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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
252+ 2.51% |
$106K - $120K
|
10.3K
$4.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
238+ 4.27% |
$100K - $114K
|
5.82K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
234+ 0.53% |
$98.4K - $112K
|
44.6K
$19.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
226+ 0.97% |
$95K - $108K
|
23.4K
$10.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
226+ 265.88% |
$95K - $108K
|
311
$135K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
220New |
$92.5K - $105K
|
220
$95.2K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
216+ 37.37% |
$90.8K - $103K
|
794
$344K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
208+ 8.05% |
$87.4K - $99.2K
|
2.79K
$1.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
201+ 121.82% |
$84.5K - $95.9K
|
366
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
200+ 5.52% |
$84.1K - $95.4K
|
3.82K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
184+ 7.34% |
$77.4K - $87.8K
|
2.69K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
183New |
$76.9K - $87.3K
|
183
$79.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
174+ 5.47% |
$73.2K - $83K
|
3.36K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
169+ 3.04% |
$71.1K - $80.6K
|
5.72K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
169+ 4.26% |
$71.1K - $80.6K
|
4.14K
$1.79M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
167+ 20.95% |
$70.2K - $79.7K
|
964
$417K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
160New |
$67.3K - $76.3K
|
160
$69.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
159+ 7.51% |
$66.8K - $75.9K
|
2.28K
$986K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
154+ 0.6% |
$64.7K - $73.5K
|
25.7K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
150+ 50.0% |
$63.1K - $71.6K
|
450
$195K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
150+ 0.71% |
$63.1K - $71.6K
|
21.4K
$9.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
149+ 3.64% |
$62.6K - $71.1K
|
4.25K
$1.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
146New |
$61.4K - $69.6K
|
146
$63.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
145New |
$61K - $69.2K
|
145
$62.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
141+ 10.12% |
$59.3K - $67.3K
|
1.53K
$664K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
140New |
$58.9K - $66.8K
|
140
$60.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
140+ 22.54% |
$58.9K - $66.8K
|
761
$329K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
136+ 3.78% |
$57.2K - $64.9K
|
3.73K
$1.62M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
133+ 0.77% |
$55.9K - $63.4K
|
17.3K
$7.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
126+ 4.22% |
$53K - $60.1K
|
3.11K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
122+ 45.35% |
$51.3K - $58.2K
|
391
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
121+ 19.84% |
$50.9K - $57.7K
|
731
$316K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
121+ 6.46% |
$50.9K - $57.7K
|
1.99K
$863K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
121+ 1.62% |
$50.9K - $57.7K
|
7.59K
$3.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
117+ 10.04% |
$49.2K - $55.8K
|
1.28K
$555K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
116+ 16.18% |
$48.8K - $55.3K
|
833
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
111+ 2.67% |
$46.7K - $53K
|
4.26K
$1.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
111+ 3.18% |
$46.7K - $53K
|
3.6K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
107+ 16.8% |
$45K - $51K
|
744
$322K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
104+ 11.87% |
$43.7K - $49.6K
|
980
$424K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
103New |
$43.3K - $49.1K
|
103
$44.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
100+ 1.31% |
$42K - $47.7K
|
7.75K
$3.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
88+ 1.2% |
$37K - $42K
|
7.43K
$3.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
87+ 2.41% |
$36.6K - $41.5K
|
3.69K
$1.6M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
86+ 32.58% |
$36.2K - $41K
|
350
$152K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
86+ 93.48% |
$36.2K - $41K
|
178
$77K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
85+ 6.04% |
$35.7K - $40.5K
|
1.49K
$646K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
85+ 13.78% |
$35.7K - $40.5K
|
702
$304K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
83+ 6.13% |
$34.9K - $39.6K
|
1.44K
$622K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
81+ 68.64% |
$34.1K - $38.6K
|
199
$86.1K
|