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 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
272+ 9066.67% |
$77.2K - $122K
|
275
$75.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
112+ 3.36% |
$31.8K - $50.4K
|
3.45K
$944K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
38+ 10.64% |
$10.8K - $17.1K
|
395
$108K
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
7+ 0.59% |
$1.99K - $3.15K
|
1.2K
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$284 - $450
|
1
$274
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 0.95% |
$1.14K - $1.8K
|
419
$115K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-140- 0.92% |
$39.7K - $63K
|
15.1K
$4.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.41K- 44.34% |
$400K - $635K
|
1.77K
$485K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
516+ 75.88% |
$146K - $232K
|
1.2K
$328K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
9+ 18.37% |
$2.55K - $4.05K
|
58
$15.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-12- 0.63% |
$3.41K - $5.4K
|
1.9K
$521K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2New |
$568 - $901
|
2
$548
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
37+ 3.34% |
$10.5K - $16.7K
|
1.15K
$314K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.4K+ 41.63% |
$397K - $629K
|
4.75K
$1.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-218- 18.24% |
$61.9K - $98.2K
|
977
$268K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
447+ 4.62% |
$127K - $201K
|
10.1K
$2.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
46New |
$13.1K - $20.7K
|
46
$12.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
283New |
$80.3K - $127K
|
283
$77.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
39K+ 10.26% |
$11.1M - $17.6M
|
419K
$115M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
82+ 3.65% |
$23.3K - $36.9K
|
2.33K
$638K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-878- 33.7% |
$249K - $395K
|
1.73K
$473K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
14.3K+ 24.56% |
$4.05M - $6.42M
|
72.4K
$19.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-7.19K- 2.42% |
$2.04M - $3.24M
|
290K
$79.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-240- 58.25% |
$68.1K - $108K
|
172
$47.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-7- 77.78% |
$1.99K - $3.15K
|
2
$548
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 4.9% |
$3.41K - $5.4K
|
257
$70.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-494- 38.9% |
$140K - $222K
|
776
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
Saybrook Capital
|
BUY
|
- |
9.01K+ 19.82% |
$2.56M - $4.06M
|
54.5K
$14.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-27- 10.23% |
$7.66K - $12.2K
|
237
$64.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-116- 11.72% |
$32.9K - $52.2K
|
874
$239K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
1.1KNew |
$312K - $495K
|
1.1K
$301K
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2.11K+ 31.88% |
$598K - $948K
|
8.71K
$2.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
12New |
$3.41K - $5.4K
|
12
$3.29K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-38- 19.49% |
$10.8K - $17.1K
|
157
$43K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-72- 4.72% |
$20.4K - $32.4K
|
1.46K
$399K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
305+ 35.06% |
$86.6K - $137K
|
1.18K
$322K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-41- 3.23% |
$11.6K - $18.5K
|
1.23K
$337K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.21K- 49.73% |
$627K - $995K
|
2.23K
$612K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.01K- 49.33% |
$855K - $1.36M
|
3.1K
$848K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
192+ 15.25% |
$54.5K - $86.5K
|
1.45K
$397K
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
200+ 0.81% |
$56.8K - $90.1K
|
24.8K
$6.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.12K- 26.96% |
$601K - $954K
|
5.74K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
269+ 72.31% |
$76.4K - $121K
|
641
$176K
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
4KNew |
$1.14M - $1.8M
|
4K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
72+ 8.7% |
$20.4K - $32.4K
|
900
$247K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 2.37% |
$3.69K - $5.85K
|
562
$154K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
784+ 4.07% |
$223K - $353K
|
20.1K
$5.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 25.0% |
$284 - $450
|
3
$822
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-8- 0.11% |
$2.27K - $3.6K
|
7.27K
$1.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-34- 4.12% |
$9.65K - $15.3K
|
792
$217K
|
|