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 03, 2022
Q2 2022
|
Saybrook Capital
|
BUY
|
- |
45+ 0.1% |
$15.7K - $20K
|
45.5K
$22M
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
42New |
$14.6K - $18.7K
|
42
$20.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
41+ 0.33% |
$14.3K - $18.2K
|
12.6K
$6.07M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
40New |
$13.9K - $17.8K
|
40
$19.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
33+ 8.05% |
$11.5K - $14.7K
|
443
$214K
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
32+ 0.77% |
$11.2K - $14.2K
|
4.2K
$2.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
32+ 6.17% |
$11.2K - $14.2K
|
551
$266K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
29+ 5.46% |
$10.1K - $12.9K
|
560
$271K
|
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
BUY
|
- |
29+ 0.32% |
$10.1K - $12.9K
|
9.03K
$4.37M
|
|
|
Jul 18, 2022
Q2 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
29+ 0.56% |
$10.1K - $12.9K
|
5.2K
$2.51M
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
28+ 7.31% |
$9.76K - $12.4K
|
411
$199K
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
27+ 2.74% |
$9.42K - $12K
|
1.01K
$489K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 90.0% |
$9.42K - $12K
|
57
$27.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
21+ 0.54% |
$7.32K - $9.34K
|
3.9K
$1.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
20+ 1.37% |
$6.97K - $8.89K
|
1.48K
$716K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
20New |
$6.97K - $8.89K
|
20
$9.67K
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
20+ 2.17% |
$6.97K - $8.89K
|
940
$455K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20New |
$6.97K - $8.89K
|
20
$9.67K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20+ 27.4% |
$6.97K - $8.89K
|
93
$45K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 271.43% |
$6.63K - $8.45K
|
26
$12.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
19+ 0.3% |
$6.63K - $8.45K
|
6.33K
$3.06M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
18+ 0.47% |
$6.28K - $8K
|
3.88K
$1.87M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
18New |
$6.28K - $8K
|
18
$8.7K
|
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
17+ 0.14% |
$5.93K - $7.56K
|
11.8K
$5.69M
|
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
17+ 0.14% |
$5.93K - $7.56K
|
11.8K
$5.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
17+ 0.14% |
$5.93K - $7.56K
|
11.8K
$5.69M
|
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
17+ 1.72% |
$5.93K - $7.56K
|
1.01K
$486K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
16+ 266.67% |
$5.58K - $7.11K
|
22
$10.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
16+ 1.81% |
$5.58K - $7.11K
|
899
$435K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
16+ 20.25% |
$5.58K - $7.11K
|
95
$45.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
15+ 1.64% |
$5.23K - $6.67K
|
930
$450K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
13+ 6.7% |
$4.53K - $5.78K
|
207
$100K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 54.17% |
$4.53K - $5.78K
|
37
$17.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.8% |
$4.18K - $5.33K
|
1.52K
$733K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
10New |
$3.49K - $4.45K
|
10
$4.84K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 2.74% |
$3.49K - $4.45K
|
375
$181K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
9New |
$3.14K - $4K
|
9
$4.35K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9+ 4.71% |
$3.14K - $4K
|
200
$96.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
9New |
$3.14K - $4K
|
9
$4.35K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 400.0% |
$2.79K - $3.56K
|
10
$4.84K
|
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
BUY
|
- |
8+ 0.18% |
$2.79K - $3.56K
|
4.53K
$2.19M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
8New |
$2.79K - $3.56K
|
8
$3.87K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
8New |
$2.79K - $3.56K
|
8
$3.87K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 266.67% |
$2.79K - $3.56K
|
11
$5.32K
|
|
|
Aug 05, 2022
Q2 2022
|
Lindenwold Advisors
|
BUY
|
- |
7+ 0.39% |
$2.44K - $3.11K
|
1.8K
$869K
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
7+ 0.89% |
$2.44K - $3.11K
|
790
$382K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
6+ 85.71% |
$2.09K - $2.67K
|
13
$6.29K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6+ 0.0% |
$2.09K - $2.67K
|
134K
$64.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6+ 0.56% |
$2.09K - $2.67K
|
1.07K
$518K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 0.26% |
$2.09K - $2.67K
|
2.35K
$1.14M
|