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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
2.4K+ 400.0% |
$1.03M - $1.14M
|
3K
$822K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-959- 20.4% |
$410K - $457K
|
3.74K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-37- 7.61% |
$15.8K - $17.6K
|
449
$123K
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
596+ 107.97% |
$255K - $284K
|
1.15K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.47KNew |
$626K - $698K
|
1.47K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-78- 14.77% |
$33.3K - $37.2K
|
450
$123K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
51New |
$21.8K - $24.3K
|
51
$14K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-800- 53.33% |
$342K - $381K
|
700
$192K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-2- 3.77% |
$855 - $953
|
51
$14K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2New |
$855 - $953
|
2
$548
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-111- 16.69% |
$47.5K - $52.9K
|
554
$152K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-46- 9.02% |
$19.7K - $21.9K
|
464
$127K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
116+ 400.0% |
$49.6K - $55.3K
|
145
$39.7K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$855 - $953
|
2
$548
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3- 0.03% |
$1.28K - $1.43K
|
11.1K
$3.05M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
11New |
$4.7K - $5.24K
|
11
$3.01K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
900New |
$385K - $429K
|
900
$247K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
18+ 300.0% |
$7.7K - $8.58K
|
24
$6.57K
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
21+ 2.01% |
$8.98K - $10K
|
1.07K
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3- 0.41% |
$1.28K - $1.43K
|
728
$199K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$1.71K - $1.91K
|
4
$1.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
12New |
$5.13K - $5.72K
|
12
$3.29K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7- 1.15% |
$2.99K - $3.34K
|
601
$165K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-88- 88.89% |
$37.6K - $41.9K
|
11
$3.01K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10.5KNew |
$4.47M - $4.98M
|
10.5K
$2.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4+ 0.72% |
$1.71K - $1.91K
|
558
$153K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
480New |
$205K - $229K
|
480
$131K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-28- 1.12% |
$12K - $13.3K
|
2.46K
$675K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18+ 4.03% |
$7.7K - $8.58K
|
465
$127K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 1.89% |
$1.28K - $1.43K
|
162
$44.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
644New |
$275K - $307K
|
644
$176K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-17- 3.09% |
$7.27K - $8.1K
|
534
$146K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-265- 7.36% |
$113K - $126K
|
3.34K
$913K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
30+ 6.58% |
$12.8K - $14.3K
|
486
$133K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-156- 98.11% |
$66.7K - $74.3K
|
3
$822
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-80- 6.02% |
$34.2K - $38.1K
|
1.25K
$342K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
34New |
$14.5K - $16.2K
|
34
$9.31K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
428New |
$183K - $204K
|
428
$117K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.09KNew |
$466K - $519K
|
1.09K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
27+ 18.0% |
$11.5K - $12.9K
|
177
$48.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.02KNew |
$2.57M - $2.87M
|
6.02K
$1.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-229K- 99.27% |
$97.9M - $109M
|
1.69K
$463K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-10- 1.6% |
$4.28K - $4.77K
|
615
$168K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-115- 12.31% |
$49.2K - $54.8K
|
819
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3+ 0.34% |
$1.28K - $1.43K
|
873
$239K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
96New |
$41K - $45.7K
|
96
$26.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8New |
$3.42K - $3.81K
|
8
$2.19K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7New |
$2.99K - $3.34K
|
7
$1.92K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-7- 7.0% |
$2.99K - $3.34K
|
93
$25.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-9- 1.01% |
$3.85K - $4.29K
|
885
$242K
|
|