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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
66New |
$26K - $31.2K
|
66
$30.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
61+ 10.89% |
$24.1K - $28.8K
|
621
$291K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
60New |
$23.7K - $28.3K
|
60
$28.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
59+ 6.81% |
$23.3K - $27.9K
|
925
$434K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
58+ 0.84% |
$22.9K - $27.4K
|
6.99K
$3.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
56+ 4.51% |
$22.1K - $26.4K
|
1.3K
$608K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
55New |
$21.7K - $26K
|
55
$25.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
55New |
$21.7K - $26K
|
55
$25.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
52New |
$20.5K - $24.5K
|
52
$24.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
51+ 4.27% |
$20.1K - $24.1K
|
1.25K
$584K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
50New |
$19.7K - $23.6K
|
50
$23.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
49+ 5.03% |
$19.3K - $23.1K
|
1.02K
$480K
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
47+ 0.51% |
$18.5K - $22.2K
|
9.26K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
47+ 0.51% |
$18.5K - $22.2K
|
9.26K
$4.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
45+ 1.02% |
$17.8K - $21.2K
|
4.46K
$2.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
45New |
$17.8K - $21.2K
|
45
$21.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
43+ 6.62% |
$17K - $20.3K
|
693
$325K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
42+ 4.28% |
$16.6K - $19.8K
|
1.02K
$480K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
42New |
$16.6K - $19.8K
|
42
$19.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 10.46% |
$15.4K - $18.4K
|
412
$193K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
39+ 0.73% |
$15.4K - $18.4K
|
5.41K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
37New |
$14.6K - $17.5K
|
37
$17.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
37New |
$14.6K - $17.5K
|
37
$17.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37+ 7.79% |
$14.6K - $17.5K
|
512
$240K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
37New |
$14.6K - $17.5K
|
37
$17.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
34+ 0.85% |
$13.4K - $16K
|
4.02K
$1.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
34+ 13.6% |
$13.4K - $16K
|
284
$133K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
34+ 4.53% |
$13.4K - $16K
|
784
$368K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
30+ 1.02% |
$11.8K - $14.2K
|
2.97K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
29New |
$11.4K - $13.7K
|
29
$13.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29+ 290.0% |
$11.4K - $13.7K
|
39
$18.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26+ 0.12% |
$10.3K - $12.3K
|
21.8K
$10.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
26+ 0.76% |
$10.3K - $12.3K
|
3.45K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
25New |
$9.86K - $11.8K
|
25
$11.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
25+ 0.78% |
$9.86K - $11.8K
|
3.23K
$1.51M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
25+ 2.08% |
$9.86K - $11.8K
|
1.23K
$575K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
24+ 0.45% |
$9.47K - $11.3K
|
5.38K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
21New |
$8.29K - $9.91K
|
21
$9.85K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20+ 1.13% |
$7.89K - $9.44K
|
1.79K
$839K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
20New |
$7.89K - $9.44K
|
20
$9.38K
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.51% |
$7.89K - $9.44K
|
3.95K
$1.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
20+ 0.34% |
$7.89K - $9.44K
|
5.91K
$2.77M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
19New |
$7.5K - $8.97K
|
19
$8.91K
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
18+ 0.04% |
$7.1K - $8.5K
|
44.2K
$20.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
17New |
$6.71K - $8.02K
|
17
$7.97K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
17+ 0.89% |
$6.71K - $8.02K
|
1.94K
$907K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
17+ 2.01% |
$6.71K - $8.02K
|
864
$405K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
16+ 1.41% |
$6.31K - $7.55K
|
1.15K
$539K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16+ 8.84% |
$6.31K - $7.55K
|
197
$92.4K
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
15+ 0.33% |
$5.92K - $7.08K
|
4.52K
$2.12M
|