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 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-8- 80.0% |
$3.19K - $3.79K
|
2
$548
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
SELL
|
- |
-8- 0.77% |
$3.19K - $3.79K
|
1.04K
$284K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-8- 0.72% |
$3.19K - $3.79K
|
1.1K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-8- 1.35% |
$3.19K - $3.79K
|
583
$160K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-9- 0.88% |
$3.59K - $4.26K
|
1.01K
$278K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 39.13% |
$3.59K - $4.26K
|
14
$3.83K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-9- 1.33% |
$3.59K - $4.26K
|
667
$183K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-9- 0.4% |
$3.59K - $4.26K
|
2.25K
$615K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 8.85% |
$3.99K - $4.73K
|
103
$28.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-10- 1.16% |
$3.99K - $4.73K
|
850
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-10- 1.83% |
$3.99K - $4.73K
|
537
$147K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10- 1.86% |
$3.99K - $4.73K
|
528
$145K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 1.9% |
$4.39K - $5.21K
|
569
$156K
|
|
|
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
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-11- 12.09% |
$4.39K - $5.21K
|
80
$21.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-12- 0.59% |
$4.79K - $5.68K
|
2.03K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-12- 0.06% |
$4.79K - $5.68K
|
19.6K
$5.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13- 2.08% |
$5.19K - $6.15K
|
613
$168K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-13- 9.03% |
$5.19K - $6.15K
|
131
$35.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-14- 1.07% |
$5.58K - $6.63K
|
1.29K
$354K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14- 11.86% |
$5.58K - $6.63K
|
104
$28.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-14- 1.57% |
$5.58K - $6.63K
|
877
$240K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-14- 0.43% |
$5.58K - $6.63K
|
3.26K
$892K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-14- 23.33% |
$5.58K - $6.63K
|
46
$12.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-15- 1.02% |
$5.98K - $7.1K
|
1.46K
$399K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-16- 0.47% |
$6.38K - $7.57K
|
3.36K
$919K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-16- 1.39% |
$6.38K - $7.57K
|
1.14K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-17- 32.69% |
$6.78K - $8.05K
|
35
$9.59K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-17- 1.8% |
$6.78K - $8.05K
|
928
$254K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-18- 66.67% |
$7.18K - $8.52K
|
9
$2.47K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-18- 3.25% |
$7.18K - $8.52K
|
536
$147K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-18- 2.58% |
$7.18K - $8.52K
|
680
$186K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-18- 2.85% |
$7.18K - $8.52K
|
614
$168K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-19- 0.82% |
$7.58K - $8.99K
|
2.3K
$630K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22- 2.11% |
$8.77K - $10.4K
|
1.02K
$280K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-22- 32.35% |
$8.77K - $10.4K
|
46
$12.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-23- 4.11% |
$9.17K - $10.9K
|
536
$147K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-24- 2.27% |
$9.57K - $11.4K
|
1.03K
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-25- 1.93% |
$9.97K - $11.8K
|
1.27K
$348K
|
|
|
Aug 13, 2025
Q2 2025
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-26- 0.39% |
$10.4K - $12.3K
|
6.69K
$1.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-27- 60.0% |
$10.8K - $12.8K
|
18
$4.93K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-27- 0.62% |
$10.8K - $12.8K
|
4.33K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-27- 0.8% |
$10.8K - $12.8K
|
3.34K
$914K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-30- 5.43% |
$12K - $14.2K
|
522
$143K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-30- 3.8% |
$12K - $14.2K
|
760
$208K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-31- 0.38% |
$12.4K - $14.7K
|
8.14K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-31- 2.53% |
$12.4K - $14.7K
|
1.2K
$327K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-32- 0.37% |
$12.8K - $15.1K
|
8.7K
$2.38M
|
|
|
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
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-33- 1.08% |
$13.2K - $15.6K
|
3.02K
$828K
|
|