Purchases and Sales Made in Q3 2024 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q3 2024. 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 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-50- 6.79% |
$19.9K - $23.5K
|
686
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-52- 0.42% |
$20.6K - $24.4K
|
12.2K
$5.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-54- 8.59% |
$21.4K - $25.4K
|
575
$258K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-54- 4.31% |
$21.4K - $25.4K
|
1.2K
$537K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-56- 0.67% |
$22.2K - $26.3K
|
8.35K
$3.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-57- 2.33% |
$22.6K - $26.8K
|
2.39K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-57- 3.22% |
$22.6K - $26.8K
|
1.71K
$767K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-59- 92.19% |
$23.4K - $27.7K
|
5
$2.24K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-60- 18.24% |
$23.8K - $28.2K
|
269
$120K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-62- 0.88% |
$24.6K - $29.1K
|
6.97K
$3.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-66- 8.16% |
$26.2K - $31K
|
743
$333K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-75- 7.88% |
$29.8K - $35.2K
|
877
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-78- 51.32% |
$31K - $36.6K
|
74
$33.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-80- 1.28% |
$31.8K - $37.6K
|
6.19K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-81- 3.06% |
$32.2K - $38K
|
2.56K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-84- 2.39% |
$33.4K - $39.4K
|
3.43K
$1.54M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-90- 8.33% |
$35.7K - $42.3K
|
991
$444K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-91- 1.09% |
$36.1K - $42.7K
|
8.28K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-95- 3.5% |
$37.7K - $44.6K
|
2.62K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-95- 14.55% |
$37.7K - $44.6K
|
558
$250K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-97- 1.71% |
$38.5K - $45.5K
|
5.58K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-98- 2.6% |
$38.9K - $46K
|
3.68K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.3% |
$39.7K - $46.9K
|
33.6K
$15.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 4.55% |
$39.7K - $46.9K
|
2.1K
$941K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-103- 8.38% |
$40.9K - $48.4K
|
1.13K
$504K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-107- 1.86% |
$42.5K - $50.2K
|
5.65K
$2.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-107- 6.46% |
$42.5K - $50.2K
|
1.55K
$694K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-115- 2.72% |
$45.7K - $54K
|
4.12K
$1.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-117- 8.74% |
$46.5K - $54.9K
|
1.22K
$547K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-118- 13.47% |
$46.9K - $55.4K
|
758
$340K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-118- 15.17% |
$46.9K - $55.4K
|
660
$296K
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-120- 3.97% |
$47.6K - $56.3K
|
2.9K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-121- 2.52% |
$48K - $56.8K
|
4.69K
$2.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-124- 0.08% |
$49.2K - $58.2K
|
149K
$66.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-128- 2.61% |
$50.8K - $60.1K
|
4.78K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-129- 22.01% |
$51.2K - $60.6K
|
457
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-137- 6.5% |
$54.4K - $64.3K
|
1.97K
$883K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-140- 17.97% |
$55.6K - $65.7K
|
639
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-145- 11.34% |
$57.6K - $68.1K
|
1.13K
$508K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-146- 1.77% |
$58K - $68.5K
|
8.12K
$3.64M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-146- 1.19% |
$58K - $68.5K
|
12.1K
$5.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-146- 10.13% |
$58K - $68.5K
|
1.3K
$580K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-147- 1.72% |
$58.4K - $69K
|
8.4K
$3.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-149- 4.72% |
$59.2K - $70K
|
3.01K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-149- 4.12% |
$59.2K - $70K
|
3.46K
$1.55M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-149- 23.32% |
$59.2K - $70K
|
490
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-150- 19.69% |
$59.6K - $70.4K
|
612
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-156- 99.36% |
$61.9K - $73.2K
|
1
$448
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-163- 11.88% |
$64.7K - $76.5K
|
1.21K
$542K
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
SELL
|
- |
-169- 21.13% |
$67.1K - $79.3K
|
631
$283K
|