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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4New |
$1.55K - $1.83K
|
4
$1.73K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4+ 2.26% |
$1.55K - $1.83K
|
181
$78.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
4+ 0.24% |
$1.55K - $1.83K
|
1.64K
$710K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3+ 0.5% |
$1.17K - $1.37K
|
605
$262K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
2+ 4.76% |
$777 - $914
|
44
$19K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 7.69% |
$777 - $914
|
28
$12.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$777 - $914
|
2
$866
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.24% |
$777 - $914
|
819
$355K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.03% |
$388 - $457
|
2.98K
$1.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.07% |
$388 - $457
|
1.5K
$651K
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.18% |
$388 - $457
|
548
$237K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 50.0% |
$388 - $457
|
1
$433
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 0.46% |
$388 - $457
|
215
$93.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1- 0.4% |
$388 - $457
|
248
$107K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 2.38% |
$777 - $914
|
82
$35.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2- 0.35% |
$777 - $914
|
577
$250K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.21% |
$777 - $914
|
942
$408K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 1.75% |
$777 - $914
|
112
$48.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 11.11% |
$1.17K - $1.37K
|
24
$10.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-3- 2.88% |
$1.17K - $1.37K
|
101
$43.7K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 37.5% |
$1.17K - $1.37K
|
5
$2.16K
|
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-3- 0.48% |
$1.17K - $1.37K
|
624
$270K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3- 0.42% |
$1.17K - $1.37K
|
713
$309K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-5- 0.95% |
$1.94K - $2.29K
|
521
$226K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 1.2% |
$1.94K - $2.29K
|
410
$177K
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-5- 0.11% |
$1.94K - $2.29K
|
4.53K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-7- 5.6% |
$2.72K - $3.2K
|
118
$51.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7- 0.85% |
$2.72K - $3.2K
|
813
$352K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-8- 0.66% |
$3.11K - $3.66K
|
1.21K
$522K
|
|
|
Oct 28, 2022
Q3 2022
|
Lindenwold Advisors
|
SELL
|
- |
-8- 0.45% |
$3.11K - $3.66K
|
1.79K
$774K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-9- 0.46% |
$3.5K - $4.11K
|
1.94K
$841K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 4.69% |
$3.88K - $4.57K
|
203
$87.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-10- 1.12% |
$3.88K - $4.57K
|
884
$383K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
SELL
|
- |
-10- 6.25% |
$3.88K - $4.57K
|
150
$64.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-11- 11.96% |
$4.27K - $5.03K
|
81
$35.1K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12- 1.83% |
$4.66K - $5.48K
|
643
$278K
|
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-13- 1.1% |
$5.05K - $5.94K
|
1.17K
$507K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-14- 1.77% |
$5.44K - $6.4K
|
776
$336K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-16- 0.2% |
$6.21K - $7.31K
|
7.86K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-16- 2.1% |
$6.21K - $7.31K
|
747
$323K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-16- 6.02% |
$6.21K - $7.31K
|
250
$108K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-16- 72.73% |
$6.21K - $7.31K
|
6
$2.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-18- 0.98% |
$6.99K - $8.23K
|
1.82K
$787K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18- 1.87% |
$6.99K - $8.23K
|
947
$410K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-20- 0.38% |
$7.77K - $9.14K
|
5.26K
$2.28M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20Closed |
$7.77K - $9.14K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-21- 2.0% |
$8.16K - $9.6K
|
1.03K
$445K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-21- 2.8% |
$8.16K - $9.6K
|
729
$316K
|
|
|
Oct 06, 2022
Q3 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-22- 0.33% |
$8.55K - $10.1K
|
6.66K
$2.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-22- 0.98% |
$8.55K - $10.1K
|
2.22K
$959K
|