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 04, 2022
Q1 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-62- 5.81% |
$24.4K - $29.5K
|
1.01K
$467K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-70- 0.61% |
$27.5K - $33.3K
|
11.5K
$5.34M
|
|
|
Apr 25, 2022
Q1 2022
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-79- 1.87% |
$31K - $37.6K
|
4.14K
$1.92M
|
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-80Closed |
$31.4K - $38.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-87- 1.52% |
$34.2K - $41.4K
|
5.65K
$2.63M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-89- 8.68% |
$35K - $42.4K
|
936
$435K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-93Closed |
$36.5K - $44.3K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-97- 2.28% |
$38.1K - $46.2K
|
4.16K
$1.93M
|
|
|
Apr 01, 2022
Q1 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 4.35% |
$39.3K - $47.6K
|
2.2K
$1.02M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-100- 5.97% |
$39.3K - $47.6K
|
1.57K
$731K
|
|
|
May 13, 2022
Q1 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 1.45% |
$39.3K - $47.6K
|
6.8K
$3.16M
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-100- 16.37% |
$39.3K - $47.6K
|
511
$237K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-100- 54.95% |
$39.3K - $47.6K
|
82
$38.1K
|
|
|
Apr 05, 2022
Q1 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-110- 1.62% |
$43.2K - $52.4K
|
6.69K
$3.11M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-111- 1.34% |
$43.6K - $52.8K
|
8.18K
$3.8M
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-112- 1.86% |
$44K - $53.3K
|
5.92K
$2.75M
|
|
|
May 11, 2022
Q1 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-112- 8.38% |
$44K - $53.3K
|
1.23K
$569K
|
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-115- 12.02% |
$45.2K - $54.7K
|
842
$391K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-116- 28.64% |
$45.6K - $55.2K
|
289
$134K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-120Closed |
$47.1K - $57.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-126- 19.81% |
$49.5K - $60K
|
510
$237K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-129- 8.62% |
$50.7K - $61.4K
|
1.37K
$636K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-129- 8.94% |
$50.7K - $61.4K
|
1.31K
$611K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-134- 6.54% |
$52.6K - $63.8K
|
1.92K
$890K
|
|
|
May 10, 2022
Q1 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-135- 1.29% |
$53K - $64.3K
|
10.3K
$4.8M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-136- 0.74% |
$53.4K - $64.7K
|
18.2K
$8.45M
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-142- 1.68% |
$55.8K - $67.6K
|
8.33K
$3.87M
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-150- 6.02% |
$58.9K - $71.4K
|
2.34K
$1.09M
|
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-150- 19.31% |
$58.9K - $71.4K
|
627
$291K
|
|
|
Apr 20, 2022
Q1 2022
|
Profit Investment Management, LLC
|
SELL
|
- |
-152- 3.22% |
$59.7K - $72.4K
|
4.57K
$2.12M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-152- 2.53% |
$59.7K - $72.4K
|
5.86K
$2.72M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-155- 3.3% |
$60.9K - $73.8K
|
4.54K
$2.11M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-181- 73.88% |
$71.1K - $86.2K
|
64
$29.7K
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-186- 21.68% |
$73.1K - $88.5K
|
672
$312K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-190- 11.22% |
$74.6K - $90.4K
|
1.5K
$698K
|
|
|
May 13, 2022
Q1 2022
|
Mackay Shields LLC
|
SELL
|
- |
-192- 3.42% |
$75.4K - $91.4K
|
5.43K
$2.52M
|
|
|
Apr 21, 2022
Q1 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-205- 2.95% |
$80.5K - $97.6K
|
6.74K
$3.13M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-211- 18.19% |
$82.9K - $100K
|
949
$441K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-216Closed |
$84.8K - $103K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-222- 4.33% |
$87.2K - $106K
|
4.91K
$2.28M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-226- 14.47% |
$88.8K - $108K
|
1.34K
$621K
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
SELL
|
- |
-228Closed |
$89.6K - $109K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-234- 6.1% |
$91.9K - $111K
|
3.6K
$1.67M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-248- 11.93% |
$97.4K - $118K
|
1.83K
$851K
|
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-259- 5.35% |
$102K - $123K
|
4.59K
$2.13M
|
|
|
May 16, 2022
Q1 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-260- 25.05% |
$102K - $124K
|
778
$361K
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-260- 2.24% |
$102K - $124K
|
11.4K
$5.27M
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-261- 47.89% |
$103K - $124K
|
284
$132K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-271- 27.91% |
$106K - $129K
|
700
$325K
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-283- 3.03% |
$111K - $135K
|
9.04K
$4.2M
|