Purchases and Sales Made in Q4 2023 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q4 2023. 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, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
5.95KNew |
$2.5M - $2.84M
|
5.95K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.73K+ 2.76% |
$2.41M - $2.73M
|
213K
$101M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.64K+ 253.37% |
$2.37M - $2.69M
|
7.87K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.58K+ 875.35% |
$2.34M - $2.66M
|
6.21K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
5.53K+ 29.54% |
$2.32M - $2.64M
|
24.2K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
5.5K+ 31.73% |
$2.31M - $2.62M
|
22.8K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.46K+ 267.11% |
$2.29M - $2.6M
|
7.5K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.36KNew |
$2.25M - $2.56M
|
5.36K
$2.56M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.71K+ 43.83% |
$1.98M - $2.25M
|
15.5K
$7.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.71K+ 43.83% |
$1.98M - $2.25M
|
15.5K
$7.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
4.58KNew |
$1.93M - $2.19M
|
4.58K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4.5K+ 44.67% |
$1.89M - $2.15M
|
14.6K
$6.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.38KNew |
$1.84M - $2.09M
|
4.38K
$2.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.02KNew |
$1.69M - $1.92M
|
4.02K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.64KNew |
$1.53M - $1.74M
|
3.64K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
3.49KNew |
$1.47M - $1.66M
|
3.49K
$1.66M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.46KNew |
$1.46M - $1.65M
|
3.46K
$1.65M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3.25KNew |
$1.37M - $1.55M
|
3.25K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.21K+ 78.1% |
$1.35M - $1.53M
|
7.31K
$3.48M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.19K+ 3.09% |
$1.34M - $1.52M
|
107K
$50.8M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
3.11K+ 1.53% |
$1.31M - $1.48M
|
206K
$98.2M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
2.88KNew |
$1.21M - $1.37M
|
2.88K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.7K+ 44.01% |
$1.13M - $1.29M
|
8.82K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.53K+ 13.28% |
$1.06M - $1.21M
|
21.6K
$10.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.52KNew |
$1.06M - $1.2M
|
2.52K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.51K+ 129.46% |
$1.05M - $1.2M
|
4.44K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2.5K+ 17.83% |
$1.05M - $1.19M
|
16.5K
$7.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.22KNew |
$935K - $1.06M
|
2.22K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.2K+ 5.25% |
$924K - $1.05M
|
44K
$21M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.12K+ 33.42% |
$889K - $1.01M
|
8.44K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.07K+ 306.66% |
$872K - $989K
|
2.75K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.06K+ 237.13% |
$867K - $984K
|
2.93K
$1.4M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.96K+ 24.6% |
$824K - $935K
|
9.93K
$4.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.88K+ 39.98% |
$791K - $898K
|
6.59K
$3.14M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.86K+ 12.75% |
$781K - $886K
|
16.4K
$7.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
1.85K+ 44.48% |
$779K - $884K
|
6.02K
$2.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.81K+ 18.15% |
$759K - $861K
|
11.8K
$5.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.71KNew |
$719K - $816K
|
1.71K
$815K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.68K+ 4.03% |
$707K - $802K
|
43.4K
$20.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
1.64KNew |
$688K - $781K
|
1.64K
$780K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.5K+ 9.22% |
$629K - $713K
|
17.7K
$8.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.45KNew |
$610K - $692K
|
1.45K
$691K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 1.62% |
$598K - $678K
|
89.4K
$42.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.4K+ 2.73% |
$587K - $666K
|
52.5K
$25M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.37K+ 1.25% |
$576K - $654K
|
111K
$52.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
1.32K+ 10.53% |
$553K - $627K
|
13.8K
$6.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
1.2KNew |
$506K - $574K
|
1.2K
$574K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
1.2K+ 105.17% |
$505K - $572K
|
2.34K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.2K+ 40.64% |
$505K - $572K
|
4.15K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.16K+ 32.68% |
$488K - $553K
|
4.71K
$2.24M
|