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 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
170New |
$67.5K - $79.8K
|
170
$79.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
21New |
$8.34K - $9.86K
|
21
$9.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
661New |
$262K - $310K
|
661
$309K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 1.51% |
$1.19K - $1.41K
|
202
$94.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.26K+ 1.05% |
$500K - $592K
|
121K
$56.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17K+ 16.77% |
$6.75M - $7.98M
|
118K
$55.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
20New |
$7.94K - $9.39K
|
20
$9.34K
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
6.8KNew |
$2.7M - $3.19M
|
6.8K
$3.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-805- 23.04% |
$320K - $378K
|
2.69K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
566New |
$225K - $266K
|
566
$264K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1- 0.12% |
$397 - $469
|
856
$400K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
37+ 4.54% |
$14.7K - $17.4K
|
852
$398K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-5.89K- 16.07% |
$2.34M - $2.76M
|
30.8K
$14.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1New |
$397 - $469
|
1
$467
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
139+ 5.95% |
$55.2K - $65.3K
|
2.48K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 6.38% |
$1.19K - $1.41K
|
44
$20.5K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.3% |
$39.7K - $46.9K
|
33.6K
$15.7M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
250+ 23.08% |
$99.3K - $117K
|
1.33K
$622K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-50- 6.67% |
$19.9K - $23.5K
|
700
$327K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-11- 1.75% |
$4.37K - $5.16K
|
618
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-147- 1.72% |
$58.4K - $69K
|
8.4K
$3.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2New |
$794 - $939
|
2
$934
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
153+ 17.83% |
$60.7K - $71.8K
|
1.01K
$472K
|
|
|
Nov 04, 2024
Q3 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
BUY
|
- |
1.25K+ 11.63% |
$496K - $587K
|
12K
$5.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 25.0% |
$1.19K - $1.41K
|
9
$4.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.51K- 8.75% |
$599K - $708K
|
15.7K
$7.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
74New |
$29.4K - $34.7K
|
74
$34.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
15+ 0.07% |
$5.96K - $7.04K
|
22.6K
$10.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 10.56% |
$6.75K - $7.98K
|
144
$67.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1- 1.09% |
$397 - $469
|
91
$42.5K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
7+ 0.14% |
$2.78K - $3.29K
|
4.99K
$2.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 52.38% |
$8.73K - $10.3K
|
20
$9.34K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-12- 34.29% |
$4.76K - $5.63K
|
23
$10.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$397 - $469
|
1
$467
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-38- 1.2% |
$15.1K - $17.8K
|
3.12K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-137- 6.5% |
$54.4K - $64.3K
|
1.97K
$920K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-150- 19.69% |
$59.6K - $70.4K
|
612
$286K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
466+ 16.66% |
$185K - $219K
|
3.26K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
442New |
$175K - $208K
|
442
$206K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
42New |
$16.7K - $19.7K
|
42
$19.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3+ 0.03% |
$1.19K - $1.41K
|
11.1K
$5.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
219+ 6.48% |
$87K - $103K
|
3.6K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
56New |
$22.2K - $26.3K
|
56
$26.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
439New |
$174K - $206K
|
439
$205K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
151+ 13.27% |
$60K - $70.9K
|
1.29K
$602K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.12K+ 112.85% |
$841K - $994K
|
3.99K
$1.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-37- 2.51% |
$14.7K - $17.4K
|
1.44K
$671K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
452New |
$179K - $212K
|
452
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
88+ 21.31% |
$34.9K - $41.3K
|
501
$234K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-44- 24.44% |
$17.5K - $20.7K
|
136
$63.5K
|