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 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
213+ 11.31% |
$94.5K - $104K
|
2.1K
$971K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
207+ 12.59% |
$91.9K - $101K
|
1.85K
$857K
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
200+ 1.41% |
$88.8K - $97.6K
|
14.4K
$6.68M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
200+ 10.0% |
$88.8K - $97.6K
|
2.2K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
196+ 27.92% |
$87K - $95.6K
|
898
$416K
|
|
|
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
185New |
$82.1K - $90.3K
|
185
$85.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
183+ 8.03% |
$81.2K - $89.3K
|
2.46K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
178+ 6.37% |
$79K - $86.8K
|
2.97K
$1.38M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
177+ 11.24% |
$78.6K - $86.4K
|
1.75K
$811K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
168+ 3.2% |
$74.6K - $82K
|
5.42K
$2.51M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
165+ 19.81% |
$73.2K - $80.5K
|
998
$462K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
164+ 2.05% |
$72.8K - $80K
|
8.16K
$3.78M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
164+ 0.49% |
$72.8K - $80K
|
33.7K
$15.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
163+ 35.05% |
$72.3K - $79.5K
|
628
$291K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
156+ 3.55% |
$69.2K - $76.1K
|
4.55K
$2.11M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
156New |
$69.2K - $76.1K
|
156
$72.2K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
154+ 24.92% |
$68.4K - $75.1K
|
772
$357K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
150New |
$66.6K - $73.2K
|
150
$69.4K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
144+ 9.57% |
$63.9K - $70.3K
|
1.65K
$763K
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
144+ 5.0% |
$63.9K - $70.3K
|
3.02K
$1.4M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
136+ 8.19% |
$60.4K - $66.4K
|
1.8K
$832K
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
136+ 4.32% |
$60.4K - $66.4K
|
3.28K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
132+ 4.73% |
$58.6K - $64.4K
|
2.92K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
BUY
|
- |
129+ 2.17% |
$57.3K - $62.9K
|
6.08K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
124+ 9.17% |
$55K - $60.5K
|
1.48K
$683K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
124+ 27.62% |
$55K - $60.5K
|
573
$265K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
123+ 0.39% |
$54.6K - $60K
|
31.3K
$14.5M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
123+ 76.88% |
$54.6K - $60K
|
283
$131K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
121+ 0.67% |
$53.7K - $59K
|
18.2K
$8.41M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
121+ 0.27% |
$53.7K - $59K
|
44.2K
$20.4M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
113+ 7.57% |
$50.2K - $55.1K
|
1.61K
$744K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
110+ 1.07% |
$48.8K - $53.7K
|
10.4K
$4.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
108New |
$47.9K - $52.7K
|
108
$50K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
106New |
$47K - $51.7K
|
106
$49.1K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
104+ 7.57% |
$46.2K - $50.7K
|
1.48K
$684K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
103+ 6.71% |
$45.7K - $50.3K
|
1.64K
$758K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
100+ 16.67% |
$44.4K - $48.8K
|
700
$324K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
97+ 7.39% |
$43.1K - $47.3K
|
1.41K
$652K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
97New |
$43.1K - $47.3K
|
97
$44.9K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
94+ 3.54% |
$41.7K - $45.9K
|
2.75K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
90+ 7.66% |
$39.9K - $43.9K
|
1.27K
$586K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
84+ 10.29% |
$37.3K - $41K
|
900
$417K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
83+ 6.48% |
$36.8K - $40.5K
|
1.36K
$631K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
83+ 16.94% |
$36.8K - $40.5K
|
573
$265K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
81+ 15.28% |
$36K - $39.5K
|
611
$283K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
80+ 8.91% |
$35.5K - $39K
|
978
$453K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
75+ 9.45% |
$33.3K - $36.6K
|
869
$402K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
75+ 10.5% |
$33.3K - $36.6K
|
789
$365K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
74+ 0.89% |
$32.8K - $36.1K
|
8.36K
$3.87M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
74+ 1.57% |
$32.8K - $36.1K
|
4.78K
$2.21M
|