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 12, 2023
Q1 2023
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
79+ 0.45% |
$31K - $34.4K
|
17.7K
$8.31M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
79+ 0.95% |
$31K - $34.4K
|
8.43K
$3.95M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
78+ 0.55% |
$30.6K - $34K
|
14.3K
$6.72M
|
|
|
May 15, 2023
Q1 2023
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
72+ 0.7% |
$28.3K - $31.3K
|
10.4K
$4.88M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
71+ 5.24% |
$27.9K - $30.9K
|
1.43K
$669K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
70+ 0.56% |
$27.5K - $30.5K
|
12.5K
$5.84M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
70+ 4.78% |
$27.5K - $30.5K
|
1.54K
$720K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
68+ 13.08% |
$26.7K - $29.6K
|
588
$276K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
65+ 3.35% |
$25.5K - $28.3K
|
2.01K
$940K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
65+ 1.18% |
$25.5K - $28.3K
|
5.56K
$2.61M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
65+ 141.3% |
$25.5K - $28.3K
|
111
$52K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
65+ 3.73% |
$25.5K - $28.3K
|
1.81K
$847K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
64+ 0.52% |
$25.1K - $27.9K
|
12.3K
$5.79M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
63+ 6.15% |
$24.7K - $27.4K
|
1.09K
$510K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
63+ 4.95% |
$24.7K - $27.4K
|
1.34K
$626K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
62+ 6.7% |
$24.3K - $27K
|
987
$463K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
61+ 3.27% |
$23.9K - $26.6K
|
1.93K
$904K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
58New |
$22.8K - $25.2K
|
58
$27.2K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
56+ 3.45% |
$22K - $24.4K
|
1.68K
$787K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
48New |
$18.8K - $20.9K
|
48
$22.5K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
48+ 3.96% |
$18.8K - $20.9K
|
1.26K
$590K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
47+ 1.05% |
$18.5K - $20.5K
|
4.51K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
46+ 6.99% |
$18.1K - $20K
|
704
$330K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
45+ 0.7% |
$17.7K - $19.6K
|
6.49K
$3.04M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
45+ 4.29% |
$17.7K - $19.6K
|
1.1K
$513K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
43+ 1.45% |
$16.9K - $18.7K
|
3.01K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
43+ 6.62% |
$16.9K - $18.7K
|
693
$325K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
43New |
$16.9K - $18.7K
|
43
$20.2K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
41+ 1.8% |
$16.1K - $17.8K
|
2.32K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40+ 1.81% |
$15.7K - $17.4K
|
2.25K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
38+ 1.27% |
$14.9K - $16.5K
|
3.02K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
37+ 94.87% |
$14.5K - $16.1K
|
76
$35.6K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
37+ 0.69% |
$14.5K - $16.1K
|
5.42K
$2.54M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
36+ 1.07% |
$14.1K - $15.7K
|
3.4K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
36+ 1.8% |
$14.1K - $15.7K
|
2.04K
$954K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
35+ 4.31% |
$13.7K - $15.2K
|
848
$398K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 20.12% |
$13.3K - $14.8K
|
203
$95.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
32New |
$12.6K - $13.9K
|
32
$15K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
31+ 0.57% |
$12.2K - $13.5K
|
5.47K
$2.57M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
31+ 5.3% |
$12.2K - $13.5K
|
616
$289K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
28+ 24.14% |
$11K - $12.2K
|
144
$67.5K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
26+ 3.75% |
$10.2K - $11.3K
|
719
$337K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
25+ 11.96% |
$9.81K - $10.9K
|
234
$110K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
25New |
$9.81K - $10.9K
|
25
$11.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24+ 80.0% |
$9.42K - $10.4K
|
54
$25.3K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
24+ 61.54% |
$9.42K - $10.4K
|
63
$29.5K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
24+ 1.96% |
$9.42K - $10.4K
|
1.25K
$586K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
22+ 0.34% |
$8.64K - $9.58K
|
6.5K
$3.05M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
22+ 3.7% |
$8.64K - $9.58K
|
616
$289K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
21+ 3.83% |
$8.24K - $9.14K
|
569
$267K
|