Purchases and Sales Made in Q3 2023 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q3 2023. 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 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
699K+ 100.14% |
$271M - $309M
|
1.4M
$652M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
212K+ 671.0% |
$82.2M - $93.8M
|
244K
$114M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
206K+ 9009.42% |
$80M - $91.2M
|
209K
$97.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
186K+ 5979.63% |
$72.1M - $82.2M
|
189K
$88.3M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
147K+ 50.19% |
$57.1M - $65.1M
|
441K
$206M
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
145KNew |
$56.2M - $64.1M
|
145K
$67.7M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
91.7K+ 5.07% |
$35.5M - $40.5M
|
1.9M
$888M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67K+ 15.35% |
$26M - $29.6M
|
503K
$235M
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
57.5K+ 45.06% |
$22.3M - $25.4M
|
185K
$86.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.3K+ 34.21% |
$18.7M - $21.3M
|
189K
$88.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
43.6K+ 18.54% |
$16.9M - $19.3M
|
279K
$130M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
40.2KNew |
$15.6M - $17.8M
|
40.2K
$18.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
37.2K+ 825.08% |
$14.4M - $16.4M
|
41.7K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
29.9K+ 1816.36% |
$11.6M - $13.2M
|
31.5K
$14.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
27.6K+ 8.62% |
$10.7M - $12.2M
|
348K
$162M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
27K+ 5.29% |
$10.4M - $11.9M
|
536K
$250M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
24.5K+ 2.58% |
$9.5M - $10.8M
|
973K
$454M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.6K+ 41.94% |
$9.14M - $10.4M
|
79.8K
$37.2M
|
|
|
Mar 07, 2024
Q3 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
22.3K+ 77.16% |
$8.64M - $9.85M
|
51.2K
$23.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
22.3K+ 77.16% |
$8.64M - $9.85M
|
51.2K
$23.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
21.7KNew |
$8.4M - $9.58M
|
21.7K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
20.9K+ 842.64% |
$8.1M - $9.24M
|
23.4K
$10.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
19.5K+ 18.95% |
$7.54M - $8.6M
|
122K
$57M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
18.3K+ 36.25% |
$7.08M - $8.07M
|
68.6K
$32M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
18K+ 27.28% |
$6.99M - $7.97M
|
84.1K
$39.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.6K+ 4.72% |
$6.82M - $7.78M
|
391K
$182M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.5K+ 20.35% |
$6.78M - $7.73M
|
103K
$48.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
14.8K+ 7.66% |
$5.72M - $6.52M
|
207K
$96.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13K+ 111.72% |
$5.05M - $5.76M
|
24.7K
$11.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
BUY
|
- |
12.7K+ 60.02% |
$4.93M - $5.63M
|
33.9K
$15.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
10.7K+ 16.64% |
$4.17M - $4.75M
|
75.3K
$35.2M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.3K+ 5.76% |
$4M - $4.56M
|
189K
$88.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
9.7K+ 118.29% |
$3.76M - $4.29M
|
17.9K
$8.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
8.86K+ 0.32% |
$3.43M - $3.92M
|
2.75M
$1.28B
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.55K+ 13.56% |
$2.93M - $3.34M
|
63.2K
$29.5M
|
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
7.12K+ 3.64% |
$2.76M - $3.15M
|
203K
$94.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6.96K+ 1.6% |
$2.7M - $3.08M
|
441K
$206M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5.9KNew |
$2.29M - $2.61M
|
5.9K
$2.76M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.84K+ 1678.16% |
$2.26M - $2.58M
|
6.19K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
5.77KNew |
$2.24M - $2.55M
|
5.77K
$2.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.17K+ 6.11% |
$2M - $2.28M
|
89.7K
$41.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.55K+ 146.77% |
$1.76M - $2.01M
|
7.65K
$3.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.53K+ 1.32% |
$1.76M - $2M
|
347K
$162M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
3.84K+ 1.46% |
$1.49M - $1.7M
|
267K
$125M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.62K+ 296.32% |
$1.4M - $1.6M
|
4.84K
$2.26M
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.6KNew |
$1.4M - $1.59M
|
3.6K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.6K+ 6200.0% |
$1.39M - $1.59M
|
3.65K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.6KNew |
$1.39M - $1.59M
|
3.6K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
La Financiere De L'Echiquier
|
BUY
|
- |
3.51K+ 15.52% |
$1.36M - $1.55M
|
26.1K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
BUY
|
- |
3.49K+ 7.41% |
$1.35M - $1.54M
|
50.6K
$23.6M
|