$373K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-627- 49.1% |
$178K - $282K
|
650
$178K
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-476- 7.63% |
$135K - $214K
|
5.77K
$1.58M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
204+ 523.08% |
$57.9K - $91.9K
|
243
$66.6K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
48+ 0.45% |
$13.6K - $21.6K
|
10.7K
$2.93M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-577- 34.08% |
$164K - $260K
|
1.12K
$306K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.21K+ 24.13% |
$343K - $544K
|
6.21K
$1.7M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
21.5K+ 91.3% |
$6.09M - $9.67M
|
45K
$12.3M
|
|