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 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
40+ 5.03% |
$15.5K - $18.3K
|
836
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
37+ 0.67% |
$14.4K - $16.9K
|
5.56K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
36+ 16.82% |
$14K - $16.5K
|
250
$108K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 17.24% |
$13.6K - $16K
|
238
$103K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
BUY
|
- |
34+ 4.52% |
$13.2K - $15.5K
|
787
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
33+ 0.03% |
$12.8K - $15.1K
|
109K
$47.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33+ 1.66% |
$12.8K - $15.1K
|
2.03K
$877K
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
32+ 1.43% |
$12.4K - $14.6K
|
2.28K
$985K
|
|
|
Apr 01, 2024
Q3 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
31+ 0.21% |
$12K - $14.2K
|
15.1K
$6.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
30+ 38.96% |
$11.7K - $13.7K
|
107
$46.3K
|
|
|
Oct 03, 2022
Q3 2022
|
Somerset Trust CO
|
BUY
|
- |
30+ 0.33% |
$11.7K - $13.7K
|
9.06K
$3.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
30+ 0.62% |
$11.7K - $13.7K
|
4.85K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
29+ 5.7% |
$11.3K - $13.3K
|
538
$233K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
28+ 2.64% |
$10.9K - $12.8K
|
1.09K
$471K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27+ 3.56% |
$10.5K - $12.3K
|
786
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
27New |
$10.5K - $12.3K
|
27
$11.7K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
26+ 0.49% |
$10.1K - $11.9K
|
5.36K
$2.32M
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
26+ 0.02% |
$10.1K - $11.9K
|
148K
$64M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26+ 36.11% |
$10.1K - $11.9K
|
98
$42.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
24+ 0.46% |
$9.32K - $11K
|
5.28K
$2.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
24+ 171.43% |
$9.32K - $11K
|
38
$16.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 9.5% |
$8.93K - $10.5K
|
265
$115K
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
23+ 0.34% |
$8.93K - $10.5K
|
6.82K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
22+ 3.21% |
$8.55K - $10.1K
|
708
$306K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 53.85% |
$8.16K - $9.6K
|
60
$26K
|
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
20+ 3.31% |
$7.77K - $9.14K
|
625
$271K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16+ 533.33% |
$6.21K - $7.31K
|
19
$8.22K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
16+ 2.9% |
$6.21K - $7.31K
|
567
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
13+ 1.48% |
$5.05K - $5.94K
|
893
$387K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 19.67% |
$4.66K - $5.48K
|
73
$31.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 55.56% |
$3.88K - $4.57K
|
28
$12.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$3.88K - $4.57K
|
10
$4.33K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
10+ 10.53% |
$3.88K - $4.57K
|
105
$45.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10New |
$3.88K - $4.57K
|
10
$4.33K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
8New |
$3.11K - $3.66K
|
8
$3.46K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
8+ 0.2% |
$3.11K - $3.66K
|
4.02K
$1.74M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
8+ 3.56% |
$3.11K - $3.66K
|
233
$101K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
8+ 88.89% |
$3.11K - $3.66K
|
17
$7.36K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
7+ 53.85% |
$2.72K - $3.2K
|
20
$8.66K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 2.12% |
$2.72K - $3.2K
|
337
$146K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
7New |
$2.72K - $3.2K
|
7
$3.03K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
7New |
$2.72K - $3.2K
|
7
$3.03K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 70.0% |
$2.72K - $3.2K
|
17
$7.36K
|
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.18% |
$2.72K - $3.2K
|
3.93K
$1.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 9.09% |
$2.33K - $2.74K
|
72
$31.2K
|
|
|
Oct 28, 2022
Q3 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
6+ 0.01% |
$2.33K - $2.74K
|
44.2K
$19.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 13.51% |
$1.94K - $2.29K
|
42
$18.2K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 8.93% |
$1.94K - $2.29K
|
61
$26.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$1.94K - $2.29K
|
5
$2.16K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 0.17% |
$1.55K - $1.83K
|
2.35K
$1.02M
|