Purchases and Sales Made in Q1 2024 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q1 2024. 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 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.35KNew |
$597K - $656K
|
1.35K
$602K
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
1.27K+ 106.3% |
$562K - $618K
|
2.46K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.26K+ 25.43% |
$561K - $616K
|
6.23K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.26K+ 281.25% |
$559K - $615K
|
1.71K
$765K
|
|
|
Feb 20, 2025
Q1 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
1.23K+ 10.36% |
$547K - $601K
|
13.1K
$5.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22K+ 6.89% |
$542K - $596K
|
18.9K
$8.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.2K+ 2.78% |
$534K - $587K
|
44.6K
$20M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.2K+ 5.82% |
$531K - $584K
|
21.8K
$9.75M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.18K+ 0.62% |
$526K - $578K
|
194K
$86.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.18KNew |
$522K - $573K
|
1.18K
$526K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.16K+ 11.68% |
$515K - $566K
|
11.1K
$4.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.12KNew |
$498K - $548K
|
1.12K
$503K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.09K+ 21.5% |
$486K - $534K
|
6.18K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 174.56% |
$484K - $532K
|
1.72K
$769K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 38.13% |
$455K - $501K
|
3.72K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.01K+ 232.18% |
$448K - $493K
|
1.45K
$647K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.01K+ 15.57% |
$447K - $491K
|
7.47K
$3.34M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1K+ 116.96% |
$444K - $488K
|
1.86K
$831K
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
981New |
$435K - $479K
|
981
$439K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
950+ 16.4% |
$422K - $464K
|
6.74K
$3.02M
|
|
|
May 15, 2025
Q1 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
931+ 990.43% |
$413K - $454K
|
1.03K
$459K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
928+ 1.9% |
$412K - $453K
|
49.9K
$22.3M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
906+ 10.27% |
$402K - $442K
|
9.73K
$4.36M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
905+ 17.08% |
$402K - $442K
|
6.21K
$2.78M
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
884+ 52.62% |
$392K - $431K
|
2.56K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
855+ 26.59% |
$380K - $417K
|
4.07K
$1.82M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
828+ 2.98% |
$368K - $404K
|
28.6K
$12.8M
|
|
|
May 03, 2024
Q1 2024
|
Saybrook Capital
|
BUY
|
- |
825+ 1.84% |
$366K - $403K
|
45.7K
$20.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
789New |
$350K - $385K
|
789
$353K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
780+ 4.44% |
$346K - $381K
|
18.4K
$8.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
773+ 7.51% |
$343K - $377K
|
11.1K
$4.96M
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
750New |
$333K - $366K
|
750
$336K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
712New |
$316K - $347K
|
712
$319K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
697+ 4.84% |
$309K - $340K
|
15.1K
$6.76M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
691+ 162.97% |
$307K - $337K
|
1.12K
$499K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
690New |
$306K - $337K
|
690
$309K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
687New |
$305K - $335K
|
687
$308K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
681+ 4.14% |
$302K - $332K
|
17.1K
$7.68M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
678New |
$301K - $331K
|
678
$304K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
673New |
$299K - $328K
|
673
$301K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
670New |
$297K - $327K
|
670
$300K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
648+ 9.48% |
$288K - $316K
|
7.49K
$3.35M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
640+ 10.76% |
$284K - $312K
|
6.59K
$2.95M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
626New |
$278K - $305K
|
626
$280K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
625New |
$277K - $305K
|
625
$280K
|
|
|
May 15, 2024
Q1 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
607+ 10.08% |
$269K - $296K
|
6.63K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
603New |
$268K - $294K
|
603
$270K
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
601+ 8.76% |
$267K - $293K
|
7.46K
$3.34M
|
|
|
Apr 08, 2024
Q1 2024
|
Spence Asset Management
|
BUY
|
- |
576+ 1.83% |
$256K - $281K
|
32K
$14.4M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
576New |
$256K - $281K
|
576
$258K
|