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 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-3- 0.43% |
$1.2K - $1.42K
|
699
$191K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4New |
$1.6K - $1.89K
|
4
$1.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49+ 7.92% |
$19.5K - $23.2K
|
668
$183K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
47New |
$18.7K - $22.2K
|
47
$12.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
700+ 100.86% |
$279K - $331K
|
1.39K
$382K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
89+ 11.65% |
$35.5K - $42.1K
|
853
$234K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
200+ 1.45% |
$79.8K - $94.7K
|
14K
$3.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-57- 11.15% |
$22.7K - $27K
|
454
$124K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-4- 0.36% |
$1.6K - $1.89K
|
1.11K
$305K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
123+ 23.65% |
$49.1K - $58.2K
|
643
$176K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
20+ 4.42% |
$7.98K - $9.47K
|
472
$129K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-200- 11.09% |
$79.8K - $94.7K
|
1.6K
$439K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
8+ 1.14% |
$3.19K - $3.79K
|
708
$194K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
70+ 14.08% |
$27.9K - $33.1K
|
567
$155K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
367+ 24.7% |
$157K - $175K
|
1.85K
$508K
|
|
|
Oct 02, 2025
Q1 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.52K+ 256.82% |
$1.08M - $1.2M
|
3.5K
$960K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-16- 2.81% |
$6.84K - $7.62K
|
554
$152K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10New |
$4.28K - $4.77K
|
10
$2.74K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-724Closed |
$310K - $345K
|
0
$0
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-2Closed |
$855 - $953
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-458Closed |
$196K - $218K
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
6New |
$2.57K - $2.86K
|
6
$1.64K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6New |
$2.57K - $2.86K
|
6
$1.64K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
652New |
$279K - $311K
|
652
$179K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2New |
$855 - $953
|
2
$548
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-74- 4.08% |
$31.6K - $35.3K
|
1.74K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
15New |
$6.41K - $7.15K
|
15
$4.11K
|
|
|
May 15, 2025
Q1 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
531New |
$227K - $253K
|
531
$145K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
676New |
$289K - $322K
|
676
$185K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-37- 5.39% |
$15.8K - $17.6K
|
649
$178K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
112New |
$47.9K - $53.4K
|
112
$30.7K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
24New |
$10.3K - $11.4K
|
24
$6.57K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
19New |
$8.12K - $9.05K
|
19
$5.2K
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
2.27K+ 41.44% |
$969K - $1.08M
|
7.74K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
878New |
$375K - $418K
|
878
$240K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-2- 0.33% |
$855 - $953
|
608
$167K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25New |
$10.7K - $11.9K
|
25
$6.85K
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-200- 0.75% |
$85.5K - $95.3K
|
26.3K
$7.2M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-141- 1.02% |
$60.3K - $67.2K
|
13.7K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.06KNew |
$880K - $981K
|
2.06K
$564K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
709New |
$303K - $338K
|
709
$194K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2- 0.26% |
$855 - $953
|
772
$211K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.05KNew |
$447K - $498K
|
1.05K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.75KNew |
$2.46M - $2.74M
|
5.75K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
788New |
$337K - $375K
|
788
$216K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
600New |
$257K - $286K
|
600
$164K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-555- 15.42% |
$237K - $264K
|
3.05K
$834K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
5+ 3.68% |
$2.14K - $2.38K
|
141
$38.6K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
99New |
$42.3K - $47.2K
|
99
$27.1K
|
|
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
309New |
$132K - $147K
|
309
$84.6K
|
|