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 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-8- 80.0% |
$3.19K - $3.79K
|
2
$548
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.02K+ 139.79% |
$806K - $956K
|
3.47K
$949K
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-728- 46.88% |
$290K - $345K
|
825
$226K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1New |
$399 - $473
|
1
$274
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
457New |
$182K - $216K
|
457
$125K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1- 0.47% |
$399 - $473
|
212
$58.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
142+ 21.55% |
$56.6K - $67.2K
|
801
$219K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
908New |
$362K - $430K
|
908
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
5+ 0.95% |
$1.99K - $2.37K
|
532
$146K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13- 2.08% |
$5.19K - $6.15K
|
613
$168K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 39.13% |
$3.59K - $4.26K
|
14
$3.83K
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-414- 17.56% |
$165K - $196K
|
1.94K
$532K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-18- 2.85% |
$7.18K - $8.52K
|
614
$168K
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-2.29K- 80.3% |
$912K - $1.08M
|
561
$154K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1New |
$399 - $473
|
1
$274
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
21+ 3.42% |
$8.38K - $9.94K
|
635
$174K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
390+ 39000.0% |
$156K - $185K
|
391
$107K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-22- 32.35% |
$8.77K - $10.4K
|
46
$12.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
51+ 0.53% |
$20.3K - $24.1K
|
9.76K
$2.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-86- 7.83% |
$34.3K - $40.7K
|
1.01K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
67+ 15.12% |
$26.7K - $31.7K
|
510
$140K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-35- 5.27% |
$14K - $16.6K
|
629
$172K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
311+ 28.9% |
$124K - $147K
|
1.39K
$380K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
16+ 2.66% |
$6.38K - $7.57K
|
617
$169K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-23- 4.11% |
$9.17K - $10.9K
|
536
$147K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
9+ 11.11% |
$3.59K - $4.26K
|
90
$24.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-515- 35.84% |
$205K - $244K
|
922
$253K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
22New |
$8.77K - $10.4K
|
22
$6.03K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
627New |
$250K - $297K
|
627
$172K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3- 21.43% |
$1.2K - $1.42K
|
11
$3.01K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-33- 6.23% |
$13.2K - $15.6K
|
497
$136K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$399 - $473
|
1
$274
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11- 0.86% |
$4.39K - $5.21K
|
1.27K
$348K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-6- 9.84% |
$2.39K - $2.84K
|
55
$15.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
11New |
$4.39K - $5.21K
|
11
$3.01K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-24- 2.27% |
$9.57K - $11.4K
|
1.03K
$283K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
300+ 2.38% |
$120K - $142K
|
12.9K
$3.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-66- 5.63% |
$26.3K - $31.2K
|
1.11K
$303K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 100.0% |
$399 - $473
|
2
$548
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13New |
$5.19K - $6.15K
|
13
$3.56K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
11New |
$4.39K - $5.21K
|
11
$3.01K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.14K- 25.34% |
$853K - $1.01M
|
6.3K
$1.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
25.3K+ 42.71% |
$10.1M - $12M
|
84.7K
$23.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-128- 21.92% |
$51.1K - $60.6K
|
456
$125K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
503New |
$201K - $238K
|
503
$138K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 13.64% |
$2.39K - $2.84K
|
50
$13.7K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
115+ 11.18% |
$45.9K - $54.4K
|
1.14K
$313K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 25.0% |
$399 - $473
|
3
$822
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
1+ 0.16% |
$399 - $473
|
623
$171K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
518New |
$207K - $245K
|
518
$142K
|
|