Purchases and Sales Made in Q3 2023 in Factset Research Systems Inc (FDS)

FDS Quotes by TradingView

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
Oct 23, 2023 Q3 2023
Everett Harris & CO

BUY
 -
839
+ 0.57%
$325K - $371K
148K $69.3M
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
825
New
$320K - $365K
825 $387K
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
805
+ 148.8%
$312K - $356K
1.35K $631K
Oct 17, 2023 Q3 2023
Integrated Investment Consultants, LLC

BUY
 -
788
+ 118.67%
$305K - $348K
1.45K $681K
Oct 10, 2023 Q3 2023
First Hawaiian Bank

BUY
 -
764
+ 10.31%
$296K - $338K
8.17K $3.83M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
744
New
$288K - $329K
744 $349K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
739
+ 2.88%
$286K - $327K
26.4K $12.4M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
720
+ 66.3%
$279K - $318K
1.81K $847K
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
717
New
$278K - $317K
717 $336K
Nov 01, 2023 Q3 2023
Mattern Wealth Management LLC

BUY
 -
712
+ 17.4%
$276K - $315K
4.81K $2.25M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
683
+ 2.63%
$265K - $302K
26.6K $12.5M
Nov 13, 2023 Q3 2023
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
660
New
$256K - $292K
660 $309K
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
658
New
$255K - $291K
658 $308K
Nov 08, 2023 Q3 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
652
+ 3.95%
$253K - $288K
17.2K $8.04M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
649
+ 9.23%
$252K - $287K
7.68K $3.6M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
638
+ 4.1%
$247K - $282K
16.2K $7.6M
Nov 14, 2023 Q3 2023
Hbk Investments L P

Dallas, TX
BUY
 -
637
New
$247K - $281K
637 $299K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
631
+ 5.56%
$245K - $279K
12K $5.62M
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
613
+ 3.97%
$238K - $271K
16.1K $7.53M
Nov 08, 2023 Q3 2023
Gabelli Funds LLC

Rye, NY
BUY
 -
600
New
$233K - $265K
600 $281K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
591
+ 7.68%
$229K - $261K
8.29K $3.89M
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
578
New
$224K - $255K
578 $271K
Nov 13, 2023 Q3 2023
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
567
+ 59.5%
$220K - $251K
1.52K $713K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
557
+ 16.32%
$216K - $246K
3.97K $1.86M
Nov 14, 2023 Q3 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
546
New
$212K - $241K
546 $256K
Oct 10, 2023 Q3 2023
Perpetual LTD

Sydney, New South Wales, C3
BUY
 -
543
New
$210K - $240K
543 $255K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
535
+ 22.64%
$207K - $236K
2.9K $1.36M
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
527
New
$204K - $233K
527 $247K
Oct 12, 2023 Q3 2023
Bath Savings Trust CO

BUY
 -
520
+ 1.72%
$202K - $230K
30.8K $14.5M
Oct 24, 2023 Q3 2023
Bouchey Financial Group LTD

BUY
 -
510
New
$198K - $225K
510 $239K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
498
New
$193K - $220K
498 $233K
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
496
New
$192K - $219K
496 $233K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
496
New
$192K - $219K
496 $233K
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
493
New
$191K - $218K
493 $231K
Oct 30, 2023 Q3 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
492
New
$191K - $217K
492 $231K
Oct 27, 2023 Q3 2023
Lafayette Investments, Inc.

BUY
 -
490
New
$190K - $217K
490 $230K
Nov 13, 2023 Q3 2023
V Square Quantitative Management LLC

Chicago, IL
BUY
 -
483
+ 153.82%
$187K - $213K
797 $374K
Nov 02, 2023 Q3 2023
Diversified, LLC

BUY
 -
482
New
$187K - $213K
482 $226K
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
480
New
$186K - $212K
480 $225K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
479
New
$186K - $212K
479 $225K
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
474
New
$184K - $209K
474 $222K
Nov 15, 2023 Q3 2023
I A Global Asset Management Inc.

Quebec, A8
BUY
 -
473
+ 69.46%
$183K - $209K
1.15K $541K
Oct 13, 2023 Q3 2023
Buckingham Capital Management, Inc.

BUY
 -
470
New
$182K - $208K
470 $220K
Nov 13, 2023 Q3 2023
Rafferty Asset Management, LLC

New York, NY
BUY
 -
466
+ 3.77%
$181K - $206K
12.8K $6.01M
Oct 10, 2023 Q3 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
463
New
$179K - $205K
463 $217K
Nov 13, 2023 Q3 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
451
+ 5.5%
$175K - $199K
8.65K $4.05M
Nov 22, 2023 Q3 2023
Public Sector Pension Investment Board

Montreal, A8
BUY
 -
447
+ 5.29%
$173K - $198K
8.89K $4.17M
Nov 14, 2023 Q3 2023
Bank Of Nova Scotia

BUY
 -
437
+ 14.04%
$169K - $193K
3.55K $1.66M
Nov 09, 2023 Q3 2023
Prudential PLC

London, England, X0
BUY
 -
430
+ 20.16%
$167K - $190K
2.56K $1.2M

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