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 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
11New |
$4.32K - $5.24K
|
11
$4.08K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 71.43% |
$3.93K - $4.76K
|
24
$8.9K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
8+ 0.27% |
$3.14K - $3.81K
|
3.01K
$1.12M
|
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
BUY
|
- |
8+ 0.09% |
$3.14K - $3.81K
|
9K
$3.34M
|
|
|
Apr 06, 2022
Q1 2022
|
First Community Trust Na
|
BUY
|
- |
7+ 7.53% |
$2.75K - $3.33K
|
100
$37.1K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7New |
$2.75K - $3.33K
|
7
$2.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7+ 0.41% |
$2.75K - $3.33K
|
1.72K
$637K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7New |
$2.75K - $3.33K
|
7
$2.6K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7+ 10.0% |
$2.75K - $3.33K
|
77
$28.5K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7+ 9.46% |
$2.75K - $3.33K
|
81
$30K
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7New |
$2.75K - $3.33K
|
7
$2.6K
|
|
|
Apr 08, 2022
Q1 2022
|
Jlb & Associates Inc
|
BUY
|
- |
6+ 0.05% |
$2.36K - $2.86K
|
11.4K
$4.21M
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
6New |
$2.36K - $2.86K
|
6
$2.22K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
6+ 26.09% |
$2.36K - $2.86K
|
29
$10.8K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 8.96% |
$2.36K - $2.86K
|
73
$27.1K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6+ 0.22% |
$2.36K - $2.86K
|
2.75K
$1.02M
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5New |
$1.96K - $2.38K
|
5
$1.85K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5+ 0.21% |
$1.96K - $2.38K
|
2.42K
$899K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4New |
$1.57K - $1.9K
|
4
$1.48K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4+ 133.33% |
$1.57K - $1.9K
|
7
$2.6K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3New |
$1.18K - $1.43K
|
3
$1.11K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2New |
$786 - $952
|
2
$741
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2+ 0.13% |
$786 - $952
|
1.5K
$556K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 40.0% |
$786 - $952
|
7
$2.6K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 7.14% |
$786 - $952
|
30
$11.1K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2+ 0.19% |
$786 - $952
|
1.07K
$395K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2+ 0.16% |
$786 - $952
|
1.22K
$451K
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
2+ 0.12% |
$786 - $952
|
1.74K
$645K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.51% |
$786 - $952
|
397
$147K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.13% |
$393 - $476
|
752
$279K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
1+ 16.67% |
$393 - $476
|
7
$2.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.24% |
$393 - $476
|
410
$152K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1New |
$393 - $476
|
1
$371
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1New |
$393 - $476
|
1
$371
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1New |
$393 - $476
|
1
$371
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$393 - $476
|
1
$371
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.87% |
$393 - $476
|
114
$42.3K
|
|
|
Apr 11, 2022
Q1 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-1- 0.16% |
$393 - $476
|
615
$228K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-1- 1.25% |
$393 - $476
|
79
$29.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1- 1.56% |
$393 - $476
|
63
$23.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.44% |
$1.18K - $1.43K
|
677
$251K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-4- 40.0% |
$1.57K - $1.9K
|
6
$2.22K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-4Closed |
$1.57K - $1.9K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-4- 0.21% |
$1.57K - $1.9K
|
1.91K
$709K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 21.05% |
$1.57K - $1.9K
|
15
$5.56K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4- 0.24% |
$1.57K - $1.9K
|
1.67K
$618K
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-5- 0.76% |
$1.96K - $2.38K
|
651
$241K
|
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-5- 0.4% |
$1.96K - $2.38K
|
1.25K
$465K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-6Closed |
$2.36K - $2.86K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-7- 0.08% |
$2.75K - $3.33K
|
9.33K
$3.46M
|