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 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10- 23.81% |
$3.97K - $4.69K
|
32
$14.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 24.44% |
$4.37K - $5.16K
|
34
$15.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-11- 1.75% |
$4.37K - $5.16K
|
618
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-12- 0.16% |
$4.76K - $5.63K
|
7.33K
$3.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-12- 2.12% |
$4.76K - $5.63K
|
554
$248K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-12- 34.29% |
$4.76K - $5.63K
|
23
$10.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-13- 1.33% |
$5.16K - $6.1K
|
962
$431K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-13- 2.12% |
$5.16K - $6.1K
|
601
$269K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-14- 20.59% |
$5.56K - $6.57K
|
54
$24.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-15- 9.43% |
$5.96K - $7.04K
|
144
$64.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15- 17.05% |
$5.96K - $7.04K
|
73
$32.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 2.15% |
$6.35K - $7.51K
|
727
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-17- 2.8% |
$6.75K - $7.98K
|
590
$264K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 10.56% |
$6.75K - $7.98K
|
144
$64.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-17- 1.77% |
$6.75K - $7.98K
|
942
$422K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-17- 12.88% |
$6.75K - $7.98K
|
115
$51.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19- 0.92% |
$7.54K - $8.92K
|
2.04K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-20- 1.1% |
$7.94K - $9.39K
|
1.79K
$803K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-20- 7.04% |
$7.94K - $9.39K
|
264
$118K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-20- 1.26% |
$7.94K - $9.39K
|
1.57K
$705K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-20- 2.02% |
$7.94K - $9.39K
|
971
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-21- 15.11% |
$8.34K - $9.86K
|
118
$52.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-21- 2.1% |
$8.34K - $9.86K
|
978
$438K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 52.38% |
$8.73K - $10.3K
|
20
$8.96K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22- 2.77% |
$8.73K - $10.3K
|
773
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-29- 4.08% |
$11.5K - $13.6K
|
681
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-30- 4.15% |
$11.9K - $14.1K
|
693
$310K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-30- 2.54% |
$11.9K - $14.1K
|
1.15K
$516K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-31- 0.39% |
$12.3K - $14.6K
|
7.95K
$3.56M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-33- 2.03% |
$13.1K - $15.5K
|
1.59K
$712K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-35- 2.14% |
$13.9K - $16.4K
|
1.6K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-36- 6.52% |
$14.3K - $16.9K
|
516
$231K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-37- 10.95% |
$14.7K - $17.4K
|
301
$135K
|
|
|
Oct 28, 2024
Q3 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-37- 2.51% |
$14.7K - $17.4K
|
1.44K
$644K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-38- 22.62% |
$15.1K - $17.8K
|
130
$58.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-38- 5.37% |
$15.1K - $17.8K
|
670
$300K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-38- 1.2% |
$15.1K - $17.8K
|
3.12K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 12.87% |
$15.5K - $18.3K
|
264
$118K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-40- 2.36% |
$15.9K - $18.8K
|
1.65K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-41- 0.55% |
$16.3K - $19.2K
|
7.46K
$3.34M
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-42- 7.61% |
$16.7K - $19.7K
|
510
$228K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-44- 24.44% |
$17.5K - $20.7K
|
136
$60.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-45- 3.0% |
$17.9K - $21.1K
|
1.45K
$651K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-45- 5.2% |
$17.9K - $21.1K
|
820
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-45- 0.98% |
$17.9K - $21.1K
|
4.53K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-47- 88.68% |
$18.7K - $22.1K
|
6
$2.69K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-47- 1.01% |
$18.7K - $22.1K
|
4.62K
$2.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-47- 71.21% |
$18.7K - $22.1K
|
19
$8.51K
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-48- 8.44% |
$19.1K - $22.5K
|
521
$233K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-50- 6.67% |
$19.9K - $23.5K
|
700
$314K
|