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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
413+ 5.6% |
$160K - $182K
|
7.79K
$3.65M
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
408+ 1.58% |
$158K - $180K
|
26.3K
$12.3M
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
391+ 0.18% |
$152K - $173K
|
215K
$101M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
389+ 15.06% |
$151K - $172K
|
2.97K
$1.39M
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
368+ 6.07% |
$143K - $163K
|
6.43K
$3.02M
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
358+ 308.62% |
$139K - $158K
|
474
$222K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
357+ 19.46% |
$138K - $158K
|
2.19K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
355+ 17.75% |
$138K - $157K
|
2.36K
$1.1M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
350+ 1.74% |
$136K - $155K
|
20.4K
$9.58M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
350+ 660.38% |
$136K - $155K
|
403
$189K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
341+ 15.74% |
$132K - $151K
|
2.51K
$1.18M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
334+ 17.53% |
$129K - $148K
|
2.24K
$1.05M
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
332+ 6.36% |
$129K - $147K
|
5.55K
$2.6M
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
328+ 16.38% |
$127K - $145K
|
2.33K
$1.09M
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
325+ 3.34% |
$126K - $144K
|
10K
$4.71M
|
|
Oct 11, 2023
Q3 2023
|
Spence Asset Management
|
BUY
|
- |
324+ 1.04% |
$126K - $143K
|
31.4K
$14.7M
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
314+ 654.17% |
$122K - $139K
|
362
$170K
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
307+ 9.56% |
$119K - $136K
|
3.52K
$1.65M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
303+ 0.28% |
$117K - $134K
|
109K
$51.2M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
302+ 21.76% |
$117K - $133K
|
1.69K
$792K
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
300+ 4.08% |
$116K - $133K
|
7.65K
$3.59M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
297+ 35.06% |
$115K - $131K
|
1.14K
$536K
|
|
Oct 30, 2023
Q3 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
294+ 0.67% |
$114K - $130K
|
44.2K
$20.7M
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
294+ 1.35% |
$114K - $130K
|
22.1K
$10.3M
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
290+ 0.94% |
$112K - $128K
|
31.2K
$14.6M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
290+ 5.49% |
$112K - $128K
|
5.57K
$2.61M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
277+ 1.93% |
$107K - $122K
|
14.6K
$6.85M
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
275+ 11.92% |
$107K - $122K
|
2.58K
$1.21M
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
253+ 2.08% |
$98.1K - $112K
|
12.4K
$5.81M
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
243+ 13.5% |
$94.2K - $107K
|
2.04K
$958K
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
242+ 0.29% |
$93.8K - $107K
|
84.8K
$39.7M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
237+ 12.6% |
$91.9K - $105K
|
2.12K
$993K
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
BUY
|
- |
218+ 1.52% |
$84.5K - $96.3K
|
14.6K
$6.83M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
210+ 29.17% |
$81.4K - $92.8K
|
930
$436K
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
205+ 13.8% |
$79.5K - $90.6K
|
1.69K
$792K
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
200+ 5.12% |
$77.5K - $88.4K
|
4.11K
$1.92M
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
185+ 234.18% |
$71.7K - $81.7K
|
264
$124K
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
184New |
$71.3K - $81.3K
|
184
$86.3K
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
184+ 4.41% |
$71.3K - $81.3K
|
4.36K
$2.04M
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
182+ 10.76% |
$70.5K - $80.4K
|
1.87K
$878K
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
170+ 2.42% |
$65.9K - $75.1K
|
7.19K
$3.37M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
161+ 31.26% |
$62.4K - $71.1K
|
676
$317K
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
156+ 0.32% |
$60.5K - $68.9K
|
48.5K
$22.8M
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
155+ 3.41% |
$60.1K - $68.5K
|
4.71K
$2.21M
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
151+ 160.64% |
$58.5K - $66.7K
|
245
$115K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
142+ 1.69% |
$55K - $62.7K
|
8.56K
$4.01M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
140+ 7.63% |
$54.3K - $61.9K
|
1.98K
$926K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
135+ 18.42% |
$52.3K - $59.7K
|
868
$407K
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
133+ 2.78% |
$51.5K - $58.8K
|
4.91K
$2.3M
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
131+ 15.76% |
$50.8K - $57.9K
|
962
$451K
|