Latest Institutional Purchases of Factset Research Systems Inc (FDS)
This list provides information on the latest institutional transactions involving Factset Research Systems Inc (FDS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$385 - $423
|
1
$491
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1New |
$385 - $423
|
1
$491
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
289KNew |
$114M - $126M
|
289K
$142M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37.4KNew |
$14.7M - $16.3M
|
37.4K
$18.4M
|
|
May 15, 2023
Q1 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$1.1M - $1.22M
|
2.8K
$1.37M
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.43KNew |
$563K - $624K
|
1.43K
$704K
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.33KNew |
$523K - $580K
|
1.33K
$655K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.19KNew |
$467K - $518K
|
1.19K
$585K
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.1KNew |
$432K - $479K
|
1.1K
$540K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1KNew |
$393K - $435K
|
1K
$491K
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
696New |
$273K - $303K
|
696
$342K
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
322+ 3.69% |
$126K - $140K
|
9.06K
$4.45M
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
273+ 20.1% |
$107K - $119K
|
1.63K
$801K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
222New |
$87.2K - $96.6K
|
222
$109K
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
148New |
$58.1K - $64.4K
|
148
$72.7K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$39.3K - $43.5K
|
100
$49.1K
|
|
May 15, 2023
Q1 2023
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
72+ 0.7% |
$28.3K - $31.3K
|
10.4K
$5.12M
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
48New |
$18.8K - $20.9K
|
48
$23.6K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
43New |
$16.9K - $18.7K
|
43
$21.1K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
32New |
$12.6K - $13.9K
|
32
$15.7K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
28+ 24.14% |
$11K - $12.2K
|
144
$70.8K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14New |
$5.5K - $6.09K
|
14
$6.88K
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
8+ 11.11% |
$3.14K - $3.48K
|
80
$39.3K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
5New |
$1.96K - $2.18K
|
5
$2.46K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4New |
$1.57K - $1.74K
|
4
$1.97K
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4New |
$1.57K - $1.74K
|
4
$1.97K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4New |
$1.57K - $1.74K
|
4
$1.97K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3+ 14.29% |
$1.18K - $1.31K
|
24
$11.8K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3New |
$1.18K - $1.31K
|
3
$1.47K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
10KNew |
$3.95M - $4.72M
|
10K
$4.91M
|
|
Feb 14, 2023
Q4 2022
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
7.64KNew |
$3.02M - $3.61M
|
7.64K
$3.76M
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.43KNew |
$1.35M - $1.62M
|
3.43K
$1.68M
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.47KNew |
$973K - $1.16M
|
2.47K
$1.21M
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
1.63KNew |
$643K - $769K
|
1.63K
$801K
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
1.6KNew |
$631K - $755K
|
1.6K
$786K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.54KNew |
$607K - $726K
|
1.54K
$756K
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.39KNew |
$548K - $656K
|
1.39K
$683K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
1.25KNew |
$492K - $588K
|
1.25K
$612K
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
1.18KNew |
$464K - $555K
|
1.18K
$577K
|
|
Feb 14, 2023
Q4 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
1KNew |
$395K - $472K
|
1K
$491K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
915New |
$361K - $432K
|
915
$450K
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
894New |
$353K - $422K
|
894
$439K
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
841New |
$332K - $397K
|
841
$413K
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
800New |
$316K - $378K
|
800
$393K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
629New |
$248K - $297K
|
629
$309K
|
|
Feb 07, 2023
Q4 2022
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
410+ 40.84% |
$162K - $194K
|
1.41K
$695K
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
156+ 10.76% |
$61.6K - $73.6K
|
1.61K
$789K
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
152+ 4.51% |
$60K - $71.8K
|
3.52K
$1.73M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
111New |
$43.8K - $52.4K
|
111
$54.5K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
103New |
$40.6K - $48.6K
|
103
$50.6K
|