Purchases and Sales Made in Q3 2021 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2021
Q3 2021
|
Russell Investments Group, Ltd.
|
BUY
|
- |
385+ 1.75% |
$129K - $152K
|
22.4K
$9.69M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
375+ 4.03% |
$126K - $148K
|
9.69K
$4.19M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
373+ 2.9% |
$125K - $147K
|
13.2K
$5.73M
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
364+ 9.38% |
$122K - $144K
|
4.25K
$1.84M
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
BUY
|
- |
347+ 3.9% |
$116K - $137K
|
9.25K
$4M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
333+ 3.02% |
$112K - $131K
|
11.4K
$4.92M
|
|
|
Nov 05, 2021
Q3 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
331+ 29.34% |
$111K - $131K
|
1.46K
$632K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
322+ 2.76% |
$108K - $127K
|
12K
$5.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
315+ 7.02% |
$106K - $124K
|
4.8K
$2.08M
|
|
|
Nov 03, 2021
Q3 2021
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
300+ 1.08% |
$101K - $118K
|
28.1K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
296+ 14.45% |
$99.3K - $117K
|
2.34K
$1.01M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
257+ 4.0% |
$86.2K - $101K
|
6.68K
$2.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
256+ 4.93% |
$85.9K - $101K
|
5.45K
$2.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
248+ 4.1% |
$83.2K - $97.9K
|
6.3K
$2.73M
|
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
235+ 6.69% |
$78.8K - $92.8K
|
3.75K
$1.62M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
233New |
$78.2K - $92K
|
233
$101K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
224+ 12.02% |
$75.2K - $88.4K
|
2.09K
$904K
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
219+ 14.59% |
$73.5K - $86.5K
|
1.72K
$745K
|
|
|
Apr 05, 2024
Q3 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
200+ 11.4% |
$67.1K - $79K
|
1.95K
$846K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
197+ 8.55% |
$66.1K - $77.8K
|
2.5K
$1.08M
|
|
|
Nov 02, 2021
Q3 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
193+ 25.1% |
$64.8K - $76.2K
|
962
$416K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
179+ 9.04% |
$60.1K - $70.7K
|
2.16K
$935K
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
170+ 5.62% |
$57K - $67.1K
|
3.2K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
168+ 1.91% |
$56.4K - $66.3K
|
8.94K
$3.87M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Asset Management Inc
|
BUY
|
- |
160+ 4.9% |
$53.7K - $63.2K
|
3.43K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
158+ 127.42% |
$53K - $62.4K
|
282
$122K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
157New |
$52.7K - $62K
|
157
$68K
|
|
|
Oct 22, 2021
Q3 2021
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
156+ 5.02% |
$52.3K - $61.6K
|
3.27K
$1.41M
|
|
|
Apr 01, 2024
Q3 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
154+ 1.85% |
$51.7K - $60.8K
|
8.48K
$3.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
148+ 10.74% |
$49.7K - $58.4K
|
1.53K
$661K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
144+ 13.4% |
$48.3K - $56.8K
|
1.22K
$528K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
142+ 4.34% |
$47.6K - $56.1K
|
3.41K
$1.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
133+ 10.81% |
$44.6K - $52.5K
|
1.36K
$590K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
127+ 13.57% |
$42.6K - $50.1K
|
1.06K
$460K
|
|
|
Oct 27, 2021
Q3 2021
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
122+ 3.0% |
$40.9K - $48.2K
|
4.18K
$1.81M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
121+ 5.63% |
$40.6K - $47.8K
|
2.27K
$983K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
117+ 4.49% |
$39.3K - $46.2K
|
2.72K
$1.18M
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
109+ 0.33% |
$36.6K - $43K
|
33.3K
$14.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
108+ 7.64% |
$36.2K - $42.6K
|
1.52K
$658K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
107New |
$35.9K - $42.2K
|
107
$46.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
104+ 34.67% |
$34.9K - $41.1K
|
404
$175K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 3.8% |
$33.6K - $39.5K
|
2.74K
$1.18M
|
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
100+ 11.29% |
$33.6K - $39.5K
|
986
$427K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
99New |
$33.2K - $39.1K
|
99
$42.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
95+ 4.21% |
$31.9K - $37.5K
|
2.35K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
93+ 100.0% |
$31.2K - $36.7K
|
186
$80.5K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
90+ 1.88% |
$30.2K - $35.5K
|
4.88K
$2.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
84+ 2.21% |
$28.2K - $33.2K
|
3.89K
$1.68M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
84+ 14.02% |
$28.2K - $33.2K
|
683
$296K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
79New |
$26.5K - $31.2K
|
79
$34.2K
|