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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$568 - $901
|
2
$548
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2+ 0.96% |
$568 - $901
|
210
$57.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
280+ 41.54% |
$79.5K - $126K
|
954
$261K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
88+ 27.59% |
$25K - $39.6K
|
407
$111K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.3K- 3.52% |
$935K - $1.48M
|
90.4K
$24.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-5- 2.16% |
$1.42K - $2.25K
|
227
$62.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
180New |
$51.1K - $81.1K
|
180
$49.3K
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-2.99K- 56.02% |
$849K - $1.35M
|
2.35K
$643K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-2.17K- 21.45% |
$615K - $975K
|
7.93K
$2.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-117- 0.52% |
$33.2K - $52.7K
|
22.2K
$6.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 1.82% |
$852 - $1.35K
|
162
$44.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
10.5KNew |
$2.98M - $4.73M
|
10.5K
$2.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.21K+ 12.68% |
$628K - $996K
|
19.6K
$5.38M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-600- 2.45% |
$170K - $270K
|
23.9K
$6.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-45- 4.25% |
$12.8K - $20.3K
|
1.01K
$277K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
89+ 178.0% |
$25.3K - $40.1K
|
139
$38.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5- 9.62% |
$1.42K - $2.25K
|
47
$12.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-118- 1.59% |
$33.5K - $53.1K
|
7.3K
$2M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-9Closed |
$2.55K - $4.05K
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6- 0.84% |
$1.7K - $2.7K
|
710
$194K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
22+ 27.85% |
$6.24K - $9.91K
|
101
$27.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3New |
$852 - $1.35K
|
3
$822
|
|
|
Nov 03, 2025
Q3 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-55K- 27.33% |
$15.6M - $24.8M
|
146K
$40M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
11New |
$3.12K - $4.95K
|
11
$3.01K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
SELL
|
- |
-1.75K- 1.2% |
$498K - $789K
|
144K
$39.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
230+ 2.07% |
$65.3K - $104K
|
11.3K
$3.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-10- 0.31% |
$2.84K - $4.5K
|
3.21K
$880K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
510+ 84.58% |
$145K - $230K
|
1.11K
$305K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
98New |
$27.8K - $44.1K
|
98
$26.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-800- 3.69% |
$227K - $360K
|
20.9K
$5.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.14K+ 21.14% |
$322K - $512K
|
6.51K
$1.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-49- 0.28% |
$13.9K - $22.1K
|
17.4K
$4.76M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
76.3K+ 1605.76% |
$21.7M - $34.4M
|
81.1K
$22.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
464+ 2.0% |
$132K - $209K
|
23.7K
$6.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.05KNew |
$298K - $473K
|
1.05K
$288K
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
10.3KNew |
$2.92M - $4.64M
|
10.3K
$2.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
187+ 1.16% |
$53.1K - $84.2K
|
16.4K
$4.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-17.2K- 82.68% |
$4.88M - $7.73M
|
3.6K
$986K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-10.1K- 90.51% |
$2.88M - $4.56M
|
1.06K
$291K
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-76- 0.93% |
$21.6K - $34.2K
|
8.07K
$2.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-35- 39.77% |
$9.94K - $15.8K
|
53
$14.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-252- 5.79% |
$71.5K - $113K
|
4.1K
$1.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-447- 11.81% |
$127K - $201K
|
3.34K
$914K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
24+ 24.74% |
$6.81K - $10.8K
|
121
$33.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-204- 19.3% |
$57.9K - $91.9K
|
853
$234K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-11.8K- 13.97% |
$3.36M - $5.33M
|
72.8K
$19.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-491- 9.83% |
$139K - $221K
|
4.5K
$1.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-56- 5.73% |
$15.9K - $25.2K
|
922
$253K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
10.6K+ 305.01% |
$3.01M - $4.77M
|
14.1K
$3.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
221+ 22.9% |
$62.7K - $99.5K
|
1.19K
$325K
|
|