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 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 6.53% |
$9.67K - $11K
|
375
$174K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21New |
$8.83K - $10K
|
21
$9.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
21+ 3.81% |
$8.83K - $10K
|
572
$265K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 7.58% |
$8.41K - $9.54K
|
284
$131K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 117.65% |
$8.41K - $9.54K
|
37
$17.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
20+ 0.16% |
$8.41K - $9.54K
|
12.5K
$5.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
19+ 8.44% |
$7.99K - $9.06K
|
244
$113K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
17+ 1.57% |
$7.15K - $8.11K
|
1.1K
$508K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
17+ 1.08% |
$7.15K - $8.11K
|
1.59K
$735K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
16+ 2.38% |
$6.73K - $7.63K
|
689
$319K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
15New |
$6.31K - $7.16K
|
15
$6.94K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 4.32% |
$5.89K - $6.68K
|
338
$156K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
14+ 0.59% |
$5.89K - $6.68K
|
2.37K
$1.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 1.98% |
$4.62K - $5.25K
|
566
$262K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
11New |
$4.62K - $5.25K
|
11
$5.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 18.18% |
$4.2K - $4.77K
|
65
$30.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
10+ 0.83% |
$4.2K - $4.77K
|
1.22K
$564K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.75% |
$4.2K - $4.77K
|
1.34K
$622K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10New |
$4.2K - $4.77K
|
10
$4.63K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
9+ 0.11% |
$3.78K - $4.29K
|
8.03K
$3.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
9+ 1.84% |
$3.78K - $4.29K
|
499
$231K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9New |
$3.78K - $4.29K
|
9
$4.17K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8New |
$3.36K - $3.82K
|
8
$3.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8New |
$3.36K - $3.82K
|
8
$3.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8New |
$3.36K - $3.82K
|
8
$3.7K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8+ 53.33% |
$3.36K - $3.82K
|
23
$10.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7New |
$2.94K - $3.34K
|
7
$3.24K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$2.94K - $3.34K
|
7
$3.24K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
6New |
$2.52K - $2.86K
|
6
$2.78K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6New |
$2.52K - $2.86K
|
6
$2.78K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
5+ 1.04% |
$2.1K - $2.39K
|
485
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5+ 0.38% |
$2.1K - $2.39K
|
1.31K
$605K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$2.1K - $2.39K
|
5
$2.31K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 0.25% |
$2.1K - $2.39K
|
1.99K
$921K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
4+ 0.51% |
$1.68K - $1.91K
|
791
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 0.09% |
$1.68K - $1.91K
|
4.29K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 3.42% |
$1.68K - $1.91K
|
121
$56K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 4.55% |
$1.26K - $1.43K
|
69
$31.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 150.0% |
$1.26K - $1.43K
|
5
$2.31K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3New |
$1.26K - $1.43K
|
3
$1.39K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 4.55% |
$1.26K - $1.43K
|
69
$31.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 50.0% |
$1.26K - $1.43K
|
9
$4.17K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$1.26K - $1.43K
|
3
$1.39K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2+ 0.39% |
$841 - $954
|
511
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2+ 0.31% |
$841 - $954
|
654
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2+ 7.41% |
$841 - $954
|
29
$13.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2+ 0.32% |
$841 - $954
|
631
$292K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 10.0% |
$841 - $954
|
22
$10.2K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2New |
$841 - $954
|
2
$926
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 2.17% |
$420 - $477
|
47
$21.8K
|