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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
298New |
$134K - $148K
|
298
$81.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.75K- 77.35% |
$788K - $869K
|
513
$141K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-40- 33.33% |
$18K - $19.8K
|
80
$21.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
119+ 19.9% |
$53.5K - $59K
|
717
$196K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-20- 10.81% |
$8.99K - $9.91K
|
165
$45.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5New |
$2.25K - $2.48K
|
5
$1.37K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 4.76% |
$45K - $49.6K
|
2K
$548K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$3.15K - $3.47K
|
7
$1.92K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
17+ 2.38% |
$7.64K - $8.43K
|
730
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
185New |
$83.2K - $91.7K
|
185
$50.7K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$5.85K - $6.44K
|
13
$3.56K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
74+ 13.26% |
$33.3K - $36.7K
|
632
$173K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
426New |
$192K - $211K
|
426
$117K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10- 2.15% |
$4.5K - $4.96K
|
455
$125K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-25- 5.26% |
$11.2K - $12.4K
|
450
$123K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.08KNew |
$1.39M - $1.53M
|
3.08K
$845K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-10- 29.41% |
$4.5K - $4.96K
|
24
$6.57K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1+ 0.23% |
$450 - $496
|
445
$122K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-200- 7.66% |
$89.9K - $99.1K
|
2.41K
$660K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-245- 11.14% |
$110K - $121K
|
1.96K
$535K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-30- 4.49% |
$13.5K - $14.9K
|
638
$175K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-14- 3.19% |
$6.3K - $6.94K
|
425
$116K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-33- 6.73% |
$14.8K - $16.4K
|
457
$125K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
860New |
$387K - $426K
|
860
$236K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-46.6K- 63.36% |
$18.5M - $21.9M
|
26.9K
$7.37M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
9New |
$3.57K - $4.23K
|
9
$2.47K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
22.8KNew |
$9.05M - $10.7M
|
22.8K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3- 0.14% |
$1.19K - $1.41K
|
2.17K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-78- 51.32% |
$31K - $36.6K
|
74
$20.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
10.4KNew |
$4.13M - $4.88M
|
10.4K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
55.1KNew |
$21.9M - $25.9M
|
55.1K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-6- 0.46% |
$2.38K - $2.82K
|
1.29K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
200New |
$79.4K - $93.9K
|
200
$54.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-200- 20.51% |
$79.4K - $93.9K
|
775
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.39K- 42.04% |
$950K - $1.12M
|
3.3K
$904K
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-54- 8.59% |
$21.4K - $25.4K
|
575
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$1.99K - $2.35K
|
5
$1.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
791New |
$314K - $371K
|
791
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-3.73K- 45.15% |
$1.48M - $1.75M
|
4.53K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-2.56K- 15.27% |
$1.02M - $1.2M
|
14.2K
$3.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1- 0.16% |
$397 - $469
|
637
$174K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-686- 9.37% |
$272K - $322K
|
6.63K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
439New |
$174K - $206K
|
439
$120K
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-454- 44.51% |
$180K - $213K
|
566
$155K
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
600New |
$238K - $282K
|
600
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
24KNew |
$9.53M - $11.3M
|
24K
$6.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.17K- 54.25% |
$466K - $551K
|
990
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
CALL |
-300- 7.89% |
$119K - $141K
|
3.5K
$959K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
21+ 2.27% |
$8.34K - $9.86K
|
948
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
7.98KNew |
$3.17M - $3.75M
|
7.98K
$2.19M
|
|