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 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
146+ 5.45% |
$56.7K - $66.7K
|
2.83K
$1.35M
|
|
|
Mar 30, 2023
Q3 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
145+ 2.22% |
$56.3K - $66.3K
|
6.66K
$3.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
134+ 18.23% |
$52K - $61.2K
|
869
$414K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
131+ 1.04% |
$50.9K - $59.9K
|
12.8K
$6.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
130+ 13000.0% |
$50.5K - $59.4K
|
131
$62.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
129+ 24.76% |
$50.1K - $59K
|
650
$310K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124+ 5.11% |
$48.2K - $56.7K
|
2.55K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
124+ 13.15% |
$48.2K - $56.7K
|
1.07K
$508K
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
122+ 1.23% |
$47.4K - $55.8K
|
10K
$4.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
120+ 19.74% |
$46.6K - $54.8K
|
728
$347K
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
BUY
|
- |
107+ 0.48% |
$41.6K - $48.9K
|
22.3K
$10.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
106+ 2650.0% |
$41.2K - $48.5K
|
110
$52.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
104+ 2.48% |
$40.4K - $47.5K
|
4.31K
$2.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
102+ 1275.0% |
$39.6K - $46.6K
|
110
$52.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
101New |
$39.2K - $46.2K
|
101
$48.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
100New |
$38.8K - $45.7K
|
100
$47.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 8.83% |
$38.8K - $45.7K
|
1.23K
$588K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
100New |
$38.8K - $45.7K
|
100
$47.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100+ 26.67% |
$38.8K - $45.7K
|
475
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
100+ 0.75% |
$38.8K - $45.7K
|
13.4K
$6.38M
|
|
|
Nov 01, 2022
Q3 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
96+ 0.78% |
$37.3K - $43.9K
|
12.5K
$5.94M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
93+ 1.12% |
$36.1K - $42.5K
|
8.41K
$4.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
93+ 44.93% |
$36.1K - $42.5K
|
300
$143K
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
91+ 1.76% |
$35.3K - $41.6K
|
5.26K
$2.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
90+ 7.26% |
$35K - $41.1K
|
1.33K
$633K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
83+ 0.74% |
$32.2K - $37.9K
|
11.2K
$5.35M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
82+ 57.34% |
$31.9K - $37.5K
|
225
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
80New |
$31.1K - $36.6K
|
80
$38.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
71+ 10.09% |
$27.6K - $32.5K
|
775
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
70+ 15.8% |
$27.2K - $32K
|
513
$244K
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
66+ 5.1% |
$25.6K - $30.2K
|
1.36K
$649K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
66New |
$25.6K - $30.2K
|
66
$31.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
64+ 1.01% |
$24.9K - $29.3K
|
6.4K
$3.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
62+ 6.16% |
$24.1K - $28.3K
|
1.07K
$509K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
62+ 0.85% |
$24.1K - $28.3K
|
7.37K
$3.51M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
61+ 3.62% |
$23.7K - $27.9K
|
1.75K
$832K
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
58+ 1.84% |
$22.5K - $26.5K
|
3.21K
$1.53M
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
53+ 5.27% |
$20.6K - $24.2K
|
1.06K
$505K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51+ 15.84% |
$19.8K - $23.3K
|
373
$178K
|
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
50+ 0.4% |
$19.4K - $22.9K
|
12.6K
$6.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
49+ 9.37% |
$19K - $22.4K
|
572
$273K
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
48+ 5.99% |
$18.6K - $21.9K
|
850
$405K
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
47+ 1.62% |
$18.3K - $21.5K
|
2.94K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
46+ 0.48% |
$17.9K - $21K
|
9.71K
$4.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
45+ 4.84% |
$17.5K - $20.6K
|
975
$465K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
45+ 0.91% |
$17.5K - $20.6K
|
5.01K
$2.39M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
41+ 4.36% |
$15.9K - $18.7K
|
982
$468K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
40+ 2.78% |
$15.5K - $18.3K
|
1.48K
$706K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
40+ 3.27% |
$15.5K - $18.3K
|
1.27K
$603K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
40+ 5.03% |
$15.5K - $18.3K
|
836
$398K
|