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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
557+ 2.03% |
$247K - $272K
|
28K
$12.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
557New |
$247K - $272K
|
557
$250K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
556+ 0.46% |
$247K - $271K
|
122K
$54.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
554New |
$246K - $270K
|
554
$248K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
550+ 11.4% |
$244K - $268K
|
5.37K
$2.41M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
526+ 1.25% |
$233K - $257K
|
42.4K
$19M
|
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
510New |
$226K - $249K
|
510
$228K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
510+ 0.25% |
$226K - $249K
|
204K
$91.5M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
509New |
$226K - $248K
|
509
$228K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
499New |
$221K - $243K
|
499
$224K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
487+ 12.76% |
$216K - $238K
|
4.3K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
479+ 2.22% |
$213K - $234K
|
22.1K
$9.89M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
477New |
$212K - $233K
|
477
$214K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
473+ 28.26% |
$210K - $231K
|
2.15K
$962K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
460New |
$204K - $224K
|
460
$206K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
452+ 5.25% |
$201K - $221K
|
9.06K
$4.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
445New |
$198K - $217K
|
445
$199K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
444New |
$197K - $217K
|
444
$199K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
443New |
$197K - $216K
|
443
$198K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
435+ 15.29% |
$193K - $212K
|
3.28K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
434+ 55.64% |
$193K - $212K
|
1.21K
$544K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
434+ 1.6% |
$193K - $212K
|
27.6K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
418+ 5.88% |
$186K - $204K
|
7.52K
$3.37M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
413New |
$183K - $202K
|
413
$185K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
400+ 11.55% |
$178K - $195K
|
3.86K
$1.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
386+ 15.69% |
$171K - $188K
|
2.85K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
385+ 1.29% |
$171K - $188K
|
30.3K
$13.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
384+ 5.83% |
$170K - $187K
|
6.97K
$3.12M
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
365+ 84.3% |
$162K - $178K
|
798
$357K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
359+ 2.9% |
$159K - $175K
|
12.7K
$5.71M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
346+ 33.62% |
$154K - $169K
|
1.38K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
329+ 0.25% |
$146K - $161K
|
134K
$60M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
325+ 7.85% |
$144K - $159K
|
4.47K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
317+ 7.46% |
$141K - $155K
|
4.56K
$2.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
309New |
$137K - $151K
|
309
$138K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
308+ 12.73% |
$137K - $150K
|
2.73K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
305New |
$135K - $149K
|
305
$137K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
301New |
$134K - $147K
|
301
$135K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
301+ 12.37% |
$134K - $147K
|
2.74K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
299+ 22.08% |
$133K - $146K
|
1.65K
$740K
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
299+ 4.6% |
$133K - $146K
|
6.8K
$3.05M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
295+ 5.67% |
$131K - $144K
|
5.5K
$2.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
275+ 9.87% |
$122K - $134K
|
3.06K
$1.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
266+ 8.8% |
$118K - $130K
|
3.29K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
261+ 28.65% |
$116K - $127K
|
1.17K
$525K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
258+ 9.13% |
$115K - $126K
|
3.08K
$1.38M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
258+ 53.09% |
$115K - $126K
|
744
$333K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
244New |
$108K - $119K
|
244
$109K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
244+ 56.88% |
$108K - $119K
|
673
$301K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
235+ 12.65% |
$104K - $115K
|
2.09K
$938K
|