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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
4New |
$1.59K - $1.88K
|
4
$1.79K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3+ 2.91% |
$1.19K - $1.41K
|
106
$47.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3+ 0.03% |
$1.19K - $1.41K
|
11.1K
$4.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3New |
$1.19K - $1.41K
|
3
$1.34K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 3.57% |
$1.19K - $1.41K
|
87
$39K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 1.51% |
$1.19K - $1.41K
|
202
$90.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.15% |
$1.19K - $1.41K
|
2K
$894K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$794 - $939
|
2
$896
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2+ 1.12% |
$794 - $939
|
181
$81.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 1.65% |
$794 - $939
|
123
$55.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2New |
$794 - $939
|
2
$896
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 2.27% |
$794 - $939
|
90
$40.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1+ 0.02% |
$397 - $469
|
5.23K
$2.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1New |
$397 - $469
|
1
$448
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$397 - $469
|
369
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1New |
$397 - $469
|
1
$448
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1+ 0.11% |
$397 - $469
|
905
$405K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1+ 5.0% |
$397 - $469
|
21
$9.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.14% |
$397 - $469
|
716
$321K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1New |
$397 - $469
|
1
$448
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1New |
$397 - $469
|
1
$448
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.02% |
$397 - $469
|
4.31K
$1.93M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.33% |
$397 - $469
|
76
$34K
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1- 0.16% |
$397 - $469
|
637
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1- 4.35% |
$397 - $469
|
22
$9.85K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1- 0.12% |
$397 - $469
|
856
$383K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1- 1.09% |
$397 - $469
|
91
$40.8K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-2- 22.22% |
$794 - $939
|
7
$3.14K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2- 0.36% |
$794 - $939
|
551
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2- 0.38% |
$794 - $939
|
518
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 1.1% |
$794 - $939
|
180
$80.6K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3- 0.43% |
$1.19K - $1.41K
|
700
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3- 0.14% |
$1.19K - $1.41K
|
2.17K
$972K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3- 0.15% |
$1.19K - $1.41K
|
1.97K
$882K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 25.0% |
$1.19K - $1.41K
|
9
$4.03K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 6.38% |
$1.19K - $1.41K
|
44
$19.7K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 1.57% |
$1.59K - $1.88K
|
251
$112K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-5- 0.4% |
$1.99K - $2.35K
|
1.25K
$559K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-5- 0.1% |
$1.99K - $2.35K
|
5.05K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-6- 0.46% |
$2.38K - $2.82K
|
1.29K
$576K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-6- 18.18% |
$2.38K - $2.82K
|
27
$12.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-6- 0.24% |
$2.38K - $2.82K
|
2.45K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-7- 0.17% |
$2.78K - $3.29K
|
4.16K
$1.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-7- 33.33% |
$2.78K - $3.29K
|
14
$6.27K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8- 0.15% |
$3.18K - $3.76K
|
5.34K
$2.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-8- 0.92% |
$3.18K - $3.76K
|
858
$384K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-8- 0.41% |
$3.18K - $3.76K
|
1.96K
$880K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-9- 0.74% |
$3.57K - $4.23K
|
1.21K
$540K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-9- 0.33% |
$3.57K - $4.23K
|
2.74K
$1.23M
|