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 13, 2023
Q1 2023
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-100- 0.59% |
$39.3K - $43.5K
|
16.8K
$7.88M
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-101- 1.41% |
$39.7K - $44K
|
7.05K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-105- 9.01% |
$41.2K - $45.7K
|
1.06K
$497K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-108- 8.33% |
$42.4K - $47K
|
1.19K
$557K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-111- 33.94% |
$43.6K - $48.3K
|
216
$101K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-116- 0.32% |
$45.5K - $50.5K
|
36.3K
$17M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-122- 9.17% |
$47.9K - $53.1K
|
1.21K
$566K
|
|
|
Apr 25, 2023
Q1 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-123- 1.12% |
$48.3K - $53.5K
|
10.8K
$5.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-124- 17.71% |
$48.7K - $54K
|
576
$270K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-127- 9.25% |
$49.9K - $55.3K
|
1.25K
$584K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-130- 9.69% |
$51K - $56.6K
|
1.21K
$568K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-132- 15.28% |
$51.8K - $57.5K
|
732
$343K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-134- 3.19% |
$52.6K - $58.3K
|
4.07K
$1.91M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-135- 10.76% |
$53K - $58.8K
|
1.12K
$525K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-138- 2.93% |
$54.2K - $60.1K
|
4.58K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-140- 7.93% |
$55K - $60.9K
|
1.63K
$762K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
SELL
|
- |
-140- 1.66% |
$55K - $60.9K
|
8.3K
$3.89M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-140- 82.35% |
$55K - $60.9K
|
30
$14.1K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-142- 3.55% |
$55.7K - $61.8K
|
3.85K
$1.81M
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-147- 14.27% |
$57.7K - $64K
|
883
$414K
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-151- 21.3% |
$59.3K - $65.7K
|
558
$262K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-153- 1.94% |
$60.1K - $66.6K
|
7.75K
$3.63M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-169- 9.45% |
$66.3K - $73.6K
|
1.62K
$759K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-171- 2.65% |
$67.1K - $74.4K
|
6.27K
$2.94M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-181- 49.32% |
$71.1K - $78.8K
|
186
$87.2K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-187- 0.53% |
$73.4K - $81.4K
|
35.4K
$16.6M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-194- 13.57% |
$76.2K - $84.4K
|
1.24K
$579K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-199- 6.59% |
$78.1K - $86.6K
|
2.82K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-200- 1.69% |
$78.5K - $87.1K
|
11.6K
$5.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-206- 9.14% |
$80.9K - $89.7K
|
2.05K
$960K
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-214- 4.57% |
$84K - $93.1K
|
4.47K
$2.09M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-215- 3.88% |
$84.4K - $93.6K
|
5.33K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-225- 26.91% |
$88.3K - $97.9K
|
611
$286K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-234- 13.11% |
$91.9K - $102K
|
1.55K
$727K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-235- 0.77% |
$92.3K - $102K
|
30.4K
$14.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-244- 9.58% |
$95.8K - $106K
|
2.3K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-246- 10.07% |
$96.6K - $107K
|
2.2K
$1.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-251- 64.36% |
$98.5K - $109K
|
139
$65.2K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-260- 2.23% |
$102K - $113K
|
11.4K
$5.35M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-260- 5.41% |
$102K - $113K
|
4.54K
$2.13M
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-262- 2.97% |
$103K - $114K
|
8.56K
$4.01M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-264- 5.52% |
$104K - $115K
|
4.52K
$2.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-292- 2.28% |
$115K - $127K
|
12.5K
$5.88M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-297- 17.34% |
$117K - $129K
|
1.42K
$664K
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-300- 2.1% |
$118K - $131K
|
14K
$6.56M
|
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-328- 7.64% |
$129K - $143K
|
3.97K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-332- 14.24% |
$130K - $145K
|
2K
$937K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-335- 8.38% |
$132K - $146K
|
3.66K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-340- 15.99% |
$133K - $148K
|
1.79K
$837K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-341- 5.0% |
$134K - $148K
|
6.48K
$3.04M
|