Latest Institutional Sells of Factset Research Systems Inc (FDS)
This list provides information on the latest institutional transactions involving Factset Research Systems Inc (FDS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2025
Q2 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-94- 8.68% |
$37.5K - $44.5K
|
989
$271K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-86- 7.83% |
$34.3K - $40.7K
|
1.01K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-81- 9.57% |
$32.3K - $38.3K
|
765
$210K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-66- 5.63% |
$26.3K - $31.2K
|
1.11K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62- 9.44% |
$24.7K - $29.3K
|
595
$163K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-57- 11.15% |
$22.7K - $27K
|
454
$124K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-52- 9.81% |
$20.7K - $24.6K
|
478
$131K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-50- 8.55% |
$19.9K - $23.7K
|
535
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-48- 1.14% |
$19.1K - $22.7K
|
4.17K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-37- 0.59% |
$14.8K - $17.5K
|
6.22K
$1.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-35- 5.0% |
$14K - $16.6K
|
665
$182K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-35- 5.27% |
$14K - $16.6K
|
629
$172K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-33- 6.23% |
$13.2K - $15.6K
|
497
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-30- 5.43% |
$12K - $14.2K
|
522
$143K
|
|
|
Aug 13, 2025
Q2 2025
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-26- 0.39% |
$10.4K - $12.3K
|
6.69K
$1.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-24- 2.27% |
$9.57K - $11.4K
|
1.03K
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-23- 4.11% |
$9.17K - $10.9K
|
536
$147K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-22- 32.35% |
$8.77K - $10.4K
|
46
$12.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-18- 2.85% |
$7.18K - $8.52K
|
614
$168K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13- 2.08% |
$5.19K - $6.15K
|
613
$168K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11- 0.86% |
$4.39K - $5.21K
|
1.27K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10- 1.86% |
$3.99K - $4.73K
|
528
$145K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-10- 1.83% |
$3.99K - $4.73K
|
537
$147K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 8.85% |
$3.99K - $4.73K
|
103
$28.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 39.13% |
$3.59K - $4.26K
|
14
$3.83K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-8- 1.35% |
$3.19K - $3.79K
|
583
$160K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-8- 80.0% |
$3.19K - $3.79K
|
2
$548
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-6- 0.85% |
$2.39K - $2.84K
|
698
$191K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-6- 9.84% |
$2.39K - $2.84K
|
55
$15.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-4- 0.36% |
$1.6K - $1.89K
|
1.11K
$305K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3- 21.43% |
$1.2K - $1.42K
|
11
$3.01K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-3- 0.43% |
$1.2K - $1.42K
|
699
$191K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2- 0.19% |
$798 - $947
|
1.08K
$295K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 2.38% |
$399 - $473
|
41
$11.2K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1- 0.47% |
$399 - $473
|
212
$58.1K
|
|
| Q1 2025 | |||||||
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-229K- 99.27% |
$97.9M - $109M
|
1.69K
$463K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-4.23K- 50.35% |
$1.81M - $2.02M
|
4.18K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-959- 20.4% |
$410K - $457K
|
3.74K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-800- 53.33% |
$342K - $381K
|
700
$192K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-724Closed |
$310K - $345K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-555- 15.42% |
$237K - $264K
|
3.05K
$834K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-458Closed |
$196K - $218K
|
0
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-265- 7.36% |
$113K - $126K
|
3.34K
$913K
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-200- 0.75% |
$85.5K - $95.3K
|
26.3K
$7.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-156- 98.11% |
$66.7K - $74.3K
|
3
$822
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-141- 1.02% |
$60.3K - $67.2K
|
13.7K
$3.76M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-115- 12.31% |
$49.2K - $54.8K
|
819
$224K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-111- 16.69% |
$47.5K - $52.9K
|
554
$152K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-88- 88.89% |
$37.6K - $41.9K
|
11
$3.01K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-80- 6.02% |
$34.2K - $38.1K
|
1.25K
$342K
|
|