Purchases and Sales Made in Q2 2022 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
183+ 2.02% |
$63.8K - $81.4K
|
9.23K
$4.13M
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
183+ 4.37% |
$63.8K - $81.4K
|
4.37K
$1.96M
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
181+ 1.19% |
$63.1K - $80.5K
|
15.4K
$6.89M
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
180+ 1.69% |
$62.8K - $80K
|
10.8K
$4.84M
|
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
179+ 16.04% |
$62.4K - $79.6K
|
1.3K
$580K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
168+ 24.0% |
$58.6K - $74.7K
|
868
$389K
|
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
167+ 2.56% |
$58.2K - $74.2K
|
6.69K
$2.99M
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
162+ 0.7% |
$56.5K - $72K
|
23.3K
$10.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
158+ 0.85% |
$55.1K - $70.2K
|
18.7K
$8.38M
|
|
|
Aug 10, 2022
Q2 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
155+ 3.2% |
$54.1K - $68.9K
|
5K
$2.24M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
150+ 0.98% |
$52.3K - $66.7K
|
15.4K
$6.91M
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
150+ 1.54% |
$52.3K - $66.7K
|
9.92K
$4.44M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
143New |
$49.9K - $63.6K
|
143
$64.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
138+ 23.12% |
$48.1K - $61.4K
|
735
$329K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
132New |
$46K - $58.7K
|
132
$59.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
129+ 5.05% |
$45K - $57.3K
|
2.68K
$1.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
127+ 15.56% |
$44.3K - $56.5K
|
943
$422K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
125New |
$43.6K - $55.6K
|
125
$56K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
125+ 21.59% |
$43.6K - $55.6K
|
704
$315K
|
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
123+ 2.44% |
$42.9K - $54.7K
|
5.17K
$2.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
119+ 19.93% |
$41.5K - $52.9K
|
716
$321K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
118+ 120.41% |
$41.1K - $52.5K
|
216
$96.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
109+ 9.77% |
$38K - $48.5K
|
1.23K
$549K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
109New |
$38K - $48.5K
|
109
$48.8K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
104+ 1.47% |
$36.3K - $46.2K
|
7.16K
$3.21M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
104+ 1.41% |
$36.3K - $46.2K
|
7.5K
$3.36M
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
102+ 2.08% |
$35.6K - $45.3K
|
5.01K
$2.24M
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
100+ 121.95% |
$34.9K - $44.5K
|
182
$81.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
97+ 4.63% |
$33.8K - $43.1K
|
2.19K
$982K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
97New |
$33.8K - $43.1K
|
97
$43.5K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
93+ 4.99% |
$32.4K - $41.3K
|
1.96K
$876K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
91+ 4.23% |
$31.7K - $40.5K
|
2.24K
$1.01M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
90New |
$31.4K - $40K
|
90
$40.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
85+ 11.95% |
$29.6K - $37.8K
|
796
$357K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
84New |
$29.3K - $37.3K
|
84
$37.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
80New |
$27.9K - $35.6K
|
80
$35.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
71New |
$24.8K - $31.6K
|
71
$31.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
71+ 0.68% |
$24.8K - $31.6K
|
10.5K
$4.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
70+ 7.48% |
$24.4K - $31.1K
|
1.01K
$451K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
70+ 2.56% |
$24.4K - $31.1K
|
2.81K
$1.26M
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
69+ 6.57% |
$24.1K - $30.7K
|
1.12K
$502K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
68+ 4.18% |
$23.7K - $30.2K
|
1.7K
$759K
|
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
65+ 6.46% |
$22.7K - $28.9K
|
1.07K
$480K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64+ 1.15% |
$22.3K - $28.5K
|
5.63K
$2.52M
|
|
|
Jul 12, 2022
Q2 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
64+ 4.32% |
$22.3K - $28.5K
|
1.54K
$692K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
62+ 413.33% |
$21.6K - $27.6K
|
77
$34.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
60+ 6.81% |
$20.9K - $26.7K
|
941
$422K
|
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
53+ 1.47% |
$18.5K - $23.6K
|
3.65K
$1.64M
|
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
49+ 0.31% |
$17.1K - $21.8K
|
16K
$7.15M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
47+ 783.33% |
$16.4K - $20.9K
|
53
$23.7K
|