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 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
80+ 8.91% |
$35.5K - $39K
|
978
$438K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
75+ 9.45% |
$33.3K - $36.6K
|
869
$389K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
75+ 10.5% |
$33.3K - $36.6K
|
789
$353K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
74+ 5.51% |
$32.8K - $36.1K
|
1.42K
$635K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
74+ 0.89% |
$32.8K - $36.1K
|
8.36K
$3.74M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
74+ 1.57% |
$32.8K - $36.1K
|
4.78K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
73+ 0.23% |
$32.4K - $35.6K
|
31.2K
$14M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
73+ 5.99% |
$32.4K - $35.6K
|
1.29K
$579K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
72+ 4.64% |
$32K - $35.1K
|
1.63K
$728K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
71+ 0.08% |
$31.5K - $34.6K
|
93K
$41.7M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
70+ 6.68% |
$31.1K - $34.2K
|
1.12K
$501K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
70+ 8.06% |
$31.1K - $34.2K
|
938
$420K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
70New |
$31.1K - $34.2K
|
70
$31.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
70+ 1.14% |
$31.1K - $34.2K
|
6.22K
$2.79M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
68+ 13.18% |
$30.2K - $33.2K
|
584
$262K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
68+ 1.59% |
$30.2K - $33.2K
|
4.36K
$1.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
67+ 4.01% |
$29.7K - $32.7K
|
1.74K
$778K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
67+ 0.72% |
$29.7K - $32.7K
|
9.41K
$4.21M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
59+ 5.29% |
$26.2K - $28.8K
|
1.17K
$526K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
57+ 10.67% |
$25.3K - $27.8K
|
591
$265K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
56+ 18.6% |
$24.9K - $27.3K
|
357
$160K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
56+ 11.79% |
$24.9K - $27.3K
|
531
$238K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
56+ 0.95% |
$24.9K - $27.3K
|
5.98K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55+ 12.82% |
$24.4K - $26.8K
|
484
$217K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
54+ 7.22% |
$24K - $26.3K
|
802
$359K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
53+ 3.69% |
$23.5K - $25.9K
|
1.49K
$668K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
52+ 0.78% |
$23.1K - $25.4K
|
6.71K
$3M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
51+ 0.58% |
$22.6K - $24.9K
|
8.77K
$3.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
51+ 11.26% |
$22.6K - $24.9K
|
504
$226K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
49+ 144.12% |
$21.7K - $23.9K
|
83
$37.2K
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
48+ 9.41% |
$21.3K - $23.4K
|
558
$250K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
46New |
$20.4K - $22.4K
|
46
$20.6K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
46+ 14.02% |
$20.4K - $22.4K
|
374
$168K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
45+ 0.47% |
$20K - $22K
|
9.72K
$4.35M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
44+ 0.35% |
$19.5K - $21.5K
|
12.5K
$5.61M
|
|
|
May 14, 2024
Q1 2024
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
44+ 0.31% |
$19.5K - $21.5K
|
14.2K
$6.36M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
44+ 32.35% |
$19.5K - $21.5K
|
180
$80.6K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
43+ 0.98% |
$19.1K - $21K
|
4.45K
$1.99M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
42+ 0.5% |
$18.6K - $20.5K
|
8.36K
$3.75M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
42+ 5.75% |
$18.6K - $20.5K
|
773
$346K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
41+ 6.14% |
$18.2K - $20K
|
709
$318K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
38+ 1.16% |
$16.9K - $18.5K
|
3.31K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
35+ 2.8% |
$15.5K - $17.1K
|
1.29K
$576K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
34+ 0.41% |
$15.1K - $16.6K
|
8.41K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
31+ 1.94% |
$13.8K - $15.1K
|
1.63K
$729K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
27+ 0.42% |
$12K - $13.2K
|
6.49K
$2.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 19.15% |
$12K - $13.2K
|
168
$75.3K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
26New |
$11.5K - $12.7K
|
26
$11.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
24+ 0.72% |
$10.7K - $11.7K
|
3.38K
$1.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
24+ 2.68% |
$10.7K - $11.7K
|
919
$412K
|