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 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-99- 1.25% |
$44.5K - $49.1K
|
7.82K
$3.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.03K- 6.88% |
$461K - $509K
|
13.9K
$6.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9.15KNew |
$4.12M - $4.54M
|
9.15K
$4.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.32% |
$450 - $496
|
77
$35.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 4.76% |
$45K - $49.6K
|
2K
$929K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.45% |
$2.25K - $2.48K
|
1.13K
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-46- 1.93% |
$20.7K - $22.8K
|
2.34K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 1.05% |
$89.9K - $99.1K
|
18.9K
$8.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-58- 6.2% |
$26.1K - $28.8K
|
878
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-85- 2.42% |
$38.2K - $42.1K
|
3.42K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-256- 0.8% |
$115K - $127K
|
31.6K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
311+ 3.91% |
$140K - $154K
|
8.27K
$3.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-5.81K- 1.99% |
$2.61M - $2.88M
|
285K
$133M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
110+ 2.75% |
$49.5K - $54.5K
|
4.12K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
6+ 15.79% |
$2.7K - $2.97K
|
44
$20.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
956+ 25.03% |
$430K - $474K
|
4.78K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.4K+ 5.24% |
$1.98M - $2.18M
|
88.5K
$41.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-110- 40.89% |
$49.5K - $54.5K
|
159
$73.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11New |
$4.95K - $5.45K
|
11
$5.11K
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-18.7K- 94.81% |
$8.39M - $9.25M
|
1.02K
$474K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-73- 8.32% |
$32.8K - $36.2K
|
804
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-66- 2.36% |
$29.7K - $32.7K
|
2.73K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.72% |
$3.15K - $3.47K
|
978
$454K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-132- 1.08% |
$59.4K - $65.4K
|
12.1K
$5.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28+ 3.19% |
$12.6K - $13.9K
|
905
$420K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2+ 0.22% |
$899 - $991
|
917
$426K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
86+ 8.5% |
$38.7K - $42.6K
|
1.1K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-153- 1.73% |
$68.8K - $75.8K
|
8.71K
$4.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
48+ 2.44% |
$21.6K - $23.8K
|
2.02K
$937K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-677- 1.51% |
$304K - $336K
|
44.2K
$20.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-279- 4.8% |
$125K - $138K
|
5.54K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$3.15K - $3.47K
|
7
$3.25K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-39- 6.08% |
$17.5K - $19.3K
|
602
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
46+ 8.91% |
$20.7K - $22.8K
|
562
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 2.13% |
$450 - $496
|
48
$22.3K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
350+ 24.07% |
$157K - $174K
|
1.8K
$838K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-2.7K- 4.04% |
$1.21M - $1.34M
|
64K
$29.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-25.8K- 2.09% |
$11.6M - $12.8M
|
1.21M
$563M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
62+ 2.45% |
$27.9K - $30.7K
|
2.6K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-157- 3.28% |
$70.6K - $77.8K
|
4.63K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-126- 1.51% |
$56.7K - $62.5K
|
8.23K
$3.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
932+ 5.21% |
$419K - $462K
|
18.8K
$8.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
25+ 119.05% |
$11.2K - $12.4K
|
46
$21.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
2+ 3.92% |
$899 - $991
|
53
$24.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
71+ 11.95% |
$31.9K - $35.2K
|
665
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12- 0.69% |
$5.4K - $5.95K
|
1.73K
$804K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-243- 15.45% |
$109K - $120K
|
1.33K
$618K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.41K- 21.1% |
$1.53M - $1.69M
|
12.8K
$5.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
17+ 2.38% |
$7.64K - $8.43K
|
730
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
41+ 4.05% |
$18.4K - $20.3K
|
1.05K
$490K
|