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
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
326+ 12.52% |
$128K - $142K
|
2.93K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
322+ 3.69% |
$126K - $140K
|
9.06K
$4.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
320+ 14.22% |
$126K - $139K
|
2.57K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
314+ 27.5% |
$123K - $137K
|
1.46K
$683K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
305+ 1.22% |
$120K - $133K
|
25.2K
$11.8M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
303+ 1.04% |
$119K - $132K
|
29.3K
$13.7M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
303+ 1.04% |
$119K - $132K
|
29.3K
$13.7M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
293New |
$115K - $128K
|
293
$137K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
285+ 47.11% |
$112K - $124K
|
890
$417K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
273+ 2.93% |
$107K - $119K
|
9.58K
$4.49M
|
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
273+ 20.1% |
$107K - $119K
|
1.63K
$765K
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
270+ 4.42% |
$106K - $118K
|
6.37K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
260+ 27.69% |
$102K - $113K
|
1.2K
$562K
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
245+ 2.79% |
$96.2K - $107K
|
9.01K
$4.23M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
240+ 0.11% |
$94.2K - $104K
|
212K
$99.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
237+ 2.77% |
$93K - $103K
|
8.8K
$4.13M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
233+ 10.13% |
$91.5K - $101K
|
2.53K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
233+ 9.73% |
$91.5K - $101K
|
2.63K
$1.23M
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
224+ 10.66% |
$87.9K - $97.5K
|
2.33K
$1.09M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
222New |
$87.2K - $96.6K
|
222
$104K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
216+ 4.05% |
$84.8K - $94K
|
5.55K
$2.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
213+ 5.3% |
$83.6K - $92.7K
|
4.23K
$1.98M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.61% |
$78.5K - $87.1K
|
33.2K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
198+ 3.39% |
$77.7K - $86.2K
|
6.03K
$2.83M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
192+ 23.39% |
$75.4K - $83.6K
|
1.01K
$475K
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
192+ 1.89% |
$75.4K - $83.6K
|
10.3K
$4.85M
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
190+ 4.81% |
$74.6K - $82.7K
|
4.14K
$1.94M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
182+ 35.41% |
$71.5K - $79.2K
|
696
$326K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
172+ 4.12% |
$67.5K - $74.9K
|
4.34K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
170+ 2.66% |
$66.7K - $74K
|
6.57K
$3.08M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
157+ 7.93% |
$61.6K - $68.3K
|
2.14K
$1M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
153+ 21.86% |
$60.1K - $66.6K
|
853
$400K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
151+ 43.02% |
$59.3K - $65.7K
|
502
$235K
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
148New |
$58.1K - $64.4K
|
148
$69.4K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
141+ 21.86% |
$55.4K - $61.4K
|
786
$368K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
136+ 13.28% |
$53.4K - $59.2K
|
1.16K
$544K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
116+ 1.32% |
$45.5K - $50.5K
|
8.9K
$4.17M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
105New |
$41.2K - $45.7K
|
105
$49.2K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
103+ 0.48% |
$40.4K - $44.8K
|
21.5K
$10.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
102+ 0.14% |
$40K - $44.4K
|
71.7K
$33.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
102+ 0.23% |
$40K - $44.4K
|
43.7K
$20.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
101+ 13.15% |
$39.7K - $44K
|
869
$407K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
101+ 7.59% |
$39.7K - $44K
|
1.43K
$671K
|
|
|
May 18, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
100+ 0.16% |
$39.3K - $43.5K
|
60.8K
$28.5M
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
100+ 1.39% |
$39.3K - $43.5K
|
7.31K
$3.42M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 1.19% |
$39.3K - $43.5K
|
8.51K
$3.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
89+ 0.42% |
$34.9K - $38.7K
|
21.4K
$10M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
83+ 11.69% |
$32.6K - $36.1K
|
793
$372K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
83+ 13.37% |
$32.6K - $36.1K
|
704
$330K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
81+ 12.4% |
$31.8K - $35.3K
|
734
$344K
|