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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7- 3.66% |
$2.75K - $3.33K
|
184
$68.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-7Closed |
$2.75K - $3.33K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-8- 22.86% |
$3.14K - $3.81K
|
27
$10K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 1.89% |
$3.93K - $4.76K
|
520
$193K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-10- 15.38% |
$3.93K - $4.76K
|
55
$20.4K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-10Closed |
$3.93K - $4.76K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-11- 1.33% |
$4.32K - $5.24K
|
817
$303K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-11Closed |
$4.32K - $5.24K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-12- 20.69% |
$4.71K - $5.71K
|
46
$17.1K
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-13- 2.5% |
$5.11K - $6.19K
|
507
$188K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-13- 5.63% |
$5.11K - $6.19K
|
218
$80.8K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13- 1.34% |
$5.11K - $6.19K
|
959
$356K
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-14- 0.27% |
$5.5K - $6.66K
|
5.16K
$1.91M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-15- 4.11% |
$5.89K - $7.14K
|
350
$130K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-15Closed |
$5.89K - $7.14K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-17- 1.73% |
$6.68K - $8.09K
|
965
$358K
|
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-18- 4.9% |
$7.07K - $8.57K
|
349
$129K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-18Closed |
$7.07K - $8.57K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-19- 3.18% |
$7.46K - $9.04K
|
579
$215K
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-20- 2.74% |
$7.86K - $9.52K
|
711
$264K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-20Closed |
$7.86K - $9.52K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-21- 1.94% |
$8.25K - $10K
|
1.06K
$393K
|
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-23- 2.18% |
$9.03K - $10.9K
|
1.03K
$382K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-25- 0.79% |
$9.82K - $11.9K
|
3.15K
$1.17M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-26- 40.63% |
$10.2K - $12.4K
|
38
$14.1K
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-27- 3.96% |
$10.6K - $12.9K
|
654
$242K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-28- 84.85% |
$11K - $13.3K
|
5
$1.85K
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-29- 4.57% |
$11.4K - $13.8K
|
606
$225K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-30Closed |
$11.8K - $14.3K
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-32- 2.44% |
$12.6K - $15.2K
|
1.28K
$475K
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-33- 5.6% |
$13K - $15.7K
|
556
$206K
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-34- 2.34% |
$13.4K - $16.2K
|
1.42K
$526K
|
|
|
May 16, 2022
Q1 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-35- 5.11% |
$13.7K - $16.7K
|
650
$241K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-35- 26.32% |
$13.7K - $16.7K
|
98
$36.3K
|
|
|
May 06, 2022
Q1 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-35- 0.28% |
$13.7K - $16.7K
|
12.4K
$4.59M
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-39- 16.18% |
$15.3K - $18.6K
|
202
$74.9K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39- 0.42% |
$15.3K - $18.6K
|
9.3K
$3.45M
|
|
|
May 04, 2022
Q1 2022
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-42- 0.03% |
$16.5K - $20K
|
136K
$50.5M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-44- 2.78% |
$17.3K - $20.9K
|
1.54K
$569K
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-45- 7.6% |
$17.7K - $21.4K
|
547
$203K
|
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-45- 14.42% |
$17.7K - $21.4K
|
267
$99K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-49- 1.03% |
$19.2K - $23.3K
|
4.71K
$1.75M
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-50- 3.42% |
$19.6K - $23.8K
|
1.41K
$523K
|
|
|
Apr 26, 2022
Q1 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-50- 5.49% |
$19.6K - $23.8K
|
860
$319K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-52- 4.12% |
$20.4K - $24.8K
|
1.21K
$449K
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-52- 6.23% |
$20.4K - $24.8K
|
783
$290K
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
SELL
|
- |
-54- 9.31% |
$21.2K - $25.7K
|
526
$195K
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-56- 4.97% |
$22K - $26.7K
|
1.07K
$397K
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-62- 16.89% |
$24.4K - $29.5K
|
305
$113K
|
|
|
May 13, 2022
Q1 2022
|
Ossiam
Paris, I0 |
SELL
|
- |
-62- 3.62% |
$24.4K - $29.5K
|
1.65K
$612K
|