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 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
78+ 11.69% |
$26.2K - $30.8K
|
745
$276K
|
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
75+ 100.0% |
$25.2K - $29.6K
|
150
$55.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
72New |
$24.2K - $28.4K
|
72
$26.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
68+ 9.32% |
$22.8K - $26.8K
|
798
$296K
|
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
64+ 0.4% |
$21.5K - $25.3K
|
15.9K
$5.89M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
62+ 7.18% |
$20.8K - $24.5K
|
925
$343K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
62+ 0.06% |
$20.8K - $24.5K
|
101K
$37.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
61+ 0.05% |
$20.5K - $24.1K
|
135K
$50.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
61+ 3.54% |
$20.5K - $24.1K
|
1.78K
$661K
|
|
|
Nov 15, 2021
Q3 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
57New |
$19.1K - $22.5K
|
57
$21.1K
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
55+ 0.17% |
$18.5K - $21.7K
|
32.7K
$12.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
54+ 5.5% |
$18.1K - $21.3K
|
1.04K
$384K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
52+ 14.57% |
$17.4K - $20.5K
|
409
$152K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
52+ 6.17% |
$17.4K - $20.5K
|
895
$332K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
50+ 3.69% |
$16.8K - $19.7K
|
1.4K
$521K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
50New |
$16.8K - $19.7K
|
50
$18.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
45+ 2.27% |
$15.1K - $17.8K
|
2.03K
$751K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
43New |
$14.4K - $17K
|
43
$15.9K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
43+ 2.01% |
$14.4K - $17K
|
2.19K
$811K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 39.45% |
$14.4K - $17K
|
152
$56.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
40+ 2.64% |
$13.4K - $15.8K
|
1.56K
$577K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
40New |
$13.4K - $15.8K
|
40
$14.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
BUY
|
- |
40+ 0.52% |
$13.4K - $15.8K
|
7.68K
$2.85M
|
|
|
Feb 17, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
39+ 54.93% |
$13.1K - $15.4K
|
110
$40.8K
|
|
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
39+ 54.93% |
$13.1K - $15.4K
|
110
$40.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38+ 2.6% |
$12.7K - $15K
|
1.5K
$555K
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
37+ 0.74% |
$12.4K - $14.6K
|
5.06K
$1.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
37+ 29.13% |
$12.4K - $14.6K
|
164
$60.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
36New |
$12.1K - $14.2K
|
36
$13.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
34+ 8.9% |
$11.4K - $13.4K
|
416
$154K
|
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
34+ 2.25% |
$11.4K - $13.4K
|
1.55K
$573K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
33New |
$11.1K - $13K
|
33
$12.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
31New |
$10.4K - $12.2K
|
31
$11.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
30+ 0.85% |
$10.1K - $11.8K
|
3.55K
$1.32M
|
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
30+ 0.22% |
$10.1K - $11.8K
|
13.5K
$5M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28+ 175.0% |
$9.39K - $11.1K
|
44
$16.3K
|
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
BUY
|
- |
28+ 0.31% |
$9.39K - $11.1K
|
9K
$3.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
28+ 0.73% |
$9.39K - $11.1K
|
3.85K
$1.43M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25+ 59.52% |
$8.39K - $9.87K
|
67
$24.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
24+ 3.44% |
$8.05K - $9.47K
|
721
$267K
|
|
|
Nov 10, 2021
Q3 2021
|
Jlb & Associates Inc
|
BUY
|
- |
21+ 0.18% |
$7.05K - $8.29K
|
11.4K
$4.24M
|
|
|
Oct 22, 2021
Q3 2021
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
20+ 0.88% |
$6.71K - $7.9K
|
2.28K
$847K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
19+ 2.19% |
$6.37K - $7.5K
|
887
$329K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19+ 0.28% |
$6.37K - $7.5K
|
6.78K
$2.51M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15+ 1.75% |
$5.03K - $5.92K
|
870
$323K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
13+ 0.51% |
$4.36K - $5.13K
|
2.57K
$952K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
12+ 1.09% |
$4.03K - $4.74K
|
1.11K
$411K
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
11+ 1.83% |
$3.69K - $4.34K
|
611
$227K
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
11+ 1.35% |
$3.69K - $4.34K
|
827
$307K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$3.36K - $3.95K
|
10
$3.71K
|