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 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-13- 19.12% |
$5.77K - $6.34K
|
55
$24.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-13- 2.1% |
$5.77K - $6.34K
|
607
$272K
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-14- 2.31% |
$6.21K - $6.83K
|
592
$265K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-14- 0.94% |
$6.21K - $6.83K
|
1.48K
$661K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16- 2.23% |
$7.1K - $7.81K
|
702
$314K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-17- 77.27% |
$7.55K - $8.29K
|
5
$2.24K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-17- 27.42% |
$7.55K - $8.29K
|
45
$20.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-17- 1.79% |
$7.55K - $8.29K
|
933
$418K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-18- 2.37% |
$7.99K - $8.78K
|
743
$333K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-18- 3.7% |
$7.99K - $8.78K
|
469
$210K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-19- 0.22% |
$8.43K - $9.27K
|
8.48K
$3.8M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-20- 1.56% |
$8.88K - $9.76K
|
1.27K
$567K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-21- 1.86% |
$9.32K - $10.2K
|
1.11K
$496K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-21- 3.12% |
$9.32K - $10.2K
|
653
$293K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22- 6.51% |
$9.76K - $10.7K
|
316
$142K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-23- 62.16% |
$10.2K - $11.2K
|
14
$6.27K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-23- 0.14% |
$10.2K - $11.2K
|
16.4K
$7.35M
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-24- 2.71% |
$10.7K - $11.7K
|
861
$386K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-25- 4.55% |
$11.1K - $12.2K
|
525
$235K
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-26- 7.95% |
$11.5K - $12.7K
|
301
$135K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-26- 4.55% |
$11.5K - $12.7K
|
546
$245K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-27- 3.6% |
$12K - $13.2K
|
724
$324K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-28- 18.06% |
$12.4K - $13.7K
|
127
$56.9K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-28- 0.53% |
$12.4K - $13.7K
|
5.25K
$2.35M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-30- 5.81% |
$13.3K - $14.6K
|
486
$218K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-30- 6.59% |
$13.3K - $14.6K
|
425
$190K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-32- 0.84% |
$14.2K - $15.6K
|
3.77K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-32- 15.53% |
$14.2K - $15.6K
|
174
$77.9K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-33- 6.69% |
$14.6K - $16.1K
|
460
$206K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-34- 5.32% |
$15.1K - $16.6K
|
605
$271K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-34- 0.61% |
$15.1K - $16.6K
|
5.54K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-34- 2.14% |
$15.1K - $16.6K
|
1.56K
$697K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-35- 0.11% |
$15.5K - $17.1K
|
31.7K
$14.2M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-35- 12.37% |
$15.5K - $17.1K
|
248
$111K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-35- 62.5% |
$15.5K - $17.1K
|
21
$9.41K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-35- 1.39% |
$15.5K - $17.1K
|
2.48K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-35- 41.18% |
$15.5K - $17.1K
|
50
$22.4K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-37- 0.16% |
$16.4K - $18.1K
|
22.9K
$10.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-37- 0.33% |
$16.4K - $18.1K
|
11.1K
$4.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-38- 0.23% |
$16.9K - $18.5K
|
16.7K
$7.5M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-39- 2.99% |
$17.3K - $19K
|
1.27K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-42- 2.45% |
$18.6K - $20.5K
|
1.68K
$750K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-42- 5.73% |
$18.6K - $20.5K
|
691
$310K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-45- 1.98% |
$20K - $22K
|
2.23K
$1M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-47- 5.91% |
$20.9K - $22.9K
|
748
$335K
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-48- 0.39% |
$21.3K - $23.4K
|
12.3K
$5.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-50- 2.87% |
$22.2K - $24.4K
|
1.69K
$758K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-52- 0.49% |
$23.1K - $25.4K
|
10.5K
$4.69M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-54- 8.44% |
$24K - $26.3K
|
586
$262K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-54- 7.84% |
$24K - $26.3K
|
635
$284K
|