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
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.11K+ 1.11% |
$1.63M - $1.93M
|
373K
$175M
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.04K+ 1068.25% |
$1.6M - $1.9M
|
4.42K
$2.07M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.94K+ 653.82% |
$1.56M - $1.85M
|
4.54K
$2.13M
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.82K+ 1.12% |
$1.52M - $1.79M
|
345K
$162M
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
3.8KNew |
$1.51M - $1.79M
|
3.8K
$1.78M
|
|
Oct 25, 2024
Q3 2024
|
Saybrook Capital
|
BUY
|
- |
3.63K+ 8.11% |
$1.44M - $1.7M
|
48.3K
$22.6M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.53K+ 5.18% |
$1.4M - $1.66M
|
71.7K
$33.6M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
3.35K+ 303.08% |
$1.33M - $1.57M
|
4.45K
$2.09M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.18K+ 163.99% |
$1.26M - $1.49M
|
5.12K
$2.4M
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
3.02K+ 3.99% |
$1.2M - $1.42M
|
78.7K
$36.9M
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.91KNew |
$1.15M - $1.36M
|
2.91K
$1.36M
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.78K+ 12.39% |
$1.1M - $1.3M
|
25.2K
$11.8M
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.76K+ 29.44% |
$1.1M - $1.3M
|
12.2K
$5.7M
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.61KNew |
$1.04M - $1.23M
|
2.61K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.45KNew |
$973K - $1.15M
|
2.45K
$1.15M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.35K+ 25.67% |
$935K - $1.11M
|
11.5K
$5.4M
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
2.3KNew |
$913K - $1.08M
|
2.3K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.19K+ 0.8% |
$869K - $1.03M
|
277K
$130M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.12K+ 112.85% |
$841K - $994K
|
3.99K
$1.87M
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
2.07K+ 2.53% |
$822K - $972K
|
83.8K
$39.3M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.02K+ 9.16% |
$800K - $946K
|
24K
$11.3M
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.9K+ 21.71% |
$754K - $892K
|
10.7K
$4.99M
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.83K+ 75.71% |
$727K - $859K
|
4.25K
$1.99M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.83K+ 6.92% |
$726K - $859K
|
28.2K
$13.2M
|
|
Nov 14, 2024
Q3 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
1.8K+ 15.52% |
$715K - $845K
|
13.4K
$6.28M
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.73KNew |
$686K - $811K
|
1.73K
$810K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.71K+ 94.84% |
$678K - $802K
|
3.51K
$1.65M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.53KNew |
$607K - $718K
|
1.53K
$717K
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
1.53K+ 22.07% |
$606K - $716K
|
8.44K
$3.96M
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
1.5K+ 10.34% |
$596K - $704K
|
16K
$7.5M
|
|
Nov 14, 2024
Q3 2024
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
1.45K+ 27.38% |
$574K - $679K
|
6.73K
$3.15M
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.44K+ 3.05% |
$573K - $677K
|
48.8K
$22.9M
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.44KNew |
$571K - $676K
|
1.44K
$675K
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.42K+ 70.85% |
$563K - $665K
|
3.42K
$1.6M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.34K+ 19.9% |
$532K - $629K
|
8.07K
$3.79M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.29K+ 77.16% |
$514K - $608K
|
2.97K
$1.39M
|
|
Nov 14, 2024
Q3 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
1.28KNew |
$509K - $602K
|
1.28K
$601K
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.28K+ 4.19% |
$508K - $600K
|
31.8K
$14.9M
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.28K+ 5.23% |
$507K - $600K
|
25.7K
$12M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.26K+ 1.05% |
$500K - $592K
|
121K
$56.7M
|
|
Nov 04, 2024
Q3 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
BUY
|
- |
1.25K+ 11.63% |
$496K - $587K
|
12K
$5.63M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.18KNew |
$467K - $552K
|
1.18K
$551K
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.15K+ 104.55% |
$457K - $540K
|
2.25K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.1K+ 198.2% |
$437K - $516K
|
1.66K
$776K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.08K+ 380.28% |
$429K - $507K
|
1.36K
$639K
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.06KNew |
$420K - $496K
|
1.06K
$496K
|
|
Oct 28, 2024
Q3 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.03K+ 0.38% |
$409K - $484K
|
274K
$128M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
919+ 16.63% |
$365K - $431K
|
6.44K
$3.02M
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
917New |
$364K - $431K
|
917
$430K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
907New |
$360K - $426K
|
907
$425K
|