Purchases and Sales Made in Q4 2022 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q4 2022. 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 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
710+ 12.48% |
$280K - $335K
|
6.4K
$3M
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
709New |
$280K - $335K
|
709
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
698+ 3.88% |
$275K - $329K
|
18.7K
$8.75M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
680+ 16.49% |
$268K - $321K
|
4.8K
$2.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
642+ 1.24% |
$253K - $303K
|
52.6K
$24.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
640+ 54.42% |
$253K - $302K
|
1.82K
$851K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
629New |
$248K - $297K
|
629
$295K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
623+ 45.88% |
$246K - $294K
|
1.98K
$929K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
618+ 98.88% |
$244K - $292K
|
1.24K
$583K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
589+ 4.17% |
$232K - $278K
|
14.7K
$6.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
573+ 29.78% |
$226K - $270K
|
2.5K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
566+ 0.87% |
$223K - $267K
|
65.9K
$30.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
565New |
$223K - $267K
|
565
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
563New |
$222K - $266K
|
563
$264K
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
537New |
$212K - $253K
|
537
$252K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
537New |
$212K - $253K
|
537
$252K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
534+ 67.94% |
$211K - $252K
|
1.32K
$619K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
532+ 47.2% |
$210K - $251K
|
1.66K
$778K
|
|
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
525+ 8.82% |
$207K - $248K
|
6.48K
$3.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
520New |
$205K - $245K
|
520
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
514+ 3.2% |
$203K - $243K
|
16.6K
$7.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
510+ 2.43% |
$201K - $241K
|
21.5K
$10.1M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
509New |
$201K - $240K
|
509
$239K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
492+ 9.83% |
$194K - $232K
|
5.5K
$2.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
450+ 4.01% |
$178K - $212K
|
11.7K
$5.47M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
440+ 25.72% |
$174K - $208K
|
2.15K
$1.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
431New |
$170K - $203K
|
431
$202K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
431+ 26.31% |
$170K - $203K
|
2.07K
$970K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
425+ 1.21% |
$168K - $201K
|
35.6K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Champlain Investment Partners, LLC
Burlington, VT |
BUY
|
- |
423+ 0.17% |
$167K - $200K
|
254K
$119M
|
|
|
Feb 08, 2023
Q4 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
421+ 6.58% |
$166K - $199K
|
6.82K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
420+ 10.84% |
$166K - $198K
|
4.29K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
410+ 40.84% |
$162K - $194K
|
1.41K
$663K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
401New |
$158K - $189K
|
401
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
398+ 9.22% |
$157K - $188K
|
4.71K
$2.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
388+ 5.47% |
$153K - $183K
|
7.49K
$3.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
379+ 1.78% |
$150K - $179K
|
21.7K
$10.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
372+ 25.12% |
$147K - $176K
|
1.85K
$869K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
364+ 34.08% |
$144K - $172K
|
1.43K
$671K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
362+ 2.9% |
$143K - $171K
|
12.8K
$6.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
351+ 12.27% |
$138K - $166K
|
3.21K
$1.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Heron Bay Capital Management
|
BUY
|
- |
350+ 2.55% |
$138K - $165K
|
14.1K
$6.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
345+ 3.32% |
$136K - $163K
|
10.8K
$5.04M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
341+ 7.37% |
$135K - $161K
|
4.97K
$2.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
339+ 89.68% |
$134K - $160K
|
717
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
317+ 6.32% |
$125K - $150K
|
5.33K
$2.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
312+ 8.47% |
$123K - $147K
|
4K
$1.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
293+ 9.31% |
$116K - $138K
|
3.44K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
270+ 6.8% |
$107K - $127K
|
4.24K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
263New |
$104K - $124K
|
263
$123K
|