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 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 14.29% |
$395 - $472
|
6
$2.81K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2- 1.9% |
$789 - $944
|
103
$48.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-2- 0.12% |
$789 - $944
|
1.62K
$760K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 60.0% |
$1.18K - $1.42K
|
2
$938
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4- 0.29% |
$1.58K - $1.89K
|
1.4K
$654K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.6% |
$1.58K - $1.89K
|
668
$313K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-4- 20.0% |
$1.58K - $1.89K
|
16
$7.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 16.67% |
$1.58K - $1.89K
|
20
$9.38K
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-6- 0.51% |
$2.37K - $2.83K
|
1.17K
$546K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6- 1.87% |
$2.37K - $2.83K
|
315
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6- 1.09% |
$2.37K - $2.83K
|
544
$255K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 2.79% |
$2.37K - $2.83K
|
209
$98K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-6- 0.24% |
$2.37K - $2.83K
|
2.55K
$1.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-6- 0.73% |
$2.37K - $2.83K
|
813
$381K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-7- 0.76% |
$2.76K - $3.3K
|
919
$431K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8- 0.84% |
$3.16K - $3.78K
|
939
$440K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-8- 3.43% |
$3.16K - $3.78K
|
225
$105K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10Closed |
$3.95K - $4.72K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-10- 8.55% |
$3.95K - $4.72K
|
107
$50.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-10- 1.29% |
$3.95K - $4.72K
|
766
$359K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10- 52.63% |
$3.95K - $4.72K
|
9
$4.22K
|
|
|
Jan 31, 2023
Q4 2022
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-10- 0.55% |
$3.95K - $4.72K
|
1.81K
$848K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 4.15% |
$4.34K - $5.19K
|
254
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-11- 0.09% |
$4.34K - $5.19K
|
11.7K
$5.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-12- 2.12% |
$4.73K - $5.66K
|
553
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-14- 2.52% |
$5.52K - $6.61K
|
542
$254K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-14- 1.92% |
$5.52K - $6.61K
|
714
$335K
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-16- 0.4% |
$6.31K - $7.55K
|
4K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-17- 0.73% |
$6.71K - $8.02K
|
2.3K
$1.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-17- 1.04% |
$6.71K - $8.02K
|
1.62K
$761K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-18- 1.55% |
$7.1K - $8.5K
|
1.14K
$534K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-20- 2.05% |
$7.89K - $9.44K
|
956
$448K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20- 1.47% |
$7.89K - $9.44K
|
1.34K
$629K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-21- 8.82% |
$8.29K - $9.91K
|
217
$102K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-22- 33.33% |
$8.68K - $10.4K
|
44
$20.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-23- 4.21% |
$9.07K - $10.9K
|
523
$245K
|
|
|
Feb 06, 2023
Q4 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-24- 4.36% |
$9.47K - $11.3K
|
527
$247K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-24- 63.16% |
$9.47K - $11.3K
|
14
$6.56K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-25- 1.35% |
$9.86K - $11.8K
|
1.83K
$858K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-25- 0.82% |
$9.86K - $11.8K
|
3.02K
$1.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-26- 26.53% |
$10.3K - $12.3K
|
72
$33.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-26- 0.33% |
$10.3K - $12.3K
|
7.9K
$3.7M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-28- 2.58% |
$11K - $13.2K
|
1.06K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-30- 0.66% |
$11.8K - $14.2K
|
4.51K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-30- 3.87% |
$11.8K - $14.2K
|
745
$349K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-30- 0.88% |
$11.8K - $14.2K
|
3.4K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-30- 22.22% |
$11.8K - $14.2K
|
105
$49.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-35- 1.78% |
$13.8K - $16.5K
|
1.93K
$903K
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-35- 0.16% |
$13.8K - $16.5K
|
22.2K
$10.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-39- 1.24% |
$15.4K - $18.4K
|
3.11K
$1.46M
|