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 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
96+ 12.78% |
$38.1K - $45.1K
|
847
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
95New |
$37.7K - $44.6K
|
95
$44.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
95+ 12.09% |
$37.7K - $44.6K
|
881
$413K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
89+ 17.62% |
$35.3K - $41.8K
|
594
$278K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
89+ 64.03% |
$35.3K - $41.8K
|
228
$107K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
88+ 21.31% |
$34.9K - $41.3K
|
501
$235K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
85+ 9.63% |
$33.7K - $39.9K
|
968
$454K
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
77+ 1.27% |
$30.6K - $36.1K
|
6.14K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
76New |
$30.2K - $35.7K
|
76
$35.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
74New |
$29.4K - $34.7K
|
74
$34.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
73+ 9.81% |
$29K - $34.3K
|
817
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
72+ 9.93% |
$28.6K - $33.8K
|
797
$374K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
71+ 9.9% |
$28.2K - $33.3K
|
788
$369K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
69+ 1.84% |
$27.4K - $32.4K
|
3.82K
$1.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
69+ 6.52% |
$27.4K - $32.4K
|
1.13K
$528K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
66+ 29.33% |
$26.2K - $31K
|
291
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
65+ 2.73% |
$25.8K - $30.5K
|
2.44K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
64+ 9.62% |
$25.4K - $30K
|
729
$342K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
61+ 3.03% |
$24.2K - $28.6K
|
2.07K
$971K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
60+ 6.3% |
$23.8K - $28.2K
|
1.01K
$475K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
59+ 5.85% |
$23.4K - $27.7K
|
1.07K
$500K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
56New |
$22.2K - $26.3K
|
56
$26.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
56+ 8.25% |
$22.2K - $26.3K
|
735
$345K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
52+ 7.26% |
$20.6K - $24.4K
|
768
$360K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
51+ 5.11% |
$20.2K - $23.9K
|
1.05K
$492K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
51+ 2.41% |
$20.2K - $23.9K
|
2.17K
$1.02M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
50+ 2.9% |
$19.9K - $23.5K
|
1.77K
$832K
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
49+ 4.47% |
$19.5K - $23K
|
1.14K
$536K
|
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
48+ 2.71% |
$19.1K - $22.5K
|
1.82K
$852K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
47New |
$18.7K - $22.1K
|
47
$22K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
46+ 41.07% |
$18.3K - $21.6K
|
158
$74.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45+ 15.36% |
$17.9K - $21.1K
|
338
$158K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
44+ 5.05% |
$17.5K - $20.7K
|
915
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44+ 0.84% |
$17.5K - $20.7K
|
5.31K
$2.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
42New |
$16.7K - $19.7K
|
42
$19.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
40+ 0.13% |
$15.9K - $18.8K
|
31.8K
$14.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
40+ 1.57% |
$15.9K - $18.8K
|
2.59K
$1.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
40+ 1.1% |
$15.9K - $18.8K
|
3.68K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
38New |
$15.1K - $17.8K
|
38
$17.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
37+ 4.54% |
$14.7K - $17.4K
|
852
$399K
|
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
37+ 3.41% |
$14.7K - $17.4K
|
1.12K
$526K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
37+ 2.08% |
$14.7K - $17.4K
|
1.82K
$852K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
37+ 2.03% |
$14.7K - $17.4K
|
1.86K
$872K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
36+ 600.0% |
$14.3K - $16.9K
|
42
$19.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
35+ 1.08% |
$13.9K - $16.4K
|
3.29K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
35+ 4.4% |
$13.9K - $16.4K
|
831
$390K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
34New |
$13.5K - $16K
|
34
$15.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
33+ 5.78% |
$13.1K - $15.5K
|
604
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
33+ 8.8% |
$13.1K - $15.5K
|
408
$191K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
32New |
$12.7K - $15K
|
32
$15K
|