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
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
33+ 8.8% |
$13.1K - $15.5K
|
408
$183K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
32New |
$12.7K - $15K
|
32
$14.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
28New |
$11.1K - $13.1K
|
28
$12.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
26+ 3.77% |
$10.3K - $12.2K
|
715
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24+ 266.67% |
$9.53K - $11.3K
|
33
$14.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
24New |
$9.53K - $11.3K
|
24
$10.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
22+ 1.68% |
$8.73K - $10.3K
|
1.33K
$598K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
21New |
$8.34K - $9.86K
|
21
$9.41K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
21+ 2.27% |
$8.34K - $9.86K
|
948
$425K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.61% |
$7.94K - $9.39K
|
3.28K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
20+ 0.5% |
$7.94K - $9.39K
|
4.01K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
20+ 2.07% |
$7.94K - $9.39K
|
986
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
20+ 0.18% |
$7.94K - $9.39K
|
11.1K
$4.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
20+ 2.89% |
$7.94K - $9.39K
|
713
$319K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
20New |
$7.94K - $9.39K
|
20
$8.96K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
18+ 3.45% |
$7.15K - $8.45K
|
539
$241K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
18+ 1.7% |
$7.15K - $8.45K
|
1.08K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
17+ 1.45% |
$6.75K - $7.98K
|
1.19K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17New |
$6.75K - $7.98K
|
17
$7.61K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16+ 10.46% |
$6.35K - $7.51K
|
169
$75.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
16+ 3.11% |
$6.35K - $7.51K
|
531
$238K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 6.12% |
$5.96K - $7.04K
|
260
$116K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
15+ 0.07% |
$5.96K - $7.04K
|
22.6K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
15+ 1.03% |
$5.96K - $7.04K
|
1.48K
$662K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
13+ 2.41% |
$5.16K - $6.1K
|
553
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
13+ 0.16% |
$5.16K - $6.1K
|
8.23K
$3.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
12+ 1.44% |
$4.76K - $5.63K
|
846
$379K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
11+ 6.25% |
$4.37K - $5.16K
|
187
$83.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11+ 1.58% |
$4.37K - $5.16K
|
706
$316K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10+ 1.96% |
$3.97K - $4.69K
|
521
$233K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
10+ 1.52% |
$3.97K - $4.69K
|
668
$299K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
9New |
$3.57K - $4.23K
|
9
$4.03K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
9+ 0.12% |
$3.57K - $4.23K
|
7.75K
$3.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 27.59% |
$3.18K - $3.76K
|
37
$16.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 38.89% |
$2.78K - $3.29K
|
25
$11.2K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
7+ 0.14% |
$2.78K - $3.29K
|
4.99K
$2.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7+ 0.7% |
$2.78K - $3.29K
|
1.01K
$451K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 2.41% |
$2.78K - $3.29K
|
298
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.19% |
$2.78K - $3.29K
|
3.67K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
7New |
$2.78K - $3.29K
|
7
$3.14K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6New |
$2.38K - $2.82K
|
6
$2.69K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
6+ 13.33% |
$2.38K - $2.82K
|
51
$22.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5+ 0.26% |
$1.99K - $2.35K
|
1.92K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
5+ 0.04% |
$1.99K - $2.35K
|
12.1K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$1.99K - $2.35K
|
5
$2.24K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 3.31% |
$1.99K - $2.35K
|
156
$69.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
5+ 0.45% |
$1.99K - $2.35K
|
1.11K
$495K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 100.0% |
$1.59K - $1.88K
|
8
$3.58K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
4+ 0.57% |
$1.59K - $1.88K
|
703
$315K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4+ 0.33% |
$1.59K - $1.88K
|
1.2K
$538K
|