Purchases and Sales Made in Q2 2024 in Factset Research Systems Inc (FDS)

FDS Quotes by TradingView

This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q2 2024. 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, 2024 Q2 2024
Xponance, Inc.

BUY
 -
757
+ 7.28%
$299K - $343K
11.2K $5.18M
Aug 08, 2024 Q2 2024
Verity & Verity, LLC

Beaufort, SC
BUY
 -
756
New
$299K - $342K
756 $351K
Jul 12, 2024 Q2 2024
Curated Wealth Partners LLC

BUY
 -
751
New
$297K - $340K
751 $349K
Aug 05, 2024 Q2 2024
Candriam S.C.A.

BUY
 -
736
+ 17.1%
$291K - $333K
5.04K $2.34M
Aug 13, 2024 Q2 2024
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
723
New
$286K - $327K
723 $336K
Aug 14, 2024 Q2 2024
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
701
+ 3.23%
$277K - $317K
22.4K $10.4M
Aug 14, 2024 Q2 2024
Dundas Partners LLP

Edinburgh, X0
BUY
 -
692
+ 0.94%
$273K - $313K
74.6K $34.6M
Aug 13, 2024 Q2 2024
Ossiam

Paris, I0
BUY
 -
674
+ 21.24%
$266K - $305K
3.85K $1.79M
Jul 23, 2024 Q2 2024
Dumont & Blake Investment Advisors LLC

BUY
 -
666
+ 96.38%
$263K - $301K
1.36K $631K
Aug 01, 2024 Q2 2024
Palisade Asset Management, LLC

BUY
 -
660
+ 52.17%
$261K - $299K
1.93K $894K
Aug 06, 2024 Q2 2024
Caprock Group, Inc.

BUY
 -
653
New
$258K - $295K
653 $303K
Jul 29, 2024 Q2 2024
I A Global Asset Management Inc.

Quebec, A8
BUY
 -
651
+ 30.32%
$257K - $295K
2.8K $1.3M
Aug 14, 2024 Q2 2024
Boothbay Fund Management, LLC

New York, NY
BUY
 -
648
New
$256K - $293K
648 $301K
Aug 14, 2024 Q2 2024
Petrus Trust Company, Lta

Dallas, TX
BUY
 -
646
+ 115.15%
$255K - $292K
1.21K $561K
Aug 09, 2024 Q2 2024
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
629
New
$248K - $285K
629 $292K
Aug 12, 2024 Q2 2024
Seven Eight Capital, LP

BUY
 -
626
New
$247K - $283K
626 $291K
Jul 22, 2024 Q2 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
621
New
$245K - $281K
621 $289K
Jul 26, 2024 Q2 2024
Copeland Capital Management, LLC

BUY
 -
614
+ 0.72%
$242K - $278K
85.7K $39.8M
Jul 15, 2024 Q2 2024
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
604
+ 18.4%
$239K - $273K
3.89K $1.81M
Jul 25, 2024 Q2 2024
Amg National Trust Bank

BUY
 -
575
+ 100.0%
$227K - $260K
1.15K $534K
Aug 08, 2024 Q2 2024
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
573
+ 12.01%
$226K - $259K
5.34K $2.48M
Aug 06, 2024 Q2 2024
Acadian Asset Management LLC

Boston, MA
BUY
 -
558
New
$220K - $252K
558 $259K
Jul 15, 2024 Q2 2024
Czech National Bank

Prague, 2N
BUY
 -
557
+ 8.31%
$220K - $252K
7.26K $3.37M
Aug 14, 2024 Q2 2024
Nomura Holdings Inc

Tokyo, M0
BUY
 -
549
New
$217K - $248K
549 $255K
Jul 10, 2024 Q2 2024
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
546
+ 7.34%
$216K - $247K
7.98K $3.71M
Aug 14, 2024 Q2 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
540
+ 6.99%
$213K - $244K
8.26K $3.84M
Aug 02, 2024 Q2 2024
Palumbo Wealth Management LLC

Great Neck, NY
BUY
 -
535
+ 24.22%
$211K - $242K
2.74K $1.27M
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
529
+ 8.53%
$209K - $239K
6.73K $3.13M
Aug 14, 2024 Q2 2024
Public Sector Pension Investment Board

Montreal, A8
BUY
 -
519
+ 8.68%
$205K - $235K
6.5K $3.02M
Aug 06, 2024 Q2 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
505
New
$199K - $229K
505 $235K
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
492
+ 13.15%
$194K - $223K
4.23K $1.97M
Jul 30, 2024 Q2 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
444
+ 11.5%
$175K - $201K
4.31K $2M
Aug 13, 2024 Q2 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
430
New
$170K - $195K
430 $200K
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
429
+ 65.5%
$169K - $194K
1.08K $504K
Jul 12, 2024 Q2 2024
Bath Savings Trust CO

BUY
 -
421
+ 1.35%
$166K - $190K
31.7K $14.7M
Aug 13, 2024 Q2 2024
Gabelli Funds LLC

Rye, NY
BUY
 -
400
+ 57.14%
$158K - $181K
1.1K $511K
Jul 31, 2024 Q2 2024
La Banque Postale Asset Management Sa

Paris, I0
BUY
 -
396
+ 15.44%
$156K - $179K
2.96K $1.38M
Jul 12, 2024 Q2 2024
Jgp Wealth Management, LLC

BUY
 -
394
+ 1.98%
$156K - $178K
20.3K $9.45M
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
391
+ 7.24%
$154K - $177K
5.79K $2.69M
Jul 26, 2024 Q2 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
377
+ 65.45%
$149K - $171K
953 $443K
Aug 13, 2024 Q2 2024
Pro Share Advisors LLC

BUY
 -
376
+ 5.1%
$148K - $170K
7.75K $3.6M
Aug 13, 2024 Q2 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
366
+ 1.33%
$145K - $166K
28K $13M
Jul 26, 2024 Q2 2024
Whittier Trust CO Of Nevada Inc

BUY
 -
361
+ 3.98%
$143K - $163K
9.43K $4.38M
Aug 09, 2024 Q2 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
356
+ 17.96%
$141K - $161K
2.34K $1.09M
Aug 02, 2024 Q2 2024
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
350
+ 1.91%
$138K - $158K
18.7K $8.69M
Aug 14, 2024 Q2 2024
Brown Advisory Inc

BUY
 -
318
+ 3.74%
$126K - $144K
8.82K $4.1M
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
317
+ 129.92%
$125K - $143K
561 $261K
Jul 31, 2024 Q2 2024
New York State Common Retirement Fund

BUY
 -
317
+ 0.66%
$125K - $143K
48.2K $22.4M
Aug 14, 2024 Q2 2024
Investment Management Corp Of Ontario

Toronto, Z4
BUY
 -
300
+ 48.86%
$118K - $136K
914 $425K

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