Purchases and Sales Made in Q2 2025 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q2 2025. The information is specifically focused on institutions that hold shares of FACTSET RESEARCH SYSTEMS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
27New |
$10.8K - $12.8K
|
27
$7.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
26+ 0.24% |
$10.4K - $12.3K
|
10.6K
$2.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
26New |
$10.4K - $12.3K
|
26
$7.12K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
26+ 1.34% |
$10.4K - $12.3K
|
1.97K
$540K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
25+ 13.89% |
$9.97K - $11.8K
|
205
$56.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23+ 12.43% |
$9.17K - $10.9K
|
208
$57K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
22New |
$8.77K - $10.4K
|
22
$6.03K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
22+ 9.09% |
$8.77K - $10.4K
|
264
$72.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
21+ 3.42% |
$8.38K - $9.94K
|
635
$174K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
20+ 4.42% |
$7.98K - $9.47K
|
472
$129K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
20New |
$7.98K - $9.47K
|
20
$5.48K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20+ 0.87% |
$7.98K - $9.47K
|
2.32K
$634K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 19.39% |
$7.58K - $8.99K
|
117
$32K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
19+ 9.22% |
$7.58K - $8.99K
|
225
$61.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
18New |
$7.18K - $8.52K
|
18
$4.93K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.92% |
$7.18K - $8.52K
|
1.97K
$539K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
17+ 0.18% |
$6.78K - $8.05K
|
9.5K
$2.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 5.0% |
$6.78K - $8.05K
|
357
$97.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
17+ 1.8% |
$6.78K - $8.05K
|
962
$264K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
16+ 2.66% |
$6.38K - $7.57K
|
617
$169K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
15New |
$5.98K - $7.1K
|
15
$4.11K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
15+ 6.91% |
$5.98K - $7.1K
|
232
$63.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 14.15% |
$5.98K - $7.1K
|
121
$33.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13New |
$5.19K - $6.15K
|
13
$3.56K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
12New |
$4.79K - $5.68K
|
12
$3.29K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
11New |
$4.39K - $5.21K
|
11
$3.01K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
11New |
$4.39K - $5.21K
|
11
$3.01K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
11+ 1.13% |
$4.39K - $5.21K
|
982
$269K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10+ 1.22% |
$3.99K - $4.73K
|
832
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
9+ 20.93% |
$3.59K - $4.26K
|
52
$14.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
9+ 11.11% |
$3.59K - $4.26K
|
90
$24.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
9New |
$3.59K - $4.26K
|
9
$2.47K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
9+ 1.19% |
$3.59K - $4.26K
|
763
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9New |
$3.59K - $4.26K
|
9
$2.47K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
8+ 1.14% |
$3.19K - $3.79K
|
708
$194K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8+ 0.7% |
$3.19K - $3.79K
|
1.15K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8+ 1.17% |
$3.19K - $3.79K
|
690
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
8New |
$3.19K - $3.79K
|
8
$2.19K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6+ 13.33% |
$2.39K - $2.84K
|
51
$14K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6+ 0.55% |
$2.39K - $2.84K
|
1.09K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 13.64% |
$2.39K - $2.84K
|
50
$13.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
5+ 9.43% |
$1.99K - $2.37K
|
58
$15.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
5+ 0.95% |
$1.99K - $2.37K
|
532
$146K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$1.6K - $1.89K
|
4
$1.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4+ 10.81% |
$1.6K - $1.89K
|
41
$11.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4New |
$1.6K - $1.89K
|
4
$1.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
4New |
$1.6K - $1.89K
|
4
$1.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 33.33% |
$1.2K - $1.42K
|
12
$3.29K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 13.64% |
$1.2K - $1.42K
|
25
$6.85K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3+ 0.15% |
$1.2K - $1.42K
|
2.03K
$557K
|
|