Purchases and Sales Made in Q2 2024 in Factset Research Systems Inc (FDS)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
317+ 129.92% |
$125K - $143K
|
561
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
317+ 0.66% |
$125K - $143K
|
48.2K
$21.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
300+ 48.86% |
$118K - $136K
|
914
$409K
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
288+ 36.09% |
$114K - $130K
|
1.09K
$486K
|
|
|
Jul 08, 2024
Q2 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
285+ 4.19% |
$113K - $129K
|
7.09K
$3.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
281+ 2.67% |
$111K - $127K
|
10.8K
$4.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
271+ 4.01% |
$107K - $123K
|
7.03K
$3.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
268+ 1675.0% |
$106K - $121K
|
284
$127K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
260+ 0.18% |
$103K - $118K
|
149K
$66.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
252+ 1.16% |
$99.5K - $114K
|
22K
$9.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
247+ 1.06% |
$97.5K - $112K
|
23.5K
$10.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
243+ 15.91% |
$96K - $110K
|
1.77K
$793K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
234+ 14.75% |
$92.4K - $106K
|
1.82K
$815K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
231+ 4.18% |
$91.2K - $105K
|
5.75K
$2.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
231+ 3.31% |
$91.2K - $105K
|
7.2K
$3.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
227+ 45.04% |
$89.6K - $103K
|
731
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
225+ 15.24% |
$88.9K - $102K
|
1.7K
$762K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
221+ 6.46% |
$87.3K - $100K
|
3.64K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
220+ 12.56% |
$86.9K - $99.5K
|
1.97K
$883K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
220+ 38.87% |
$86.9K - $99.5K
|
786
$352K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
220+ 113.99% |
$86.9K - $99.5K
|
413
$185K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
216+ 35.82% |
$85.3K - $97.7K
|
819
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
207+ 11.18% |
$81.7K - $93.7K
|
2.06K
$922K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
200New |
$79K - $90.5K
|
200
$89.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
200+ 4.48% |
$79K - $90.5K
|
4.66K
$2.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
198+ 12.98% |
$78.2K - $89.6K
|
1.72K
$772K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
194+ 3880.0% |
$76.6K - $87.8K
|
199
$89.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
185+ 11.19% |
$73.1K - $83.7K
|
1.84K
$823K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
184+ 36.87% |
$72.7K - $83.3K
|
683
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
183+ 4.01% |
$72.3K - $82.8K
|
4.75K
$2.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
182+ 16.59% |
$71.9K - $82.4K
|
1.28K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
175+ 9.48% |
$69.1K - $79.2K
|
2.02K
$905K
|
|
|
Jul 22, 2024
Q2 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
173+ 3.14% |
$68.3K - $78.3K
|
5.68K
$2.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
172+ 61.43% |
$67.9K - $77.8K
|
452
$202K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
172+ 7.28% |
$67.9K - $77.8K
|
2.53K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
159+ 31.42% |
$62.8K - $71.9K
|
665
$298K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
152+ 17.95% |
$60K - $68.8K
|
999
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
152New |
$60K - $68.8K
|
152
$68.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
144+ 25.13% |
$56.9K - $65.2K
|
717
$321K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
144+ 2.68% |
$56.9K - $65.2K
|
5.52K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
140+ 0.62% |
$55.3K - $63.3K
|
22.7K
$10.2M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
138+ 1.77% |
$54.5K - $62.4K
|
7.95K
$3.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
136+ 21.73% |
$53.7K - $61.5K
|
762
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
135+ 0.94% |
$53.3K - $61.1K
|
14.4K
$6.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
133+ 21.77% |
$52.5K - $60.2K
|
744
$333K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
BUY
|
- |
133+ 67.86% |
$52.5K - $60.2K
|
329
$147K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
132+ 8.06% |
$52.1K - $59.7K
|
1.77K
$792K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
127New |
$50.2K - $57.5K
|
127
$56.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
126+ 0.64% |
$49.8K - $57K
|
19.8K
$8.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
122+ 5.41% |
$48.2K - $55.2K
|
2.38K
$1.06M
|