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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
1.14KNew |
$448K - $497K
|
1.14K
$535K
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.1KNew |
$432K - $479K
|
1.1K
$516K
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.07KNew |
$419K - $465K
|
1.07K
$501K
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 1.24% |
$404K - $448K
|
84.4K
$39.6M
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.01K+ 9.51% |
$397K - $440K
|
11.6K
$5.45M
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1KNew |
$393K - $435K
|
1K
$469K
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
981New |
$385K - $427K
|
981
$460K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
920+ 6.44% |
$361K - $400K
|
15.2K
$7.13M
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
900New |
$353K - $392K
|
900
$422K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
896+ 92.56% |
$352K - $390K
|
1.86K
$874K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
859+ 7.5% |
$337K - $374K
|
12.3K
$5.77M
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
786New |
$309K - $342K
|
786
$368K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
772+ 2.71% |
$303K - $336K
|
29.2K
$13.7M
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
765+ 68.3% |
$300K - $333K
|
1.89K
$884K
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
762New |
$299K - $332K
|
762
$357K
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
750+ 93.75% |
$294K - $326K
|
1.55K
$727K
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
714New |
$280K - $311K
|
714
$335K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
699+ 2.15% |
$274K - $304K
|
33.3K
$15.6M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
696New |
$273K - $303K
|
696
$326K
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
696New |
$273K - $303K
|
696
$326K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
696+ 18.83% |
$273K - $303K
|
4.39K
$2.06M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
676+ 51.21% |
$265K - $294K
|
2K
$936K
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
675+ 5.47% |
$265K - $294K
|
13K
$6.1M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
629New |
$247K - $274K
|
629
$295K
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
626+ 0.54% |
$246K - $272K
|
117K
$54.6M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
609New |
$239K - $265K
|
609
$286K
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
600+ 4.48% |
$236K - $261K
|
14K
$6.56M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
597+ 43.64% |
$234K - $260K
|
1.97K
$921K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
594New |
$233K - $259K
|
594
$278K
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
576New |
$226K - $251K
|
576
$270K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
547New |
$215K - $238K
|
547
$256K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
535New |
$210K - $233K
|
535
$251K
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
533+ 8.21% |
$209K - $232K
|
7.02K
$3.29M
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
517+ 3.11% |
$203K - $225K
|
17.1K
$8.02M
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
511+ 5.52% |
$201K - $222K
|
9.77K
$4.58M
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
511+ 5.52% |
$201K - $222K
|
9.77K
$4.58M
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
503+ 8.56% |
$197K - $219K
|
6.38K
$2.99M
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
500+ 2.76% |
$196K - $218K
|
18.6K
$8.72M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
493New |
$194K - $215K
|
493
$231K
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
491New |
$193K - $214K
|
491
$230K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
474+ 6.34% |
$186K - $206K
|
7.96K
$3.73M
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
438+ 15.81% |
$172K - $191K
|
3.21K
$1.5M
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
420+ 2.74% |
$165K - $183K
|
15.7K
$7.38M
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
409+ 24.95% |
$161K - $178K
|
2.05K
$960K
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
400+ 5.21% |
$157K - $174K
|
8.08K
$3.79M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
371+ 24.44% |
$146K - $161K
|
1.89K
$886K
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
368+ 67.65% |
$144K - $160K
|
912
$428K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
363+ 49.66% |
$143K - $158K
|
1.09K
$513K
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
358+ 2.41% |
$141K - $156K
|
15.2K
$7.13M
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
326+ 3.03% |
$128K - $142K
|
11.1K
$5.19M
|