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 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-41- 0.48% |
$16.2K - $19.4K
|
8.53K
$4M
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-41- 6.46% |
$16.2K - $19.4K
|
594
$278K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-42- 3.66% |
$16.6K - $19.8K
|
1.11K
$519K
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-44- 1.77% |
$17.4K - $20.8K
|
2.44K
$1.14M
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-45- 2.58% |
$17.8K - $21.2K
|
1.7K
$797K
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-45- 3.38% |
$17.8K - $21.2K
|
1.29K
$602K
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-47- 6.59% |
$18.5K - $22.2K
|
666
$312K
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-48- 2.09% |
$18.9K - $22.7K
|
2.25K
$1.06M
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-50- 2.79% |
$19.7K - $23.6K
|
1.74K
$817K
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-52- 2.03% |
$20.5K - $24.5K
|
2.51K
$1.18M
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-56- 0.12% |
$22.1K - $26.4K
|
45K
$21.1M
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-62- 8.3% |
$24.5K - $29.3K
|
685
$321K
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-65- 2.93% |
$25.6K - $30.7K
|
2.15K
$1.01M
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-65- 2.93% |
$25.6K - $30.7K
|
2.15K
$1.01M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-66- 3.2% |
$26K - $31.2K
|
2K
$937K
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-66- 0.78% |
$26K - $31.2K
|
8.35K
$3.91M
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
SELL
|
- |
-68- 3.82% |
$26.8K - $32.1K
|
1.71K
$803K
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-68- 1.4% |
$26.8K - $32.1K
|
4.78K
$2.24M
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-68- 63.55% |
$26.8K - $32.1K
|
39
$18.3K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-69- 52.67% |
$27.2K - $32.6K
|
62
$29.1K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-70- 9.62% |
$27.6K - $33K
|
658
$308K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-70- 1.37% |
$27.6K - $33K
|
5.05K
$2.37M
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-71- 48.3% |
$28K - $33.5K
|
76
$35.6K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 0.65% |
$29.6K - $35.4K
|
11.5K
$5.37M
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-76- 1.17% |
$30K - $35.9K
|
6.44K
$3.02M
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-77- 1.13% |
$30.4K - $36.3K
|
6.75K
$3.16M
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-78- 6.12% |
$30.8K - $36.8K
|
1.2K
$561K
|
|
Feb 14, 2023
Q4 2022
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-79- 1.55% |
$31.2K - $37.3K
|
5.02K
$2.36M
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-80- 26.67% |
$31.6K - $37.8K
|
220
$103K
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-80- 1.2% |
$31.6K - $37.8K
|
6.57K
$3.08M
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-84- 7.57% |
$33.1K - $39.7K
|
1.03K
$481K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-85- 5.83% |
$33.5K - $40.1K
|
1.37K
$644K
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-87- 11.05% |
$34.3K - $41.1K
|
700
$328K
|
|
Jan 11, 2023
Q4 2022
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-100- 1.92% |
$39.5K - $47.2K
|
5.1K
$2.39M
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 5.26% |
$39.5K - $47.2K
|
1.8K
$844K
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-103- 6.95% |
$40.6K - $48.6K
|
1.38K
$647K
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-104- 0.97% |
$41K - $49.1K
|
10.6K
$4.99M
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-106- 96.36% |
$41.8K - $50K
|
4
$1.88K
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-108- 2.15% |
$42.6K - $51K
|
4.91K
$2.3M
|
|
Jan 26, 2023
Q4 2022
|
Jlb & Associates Inc
|
SELL
|
- |
-117- 1.06% |
$46.2K - $55.2K
|
10.9K
$5.13M
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-124- 71.68% |
$48.9K - $58.5K
|
49
$23K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-125- 4.42% |
$49.3K - $59K
|
2.7K
$1.27M
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-145- 2.18% |
$57.2K - $68.4K
|
6.52K
$3.06M
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
SELL
|
- |
-152- 4.55% |
$60K - $71.8K
|
3.19K
$1.5M
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-156- 2.97% |
$61.6K - $73.6K
|
5.1K
$2.39M
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-156- 62.9% |
$61.6K - $73.6K
|
92
$43.1K
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
SELL
|
- |
-159- 8.89% |
$62.7K - $75.1K
|
1.63K
$764K
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-162- 2.21% |
$63.9K - $76.5K
|
7.15K
$3.35M
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-167- 7.34% |
$65.9K - $78.8K
|
2.11K
$989K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-170- 2.87% |
$67.1K - $80.2K
|
5.76K
$2.7M
|