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 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
125+ 3.15% |
$48.4K - $55.2K
|
4.1K
$1.92M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
120+ 5.17% |
$46.5K - $53K
|
2.44K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
118New |
$45.7K - $52.1K
|
118
$55.3K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
116+ 57.14% |
$45K - $51.3K
|
319
$150K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
116+ 5.17% |
$45K - $51.3K
|
2.36K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
116+ 57.14% |
$45K - $51.3K
|
319
$150K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
115+ 1.42% |
$44.6K - $50.8K
|
8.19K
$3.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
110+ 0.4% |
$42.6K - $48.6K
|
27.4K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
107+ 0.33% |
$41.5K - $47.3K
|
33K
$15.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
105New |
$40.7K - $46.4K
|
105
$49.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
104+ 9.8% |
$40.3K - $46K
|
1.17K
$546K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
100+ 11.12% |
$38.8K - $44.2K
|
999
$468K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 5.26% |
$38.8K - $44.2K
|
2K
$938K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
98+ 4.61% |
$38K - $43.3K
|
2.23K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
91+ 1.0% |
$35.3K - $40.2K
|
9.16K
$4.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
91+ 6.21% |
$35.3K - $40.2K
|
1.56K
$730K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
91+ 3.56% |
$35.3K - $40.2K
|
2.65K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
87+ 2.03% |
$33.7K - $38.4K
|
4.37K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
87+ 1.38% |
$33.7K - $38.4K
|
6.39K
$3M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
86+ 4.65% |
$33.3K - $38K
|
1.94K
$907K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
84+ 4.75% |
$32.6K - $37.1K
|
1.85K
$869K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
82+ 820.0% |
$31.8K - $36.2K
|
92
$43.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
82+ 2.32% |
$31.8K - $36.2K
|
3.62K
$1.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
80+ 8.38% |
$31K - $35.3K
|
1.04K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
74+ 2.54% |
$28.7K - $32.7K
|
2.98K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
71+ 13.17% |
$27.5K - $31.4K
|
610
$286K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
68+ 3.06% |
$26.4K - $30K
|
2.29K
$1.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
62+ 0.75% |
$24K - $27.4K
|
8.32K
$3.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
60+ 3.47% |
$23.3K - $26.5K
|
1.79K
$839K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
57New |
$22.1K - $25.2K
|
57
$26.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
57+ 1.82% |
$22.1K - $25.2K
|
3.18K
$1.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
57+ 4.22% |
$22.1K - $25.2K
|
1.41K
$660K
|
|
|
Oct 25, 2023
Q3 2023
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
57+ 1.6% |
$22.1K - $25.2K
|
3.63K
$1.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
57+ 1.01% |
$22.1K - $25.2K
|
5.71K
$2.68M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
55+ 2.17% |
$21.3K - $24.3K
|
2.59K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
53+ 3.96% |
$20.5K - $23.4K
|
1.39K
$653K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
52+ 3.96% |
$20.2K - $23K
|
1.37K
$640K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
52+ 6.31% |
$20.2K - $23K
|
876
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
49+ 8.57% |
$19K - $21.7K
|
621
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
49+ 7.81% |
$19K - $21.7K
|
676
$317K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
46+ 4.86% |
$17.8K - $20.3K
|
993
$466K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
45+ 1.06% |
$17.4K - $19.9K
|
4.3K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
45+ 27.27% |
$17.4K - $19.9K
|
210
$98.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 14.29% |
$17.1K - $19.4K
|
352
$165K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
42+ 5.43% |
$16.3K - $18.6K
|
816
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
42+ 0.76% |
$16.3K - $18.6K
|
5.58K
$2.61M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
42+ 7.3% |
$16.3K - $18.6K
|
617
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
41+ 0.48% |
$15.9K - $18.1K
|
8.57K
$4.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
37+ 6.72% |
$14.3K - $16.3K
|
588
$276K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
35+ 71.43% |
$13.6K - $15.5K
|
84
$39.4K
|