Purchases and Sales Made in Q2 2023 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
220New |
$84.6K - $93.1K
|
220
$97.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
210+ 4.84% |
$80.8K - $88.9K
|
4.55K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
198+ 3.05% |
$76.1K - $83.8K
|
6.68K
$2.96M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
189+ 5.64% |
$72.7K - $80K
|
3.54K
$1.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
182+ 0.42% |
$70K - $77K
|
43.9K
$19.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
176+ 8.59% |
$67.7K - $74.5K
|
2.22K
$985K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
170New |
$65.4K - $72K
|
170
$75.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
162+ 13.11% |
$62.3K - $68.6K
|
1.4K
$619K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
155+ 0.47% |
$59.6K - $65.6K
|
33K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
152+ 8.42% |
$58.5K - $64.3K
|
1.96K
$867K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
147+ 24.26% |
$56.5K - $62.2K
|
753
$334K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
146+ 2.74% |
$56.1K - $61.8K
|
5.48K
$2.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
145+ 24.66% |
$55.8K - $61.4K
|
733
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
144New |
$55.4K - $61K
|
144
$63.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
135+ 4.79% |
$51.9K - $57.2K
|
2.95K
$1.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
116+ 1.46% |
$44.6K - $49.1K
|
8.07K
$3.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
115+ 4.2% |
$44.2K - $48.7K
|
2.85K
$1.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
107New |
$41.2K - $45.3K
|
107
$47.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
106+ 2.9% |
$40.8K - $44.9K
|
3.77K
$1.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
105+ 14.6% |
$40.4K - $44.5K
|
824
$365K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
105+ 300.0% |
$40.4K - $44.5K
|
140
$62K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
104+ 4.86% |
$40K - $44K
|
2.24K
$993K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 5.56% |
$38.5K - $42.3K
|
1.9K
$842K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
99+ 1.16% |
$38.1K - $41.9K
|
8.61K
$3.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
92+ 7.31% |
$35.4K - $38.9K
|
1.35K
$598K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
90+ 1.35% |
$34.6K - $38.1K
|
6.73K
$2.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
86+ 1.87% |
$33.1K - $36.4K
|
4.7K
$2.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
83+ 0.99% |
$31.9K - $35.1K
|
8.51K
$3.77M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
79New |
$30.4K - $33.4K
|
79
$35K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
78+ 5.08% |
$30K - $33K
|
1.61K
$714K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
77+ 1.07% |
$29.6K - $32.6K
|
7.31K
$3.24M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
76New |
$29.2K - $32.2K
|
76
$33.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
75+ 0.83% |
$28.8K - $31.8K
|
9.09K
$4.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
75+ 0.97% |
$28.8K - $31.8K
|
7.82K
$3.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73+ 4.55% |
$28.1K - $30.9K
|
1.68K
$744K
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
72+ 7.89% |
$27.7K - $30.5K
|
984
$436K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
69+ 1.08% |
$26.5K - $29.2K
|
6.44K
$2.85M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
64+ 2.25% |
$24.6K - $27.1K
|
2.91K
$1.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
63+ 5.04% |
$24.2K - $26.7K
|
1.31K
$582K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
63+ 1.79% |
$24.2K - $26.7K
|
3.57K
$1.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
60+ 5.48% |
$23.1K - $25.4K
|
1.16K
$512K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
57+ 1.88% |
$21.9K - $24.1K
|
3.08K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
56+ 4.36% |
$21.5K - $23.7K
|
1.34K
$593K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
54+ 0.56% |
$20.8K - $22.9K
|
9.63K
$4.27M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
54+ 1.59% |
$20.8K - $22.9K
|
3.45K
$1.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
53+ 1.29% |
$20.4K - $22.4K
|
4.17K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
53+ 10.84% |
$20.4K - $22.4K
|
542
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
52+ 4.55% |
$20K - $22K
|
1.19K
$529K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51+ 9.22% |
$19.6K - $21.6K
|
604
$268K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
50+ 9.9% |
$19.2K - $21.2K
|
555
$246K
|