Purchases and Sales Made in Q1 2023 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q1 2023. 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, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-342- 4.9% |
$134K - $149K
|
6.64K
$3.11M
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-355- 1.14% |
$139K - $155K
|
30.9K
$14.5M
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-355- 0.27% |
$139K - $155K
|
132K
$62M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-362- 7.28% |
$142K - $158K
|
4.61K
$2.16M
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-371- 0.76% |
$146K - $161K
|
48.6K
$22.8M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-394- 89.34% |
$155K - $171K
|
47
$22K
|
|
Apr 03, 2023
Q1 2023
|
Pensionfund Sabic
|
SELL
|
- |
-400- 11.43% |
$157K - $174K
|
3.1K
$1.45M
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-409- 15.98% |
$161K - $178K
|
2.15K
$1.01M
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-418- 7.92% |
$164K - $182K
|
4.86K
$2.28M
|
|
Apr 10, 2023
Q1 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-418- 9.41% |
$164K - $182K
|
4.03K
$1.89M
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-422- 28.92% |
$166K - $184K
|
1.04K
$486K
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-436- 11.53% |
$171K - $190K
|
3.35K
$1.57M
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-440- 20.46% |
$173K - $192K
|
1.71K
$802K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-445- 29.59% |
$175K - $194K
|
1.06K
$496K
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-456- 63.6% |
$179K - $198K
|
261
$122K
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-462- 0.7% |
$181K - $201K
|
65.4K
$30.7M
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-483- 43.51% |
$190K - $210K
|
627
$294K
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-492- 7.99% |
$193K - $214K
|
5.66K
$2.65M
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-499- 45.16% |
$196K - $217K
|
606
$284K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-503- 2.05% |
$197K - $219K
|
24K
$11.3M
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-510- 11.75% |
$200K - $222K
|
3.83K
$1.8M
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-528- 2.83% |
$207K - $230K
|
18.1K
$8.5M
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-568- 5.34% |
$223K - $247K
|
10.1K
$4.72M
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-575- 8.76% |
$226K - $250K
|
5.99K
$2.81M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-593- 47.71% |
$233K - $258K
|
650
$305K
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-593- 32.65% |
$233K - $258K
|
1.22K
$573K
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-597- 2.41% |
$234K - $260K
|
24.2K
$11.3M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-676- 1.34% |
$265K - $294K
|
49.9K
$23.4M
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-700- 13.43% |
$275K - $305K
|
4.51K
$2.12M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-706- 2.57% |
$277K - $307K
|
26.8K
$12.6M
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-712- 16.35% |
$280K - $310K
|
3.64K
$1.71M
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-722- 10.94% |
$283K - $314K
|
5.88K
$2.76M
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-727- 3.21% |
$285K - $316K
|
21.9K
$10.3M
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-731- 2.84% |
$287K - $318K
|
25K
$11.7M
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-746- 34.24% |
$293K - $325K
|
1.43K
$672K
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-768- 22.14% |
$302K - $334K
|
2.7K
$1.27M
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-800- 39.31% |
$314K - $348K
|
1.24K
$579K
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-811- 60.25% |
$318K - $353K
|
535
$251K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-820- 7.03% |
$322K - $357K
|
10.8K
$5.08M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-828- 70.41% |
$325K - $360K
|
348
$163K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-855- 6.47% |
$336K - $372K
|
12.4K
$5.8M
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-869- 5.23% |
$341K - $378K
|
15.8K
$7.38M
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-899- 7.37% |
$353K - $391K
|
11.3K
$5.3M
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-906- 64.95% |
$356K - $394K
|
489
$229K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-920- 57.32% |
$361K - $400K
|
685
$321K
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-928- 23.42% |
$364K - $404K
|
3.03K
$1.42M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-946- 16.42% |
$371K - $412K
|
4.82K
$2.26M
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-968- 20.84% |
$380K - $421K
|
3.68K
$1.72M
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-995- 11.66% |
$391K - $433K
|
7.54K
$3.53M
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.01K- 7.26% |
$397K - $440K
|
12.9K
$6.05M
|