Purchases and Sales Made in Q1 2022 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Lindenwold Advisors
|
BUY
|
- |
89+ 5.23% |
$35K - $42.4K
|
1.79K
$664K
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
80+ 1.04% |
$31.4K - $38.1K
|
7.78K
$2.88M
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
78+ 1.57% |
$30.6K - $37.1K
|
5.04K
$1.87M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
75+ 16.67% |
$29.5K - $35.7K
|
525
$195K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
72New |
$28.3K - $34.3K
|
72
$26.7K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
72+ 14.2% |
$28.3K - $34.3K
|
579
$215K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
71+ 10.41% |
$27.9K - $33.8K
|
753
$279K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
68+ 29.18% |
$26.7K - $32.4K
|
301
$112K
|
|
|
May 09, 2022
Q1 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
67+ 4.31% |
$26.3K - $31.9K
|
1.62K
$601K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
61+ 3.48% |
$24K - $29K
|
1.82K
$673K
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
61+ 8.74% |
$24K - $29K
|
759
$281K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
57+ 2.8% |
$22.4K - $27.1K
|
2.1K
$777K
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
57+ 12.03% |
$22.4K - $27.1K
|
531
$197K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
53+ 2.77% |
$20.8K - $25.2K
|
1.97K
$730K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
53+ 5.97% |
$20.8K - $25.2K
|
941
$349K
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
50+ 10.0% |
$19.6K - $23.8K
|
550
$204K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
50New |
$19.6K - $23.8K
|
50
$18.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
49+ 0.39% |
$19.2K - $23.3K
|
12.5K
$4.64M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
44+ 2.81% |
$17.3K - $20.9K
|
1.61K
$597K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
43+ 9.03% |
$16.9K - $20.5K
|
519
$192K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 12.23% |
$15.3K - $18.6K
|
358
$133K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
39New |
$15.3K - $18.6K
|
39
$14.5K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
39+ 3.84% |
$15.3K - $18.6K
|
1.06K
$391K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
37New |
$14.5K - $17.6K
|
37
$13.7K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
36+ 4.18% |
$14.1K - $17.1K
|
897
$333K
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
36+ 3.22% |
$14.1K - $17.1K
|
1.15K
$428K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34+ 4.24% |
$13.4K - $16.2K
|
836
$310K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
34+ 5.67% |
$13.4K - $16.2K
|
634
$235K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
32+ 19.75% |
$12.6K - $15.2K
|
194
$71.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
30+ 1.52% |
$11.8K - $14.3K
|
2.01K
$745K
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
30New |
$11.8K - $14.3K
|
30
$11.1K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
29New |
$11.4K - $13.8K
|
29
$10.8K
|
|
|
Jun 14, 2024
Q1 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
28+ 1.09% |
$11K - $13.3K
|
2.6K
$964K
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
28+ 1.85% |
$11K - $13.3K
|
1.55K
$573K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28+ 0.51% |
$11K - $13.3K
|
5.57K
$2.06M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25+ 0.21% |
$9.82K - $11.9K
|
11.8K
$4.38M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
25+ 4.17% |
$9.82K - $11.9K
|
625
$232K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
25+ 1.75% |
$9.82K - $11.9K
|
1.46K
$540K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
20+ 29.41% |
$7.86K - $9.52K
|
88
$32.6K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
19+ 21.59% |
$7.46K - $9.04K
|
107
$39.7K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
19+ 17.12% |
$7.46K - $9.04K
|
130
$48.2K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
19+ 17.12% |
$7.46K - $9.04K
|
130
$48.2K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
19+ 29.23% |
$7.46K - $9.04K
|
84
$31.1K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
15New |
$5.89K - $7.14K
|
15
$5.56K
|
|
|
May 12, 2022
Q1 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.36% |
$5.5K - $6.66K
|
3.92K
$1.45M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
14+ 2.19% |
$5.5K - $6.66K
|
653
$242K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13+ 7.88% |
$5.11K - $6.19K
|
178
$66K
|
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
12+ 2.47% |
$4.71K - $5.71K
|
497
$184K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 21.05% |
$4.71K - $5.71K
|
69
$25.6K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12+ 7.84% |
$4.71K - $5.71K
|
165
$61.2K
|