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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-96- 12.17% |
$37.9K - $43.4K
|
693
$322K
|
|
|
Jul 10, 2024
Q2 2024
|
Spence Asset Management
|
SELL
|
- |
-30K- 93.58% |
$11.8M - $13.6M
|
2.06K
$955K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-290- 3.29% |
$115K - $131K
|
8.54K
$3.97M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 1.29% |
$3.16K - $3.62K
|
612
$284K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
7.4K+ 37.58% |
$3.28M - $3.61M
|
27.1K
$12.6M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
576New |
$256K - $281K
|
576
$268K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-10- 19.61% |
$4.44K - $4.88K
|
41
$19K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
136+ 8.19% |
$60.4K - $66.4K
|
1.8K
$834K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
691+ 162.97% |
$307K - $337K
|
1.12K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
750New |
$333K - $366K
|
750
$348K
|
|
|
May 15, 2024
Q1 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
19KNew |
$8.42M - $9.25M
|
19K
$8.81M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1- 0.08% |
$444 - $488
|
1.18K
$550K
|
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
510New |
$226K - $249K
|
510
$237K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
CALL |
700New |
$311K - $342K
|
700
$325K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
106New |
$47K - $51.7K
|
106
$49.3K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-30- 6.59% |
$13.3K - $14.6K
|
425
$197K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-7- 0.99% |
$3.11K - $3.42K
|
702
$326K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
625New |
$277K - $305K
|
625
$290K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.56KNew |
$1.14M - $1.25M
|
2.56K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-10- 0.65% |
$4.44K - $4.88K
|
1.54K
$714K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
435+ 15.29% |
$193K - $212K
|
3.28K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
445New |
$198K - $217K
|
445
$207K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-134- 1.78% |
$59.5K - $65.4K
|
7.4K
$3.44M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
SELL
|
- |
-8- 1.49% |
$3.55K - $3.9K
|
530
$246K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
640+ 10.76% |
$284K - $312K
|
6.59K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19New |
$8.43K - $9.27K
|
19
$8.83K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$444 - $488
|
1
$465
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-52- 0.49% |
$23.1K - $25.4K
|
10.5K
$4.86M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-397- 90.23% |
$176K - $194K
|
43
$20K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
11New |
$4.88K - $5.37K
|
11
$5.11K
|
|
|
May 10, 2024
Q1 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
2KNew |
$888K - $976K
|
2K
$929K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-16.7K- 20.57% |
$7.42M - $8.15M
|
64.6K
$30M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
70New |
$31.1K - $34.2K
|
70
$32.5K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-25- 4.55% |
$11.1K - $12.2K
|
525
$244K
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-1.48K- 9.7% |
$659K - $724K
|
13.8K
$6.42M
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-79- 6.83% |
$35.1K - $38.5K
|
1.08K
$500K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-33- 6.69% |
$14.6K - $16.1K
|
460
$214K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-360- 36.04% |
$160K - $176K
|
639
$297K
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-93- 8.09% |
$41.3K - $45.4K
|
1.06K
$491K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
17New |
$7.55K - $8.29K
|
17
$7.9K
|
|
|
May 07, 2024
Q1 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
1.33K+ 79.64% |
$590K - $649K
|
3K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
156New |
$69.2K - $76.1K
|
156
$72.5K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
97New |
$43.1K - $47.3K
|
97
$45.1K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3- 6.67% |
$1.33K - $1.46K
|
42
$19.5K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
150New |
$66.6K - $73.2K
|
150
$69.7K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17New |
$7.55K - $8.29K
|
17
$7.9K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
17+ 3.02% |
$7.55K - $8.29K
|
579
$269K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 16.67% |
$888 - $976
|
14
$6.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
113+ 7.57% |
$50.2K - $55.1K
|
1.61K
$746K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
305New |
$135K - $149K
|
305
$142K
|
|