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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4- 7.84% |
$1.14K - $1.8K
|
47
$12.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
833+ 8.11% |
$236K - $375K
|
11.1K
$3.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
179+ 21.28% |
$50.8K - $80.6K
|
1.02K
$279K
|
|
|
Nov 10, 2025
Q3 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
16.9KNew |
$4.8M - $7.62M
|
16.9K
$4.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
271+ 1.18% |
$76.9K - $122K
|
23.3K
$6.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-277- 3.06% |
$78.6K - $125K
|
8.78K
$2.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-942- 12.71% |
$267K - $424K
|
6.47K
$1.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
26.9K+ 3.24% |
$7.63M - $12.1M
|
856K
$234M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
9.09K+ 145.76% |
$2.58M - $4.09M
|
15.3K
$4.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
5+ 0.56% |
$1.42K - $2.25K
|
902
$247K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1+ 100.0% |
$284 - $450
|
2
$548
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-21- 80.77% |
$5.96K - $9.46K
|
5
$1.37K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-200- 9.75% |
$56.8K - $90.1K
|
1.85K
$507K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.36K- 37.09% |
$669K - $1.06M
|
4K
$1.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-160- 0.6% |
$45.4K - $72K
|
26.5K
$7.26M
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
219+ 1.83% |
$62.2K - $98.6K
|
12.2K
$3.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-368K- 72.83% |
$105M - $166M
|
137K
$37.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Amica Mutual Insurance CO
|
BUY
|
- |
637New |
$181K - $287K
|
637
$174K
|
|
|
Nov 07, 2025
Q3 2025
|
Amica Retiree Medical Trust
|
BUY
|
- |
62New |
$17.6K - $27.9K
|
62
$17K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
388+ 26.67% |
$110K - $175K
|
1.84K
$505K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-6- 0.5% |
$1.7K - $2.7K
|
1.21K
$330K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
107K+ 2.22% |
$30.4M - $48.3M
|
4.93M
$1.35B
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
564+ 107.22% |
$160K - $254K
|
1.09K
$299K
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-606- 7.2% |
$172K - $273K
|
7.81K
$2.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-2.72K- 18.21% |
$772K - $1.22M
|
12.2K
$3.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 150.0% |
$852 - $1.35K
|
5
$1.37K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-855- 44.86% |
$243K - $385K
|
1.05K
$288K
|
|
|
Nov 07, 2025
Q3 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
13.5KNew |
$3.83M - $6.08M
|
13.5K
$3.7M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.66K- 23.12% |
$472K - $749K
|
5.53K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
14.1K+ 5.31% |
$4.01M - $6.36M
|
280K
$76.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
5.9K+ 23.57% |
$1.67M - $2.66M
|
30.9K
$8.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.22K- 62.84% |
$1.2M - $1.9M
|
2.5K
$683K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.63K+ 122.69% |
$1.03M - $1.64M
|
6.6K
$1.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
7+ 0.68% |
$1.99K - $3.15K
|
1.04K
$284K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 66.67% |
$1.14K - $1.8K
|
10
$2.74K
|
|
|
Nov 06, 2025
Q3 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
BUY
|
- |
1.41K+ 13.56% |
$400K - $635K
|
11.8K
$3.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-129- 11.68% |
$36.6K - $58.1K
|
975
$267K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-80- 6.01% |
$22.7K - $36K
|
1.25K
$343K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.52K+ 1.81% |
$431K - $684K
|
85.3K
$23.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-40- 3.62% |
$11.4K - $18K
|
1.06K
$291K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.4KNew |
$397K - $630K
|
1.4K
$383K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7+ 700.0% |
$1.99K - $3.15K
|
8
$2.19K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
32+ 30.48% |
$9.08K - $14.4K
|
137
$37.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
153+ 5.03% |
$43.4K - $68.9K
|
3.19K
$875K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.61K- 16.57% |
$741K - $1.18M
|
13.1K
$3.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
361+ 4.63% |
$102K - $163K
|
8.15K
$2.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.75K+ 384.36% |
$781K - $1.24M
|
3.47K
$950K
|
|
|
Nov 06, 2025
Q3 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
434+ 9.09% |
$123K - $195K
|
5.21K
$1.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-11.8K- 67.93% |
$3.34M - $5.29M
|
5.55K
$1.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
2.33K+ 255.65% |
$661K - $1.05M
|
3.24K
$887K
|
|