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 |
|---|---|---|---|---|---|---|---|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
15+ 0.33% |
$5.92K - $7.08K
|
4.52K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 53.57% |
$5.92K - $7.08K
|
43
$19.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14+ 0.58% |
$5.52K - $6.61K
|
2.41K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
13+ 0.44% |
$5.13K - $6.14K
|
2.99K
$1.34M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 76.47% |
$5.13K - $6.14K
|
30
$13.4K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
13New |
$5.13K - $6.14K
|
13
$5.82K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12+ 0.06% |
$4.73K - $5.66K
|
20.7K
$9.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
12+ 1.68% |
$4.73K - $5.66K
|
726
$325K
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
11+ 18.03% |
$4.34K - $5.19K
|
72
$32.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
10+ 12.82% |
$3.95K - $4.72K
|
88
$39.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9New |
$3.55K - $4.25K
|
9
$4.03K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
9New |
$3.55K - $4.25K
|
9
$4.03K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
8New |
$3.16K - $3.78K
|
8
$3.58K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8New |
$3.16K - $3.78K
|
8
$3.58K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8+ 0.8% |
$3.16K - $3.78K
|
1.01K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8New |
$3.16K - $3.78K
|
8
$3.58K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8+ 0.9% |
$3.16K - $3.78K
|
901
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7New |
$2.76K - $3.3K
|
7
$3.14K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
7+ 0.23% |
$2.76K - $3.3K
|
3.11K
$1.39M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
7New |
$2.76K - $3.3K
|
7
$3.14K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 11.48% |
$2.76K - $3.3K
|
68
$30.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.3% |
$2.37K - $2.83K
|
2.02K
$903K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
6+ 5.45% |
$2.37K - $2.83K
|
116
$52K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.5% |
$2.37K - $2.83K
|
1.21K
$542K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6New |
$2.37K - $2.83K
|
6
$2.69K
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
6+ 0.96% |
$2.37K - $2.83K
|
630
$282K
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5+ 0.89% |
$1.97K - $2.36K
|
567
$254K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5+ 0.73% |
$1.97K - $2.36K
|
693
$310K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
5New |
$1.97K - $2.36K
|
5
$2.24K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 6.94% |
$1.97K - $2.36K
|
77
$34.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5+ 0.37% |
$1.97K - $2.36K
|
1.36K
$607K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 100.0% |
$1.58K - $1.89K
|
8
$3.58K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.17% |
$1.58K - $1.89K
|
2.36K
$1.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 7.02% |
$1.58K - $1.89K
|
61
$27.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$1.18K - $1.42K
|
3
$1.34K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 7.14% |
$1.18K - $1.42K
|
45
$20.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3+ 0.42% |
$1.18K - $1.42K
|
710
$318K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 3.23% |
$1.18K - $1.42K
|
96
$43K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3+ 0.43% |
$1.18K - $1.42K
|
693
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2+ 0.13% |
$789 - $944
|
1.51K
$675K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2New |
$789 - $944
|
2
$896
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.74% |
$789 - $944
|
75
$33.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1New |
$395 - $472
|
1
$448
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1+ 0.13% |
$395 - $472
|
757
$339K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.99% |
$395 - $472
|
102
$45.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1+ 0.24% |
$395 - $472
|
411
$184K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.04% |
$395 - $472
|
2.35K
$1.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1- 1.11% |
$395 - $472
|
89
$39.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 2.7% |
$395 - $472
|
36
$16.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1- 14.29% |
$395 - $472
|
6
$2.69K
|