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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-684- 6.84% |
$273K - $324K
|
9.31K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
791New |
$315K - $374K
|
791
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.89KNew |
$3.14M - $3.73M
|
7.89K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
130New |
$51.9K - $61.5K
|
130
$35.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
35+ 7.53% |
$14K - $16.6K
|
500
$137K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
15New |
$5.98K - $7.1K
|
15
$4.11K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 100.0% |
$399 - $473
|
2
$548
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1New |
$399 - $473
|
1
$274
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-250- 15.97% |
$99.7K - $118K
|
1.32K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-16.4K- 89.14% |
$6.52M - $7.74M
|
1.99K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.68K- 44.24% |
$1.07M - $1.27M
|
3.38K
$925K
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-582- 3.82% |
$232K - $275K
|
14.6K
$4.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.53KNew |
$610K - $724K
|
1.53K
$419K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-120- 17.47% |
$47.9K - $56.8K
|
567
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
12New |
$4.79K - $5.68K
|
12
$3.29K
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-297- 2.42% |
$118K - $141K
|
12K
$3.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
74+ 6.75% |
$29.5K - $35K
|
1.17K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.31KNew |
$2.12M - $2.51M
|
5.31K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
1.36KNew |
$542K - $643K
|
1.36K
$372K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8+ 0.7% |
$3.19K - $3.79K
|
1.15K
$316K
|
|
|
Aug 12, 2025
Q2 2025
|
Dundas Partners LLP
Edinburgh, X0 |
SELL
|
- |
-2.38K- 3.19% |
$950K - $1.13M
|
72.2K
$19.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-159- 14.72% |
$63.4K - $75.3K
|
921
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
27New |
$10.8K - $12.8K
|
27
$7.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
95New |
$37.9K - $45K
|
95
$26K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
489New |
$195K - $231K
|
489
$134K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-50- 8.55% |
$19.9K - $23.7K
|
535
$147K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10- 1.86% |
$3.99K - $4.73K
|
528
$145K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10+ 1.22% |
$3.99K - $4.73K
|
832
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
18New |
$7.18K - $8.52K
|
18
$4.93K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
45+ 1.08% |
$17.9K - $21.3K
|
4.23K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-128- 2.52% |
$51.1K - $60.6K
|
4.95K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-10- 1.83% |
$3.99K - $4.73K
|
537
$147K
|
|
|
Aug 08, 2025
Q2 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
3.28KNew |
$1.31M - $1.55M
|
3.28K
$899K
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
620New |
$247K - $293K
|
620
$170K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 2.38% |
$399 - $473
|
41
$11.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 49.18% |
$12K - $14.2K
|
91
$24.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
51.6K+ 101.94% |
$20.6M - $24.4M
|
102K
$28M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-6- 0.85% |
$2.39K - $2.84K
|
698
$191K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-35- 5.0% |
$14K - $16.6K
|
665
$182K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2- 0.19% |
$798 - $947
|
1.08K
$295K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
32New |
$12.8K - $15.1K
|
32
$8.77K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
17+ 1.8% |
$6.78K - $8.05K
|
962
$264K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
63+ 2.23% |
$25.1K - $29.8K
|
2.89K
$792K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 8.85% |
$3.99K - $4.73K
|
103
$28.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-52- 9.81% |
$20.7K - $24.6K
|
478
$131K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
162New |
$64.6K - $76.7K
|
162
$44.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
463New |
$185K - $219K
|
463
$127K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
2.4KNew |
$958K - $1.14M
|
2.4K
$658K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-8- 80.0% |
$3.19K - $3.79K
|
2
$548
|
|