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 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
894+ 8.46% |
$355K - $420K
|
11.5K
$5.38M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
889+ 22.33% |
$353K - $417K
|
4.87K
$2.28M
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
887+ 22.82% |
$352K - $416K
|
4.77K
$2.24M
|
|
Nov 12, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
877+ 55.16% |
$348K - $412K
|
2.47K
$1.16M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
877New |
$348K - $412K
|
877
$411K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
845+ 2.35% |
$335K - $397K
|
36.8K
$17.2M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
830New |
$330K - $390K
|
830
$389K
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
808+ 49.36% |
$321K - $379K
|
2.45K
$1.15M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
806+ 4.47% |
$320K - $378K
|
18.8K
$8.83M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
791New |
$314K - $371K
|
791
$371K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
768+ 5.32% |
$305K - $361K
|
15.2K
$7.13M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
752+ 10.44% |
$299K - $353K
|
7.96K
$3.73M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
726+ 1296.43% |
$288K - $341K
|
782
$367K
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
725+ 10.23% |
$288K - $340K
|
7.81K
$3.66M
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
700+ 3.37% |
$278K - $329K
|
21.5K
$10.1M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
698New |
$277K - $328K
|
698
$327K
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
678+ 14.08% |
$269K - $318K
|
5.49K
$2.57M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
669+ 5.74% |
$266K - $314K
|
12.3K
$5.77M
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
666+ 3.47% |
$264K - $313K
|
19.8K
$9.3M
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
661New |
$262K - $310K
|
661
$310K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
655+ 4.33% |
$260K - $308K
|
15.8K
$7.4M
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
648+ 80.0% |
$257K - $304K
|
1.46K
$684K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
643+ 92.78% |
$255K - $302K
|
1.34K
$626K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
641New |
$255K - $301K
|
641
$301K
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
637New |
$253K - $299K
|
637
$299K
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
631+ 37.1% |
$251K - $296K
|
2.33K
$1.09M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
617+ 7.76% |
$245K - $290K
|
8.57K
$4.02M
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
BUY
|
- |
615+ 5.71% |
$244K - $289K
|
11.4K
$5.34M
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
615+ 62.44% |
$244K - $289K
|
1.6K
$750K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
613+ 3.52% |
$243K - $288K
|
18K
$8.45M
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
600New |
$238K - $282K
|
600
$281K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
598New |
$237K - $281K
|
598
$280K
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
575+ 56.1% |
$228K - $270K
|
1.6K
$750K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
573+ 11460.0% |
$228K - $269K
|
578
$271K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
566New |
$225K - $266K
|
566
$265K
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
550+ 10.47% |
$218K - $258K
|
5.8K
$2.72M
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
549+ 67.03% |
$218K - $258K
|
1.37K
$641K
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
545+ 2.4% |
$216K - $256K
|
23.3K
$10.9M
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
542+ 5.32% |
$215K - $254K
|
10.7K
$5.03M
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
532New |
$211K - $250K
|
532
$249K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
528+ 7.84% |
$210K - $248K
|
7.26K
$3.41M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
516New |
$205K - $242K
|
516
$242K
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
516+ 24.65% |
$205K - $242K
|
2.61K
$1.22M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
507New |
$201K - $238K
|
507
$238K
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
501New |
$199K - $235K
|
501
$235K
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
488New |
$194K - $229K
|
488
$229K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
486New |
$193K - $228K
|
486
$228K
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
486+ 6.69% |
$193K - $228K
|
7.75K
$3.63M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
485New |
$193K - $228K
|
485
$227K
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
483New |
$192K - $227K
|
483
$226K
|