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 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
34New |
$13.2K - $15K
|
34
$15.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
34New |
$13.2K - $15K
|
34
$15.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
34New |
$13.2K - $15K
|
34
$15.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
33+ 0.12% |
$12.8K - $14.6K
|
28K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
32+ 0.14% |
$12.4K - $14.1K
|
23.2K
$10.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
32New |
$12.4K - $14.1K
|
32
$15K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
31+ 0.21% |
$12K - $13.7K
|
15K
$7.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
30+ 2.6% |
$11.6K - $13.3K
|
1.19K
$556K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
29+ 0.3% |
$11.2K - $12.8K
|
9.66K
$4.53M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
25+ 0.88% |
$9.69K - $11K
|
2.88K
$1.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 28.75% |
$8.91K - $10.2K
|
103
$48.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
22+ 2.08% |
$8.53K - $9.72K
|
1.08K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
22+ 0.62% |
$8.53K - $9.72K
|
3.6K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
22New |
$8.53K - $9.72K
|
22
$10.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
21+ 1.58% |
$8.14K - $9.28K
|
1.35K
$635K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
21+ 0.87% |
$8.14K - $9.28K
|
2.43K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
20New |
$7.75K - $8.84K
|
20
$9.38K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19+ 0.64% |
$7.36K - $8.4K
|
2.97K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
18+ 1.63% |
$6.98K - $7.95K
|
1.12K
$525K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
17+ 17.0% |
$6.59K - $7.51K
|
117
$54.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 37.78% |
$6.59K - $7.51K
|
62
$29.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
17+ 2.69% |
$6.59K - $7.51K
|
649
$304K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17New |
$6.59K - $7.51K
|
17
$7.97K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
15+ 0.69% |
$5.81K - $6.63K
|
2.19K
$1.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15+ 2.37% |
$5.81K - $6.63K
|
648
$304K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15+ 2.78% |
$5.81K - $6.63K
|
555
$260K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14+ 0.63% |
$5.43K - $6.19K
|
2.24K
$1.05M
|
|
|
Jan 29, 2025
Q3 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
14+ 2.63% |
$5.43K - $6.19K
|
546
$256K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14+ 1.94% |
$5.43K - $6.19K
|
737
$346K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13New |
$5.04K - $5.74K
|
13
$6.09K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 18.06% |
$5.04K - $5.74K
|
85
$39.8K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
13+ 0.24% |
$5.04K - $5.74K
|
5.44K
$2.55M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 19.7% |
$5.04K - $5.74K
|
79
$37K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
12+ 9.68% |
$4.65K - $5.3K
|
136
$63.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12+ 0.99% |
$4.65K - $5.3K
|
1.23K
$575K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12+ 0.28% |
$4.65K - $5.3K
|
4.29K
$2.01M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
11+ 0.92% |
$4.26K - $4.86K
|
1.21K
$565K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
11+ 68.75% |
$4.26K - $4.86K
|
27
$12.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 183.33% |
$4.26K - $4.86K
|
17
$7.97K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10+ 8.62% |
$3.88K - $4.42K
|
126
$59.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
10+ 0.43% |
$3.88K - $4.42K
|
2.35K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9+ 1.66% |
$3.49K - $3.98K
|
551
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
8+ 2.78% |
$3.1K - $3.53K
|
296
$139K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8New |
$3.1K - $3.53K
|
8
$3.75K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
8+ 0.67% |
$3.1K - $3.53K
|
1.21K
$567K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
8+ 0.25% |
$3.1K - $3.53K
|
3.2K
$1.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 1.16% |
$2.71K - $3.09K
|
611
$286K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
6+ 200.0% |
$2.33K - $2.65K
|
9
$4.22K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6+ 0.69% |
$2.33K - $2.65K
|
870
$408K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6New |
$2.33K - $2.65K
|
6
$2.81K
|