FDS Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 1.00%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $34,000,084.53

FactSet Research Systems Insider Trading History Chart

FactSet Research Systems Share Price & Price History

^$469.27

▲ +7.46 (1.62%)

As of 11/5/2024 02:14 PM ET

Days: 30 | 90 | 365

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FactSet Research Systems Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
10/1/2024	Philip Snow	CEO	Sell	3,000	$455.09	$1,365,270.00	12,987
9/26/2024	Christopher R. Ellis	EVP	Sell	13,952	$456.15	$6,364,204.80	23,515
9/26/2024	James J. McGonigle	Director	Sell	5,410	$456.83	$2,471,450.30	5,283
9/3/2024	Philip Snow	CEO	Sell	3,000	$416.59	$1,249,770.00	12,915
8/5/2024	Catrina Harding	Insider	Sell	453	$407.96	$184,805.88	760
8/1/2024	Philip Snow	CEO	Sell	3,000	$412.75	$1,238,250.00	12,915
7/1/2024	Philip Snow	CEO	Sell	3,000	$408.98	$1,226,940.00	12,915
6/25/2024	Robin Ann Abrams	Director	Sell	2,375	$420.71	$999,186.25	9,193
6/24/2024	Katherine M. Stepp	CTO	Sell	1,057	$428.42	$452,839.94	687
6/3/2024	Philip Snow	CEO	Sell	3,000	$400.00	$1,200,000.00	12,915
5/10/2024	Goran Skoko	EVP	Sell	6,215	$436.40	$2,712,226.00	5,262
5/6/2024	Robert J. Robie	EVP	Sell	4,336	$431.48	$1,870,897.28	1,485
5/3/2024	Goran Skoko	EVP	Sell	4,106	$428.57	$1,759,708.42	5,262
5/1/2024	Philip Snow	CEO	Sell	3,000	$415.26	$1,245,780.00	12,915
4/30/2024	Gregory T. Moskoff	CAO	Sell	330	$419.50	$138,435.00	72
4/1/2024	Philip Snow	CEO	Sell	3,000	$452.10	$1,356,300.00	12,915
2/1/2024	Philip Snow	CEO	Sell	3,000	$476.02	$1,428,060.00	12,915
12/28/2023	Laurie Siegel	Director	Sell	1,500	$475.84	$713,760.00	595
12/26/2023	Katherine M. Stepp	CTO	Sell	1,014	$469.25	$475,819.50	687
12/20/2023	Christopher R. Ellis	EVP	Sell	9,291	$450.76	$4,188,011.16	23,433
12/4/2023	Philip Snow	CEO	Sell	3,000	$452.79	$1,358,370.00	12,915
11/3/2023	Kristina W Karnovsky	EVP	Sell	1,371	$447.75	$613,865.25	839
11/1/2023	Philip Snow	CEO	Sell	3,000	$433.78	$1,301,340.00	8,317
10/16/2023	John Costigan	Insider	Sell	1,162	$450.97	$524,027.14	445
10/2/2023	Philip Snow	CEO	Sell	3,000	$435.85	$1,307,550.00	8,247
9/29/2023	Katherine M. Stepp	CTO	Sell	1,805	$444.85	$802,954.25	451
9/27/2023	Robert J. Robie	EVP	Sell	3,000	$431.34	$1,294,020.00	1,436
9/1/2023	Philip Snow	CEO	Sell	3,000	$438.78	$1,316,340.00	8,247
8/1/2023	Philip Snow	CEO	Sell	3,000	$433.22	$1,299,660.00	8,247
5/5/2023	Jonathan Reeve	EVP	Sell	783	$404.82	$316,974.06	92
4/17/2023	Goran Skoko	EVP	Sell	7,969	$412.96	$3,290,878.24	4,352
4/12/2023	Gregory T. Moskoff	CAO	Sell	311	$409.30	$127,292.30	106
4/11/2023	Jonathan Reeve	EVP	Sell	720	$407.87	$293,666.40	178
4/3/2023	Katherine M. Stepp	CTO	Sell	297	$417.58	$124,021.26	451
3/31/2023	Robert J. Robie	EVP	Sell	2,457	$412.31	$1,013,045.67	1,436
3/1/2023	Philip Snow	CEO	Sell	3,000	$412.91	$1,238,730.00	8,247
2/1/2023	Philip Snow	CEO	Sell	3,000	$422.22	$1,266,660.00	8,247
12/21/2022	Jonathan Reeve	EVP	Sell	350	$403.81	$141,333.50	178
12/1/2022	Philip Snow	CEO	Sell	2,500	$463.67	$1,159,175.00	8,247
11/1/2022	Philip Snow	CEO	Sell	2,500	$427.94	$1,069,850.00	8,247
10/6/2022	Robert J. Robie	EVP	Sell	2,800	$424.50	$1,188,600.00	598
10/3/2022	Philip Snow	CEO	Sell	2,500	$401.21	$1,003,025.00	4,057
8/1/2022	Philip Snow	CEO	Sell	2,500	$424.92	$1,062,300.00	3,988
7/8/2022	Jonathan Reeve	EVP	Sell	335	$401.55	$134,519.25	111
7/1/2022	Philip Snow	CEO	Sell	2,500	$384.54	$961,350.00	3,988
6/28/2022	Sheila B. Jordan	Director	Sell	2,572	$391.15	$1,006,037.80	177
6/24/2022	Joseph Zimmel	Director	Sell	1,000	$390.62	$390,620.00	1,542
6/1/2022	Philip Snow	CEO	Sell	2,500	$370.95	$927,375.00	3,988
5/2/2022	Philip Snow	CEO	Sell	2,500	$404.37	$1,010,925.00	3,988
4/26/2022	Robin Ann Abrams	Director	Sell	1,767	$418.98	$740,337.66	4,531
4/8/2022	Joseph Zimmel	Director	Sell	1,207	$443.11	$534,833.77	2,542
4/7/2022	Gene D. Fernandez	Insider	Sell	16,517	$442.99	$7,316,865.83
4/6/2022	Laurie Siegel	Director	Sell	1,286	$440.00	$565,840.00	1,177
4/1/2022	Philip Snow	CEO	Sell	2,500	$435.37	$1,088,425.00
3/1/2022	Philip Snow	CEO	Sell	2,500	$406.07	$1,015,175.00
2/1/2022	Philip Snow	CEO	Sell	2,500	$422.02	$1,055,050.00
12/1/2021	Philip Snow	CEO	Sell	2,500	$474.52	$1,186,300.00
11/10/2021	Jonathan Reeve	EVP	Sell	735	$451.24	$331,661.40

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SEC Filings (Institutional Ownership Changes) for FactSet Research Systems (NYSE:FDS)

91.24% of FactSet Research Systems stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

FactSet Research Systems Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/5/2024	Nations Financial Group Inc. IA ADV	598	$0.28M	0.0%	N/A	0.002%
11/4/2024	Buckingham Capital Management Inc.	470	$0.22M	0.0%	N/A	0.001%
11/4/2024	Venturi Wealth Management LLC	3,117	$1.43M	0.1%	+12.6%	0.008%
11/4/2024	Ashton Thomas Securities LLC	1,011	$0.47M	0.1%	+17.8%	0.003%
11/4/2024	Jensen Investment Management Inc.	12,000	$5.52M	0.0%	+11.6%	0.032%
11/4/2024	State of New Jersey Common Pension Fund D	13,515	$6.22M	0.0%	-4.0%	0.036%
11/4/2024	Crossmark Global Holdings Inc.	2,426	$1.12M	0.0%	-20.1%	0.006%
11/4/2024	Axxcess Wealth Management LLC	2,477	$1.14M	0.0%	+5.9%	0.007%
11/1/2024	Atria Investments Inc	15,721	$7.23M	0.1%	-8.8%	0.041%
11/1/2024	Fiera Capital Corp	291,251	$133.93M	0.4%	-0.8%	0.767%
11/1/2024	Capital Performance Advisors LLP	74	$34K	0.0%	N/A	0.000%
11/1/2024	Stiles Financial Services Inc	5,816	$2.68M	0.9%	-3.7%	0.015%
10/31/2024	Tandem Investment Advisors Inc.	246,759	$113.47M	4.3%	-1.3%	0.649%
10/31/2024	Portside Wealth Group LLC	3,346	$1.54M	0.3%	+4.2%	0.009%
10/31/2024	Principal Financial Group Inc.	48,791	$22.44M	0.0%	+3.0%	0.128%
10/31/2024	D.B. Root & Company LLC	2,267	$1.04M	0.3%	-10.5%	0.006%
10/30/2024	Radnor Capital Management LLC	2,610	$1.20M	0.2%	N/A	0.007%
10/30/2024	Marks Group Wealth Management Inc	31,821	$14.63M	1.4%	+4.2%	0.084%
10/30/2024	Amalgamated Bank	8,116	$3.73M	0.0%	+2.4%	0.021%
10/30/2024	Gulf International Bank UK Ltd	3,008	$1.38M	0.0%	-4.7%	0.008%
10/30/2024	Catalyst Capital Advisors LLC	56	$26K	0.0%	N/A	0.000%
10/30/2024	Mn Services Vermogensbeheer B.V.	14,600	$6.71M	0.0%	-2.7%	0.038%
10/30/2024	QRG Capital Management Inc.	1,127	$0.52M	0.0%	+6.5%	0.003%
10/30/2024	Asset Management One Co. Ltd.	13,882	$6.38M	0.0%	-1.5%	0.036%
10/29/2024	Robeco Institutional Asset Management B.V.	5,583	$2.57M	0.0%	-1.7%	0.015%
10/29/2024	Angeles Wealth Management LLC	641	$0.30M	0.0%	N/A	0.002%
10/29/2024	Van ECK Associates Corp	7,956	$3.69M	0.0%	+10.4%	0.021%
10/29/2024	Harbor Capital Advisors Inc.	4,247	$1.95M	0.1%	+75.7%	0.011%
10/29/2024	Janney Montgomery Scott LLC	36,783	$16.92M	0.0%	+2.4%	0.097%
10/29/2024	Invesco LLC	439	$0.20M	0.1%	N/A	0.001%
10/29/2024	Farther Finance Advisors LLC	501	$0.23M	0.0%	+21.3%	0.001%
10/28/2024	Eads & Heald Wealth Management	3,464	$1.59M	0.8%	-4.1%	0.009%
10/28/2024	Conestoga Capital Advisors LLC	1,437	$0.66M	0.0%	-2.5%	0.004%
10/28/2024	Shepherd Financial Partners LLC	877	$0.40M	0.0%	-7.9%	0.002%
10/28/2024	New York State Common Retirement Fund	42,837	$19.70M	0.0%	-11.1%	0.113%
10/28/2024	Focus Financial Network Inc.	452	$0.21M	0.0%	N/A	0.001%
10/28/2024	Stephens Inc. AR	8,858	$4.07M	0.1%	-4.0%	0.023%
10/28/2024	PineStone Asset Management Inc.	274,003	$126M	1.2%	+0.4%	0.720%
10/28/2024	US Bancorp DE	12,754	$5.87M	0.0%	-2.7%	0.034%
10/28/2024	Congress Asset Management Co.	248,293	$114.18M	0.8%	-0.6%	0.653%
10/28/2024	HM Payson & Co.	1,289	$0.59M	0.0%	+13.3%	0.003%
10/25/2024	Financial Advocates Investment Management	1,013	$0.47M	0.0%	+6.3%	0.003%
10/25/2024	SteelPeak Wealth LLC	2,118	$0.97M	0.0%	-19.4%	0.006%
10/25/2024	Diversify Wealth Management LLC	475	$0.22M	0.0%	N/A	0.001%
10/25/2024	Pinnacle Associates Ltd.	507	$0.24M	0.0%	N/A	0.001%
10/25/2024	New York State Teachers Retirement System	36,791	$16.92M	0.0%	-7.8%	0.097%
10/25/2024	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	44,863	$20.49M	0.2%	-2.4%	0.118%
10/25/2024	Saybrook Capital NC	48,305	$22.21M	6.3%	+8.1%	0.127%
10/25/2024	Andina Capital Management LLC	715	$0.33M	0.3%	+3.8%	0.002%
10/25/2024	abrdn plc	78,657	$36.19M	0.1%	+4.0%	0.207%
10/24/2024	Nisa Investment Advisors LLC	12,268	$5.64M	0.0%	-1.7%	0.032%
10/24/2024	Baker Tilly Wealth Management LLC	1,198	$0.55M	0.2%	-4.3%	0.003%
10/24/2024	Klein Pavlis & Peasley Financial Inc.	1,818	$0.84M	0.7%	+2.7%	0.005%
10/24/2024	L. Roy Papp & Associates LLP	19,053	$8.76M	1.1%	-1.2%	0.050%
10/24/2024	SRN Advisors LLC	2,904	$1.34M	1.2%	-4.0%	0.008%
10/24/2024	State of Alaska Department of Revenue	16,173	$7.44M	0.1%	-18.2%	0.043%
10/24/2024	Mattern Capital Management LLC	18,824	$8.66M	1.1%	+0.6%	0.049%
10/24/2024	DekaBank Deutsche Girozentrale	9,755	$4.45M	0.0%	-26.7%	0.026%
10/24/2024	Boston Trust Walden Corp	296,329	$136.27M	0.9%	+9.3%	0.779%
10/24/2024	Covenant Partners LLC	968	$0.45M	0.1%	+9.6%	0.003%
10/24/2024	Wealth Enhancement Advisory Services LLC	4,119	$1.89M	0.0%	-2.7%	0.011%
10/24/2024	Arkadios Wealth Advisors	2,596	$1.19M	0.1%	+19.5%	0.007%
10/24/2024	Forsta AP Fonden	10,100	$4.64M	0.0%	+3.1%	0.027%
10/23/2024	Mirae Asset Global Investments Co. Ltd.	17,882	$8.20M	0.0%	+2.3%	0.047%
10/23/2024	BKM Wealth Management LLC	2,071	$0.95M	0.4%	+3.0%	0.005%
10/23/2024	Louisiana State Employees Retirement System	2,100	$0.97M	0.0%	-4.5%	0.006%
10/23/2024	Outlook Wealth Advisors LLC	788	$0.36M	0.1%	+9.9%	0.002%
10/23/2024	Mediolanum International Funds Ltd	17,511	$8.02M	0.1%	-3.1%	0.046%
10/23/2024	Dumont & Blake Investment Advisors LLC	630	$0.29M	0.1%	-53.6%	0.002%
10/23/2024	Nicholson Wealth Management Group LLC	1,727	$0.79M	0.7%	N/A	0.005%
10/23/2024	Mount Yale Investment Advisors LLC	1,550	$0.71M	0.1%	-6.5%	0.004%
10/23/2024	Dakota Wealth Management	2,172	$1M	0.0%	+18.2%	0.006%
10/23/2024	Assenagon Asset Management S.A.	1,989	$0.92M	0.0%	+21.5%	0.005%
10/23/2024	IFM Investors Pty Ltd	7,733	$3.56M	0.0%	+1.4%	0.020%
10/23/2024	Taylor Frigon Capital Management LLC	3,427	$1.58M	0.8%	-2.4%	0.009%
10/23/2024	Lafayette Investments Inc.	729	$0.34M	0.1%	+9.6%	0.002%
10/22/2024	International Assets Investment Management LLC	84,612	$38.91M	0.0%	N/A	0.222%
10/22/2024	Hartford Investment Management Co.	2,389	$1.10M	0.0%	-2.3%	0.006%
10/22/2024	Private Advisor Group LLC	1,712	$0.79M	0.0%	-3.2%	0.005%
10/22/2024	Signaturefd LLC	301	$0.14M	0.0%	-10.9%	0.001%
10/22/2024	Sequoia Financial Advisors LLC	866	$0.40M	0.0%	-19.9%	0.002%
10/21/2024	Mattern Wealth Management LLC	1,295	$0.60M	0.1%	-10.1%	0.003%
10/21/2024	Dock Street Asset Management Inc.	19,677	$9.05M	1.2%	-1.7%	0.052%
10/21/2024	Copeland Capital Management LLC	67,287	$30.94M	0.5%	-21.5%	0.177%
10/21/2024	Whittier Trust Co. of Nevada Inc.	9,884	$4.55M	0.1%	+4.9%	0.026%
10/21/2024	Whittier Trust Co.	18,844	$8.67M	0.1%	+4.5%	0.050%
10/21/2024	Northwest Investment Counselors LLC	1,652	$0.76M	0.2%	-2.4%	0.004%
10/19/2024	Allspring Global Investments Holdings LLC	3,509	$1.61M	0.0%	+94.8%	0.009%
10/18/2024	Everett Harris & Co. CA	148,531	$68.30M	0.8%	-0.1%	0.390%
10/18/2024	Raymond James & Associates	116,556	$53.60M	0.0%	+4.8%	0.306%
10/18/2024	Blue Trust Inc.	228	$0.11M	0.0%	+64.0%	0.001%
10/17/2024	M3 Advisory Group LLC	532	$0.25M	0.2%	N/A	0.001%
10/17/2024	Claro Advisors LLC	16,251	$7.47M	0.7%	N/A	0.043%
10/17/2024	Sumitomo Mitsui DS Asset Management Company Ltd	3,820	$1.76M	0.0%	+1.8%	0.010%
10/16/2024	Marshall Financial Group LLC	2,588	$1.19M	0.3%	+1.6%	0.007%
10/16/2024	Mitchell & Pahl Private Wealth LLC	1,861	$0.86M	0.4%	+2.0%	0.005%
10/16/2024	nVerses Capital LLC	2,300	$1.06M	0.5%	N/A	0.006%
10/16/2024	Vontobel Holding Ltd.	1,323	$0.61M	0.0%	+10.4%	0.003%
10/16/2024	Brady Family Wealth LLC	693	$0.32M	0.1%	-4.1%	0.002%
10/15/2024	Birch Capital Management LLC	7,812	$3.59M	1.8%	+10.2%	0.021%

Data available starting January 2016

FactSet Research Systems Inc., a financial data company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and trading, content and technology solutions, and wealth. It serves portfolio managers, investment banks, asset managers, wealth advisors, corporate clients, and other financial services entities. FactSet Research Systems Inc. was founded in 1978 and is headquartered in Norwalk, Connecticut.

Today's Range

Now: $469.27

$461.26

$469.30

50 Day Range

MA: $450.84

$411.71

$472.47

52 Week Range

Now: $469.27

$391.84

$488.64

Volume

66,830 shs

Average Volume

260,152 shs

Market Capitalization

$17.83 billion

P/E Ratio

33.76

Dividend Yield

0.91%

Beta

0.75

Who are the company insiders with the largest holdings of FactSet Research Systems?: FactSet Research Systems' top insider shareholders include:
Christopher R Ellis (EVP)
Frederick Philip Snow (CEO)
Robin Ann Abrams (Director)
James J Mcgonigle (Director)
Goran Skoko (EVP)
Robert J Robie (EVP)
Kristina W Karnovsky (EVP)
Catrina Harding (Insider)
Katherine M Stepp (CTO)
Laurie Siegel (Director)
John Costigan (Insider)
Jonathan Reeve (EVP)
Gregory T Moskoff (CAO)
Learn More about top insider investors at FactSet Research Systems.
Who are the major institutional investors of FactSet Research Systems?: FactSet Research Systems' top institutional shareholders include:
Boston Trust Walden Corp — 0.78%
Fiera Capital Corp — 0.77%
PineStone Asset Management Inc. — 0.72%
Congress Asset Management Co. — 0.65%
Tandem Investment Advisors Inc. — 0.65%
Everett Harris & Co. CA — 0.39%
Learn More about top institutional investors of FactSet Research Systems stock.
Which institutional investors are selling FactSet Research Systems stock?: In the last quarter, FDS stock was sold by these institutional investors:
Copeland Capital Management LLC
New York State Common Retirement Fund
SG Americas Securities LLC
State of Alaska Department of Revenue
DekaBank Deutsche Girozentrale
Tandem Investment Advisors Inc.
New York State Teachers Retirement System
Fiera Capital Corp
Within the previous year, company insiders that have sold FactSet Research Systems company stock include:
Christopher R Ellis (EVP)
Frederick Philip Snow (CEO)
Robin Ann Abrams (Director)
James J Mcgonigle (Director)
Goran Skoko (EVP)
Robert J Robie (EVP)
Kristina W Karnovsky (EVP)
Catrina Harding (Insider)
Katherine M Stepp (CTO)
Laurie Siegel (Director)
Learn More investors selling FactSet Research Systems stock.
Which institutional investors are buying FactSet Research Systems stock?: During the previous quarter, FDS stock was purchased by institutional investors including:
International Assets Investment Management LLC
Boston Trust Walden Corp
Claro Advisors LLC
Raymond James & Associates
FCF Advisors LLC
Saybrook Capital NC
abrdn plc
Radnor Capital Management LLC