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 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
|
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
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-26- 44.83% |
$7.38K - $11.7K
|
32
$8.77K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
188+ 28.61% |
$53.4K - $84.7K
|
845
$231K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
777+ 2.38% |
$221K - $350K
|
33.4K
$9.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-32.3K- 74.95% |
$9.18M - $14.6M
|
10.8K
$2.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-212- 21.44% |
$60.2K - $95.5K
|
777
$213K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.99K- 34.18% |
$565K - $897K
|
3.83K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
85+ 2833.33% |
$24.1K - $38.3K
|
88
$24.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-300- 14.37% |
$85.2K - $135K
|
1.79K
$490K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-101- 8.6% |
$28.7K - $45.5K
|
1.07K
$294K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-182- 87.92% |
$51.7K - $82K
|
25
$6.85K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-168- 16.36% |
$47.7K - $75.7K
|
859
$235K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
932New |
$265K - $420K
|
932
$255K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
207+ 9.65% |
$58.8K - $93.2K
|
2.35K
$644K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-695- 20.35% |
$197K - $313K
|
2.72K
$745K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
30+ 3.95% |
$8.52K - $13.5K
|
790
$216K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12- 0.11% |
$3.41K - $5.4K
|
11.2K
$3.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
48+ 2.9% |
$13.6K - $21.6K
|
1.7K
$466K
|
|
|
Oct 23, 2025
Q3 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-201- 19.69% |
$57.1K - $90.5K
|
820
$225K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
29+ 1.86% |
$8.23K - $13.1K
|
1.59K
$434K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-126- 0.86% |
$35.8K - $56.7K
|
14.6K
$3.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.05K+ 32.11% |
$297K - $471K
|
4.3K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-20- 1.02% |
$5.68K - $9.01K
|
1.95K
$534K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
236+ 7.98% |
$67K - $106K
|
3.19K
$875K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-116- 0.73% |
$32.9K - $52.2K
|
15.9K
$4.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-444- 4.9% |
$126K - $200K
|
8.62K
$2.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-28- 77.78% |
$7.95K - $12.6K
|
8
$2.19K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
54+ 4.83% |
$15.3K - $24.3K
|
1.17K
$321K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-750- 42.35% |
$213K - $338K
|
1.02K
$280K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
1.92K+ 54.11% |
$544K - $862K
|
5.45K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
8New |
$2.27K - $3.6K
|
8
$2.19K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-91- 77.78% |
$25.8K - $41K
|
26
$7.12K
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-72- 2.16% |
$20.4K - $32.4K
|
3.26K
$894K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-395- 9.36% |
$112K - $178K
|
3.83K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.92KNew |
$545K - $865K
|
1.92K
$526K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
600+ 11.44% |
$170K - $270K
|
5.85K
$1.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-16- 31.37% |
$4.54K - $7.2K
|
35
$9.59K
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.02KNew |
$288K - $458K
|
1.02K
$278K
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
14.3K+ 1.2% |
$4.05M - $6.42M
|
1.21M
$331M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-237- 5.37% |
$67.3K - $107K
|
4.18K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
545+ 2.74% |
$155K - $245K
|
20.4K
$5.59M
|
|