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 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9New |
$3.46K - $3.81K
|
9
$4.03K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
8+ 2.73% |
$3.08K - $3.39K
|
301
$135K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8+ 32.0% |
$3.08K - $3.39K
|
33
$14.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
8+ 0.04% |
$3.08K - $3.39K
|
20.5K
$9.16M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
7New |
$2.69K - $2.96K
|
7
$3.14K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7New |
$2.69K - $2.96K
|
7
$3.14K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 26.92% |
$2.69K - $2.96K
|
33
$14.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6+ 1.12% |
$2.31K - $2.54K
|
541
$242K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6New |
$2.31K - $2.54K
|
6
$2.69K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6+ 0.57% |
$2.31K - $2.54K
|
1.06K
$474K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6+ 0.5% |
$2.31K - $2.54K
|
1.21K
$541K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.21% |
$1.92K - $2.12K
|
2.37K
$1.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
5New |
$1.92K - $2.12K
|
5
$2.24K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4+ 0.37% |
$1.54K - $1.69K
|
1.09K
$489K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4+ 0.56% |
$1.54K - $1.69K
|
718
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4+ 0.09% |
$1.54K - $1.69K
|
4.28K
$1.92M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4+ 0.56% |
$1.54K - $1.69K
|
718
$322K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
3+ 4.48% |
$1.15K - $1.27K
|
70
$31.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 4.44% |
$769 - $847
|
47
$21.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 4.26% |
$769 - $847
|
49
$21.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.31% |
$769 - $847
|
654
$293K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2+ 0.35% |
$769 - $847
|
572
$256K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1New |
$385 - $423
|
1
$448
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
1+ 0.85% |
$385 - $423
|
119
$53.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.27% |
$385 - $423
|
80
$35.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1New |
$385 - $423
|
1
$448
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$385 - $423
|
1
$448
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 12.5% |
$385 - $423
|
9
$4.03K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1- 0.14% |
$385 - $423
|
689
$309K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.85% |
$385 - $423
|
53
$23.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1- 1.18% |
$385 - $423
|
84
$37.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1- 0.05% |
$385 - $423
|
2.13K
$955K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 4.35% |
$385 - $423
|
22
$9.85K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1- 11.11% |
$385 - $423
|
8
$3.58K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-1- 0.17% |
$385 - $423
|
575
$258K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1- 0.12% |
$385 - $423
|
847
$379K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 20.0% |
$769 - $847
|
8
$3.58K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 4.69% |
$1.15K - $1.27K
|
61
$27.3K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3- 10.34% |
$1.15K - $1.27K
|
26
$11.6K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3- 0.13% |
$1.15K - $1.27K
|
2.32K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3- 0.44% |
$1.15K - $1.27K
|
684
$306K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3- 0.25% |
$1.15K - $1.27K
|
1.22K
$544K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-4- 0.72% |
$1.54K - $1.69K
|
554
$248K
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-4- 0.13% |
$1.54K - $1.69K
|
3.19K
$1.43M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5- 0.21% |
$1.92K - $2.12K
|
2.41K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5- 0.92% |
$1.92K - $2.12K
|
539
$241K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-5- 0.15% |
$1.92K - $2.12K
|
3.36K
$1.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5- 0.66% |
$1.92K - $2.12K
|
754
$338K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-5- 4.76% |
$1.92K - $2.12K
|
100
$44.8K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-6- 12.24% |
$2.31K - $2.54K
|
43
$19.3K
|