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 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
21+ 56.76% |
$8.24K - $9.14K
|
58
$27.2K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20+ 0.1% |
$7.85K - $8.71K
|
20.7K
$9.72M
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
20+ 1.39% |
$7.85K - $8.71K
|
1.46K
$684K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19+ 3.71% |
$7.46K - $8.27K
|
531
$249K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
18+ 2.45% |
$7.07K - $7.83K
|
752
$353K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
15+ 1.36% |
$5.89K - $6.53K
|
1.12K
$526K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14+ 3.49% |
$5.5K - $6.09K
|
415
$195K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
14+ 1.93% |
$5.5K - $6.09K
|
740
$347K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14+ 7.95% |
$5.5K - $6.09K
|
190
$89.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14New |
$5.5K - $6.09K
|
14
$6.56K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
13+ 2.46% |
$5.1K - $5.66K
|
541
$254K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
13+ 0.16% |
$5.1K - $5.66K
|
8.12K
$3.81M
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
12+ 1.38% |
$4.71K - $5.22K
|
880
$413K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12+ 0.84% |
$4.71K - $5.22K
|
1.44K
$677K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 0.82% |
$4.32K - $4.79K
|
1.35K
$631K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10New |
$3.93K - $4.35K
|
10
$4.69K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
10+ 0.85% |
$3.93K - $4.35K
|
1.19K
$556K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10+ 10.42% |
$3.93K - $4.35K
|
106
$49.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
10+ 0.42% |
$3.93K - $4.35K
|
2.36K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10+ 4.55% |
$3.93K - $4.35K
|
230
$108K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9+ 0.04% |
$3.53K - $3.92K
|
21.8K
$10.2M
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
8+ 11.11% |
$3.14K - $3.48K
|
80
$37.5K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 0.67% |
$3.14K - $3.48K
|
1.2K
$564K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8New |
$3.14K - $3.48K
|
8
$3.75K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 42.86% |
$2.36K - $2.61K
|
20
$9.38K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5+ 0.0% |
$1.96K - $2.18K
|
4.57M
$2.14B
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
5New |
$1.96K - $2.18K
|
5
$2.34K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
5+ 11.36% |
$1.96K - $2.18K
|
49
$23K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4New |
$1.57K - $1.74K
|
4
$1.88K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4New |
$1.57K - $1.74K
|
4
$1.88K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4New |
$1.57K - $1.74K
|
4
$1.88K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
3+ 0.14% |
$1.18K - $1.31K
|
2.11K
$990K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3+ 0.25% |
$1.18K - $1.31K
|
1.22K
$571K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3New |
$1.18K - $1.31K
|
3
$1.41K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3+ 14.29% |
$1.18K - $1.31K
|
24
$11.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2+ 0.26% |
$785 - $871
|
759
$356K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.94% |
$785 - $871
|
105
$49.2K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 2.6% |
$785 - $871
|
79
$37K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.32% |
$785 - $871
|
632
$296K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.3% |
$785 - $871
|
668
$313K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$393 - $435
|
1
$469
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 50.0% |
$393 - $435
|
3
$1.41K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
1+ 0.06% |
$393 - $435
|
1.63K
$765K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$393 - $435
|
1
$469
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1New |
$393 - $435
|
1
$469
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 11.11% |
$393 - $435
|
10
$4.69K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$393 - $435
|
1
$469
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1Closed |
$393 - $435
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.1% |
$393 - $435
|
1.04K
$489K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 2.78% |
$393 - $435
|
35
$16.4K
|