Purchases and Sales Made in Q3 2022 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q3 2022. 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 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
504New |
$196K - $230K
|
504
$226K
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
500New |
$194K - $229K
|
500
$224K
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
500New |
$194K - $229K
|
500
$224K
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
495+ 6.85% |
$192K - $226K
|
7.73K
$3.46M
|
|
Sep 08, 2023
Q3 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
470+ 55.95% |
$183K - $215K
|
1.31K
$587K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
437+ 27.76% |
$170K - $200K
|
2.01K
$901K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
435+ 101.16% |
$169K - $199K
|
865
$387K
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
432+ 1.56% |
$168K - $197K
|
28.1K
$12.6M
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
432+ 1.56% |
$168K - $197K
|
28.1K
$12.6M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
410+ 39.12% |
$159K - $187K
|
1.46K
$653K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
405New |
$157K - $185K
|
405
$181K
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
400+ 4.64% |
$155K - $183K
|
9.02K
$4.04M
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
369+ 7.37% |
$143K - $169K
|
5.37K
$2.41M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
368+ 42.4% |
$143K - $168K
|
1.24K
$554K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
350+ 9.67% |
$136K - $160K
|
3.97K
$1.78M
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
347+ 7.43% |
$135K - $159K
|
5.02K
$2.25M
|
|
Nov 08, 2022
Q3 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
341+ 0.72% |
$132K - $156K
|
47.9K
$21.5M
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
334+ 32.62% |
$130K - $153K
|
1.36K
$608K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
331+ 17.97% |
$129K - $151K
|
2.17K
$973K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
321+ 18.17% |
$125K - $147K
|
2.09K
$935K
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
305+ 1.31% |
$118K - $139K
|
23.6K
$10.6M
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
300+ 41.9% |
$117K - $137K
|
1.02K
$455K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
296New |
$115K - $135K
|
296
$133K
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
293+ 6.15% |
$114K - $134K
|
5.05K
$2.26M
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
285New |
$111K - $130K
|
285
$128K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
281+ 0.69% |
$109K - $128K
|
41.3K
$18.5M
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
279+ 40.91% |
$108K - $128K
|
961
$430K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
276+ 4.76% |
$107K - $126K
|
6.08K
$2.72M
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
276+ 2.43% |
$107K - $126K
|
11.7K
$5.22M
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
264+ 2.95% |
$103K - $121K
|
9.22K
$4.13M
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
258+ 11.83% |
$100K - $118K
|
2.44K
$1.09M
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
257+ 1.42% |
$99.8K - $117K
|
18.4K
$8.25M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
244+ 5.12% |
$94.8K - $112K
|
5.01K
$2.24M
|
|
Nov 14, 2022
Q3 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
237+ 34.96% |
$92.1K - $108K
|
915
$410K
|
|
Nov 14, 2022
Q3 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
227+ 11.91% |
$88.2K - $104K
|
2.13K
$955K
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
226+ 1.27% |
$87.8K - $103K
|
18K
$8.05M
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
225+ 576.92% |
$87.4K - $103K
|
264
$118K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
202+ 3.53% |
$78.5K - $92.3K
|
5.93K
$2.66M
|
|
Oct 25, 2022
Q3 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
196+ 0.47% |
$76.1K - $89.6K
|
41.9K
$18.8M
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
194+ 0.91% |
$75.4K - $88.7K
|
21.5K
$9.65M
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
193+ 20.53% |
$75K - $88.2K
|
1.13K
$508K
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
192+ 0.83% |
$74.6K - $87.8K
|
23.2K
$10.4M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
191New |
$74.2K - $87.3K
|
191
$85.6K
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
189+ 18.68% |
$73.4K - $86.4K
|
1.2K
$538K
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
174+ 18.13% |
$67.6K - $79.5K
|
1.13K
$508K
|
|
Nov 08, 2022
Q3 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
172+ 11.38% |
$66.8K - $78.6K
|
1.68K
$754K
|
|
Nov 22, 2022
Q3 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
165+ 5.01% |
$64.1K - $75.4K
|
3.46K
$1.55M
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
163+ 17.14% |
$63.3K - $74.5K
|
1.11K
$499K
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
160+ 5.69% |
$62.1K - $73.1K
|
2.97K
$1.33M
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
157+ 15.68% |
$61K - $71.8K
|
1.16K
$519K
|