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 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
117+ 12.14% |
$46.2K - $52.9K
|
1.08K
$484K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
114+ 13.12% |
$45K - $51.6K
|
983
$440K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
110+ 8.18% |
$43.4K - $49.8K
|
1.46K
$652K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
107+ 20.15% |
$42.3K - $48.4K
|
638
$286K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
106New |
$41.9K - $48K
|
106
$47.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
104+ 3.59% |
$41.1K - $47.1K
|
3K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
103New |
$40.7K - $46.6K
|
103
$46.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Jlb & Associates Inc
|
BUY
|
- |
101+ 0.95% |
$39.9K - $45.7K
|
10.8K
$4.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
98+ 13.1% |
$38.7K - $44.3K
|
846
$379K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
96+ 147.69% |
$37.9K - $43.4K
|
161
$72.1K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
94+ 9.75% |
$37.1K - $42.5K
|
1.06K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
92+ 20.72% |
$36.3K - $41.6K
|
536
$240K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
90+ 6.23% |
$35.5K - $40.7K
|
1.54K
$688K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
88+ 14.01% |
$34.8K - $39.8K
|
716
$321K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
87+ 5.01% |
$34.4K - $39.4K
|
1.82K
$817K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
86+ 3.49% |
$34K - $38.9K
|
2.55K
$1.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
81New |
$32K - $36.7K
|
81
$36.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
77+ 45.83% |
$30.4K - $34.8K
|
245
$110K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
77+ 7.65% |
$30.4K - $34.8K
|
1.08K
$485K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
72+ 10.73% |
$28.4K - $32.6K
|
743
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
72+ 5.69% |
$28.4K - $32.6K
|
1.34K
$599K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
70+ 2.57% |
$27.6K - $31.7K
|
2.8K
$1.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
67+ 148.89% |
$26.5K - $30.3K
|
112
$50.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
67+ 0.79% |
$26.5K - $30.3K
|
8.55K
$3.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
67+ 6700.0% |
$26.5K - $30.3K
|
68
$30.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
66+ 300.0% |
$26.1K - $29.9K
|
88
$39.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
63+ 14.25% |
$24.9K - $28.5K
|
505
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
62+ 1.68% |
$24.5K - $28.1K
|
3.75K
$1.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
62+ 6.55% |
$24.5K - $28.1K
|
1.01K
$452K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
61+ 5.51% |
$24.1K - $27.6K
|
1.17K
$524K
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
61+ 1.18% |
$24.1K - $27.6K
|
5.25K
$2.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
60+ 750.0% |
$23.7K - $27.1K
|
68
$30.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
60+ 6.01% |
$23.7K - $27.1K
|
1.06K
$474K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
59+ 3.08% |
$23.3K - $26.7K
|
1.97K
$883K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
59+ 0.72% |
$23.3K - $26.7K
|
8.21K
$3.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
58+ 1.55% |
$22.9K - $26.2K
|
3.81K
$1.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
57+ 69.51% |
$22.5K - $25.8K
|
139
$62.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
56+ 3.34% |
$22.1K - $25.3K
|
1.73K
$777K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
54+ 3.83% |
$21.3K - $24.4K
|
1.46K
$655K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
54+ 22.78% |
$21.3K - $24.4K
|
291
$130K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
50+ 2.34% |
$19.7K - $22.6K
|
2.19K
$980K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
50+ 2.36% |
$19.7K - $22.6K
|
2.17K
$973K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 11.75% |
$18.6K - $21.3K
|
447
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
47+ 0.75% |
$18.6K - $21.3K
|
6.28K
$2.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
43+ 4.54% |
$17K - $19.5K
|
991
$444K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43+ 1.93% |
$17K - $19.5K
|
2.28K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
43+ 5.57% |
$17K - $19.5K
|
815
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
42New |
$16.6K - $19K
|
42
$18.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
40+ 166.67% |
$15.8K - $18.1K
|
64
$28.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
40+ 50.0% |
$15.8K - $18.1K
|
120
$53.8K
|