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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
29+ 1.86% |
$8.23K - $13.1K
|
1.59K
$434K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
24New |
$6.81K - $10.8K
|
24
$6.57K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
24+ 24.74% |
$6.81K - $10.8K
|
121
$33.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
22+ 27.85% |
$6.24K - $9.91K
|
101
$27.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
21New |
$5.96K - $9.46K
|
21
$5.75K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 14.49% |
$5.68K - $9.01K
|
158
$43.3K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
18+ 4.51% |
$5.11K - $8.11K
|
417
$114K
|
|
|
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 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15+ 1.37% |
$4.26K - $6.75K
|
1.11K
$304K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
15+ 0.76% |
$4.26K - $6.75K
|
2K
$548K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
14+ 51.85% |
$3.97K - $6.3K
|
41
$11.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Eukles Asset Management
|
BUY
|
- |
14+ 0.17% |
$3.97K - $6.3K
|
8.07K
$2.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
13+ 1.32% |
$3.69K - $5.85K
|
995
$273K
|
|
|
Nov 10, 2025
Q3 2025
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
13+ 0.34% |
$3.69K - $5.85K
|
3.89K
$1.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 2.37% |
$3.69K - $5.85K
|
562
$154K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 0.39% |
$3.41K - $5.4K
|
3.12K
$855K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12+ 29.27% |
$3.41K - $5.4K
|
53
$14.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 4.9% |
$3.41K - $5.4K
|
257
$70.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
12New |
$3.41K - $5.4K
|
12
$3.29K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11+ 1.59% |
$3.12K - $4.95K
|
701
$192K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11+ 0.44% |
$3.12K - $4.95K
|
2.5K
$685K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
11New |
$3.12K - $4.95K
|
11
$3.01K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11+ 5.37% |
$3.12K - $4.95K
|
216
$59.2K
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
10New |
$2.84K - $4.5K
|
10
$2.74K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10+ 1000.0% |
$2.84K - $4.5K
|
11
$3.01K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10+ 0.44% |
$2.84K - $4.5K
|
2.29K
$628K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10+ 50.0% |
$2.84K - $4.5K
|
30
$8.22K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10+ 47.62% |
$2.84K - $4.5K
|
31
$8.49K
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
10+ 1.44% |
$2.84K - $4.5K
|
706
$193K
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
BUY
|
- |
9+ 0.87% |
$2.55K - $4.05K
|
1.05K
$287K
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
9New |
$2.55K - $4.05K
|
9
$2.47K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9+ 900.0% |
$2.55K - $4.05K
|
10
$2.74K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
9+ 18.37% |
$2.55K - $4.05K
|
58
$15.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
9+ 1.18% |
$2.55K - $4.05K
|
772
$211K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
8New |
$2.27K - $3.6K
|
8
$2.19K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
8+ 0.19% |
$2.27K - $3.6K
|
4.18K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8+ 100.0% |
$2.27K - $3.6K
|
16
$4.38K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8New |
$2.27K - $3.6K
|
8
$2.19K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
8New |
$2.27K - $3.6K
|
8
$2.19K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
7New |
$1.99K - $3.15K
|
7
$1.92K
|
|
|
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
|
Wesbanco Bank Inc
|
BUY
|
- |
7+ 0.68% |
$1.99K - $3.15K
|
1.04K
$284K
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
7+ 0.59% |
$1.99K - $3.15K
|
1.2K
$329K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
6+ 4.11% |
$1.7K - $2.7K
|
152
$41.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
6+ 11.54% |
$1.7K - $2.7K
|
58
$15.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
5New |
$1.42K - $2.25K
|
5
$1.37K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5+ 0.2% |
$1.42K - $2.25K
|
2.51K
$688K
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
5+ 0.56% |
$1.42K - $2.25K
|
902
$247K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5+ 500.0% |
$1.42K - $2.25K
|
6
$1.64K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 33.33% |
$1.14K - $1.8K
|
16
$4.38K
|
|