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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 1.32% |
$568 - $901
|
150
$41.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-97- 11.06% |
$27.5K - $43.7K
|
780
$214K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
39+ 53.42% |
$11.1K - $17.6K
|
112
$30.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
164+ 23.73% |
$46.6K - $73.8K
|
855
$234K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.56KNew |
$443K - $703K
|
1.56K
$428K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.18K+ 48.18% |
$619K - $982K
|
6.71K
$1.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 1.14% |
$1.14K - $1.8K
|
346
$94.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8New |
$2.27K - $3.6K
|
8
$2.19K
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.31K+ 261.52% |
$370K - $588K
|
1.8K
$494K
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-476- 1.94% |
$135K - $214K
|
24K
$6.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-810- 14.06% |
$230K - $365K
|
4.95K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-68- 0.63% |
$19.3K - $30.6K
|
10.7K
$2.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-57- 2.34% |
$16.2K - $25.7K
|
2.38K
$651K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.34KNew |
$381K - $604K
|
1.34K
$367K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
322+ 266.12% |
$91.4K - $145K
|
443
$121K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-261- 3.31% |
$74.1K - $118K
|
7.63K
$2.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-190- 3.59% |
$53.9K - $85.6K
|
5.1K
$1.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-202- 10.98% |
$57.3K - $91K
|
1.64K
$448K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-28- 35.0% |
$7.95K - $12.6K
|
52
$14.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
169+ 6.23% |
$48K - $76.1K
|
2.88K
$790K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
29New |
$8.23K - $13.1K
|
29
$7.94K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.57K+ 3.64% |
$1.3M - $2.06M
|
130K
$35.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5+ 500.0% |
$1.42K - $2.25K
|
6
$1.64K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
2.7K+ 22.24% |
$766K - $1.22M
|
14.8K
$4.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-218- 13.43% |
$61.9K - $98.2K
|
1.41K
$385K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-8.12K- 73.77% |
$2.31M - $3.66M
|
2.89K
$791K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-2- 16.67% |
$568 - $901
|
10
$2.74K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-8- 0.56% |
$2.27K - $3.6K
|
1.41K
$387K
|
|
|
Oct 28, 2025
Q3 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-74- 3.16% |
$21K - $33.3K
|
2.27K
$621K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
706New |
$200K - $318K
|
706
$193K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-644- 41.63% |
$183K - $290K
|
903
$247K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.92KNew |
$545K - $864K
|
1.92K
$526K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
95+ 5.34% |
$27K - $42.8K
|
1.87K
$513K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.62K+ 1.63% |
$459K - $728K
|
101K
$27.6M
|
|
|
Oct 27, 2025
Q3 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-10- 1.25% |
$2.84K - $4.5K
|
791
$217K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41+ 0.1% |
$11.6K - $18.5K
|
42.6K
$11.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
7.17K+ 2.06% |
$2.03M - $3.23M
|
354K
$97.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-118- 1.38% |
$33.5K - $53.1K
|
8.43K
$2.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
78New |
$22.1K - $35.1K
|
78
$21.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10+ 47.62% |
$2.84K - $4.5K
|
31
$8.49K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2+ 5.26% |
$568 - $901
|
40
$11K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-90- 1.66% |
$25.5K - $40.5K
|
5.34K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
767+ 56.61% |
$218K - $345K
|
2.12K
$581K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-11- 1.08% |
$3.12K - $4.95K
|
1K
$275K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.41K- 18.27% |
$399K - $633K
|
6.29K
$1.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-227- 17.57% |
$64.4K - $102K
|
1.07K
$292K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11+ 5.37% |
$3.12K - $4.95K
|
216
$59.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-16- 0.32% |
$4.54K - $7.2K
|
4.92K
$1.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$284 - $450
|
1
$274
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 100.0% |
$1.14K - $1.8K
|
8
$2.19K
|
|