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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
48+ 1.43% |
$18.5K - $20.3K
|
3.4K
$1.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
48+ 8.78% |
$18.5K - $20.3K
|
595
$267K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
45+ 1.46% |
$17.3K - $19.1K
|
3.13K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
44+ 0.49% |
$16.9K - $18.6K
|
9.07K
$4.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
44+ 4.79% |
$16.9K - $18.6K
|
963
$431K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
44New |
$16.9K - $18.6K
|
44
$19.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
43+ 2.04% |
$16.5K - $18.2K
|
2.16K
$965K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
42+ 8.11% |
$16.2K - $17.8K
|
560
$251K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
39+ 0.94% |
$15K - $16.5K
|
4.18K
$1.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39+ 6.57% |
$15K - $16.5K
|
633
$284K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
39+ 6.24% |
$15K - $16.5K
|
664
$297K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
38+ 5.07% |
$14.6K - $16.1K
|
787
$353K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
37+ 0.68% |
$14.2K - $15.7K
|
5.51K
$2.47M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
37New |
$14.2K - $15.7K
|
37
$16.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
36+ 4.58% |
$13.8K - $15.2K
|
822
$368K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
34+ 4.59% |
$13.1K - $14.4K
|
774
$347K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
34+ 0.6% |
$13.1K - $14.4K
|
5.7K
$2.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
33New |
$12.7K - $14K
|
33
$14.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
32+ 1.39% |
$12.3K - $13.5K
|
2.34K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
32+ 0.46% |
$12.3K - $13.5K
|
7.03K
$3.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
32+ 0.51% |
$12.3K - $13.5K
|
6.31K
$2.82M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
30+ 0.67% |
$11.5K - $12.7K
|
4.54K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
29+ 82.86% |
$11.2K - $12.3K
|
64
$28.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
27+ 1.44% |
$10.4K - $11.4K
|
1.91K
$853K
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
25+ 2.41% |
$9.61K - $10.6K
|
1.06K
$476K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
25+ 1.71% |
$9.61K - $10.6K
|
1.49K
$665K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
24+ 4.89% |
$9.23K - $10.2K
|
515
$231K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
23+ 1.72% |
$8.85K - $9.74K
|
1.36K
$608K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19+ 271.43% |
$7.31K - $8.04K
|
26
$11.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
19+ 3.11% |
$7.31K - $8.04K
|
630
$282K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
17+ 188.89% |
$6.54K - $7.2K
|
26
$11.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16+ 1600.0% |
$6.15K - $6.77K
|
17
$7.61K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
16+ 2.41% |
$6.15K - $6.77K
|
679
$304K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
16+ 1.89% |
$6.15K - $6.77K
|
861
$386K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
15+ 1.1% |
$5.77K - $6.35K
|
1.38K
$616K
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
BUY
|
- |
15+ 0.05% |
$5.77K - $6.35K
|
30.9K
$13.8M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
13+ 1.23% |
$5K - $5.5K
|
1.07K
$480K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13+ 0.03% |
$5K - $5.5K
|
44.7K
$20M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
13+ 0.24% |
$5K - $5.5K
|
5.43K
$2.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 22.22% |
$4.61K - $5.08K
|
66
$29.6K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
12New |
$4.61K - $5.08K
|
12
$5.38K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
12+ 400.0% |
$4.61K - $5.08K
|
15
$6.72K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11+ 1.29% |
$4.23K - $4.66K
|
864
$387K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$3.85K - $4.23K
|
10
$4.48K
|
|
|
Jul 20, 2023
Q2 2023
|
Jlb & Associates Inc
|
BUY
|
- |
10+ 0.09% |
$3.85K - $4.23K
|
10.8K
$4.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
10+ 0.42% |
$3.85K - $4.23K
|
2.41K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10+ 1.26% |
$3.85K - $4.23K
|
803
$360K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
9New |
$3.46K - $3.81K
|
9
$4.03K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9+ 1.69% |
$3.46K - $3.81K
|
540
$242K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
9+ 3.23% |
$3.46K - $3.81K
|
288
$129K
|