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 06, 2025
Q3 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
17+ 0.53% |
$4.83K - $7.66K
|
3.25K
$891K
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
BUY
|
- |
316+ 0.91% |
$89.7K - $142K
|
34.9K
$9.56M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 14.91% |
$3.73M - $5.92M
|
75K
$20.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
870+ 59.47% |
$247K - $392K
|
2.33K
$639K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.07K- 74.41% |
$305K - $483K
|
369
$101K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1- 2.17% |
$284 - $450
|
45
$12.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11+ 0.44% |
$3.12K - $4.95K
|
2.5K
$685K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
46+ 5.21% |
$13.1K - $20.7K
|
929
$254K
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-7- 6.31% |
$1.99K - $3.15K
|
104
$28.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
4.17K+ 25.29% |
$1.18M - $1.88M
|
20.7K
$5.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-114- 4.8% |
$32.4K - $51.3K
|
2.26K
$619K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
100New |
$28.4K - $45K
|
100
$27.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Eukles Asset Management
|
BUY
|
- |
14+ 0.17% |
$3.97K - $6.3K
|
8.07K
$2.21M
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
6.6K+ 19.62% |
$1.87M - $2.97M
|
40.2K
$11M
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-38- 3.85% |
$10.8K - $17.1K
|
950
$260K
|
|
|
Nov 05, 2025
Q3 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-4.8K- 55.12% |
$1.36M - $2.16M
|
3.91K
$1.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-189- 1.27% |
$53.6K - $85.1K
|
14.7K
$4.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3- 2.68% |
$852 - $1.35K
|
109
$29.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
9New |
$2.55K - $4.05K
|
9
$2.47K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
209+ 37.06% |
$59.3K - $94.1K
|
773
$212K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12+ 29.27% |
$3.41K - $5.4K
|
53
$14.5K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
385+ 17.8% |
$109K - $173K
|
2.55K
$698K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
25.5K+ 6.65% |
$7.24M - $11.5M
|
409K
$112M
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
SELL
|
- |
-985- 25.96% |
$280K - $444K
|
2.81K
$769K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
64+ 1.16% |
$18.2K - $28.8K
|
5.58K
$1.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
9.54KNew |
$2.71M - $4.3M
|
9.54K
$2.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-41- 2.66% |
$11.6K - $18.5K
|
1.5K
$411K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-27- 0.52% |
$7.66K - $12.2K
|
5.13K
$1.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-69- 0.87% |
$19.6K - $31.1K
|
7.84K
$2.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.7K- 86.01% |
$5.03M - $7.98M
|
2.88K
$790K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-74- 5.46% |
$21K - $33.3K
|
1.28K
$351K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
29.9KNew |
$8.5M - $13.5M
|
29.9K
$8.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.02KNew |
$290K - $460K
|
1.02K
$280K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
6+ 11.54% |
$1.7K - $2.7K
|
58
$15.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
811+ 79.59% |
$230K - $365K
|
1.83K
$501K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
972+ 8.45% |
$276K - $438K
|
12.5K
$3.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.99K- 4.18% |
$565K - $897K
|
45.7K
$12.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-7- 0.92% |
$1.99K - $3.15K
|
753
$206K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
340+ 16.73% |
$96.5K - $153K
|
2.37K
$650K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
18+ 4.51% |
$5.11K - $8.11K
|
417
$114K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-63- 2.39% |
$17.9K - $28.4K
|
2.57K
$704K
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
12.3KNew |
$3.48M - $5.52M
|
12.3K
$3.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.02K+ 29.67% |
$290K - $460K
|
4.47K
$1.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
53+ 1.93% |
$15K - $23.9K
|
2.8K
$767K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
88+ 6.45% |
$25K - $39.6K
|
1.45K
$398K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-459- 5.27% |
$130K - $207K
|
8.25K
$2.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 150.0% |
$852 - $1.35K
|
5
$1.37K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 900.0% |
$2.55K - $4.05K
|
10
$2.74K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-84- 3.65% |
$23.8K - $37.8K
|
2.22K
$607K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$568 - $901
|
2
$548
|
|