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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
36+ 0.69% |
$14.2K - $16.3K
|
5.28K
$2.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
35New |
$13.8K - $15.8K
|
35
$16.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
35+ 166.67% |
$13.8K - $15.8K
|
56
$26K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
34+ 4.84% |
$13.4K - $15.4K
|
736
$342K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34+ 17.8% |
$13.4K - $15.4K
|
225
$105K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
33+ 0.44% |
$13K - $14.9K
|
7.5K
$3.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
33+ 0.44% |
$13K - $14.9K
|
7.5K
$3.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33+ 5.69% |
$13K - $14.9K
|
613
$285K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
33+ 1.13% |
$13K - $14.9K
|
2.96K
$1.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
33New |
$13K - $14.9K
|
33
$15.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
32+ 3.99% |
$12.6K - $14.5K
|
834
$388K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
31+ 0.6% |
$12.2K - $14K
|
5.23K
$2.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
28+ 200.0% |
$11.1K - $12.7K
|
42
$19.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
27+ 2.1% |
$10.7K - $12.2K
|
1.31K
$610K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 41.94% |
$10.3K - $11.8K
|
88
$40.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
25+ 3.95% |
$9.87K - $11.3K
|
658
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24+ 1.63% |
$9.48K - $10.9K
|
1.5K
$696K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22+ 2.8% |
$8.69K - $9.95K
|
809
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
22New |
$8.69K - $9.95K
|
22
$10.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
21+ 5.88% |
$8.29K - $9.5K
|
378
$176K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
21New |
$8.29K - $9.5K
|
21
$9.76K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
21+ 3.55% |
$8.29K - $9.5K
|
612
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
20+ 1.79% |
$7.9K - $9.05K
|
1.14K
$529K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
20New |
$7.9K - $9.05K
|
20
$9.29K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20New |
$7.9K - $9.05K
|
20
$9.29K
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
19+ 2.84% |
$7.5K - $8.6K
|
689
$320K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
19New |
$7.5K - $8.6K
|
19
$8.83K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 25.37% |
$6.71K - $7.69K
|
84
$39K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17New |
$6.71K - $7.69K
|
17
$7.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
17New |
$6.71K - $7.69K
|
17
$7.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
17+ 2.57% |
$6.71K - $7.69K
|
679
$315K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16New |
$6.32K - $7.24K
|
16
$7.43K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15New |
$5.92K - $6.79K
|
15
$6.97K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14New |
$5.53K - $6.33K
|
14
$6.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
12+ 2.36% |
$4.74K - $5.43K
|
521
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12+ 1.76% |
$4.74K - $5.43K
|
695
$323K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
12+ 1.78% |
$4.74K - $5.43K
|
686
$319K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 1100.0% |
$4.34K - $4.98K
|
12
$5.58K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
11+ 0.13% |
$4.34K - $4.98K
|
8.37K
$3.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 3.53% |
$3.95K - $4.52K
|
293
$136K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10+ 0.49% |
$3.95K - $4.52K
|
2.05K
$954K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
9New |
$3.55K - $4.07K
|
9
$4.18K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
9+ 34.62% |
$3.55K - $4.07K
|
35
$16.3K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9+ 52.94% |
$3.55K - $4.07K
|
26
$12.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8+ 0.87% |
$3.16K - $3.62K
|
927
$431K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
8+ 16.67% |
$3.16K - $3.62K
|
56
$26K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
7+ 0.6% |
$2.76K - $3.17K
|
1.18K
$549K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 1.15% |
$2.76K - $3.17K
|
614
$285K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 2.82% |
$2.76K - $3.17K
|
255
$118K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6+ 0.22% |
$2.37K - $2.71K
|
2.76K
$1.28M
|