Purchases and Sales Made in Q4 2021 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 40.0% |
$788 - $978
|
7
$3.25K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$788 - $978
|
2
$929
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.03% |
$394 - $489
|
2.94K
$1.36M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.08% |
$394 - $489
|
1.26K
$587K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 1.27% |
$394 - $489
|
80
$37.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1- 0.08% |
$394 - $489
|
1.22K
$565K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1- 0.15% |
$394 - $489
|
682
$317K
|
|
|
Jan 19, 2022
Q4 2021
|
Bennett Selby Investments LP
|
SELL
|
- |
-1- 0.16% |
$394 - $489
|
616
$286K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- 1.52% |
$394 - $489
|
65
$30.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2- 1.22% |
$788 - $978
|
162
$75.3K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3- 2.54% |
$1.18K - $1.47K
|
115
$53.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3Closed |
$1.18K - $1.47K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4Closed |
$1.58K - $1.96K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-5- 45.45% |
$1.97K - $2.44K
|
6
$2.79K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-5Closed |
$1.97K - $2.44K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Somerset Trust CO
|
SELL
|
- |
-5- 0.06% |
$1.97K - $2.44K
|
9K
$4.18M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7- 3.66% |
$2.76K - $3.42K
|
184
$85.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7- 1.68% |
$2.76K - $3.42K
|
409
$190K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7- 25.93% |
$2.76K - $3.42K
|
20
$9.29K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-8- 18.6% |
$3.15K - $3.91K
|
35
$16.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-9- 3.75% |
$3.55K - $4.4K
|
231
$107K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-10Closed |
$3.94K - $4.89K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
SELL
|
- |
-10- 0.08% |
$3.94K - $4.89K
|
12.4K
$5.77M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-12- 2.29% |
$4.73K - $5.87K
|
513
$238K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-13Closed |
$5.12K - $6.36K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-14- 3.42% |
$5.52K - $6.84K
|
395
$184K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15- 1.18% |
$5.91K - $7.33K
|
1.26K
$585K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17- 37.78% |
$6.7K - $8.31K
|
28
$13K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-17- 7.3% |
$6.7K - $8.31K
|
216
$100K
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-18- 1.22% |
$7.09K - $8.8K
|
1.45K
$675K
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-18- 1.23% |
$7.09K - $8.8K
|
1.44K
$670K
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-21- 4.24% |
$8.28K - $10.3K
|
474
$220K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-21- 2.07% |
$8.28K - $10.3K
|
992
$461K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-22- 0.36% |
$8.67K - $10.8K
|
6.04K
$2.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-25- 67.57% |
$9.85K - $12.2K
|
12
$5.58K
|
|
|
Feb 10, 2022
Q4 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-26- 1.91% |
$10.2K - $12.7K
|
1.34K
$621K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-30- 2.47% |
$11.8K - $14.7K
|
1.18K
$550K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-32- 4.49% |
$12.6K - $15.6K
|
680
$316K
|
|
|
Jan 18, 2022
Q4 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-32- 1.2% |
$12.6K - $15.6K
|
2.64K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-33Closed |
$13K - $16.1K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-33- 0.93% |
$13K - $16.1K
|
3.52K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33- 2.07% |
$13K - $16.1K
|
1.56K
$726K
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-33Closed |
$13K - $16.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-35- 4.57% |
$13.8K - $17.1K
|
731
$340K
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-35- 5.07% |
$13.8K - $17.1K
|
655
$304K
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-35- 6.38% |
$13.8K - $17.1K
|
514
$239K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-39- 78.0% |
$15.4K - $19.1K
|
11
$5.11K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-39Closed |
$15.4K - $19.1K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-40Closed |
$15.8K - $19.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-40- 7.53% |
$15.8K - $19.6K
|
491
$228K
|