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 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.46K- 28.01% |
$970K - $1.11M
|
6.32K
$2.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.41KNew |
$555K - $636K
|
1.41K
$653K
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-34- 16.92% |
$13.4K - $15.4K
|
167
$77.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-268- 64.89% |
$106K - $121K
|
145
$67.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
63+ 14.25% |
$24.9K - $28.5K
|
505
$235K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 20.0% |
$395 - $452
|
6
$2.79K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-570- 24.35% |
$225K - $258K
|
1.77K
$823K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
20New |
$7.9K - $9.05K
|
20
$9.29K
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
558New |
$220K - $252K
|
558
$259K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-959- 9.48% |
$379K - $434K
|
9.16K
$4.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
200New |
$79K - $90.5K
|
200
$92.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
12+ 1.78% |
$4.74K - $5.43K
|
686
$319K
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-696- 4.38% |
$275K - $315K
|
15.2K
$7.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
6.74KNew |
$2.66M - $3.05M
|
6.74K
$3.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1.2KNew |
$474K - $543K
|
1.2K
$558K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
1.68KNew |
$664K - $761K
|
1.68K
$781K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5New |
$1.97K - $2.26K
|
5
$2.32K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-32- 34.04% |
$12.6K - $14.5K
|
62
$28.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 11.11% |
$395 - $452
|
8
$3.72K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
67+ 148.89% |
$26.5K - $30.3K
|
112
$52K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
136+ 21.73% |
$53.7K - $61.5K
|
762
$354K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$395 - $452
|
6
$2.79K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-232- 7.81% |
$91.6K - $105K
|
2.74K
$1.27M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$395 - $452
|
1
$465
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
19New |
$7.5K - $8.6K
|
19
$8.83K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
60+ 750.0% |
$23.7K - $27.1K
|
68
$31.6K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
651+ 30.32% |
$257K - $295K
|
2.8K
$1.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$395 - $452
|
1
$465
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 9.09% |
$3.16K - $3.62K
|
80
$37.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
17New |
$6.71K - $7.69K
|
17
$7.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 2.02% |
$1.97K - $2.26K
|
242
$112K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-110- 16.34% |
$43.4K - $49.8K
|
563
$262K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 50.0% |
$395 - $452
|
1
$465
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
621New |
$245K - $281K
|
621
$289K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$790 - $905
|
2
$929
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-167- 23.49% |
$65.9K - $75.6K
|
544
$253K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
5KNew |
$1.97M - $2.26M
|
5K
$2.32M
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-7.19K- 41.69% |
$2.84M - $3.25M
|
10K
$4.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4New |
$1.58K - $1.81K
|
4
$1.86K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
81New |
$32K - $36.7K
|
81
$37.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16New |
$6.32K - $7.24K
|
16
$7.43K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
227+ 45.04% |
$89.6K - $103K
|
731
$340K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-44- 3.53% |
$17.4K - $19.9K
|
1.2K
$558K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
114+ 13.12% |
$45K - $51.6K
|
983
$457K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-13.4K- 94.12% |
$5.3M - $6.08M
|
840
$390K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-24- 2.3% |
$9.48K - $10.9K
|
1.02K
$473K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
751New |
$297K - $340K
|
751
$349K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 20.0% |
$395 - $452
|
6
$2.79K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1New |
$395 - $452
|
1
$465
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
4+ 0.65% |
$1.58K - $1.81K
|
622
$289K
|