Purchases and Sales Made in Q3 2024 in Factset Research Systems Inc (FDS)

FDS Quotes by TradingView

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
Pictet Asset Management Holding Sa

Carouge, V8
BUY
 -
481
+ 2.43%
$191K - $226K
20.2K $9.49M
Nov 12, 2024 Q3 2024
Perissos Private Wealth Management, LLC

Bethany, OK
BUY
 -
479
New
$190K - $225K
479 $225K
Oct 25, 2024 Q3 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
475
New
$189K - $223K
475 $223K
Nov 12, 2024 Q3 2024
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
473
New
$188K - $222K
473 $222K
Nov 14, 2024 Q3 2024
Integrated Wealth Concepts LLC

BUY
 -
472
+ 30.99%
$187K - $222K
2K $935K
Nov 04, 2024 Q3 2024
Buckingham Capital Management, Inc.

BUY
 -
470
New
$187K - $221K
470 $220K
Oct 31, 2024 Q3 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
466
+ 16.66%
$185K - $219K
3.26K $1.53M
Nov 07, 2024 Q3 2024
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
465
New
$185K - $218K
465 $218K
Nov 14, 2024 Q3 2024
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
465
New
$185K - $218K
465 $218K
Nov 13, 2024 Q3 2024
Ethic Inc.

New York, NY
BUY
 -
464
+ 17.71%
$184K - $218K
3.08K $1.45M
Oct 21, 2024 Q3 2024
Whittier Trust CO Of Nevada Inc

BUY
 -
459
+ 4.87%
$182K - $215K
9.88K $4.63M
Oct 24, 2024 Q3 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
457
New
$181K - $215K
457 $214K
Oct 28, 2024 Q3 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
452
New
$179K - $212K
452 $212K
Oct 17, 2024 Q3 2024
Fifth Third Bancorp

BUY
 -
446
+ 38.15%
$177K - $209K
1.62K $757K
Oct 10, 2024 Q3 2024
Crestmont Private Wealth LLC

BUY
 -
444
New
$176K - $208K
444 $208K
Nov 13, 2024 Q3 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
444
+ 1.93%
$176K - $208K
23.4K $11M
Nov 15, 2024 Q3 2024
Geller Advisors LLC

New York, NY
BUY
 -
443
New
$176K - $208K
443 $208K
Nov 07, 2024 Q3 2024
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
442
New
$175K - $208K
442 $207K
Oct 31, 2024 Q3 2024
Smith Shellnut Wilson LLC

BUY
 -
442
New
$175K - $208K
442 $207K
Oct 29, 2024 Q3 2024
Invesco, LLC

Des Plaines, IL
BUY
 -
439
New
$174K - $206K
439 $206K
Nov 13, 2024 Q3 2024
Trust Asset Management LLC

Houston, TX
BUY
 -
439
New
$174K - $206K
439 $206K
Nov 12, 2024 Q3 2024
Arizona State Retirement System

BUY
 -
428
+ 4.09%
$170K - $201K
10.9K $5.11M
Oct 24, 2024 Q3 2024
Arkadios Wealth Advisors

BUY
 -
423
+ 19.47%
$168K - $199K
2.6K $1.22M
Nov 06, 2024 Q3 2024
Cibc Asset Management Inc

Toronto, A6
BUY
 -
414
+ 8.04%
$164K - $194K
5.57K $2.61M
Oct 23, 2024 Q3 2024
Mirae Asset Global Investments Co., Ltd.

BUY
 -
406
+ 2.32%
$161K - $191K
17.9K $8.38M
Nov 12, 2024 Q3 2024
Palisade Asset Management, LLC

BUY
 -
400
+ 20.78%
$159K - $188K
2.33K $1.09M
Nov 14, 2024 Q3 2024
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
397
+ 8.7%
$158K - $186K
4.96K $2.32M
Nov 13, 2024 Q3 2024
Vinva Investment Management LTD

Sydney, C3
BUY
 -
397
+ 74.07%
$158K - $186K
933 $437K
Oct 09, 2024 Q3 2024
Capital Insight Partners, LLC

BUY
 -
382
+ 3.52%
$152K - $179K
11.2K $5.27M
Nov 07, 2024 Q3 2024
Quest Partners LLC

New York, NY
BUY
 -
381
+ 560.29%
$151K - $179K
449 $211K
Nov 12, 2024 Q3 2024
Institute For Wealth Management, Llc.

BUY
 -
356
+ 19.56%
$141K - $167K
2.18K $1.02M
Oct 23, 2024 Q3 2024
Assenagon Asset Management S.A.

BUY
 -
352
+ 21.5%
$140K - $165K
1.99K $932K
Nov 04, 2024 Q3 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
350
+ 12.65%
$139K - $164K
3.12K $1.46M
Nov 13, 2024 Q3 2024
Cibc Private Wealth Group, LLC

BUY
 -
337
+ 27.31%
$134K - $158K
1.57K $737K
Nov 12, 2024 Q3 2024
Cibc World Market Inc.

Toronto, A6
BUY
 -
335
+ 32.43%
$133K - $157K
1.37K $641K
Oct 23, 2024 Q3 2024
Dakota Wealth Management

BUY
 -
334
+ 18.17%
$133K - $157K
2.17K $1.02M
Nov 12, 2024 Q3 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
330
+ 1.18%
$131K - $155K
28.3K $13.3M
Nov 14, 2024 Q3 2024
Xtx Topco LTD

London, X0
BUY
 -
313
+ 4.85%
$124K - $147K
6.77K $3.17M
Oct 08, 2024 Q3 2024
Cwm, LLC

BUY
 -
313
+ 17.76%
$124K - $147K
2.08K $973K
Nov 07, 2024 Q3 2024
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
303
+ 2.03%
$120K - $142K
15.2K $7.15M
Nov 14, 2024 Q3 2024
Investment Management Corp Of Ontario

Toronto, Z4
BUY
 -
300
+ 32.82%
$119K - $141K
1.21K $569K
Oct 10, 2024 Q3 2024
Livforsakringsbolaget Skandia, Omsesidigt

Stockholm, V7
BUY
 -
300
+ 810.81%
$119K - $141K
337 $158K
Oct 24, 2024 Q3 2024
Forsta Ap Fonden

Stockholm, V7
BUY
 -
300
+ 3.06%
$119K - $141K
10.1K $4.74M
Nov 08, 2024 Q3 2024
Moran Wealth Management, LLC

Naples, FL
BUY
 -
299
+ 1.27%
$119K - $140K
23.8K $11.2M
Nov 14, 2024 Q3 2024
Petrus Trust Company, Lta

Dallas, TX
BUY
 -
292
+ 24.19%
$116K - $137K
1.5K $703K
Nov 13, 2024 Q3 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
276
+ 2.63%
$110K - $130K
10.8K $5.05M
Nov 05, 2024 Q3 2024
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
270
+ 0.32%
$107K - $127K
84.1K $39.4M
Nov 13, 2024 Q3 2024
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
270
+ 0.18%
$107K - $127K
150K $70.5M
Oct 11, 2024 Q3 2024
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
260
New
$103K - $122K
260 $122K

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