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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-78- 14.77% |
$33.3K - $37.2K
|
450
$123K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-74- 4.08% |
$31.6K - $35.3K
|
1.74K
$476K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-46- 9.02% |
$19.7K - $21.9K
|
464
$127K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-37- 5.39% |
$15.8K - $17.6K
|
649
$178K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-37- 7.61% |
$15.8K - $17.6K
|
449
$123K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-28- 1.12% |
$12K - $13.3K
|
2.46K
$675K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-19- 1.3% |
$8.12K - $9.05K
|
1.44K
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-17- 3.09% |
$7.27K - $8.1K
|
534
$146K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-16- 2.81% |
$6.84K - $7.62K
|
554
$152K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-10- 1.6% |
$4.28K - $4.77K
|
615
$168K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-9- 1.01% |
$3.85K - $4.29K
|
885
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7- 1.15% |
$2.99K - $3.34K
|
601
$165K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-7- 7.0% |
$2.99K - $3.34K
|
93
$25.5K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3- 0.03% |
$1.28K - $1.43K
|
11.1K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3- 0.41% |
$1.28K - $1.43K
|
728
$199K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-2Closed |
$855 - $953
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-2- 0.33% |
$855 - $953
|
608
$167K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2- 0.26% |
$855 - $953
|
772
$211K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-2- 3.77% |
$855 - $953
|
51
$14K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.05K- 76.18% |
$2.72M - $3M
|
1.89K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.02K- 3.85% |
$2.26M - $2.49M
|
125K
$34.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-2.79K- 46.94% |
$1.25M - $1.38M
|
3.15K
$863K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.75K- 77.35% |
$788K - $869K
|
513
$141K
|
|
|
Sep 15, 2025
Q4 2024
|
Amiral Gestion
Paris, I0 |
SELL
|
- |
-1.5K- 60.0% |
$675K - $744K
|
1K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.08K- 58.29% |
$484K - $533K
|
770
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-668- 50.0% |
$300K - $331K
|
668
$183K
|
|
|
Feb 13, 2025
Q4 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-577- 6.7% |
$259K - $286K
|
8.03K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-245- 11.14% |
$110K - $121K
|
1.96K
$535K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-200- 7.66% |
$89.9K - $99.1K
|
2.41K
$660K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-161- 4.12% |
$72.4K - $79.8K
|
3.75K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-100- 84.75% |
$45K - $49.6K
|
18
$4.93K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-74- 7.64% |
$33.3K - $36.7K
|
894
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-49- 6.34% |
$22K - $24.3K
|
724
$198K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-40- 33.33% |
$18K - $19.8K
|
80
$21.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-36- 1.36% |
$16.2K - $17.8K
|
2.61K
$716K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-33- 6.73% |
$14.8K - $16.4K
|
457
$125K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-30- 4.49% |
$13.5K - $14.9K
|
638
$175K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-25- 5.26% |
$11.2K - $12.4K
|
450
$123K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-20- 10.81% |
$8.99K - $9.91K
|
165
$45.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-14- 3.19% |
$6.3K - $6.94K
|
425
$116K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10- 2.15% |
$4.5K - $4.96K
|
455
$125K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-10- 29.41% |
$4.5K - $4.96K
|
24
$6.57K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5- 1.06% |
$2.25K - $2.48K
|
465
$127K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 23.53% |
$1.8K - $1.98K
|
13
$3.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3- 2.83% |
$1.35K - $1.49K
|
103
$28.2K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-46.6K- 63.36% |
$18.5M - $21.9M
|
26.9K
$7.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-8.42K- 84.38% |
$3.34M - $3.95M
|
1.56K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-3.73K- 45.15% |
$1.48M - $1.75M
|
4.53K
$1.24M
|
|