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 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-31- 0.13% |
$12.2K - $13.5K
|
24K
$11.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-31- 2.42% |
$12.2K - $13.5K
|
1.25K
$586K
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-33- 3.45% |
$13K - $14.4K
|
923
$433K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-35- 83.33% |
$13.7K - $15.2K
|
7
$3.28K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-35- 2.32% |
$13.7K - $15.2K
|
1.47K
$690K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-35- 0.69% |
$13.7K - $15.2K
|
5.07K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-35- 10.42% |
$13.7K - $15.2K
|
301
$141K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-36- 6.51% |
$14.1K - $15.7K
|
517
$242K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-37- 8.98% |
$14.5K - $16.1K
|
375
$176K
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-37- 1.15% |
$14.5K - $16.1K
|
3.19K
$1.5M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-37- 46.25% |
$14.5K - $16.1K
|
43
$20.2K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-38- 2.05% |
$14.9K - $16.5K
|
1.82K
$851K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-39- 5.87% |
$15.3K - $17K
|
625
$293K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-39- 62.9% |
$15.3K - $17K
|
23
$10.8K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-41- 0.09% |
$16.1K - $17.8K
|
44.1K
$20.7M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-43- 40.95% |
$16.9K - $18.7K
|
62
$29.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-44- 2.59% |
$17.3K - $19.2K
|
1.66K
$777K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-48- 3.48% |
$18.8K - $20.9K
|
1.33K
$624K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-50- 6.54% |
$19.6K - $21.8K
|
714
$335K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-51- 7.14% |
$20K - $22.2K
|
663
$311K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-53- 3.19% |
$20.8K - $23.1K
|
1.61K
$753K
|
|
|
Apr 21, 2023
Q1 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-55- 3.04% |
$21.6K - $23.9K
|
1.75K
$822K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-57- 2.95% |
$22.4K - $24.8K
|
1.88K
$880K
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-59- 55.14% |
$23.2K - $25.7K
|
48
$22.5K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-60- 11.76% |
$23.6K - $26.1K
|
450
$211K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-63- 7.99% |
$24.7K - $27.4K
|
725
$340K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-66- 58.93% |
$25.9K - $28.7K
|
46
$21.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-66- 3.27% |
$25.9K - $28.7K
|
1.95K
$915K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-66- 0.45% |
$25.9K - $28.7K
|
14.6K
$6.87M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-67- 3.05% |
$26.3K - $29.2K
|
2.13K
$1M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-67- 0.45% |
$26.3K - $29.2K
|
14.8K
$6.95M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-70- 2.5% |
$27.5K - $30.5K
|
2.74K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-72- 7.35% |
$28.3K - $31.3K
|
907
$425K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-73- 0.34% |
$28.7K - $31.8K
|
21.6K
$10.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Saybrook Capital
|
SELL
|
- |
-75- 0.17% |
$29.4K - $32.6K
|
45K
$21.1M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-76Closed |
$29.8K - $33.1K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-77- 0.67% |
$30.2K - $33.5K
|
11.4K
$5.34M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-78- 7.55% |
$30.6K - $34K
|
955
$448K
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-78- 12.89% |
$30.6K - $34K
|
527
$247K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-81- 10.55% |
$31.8K - $35.3K
|
687
$322K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-87- 5.36% |
$34.2K - $37.9K
|
1.54K
$720K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-87- 7.63% |
$34.2K - $37.9K
|
1.05K
$494K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-90- 13.74% |
$35.3K - $39.2K
|
565
$265K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-93- 0.8% |
$36.5K - $40.5K
|
11.5K
$5.4M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-96- 3.82% |
$37.7K - $41.8K
|
2.42K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-96- 13.43% |
$37.7K - $41.8K
|
619
$290K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-97- 2.81% |
$38.1K - $42.2K
|
3.35K
$1.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-97- 2.59% |
$38.1K - $42.2K
|
3.65K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-100- 7.78% |
$39.3K - $43.5K
|
1.19K
$556K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-100- 2.39% |
$39.3K - $43.5K
|
4.08K
$1.91M
|