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
|
Brown Advisory Inc
|
BUY
|
- |
251+ 3.2% |
$99K - $118K
|
8.11K
$3.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
249+ 43.53% |
$98.2K - $118K
|
821
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
223+ 25.23% |
$88K - $105K
|
1.11K
$519K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
219+ 23.73% |
$86.4K - $103K
|
1.14K
$535K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
216New |
$85.2K - $102K
|
216
$101K
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
200+ 0.42% |
$78.9K - $94.4K
|
48.1K
$22.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
200+ 15.81% |
$78.9K - $94.4K
|
1.47K
$687K
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
199+ 2.66% |
$78.5K - $93.9K
|
7.68K
$3.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
198+ 39.44% |
$78.1K - $93.5K
|
700
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
190+ 16.13% |
$75K - $89.7K
|
1.37K
$641K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
185+ 9.14% |
$73K - $87.3K
|
2.21K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
184+ 3.5% |
$72.6K - $86.9K
|
5.44K
$2.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
166+ 7.95% |
$65.5K - $78.4K
|
2.25K
$1.06M
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
165+ 9.29% |
$65.1K - $77.9K
|
1.94K
$910K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
165+ 73.33% |
$65.1K - $77.9K
|
390
$183K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
163+ 26.94% |
$64.3K - $76.9K
|
768
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
160+ 1777.78% |
$63.1K - $75.5K
|
169
$79.2K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
159+ 15.65% |
$62.7K - $75.1K
|
1.18K
$551K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
159+ 1.08% |
$62.7K - $75.1K
|
14.9K
$6.98M
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
158+ 14.18% |
$62.3K - $74.6K
|
1.27K
$596K
|
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
156+ 10.76% |
$61.6K - $73.6K
|
1.61K
$753K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
156+ 15.29% |
$61.6K - $73.6K
|
1.18K
$551K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
152+ 4.51% |
$60K - $71.8K
|
3.52K
$1.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
137+ 26.71% |
$54.1K - $64.7K
|
650
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
127+ 24.14% |
$50.1K - $60K
|
653
$306K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
126+ 5.8% |
$49.7K - $59.5K
|
2.3K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
115New |
$45.4K - $54.3K
|
115
$53.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
114+ 6.5% |
$45K - $53.8K
|
1.87K
$876K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
112+ 1.12% |
$44.2K - $52.9K
|
10.2K
$4.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
111+ 8.35% |
$43.8K - $52.4K
|
1.44K
$675K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
111New |
$43.8K - $52.4K
|
111
$52K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
103New |
$40.6K - $48.6K
|
103
$48.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
102+ 0.33% |
$40.2K - $48.1K
|
30.8K
$14.4M
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
100+ 6.88% |
$39.5K - $47.2K
|
1.55K
$729K
|
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
100+ 1.15% |
$39.5K - $47.2K
|
8.8K
$4.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 3.1% |
$39.5K - $47.2K
|
3.33K
$1.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
100+ 0.07% |
$39.5K - $47.2K
|
148K
$69.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 4.17% |
$39.5K - $47.2K
|
2.5K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
98+ 9.59% |
$38.7K - $46.3K
|
1.12K
$525K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
94+ 0.26% |
$37.1K - $44.4K
|
36.5K
$17.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
89+ 6.28% |
$35.1K - $42K
|
1.51K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
88+ 0.36% |
$34.7K - $41.5K
|
24.7K
$11.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
85New |
$33.5K - $40.1K
|
85
$39.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
85New |
$33.5K - $40.1K
|
85
$39.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
80New |
$31.6K - $37.8K
|
80
$37.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
80+ 0.87% |
$31.6K - $37.8K
|
9.3K
$4.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
78+ 13.76% |
$30.8K - $36.8K
|
645
$302K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
77+ 0.68% |
$30.4K - $36.3K
|
11.5K
$5.37M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
77+ 1.27% |
$30.4K - $36.3K
|
6.16K
$2.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
75+ 7.69% |
$29.6K - $35.4K
|
1.05K
$492K
|