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 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
23New |
$10.2K - $11.2K
|
23
$10.3K
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
22+ 3.51% |
$9.76K - $10.7K
|
648
$290K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
22+ 0.83% |
$9.76K - $10.7K
|
2.69K
$1.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
22+ 0.63% |
$9.76K - $10.7K
|
3.54K
$1.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22+ 3.39% |
$9.76K - $10.7K
|
671
$301K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21New |
$9.32K - $10.2K
|
21
$9.41K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 17.36% |
$9.32K - $10.2K
|
142
$63.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
19+ 380.0% |
$8.43K - $9.27K
|
24
$10.8K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
19+ 1.94% |
$8.43K - $9.27K
|
999
$447K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19New |
$8.43K - $9.27K
|
19
$8.51K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
17+ 3.02% |
$7.55K - $8.29K
|
579
$259K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17New |
$7.55K - $8.29K
|
17
$7.61K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
17New |
$7.55K - $8.29K
|
17
$7.61K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17New |
$7.55K - $8.29K
|
17
$7.61K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17+ 2.04% |
$7.55K - $8.29K
|
850
$381K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16New |
$7.1K - $7.81K
|
16
$7.17K
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
15+ 0.31% |
$6.66K - $7.32K
|
4.8K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14+ 0.36% |
$6.21K - $6.83K
|
3.88K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
13+ 0.02% |
$5.77K - $6.34K
|
57.7K
$25.8M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
12+ 2.55% |
$5.33K - $5.85K
|
482
$216K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
12+ 2.6% |
$5.33K - $5.85K
|
473
$212K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12+ 133.33% |
$5.33K - $5.85K
|
21
$9.41K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12+ 6.7% |
$5.33K - $5.85K
|
191
$85.6K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
11New |
$4.88K - $5.37K
|
11
$4.93K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11+ 1.0% |
$4.88K - $5.37K
|
1.11K
$497K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
10New |
$4.44K - $4.88K
|
10
$4.48K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 5.46% |
$4.44K - $4.88K
|
193
$86.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10New |
$4.44K - $4.88K
|
10
$4.48K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10+ 0.27% |
$4.44K - $4.88K
|
3.74K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
10+ 1.0% |
$4.44K - $4.88K
|
1.01K
$451K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10+ 0.22% |
$4.44K - $4.88K
|
4.46K
$2M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
10+ 1.07% |
$4.44K - $4.88K
|
946
$424K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9+ 2.08% |
$3.99K - $4.39K
|
442
$198K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
8+ 0.11% |
$3.55K - $3.9K
|
7.44K
$3.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
8+ 5.52% |
$3.55K - $3.9K
|
153
$68.5K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
8New |
$3.55K - $3.9K
|
8
$3.58K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
8+ 1.22% |
$3.55K - $3.9K
|
662
$297K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8+ 10.0% |
$3.55K - $3.9K
|
88
$39.4K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
7+ 1.4% |
$3.11K - $3.42K
|
506
$227K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 2.6% |
$2.66K - $2.93K
|
237
$106K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
6+ 8.7% |
$2.66K - $2.93K
|
75
$33.6K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6+ 0.5% |
$2.66K - $2.93K
|
1.21K
$541K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 17.14% |
$2.66K - $2.93K
|
41
$18.4K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
6New |
$2.66K - $2.93K
|
6
$2.69K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
6New |
$2.66K - $2.93K
|
6
$2.69K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
6+ 1.23% |
$2.66K - $2.93K
|
494
$221K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 66.67% |
$2.66K - $2.93K
|
15
$6.72K
|
|
|
Apr 26, 2024
Q1 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
5+ 0.34% |
$2.22K - $2.44K
|
1.49K
$666K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 2.07% |
$2.22K - $2.44K
|
247
$111K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
4New |
$1.78K - $1.95K
|
4
$1.79K
|