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 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.09% |
$420 - $477
|
1.14K
$522K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 2.17% |
$420 - $477
|
47
$21.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
1+ 0.16% |
$420 - $477
|
616
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 25.0% |
$420 - $477
|
5
$2.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1+ 3.85% |
$420 - $477
|
27
$12.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.14% |
$420 - $477
|
718
$330K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.56% |
$420 - $477
|
176
$81K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.16% |
$420 - $477
|
639
$294K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1- 1.56% |
$420 - $477
|
63
$29K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1- 0.08% |
$420 - $477
|
1.2K
$553K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 1.54% |
$420 - $477
|
64
$29.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2- 0.2% |
$841 - $954
|
1K
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-2- 0.41% |
$841 - $954
|
490
$226K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 8.33% |
$841 - $954
|
22
$10.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 2.44% |
$841 - $954
|
80
$36.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-2- 4.17% |
$841 - $954
|
46
$21.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-2- 0.23% |
$841 - $954
|
885
$407K
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
SELL
|
- |
-2- 0.04% |
$841 - $954
|
4.79K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-3- 0.23% |
$1.26K - $1.43K
|
1.32K
$608K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3- 0.13% |
$1.26K - $1.43K
|
2.24K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-3- 4.29% |
$1.26K - $1.43K
|
67
$30.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3- 0.3% |
$1.26K - $1.43K
|
1K
$461K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4- 1.67% |
$1.68K - $1.91K
|
235
$108K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-4- 0.32% |
$1.68K - $1.91K
|
1.25K
$573K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4- 1.9% |
$1.68K - $1.91K
|
206
$94.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4- 0.74% |
$1.68K - $1.91K
|
539
$248K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-5- 0.16% |
$2.1K - $2.39K
|
3.19K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-5- 0.06% |
$2.1K - $2.39K
|
7.76K
$3.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 3.24% |
$2.52K - $2.86K
|
179
$82.4K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6- 0.03% |
$2.52K - $2.86K
|
20.2K
$9.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-7- 1.45% |
$2.94K - $3.34K
|
475
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-7- 0.09% |
$2.94K - $3.34K
|
7.54K
$3.47M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8- 10.13% |
$3.36K - $3.82K
|
71
$32.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-9- 15.0% |
$3.78K - $4.29K
|
51
$23.5K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9- 3.08% |
$3.78K - $4.29K
|
283
$130K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-10- 0.84% |
$4.2K - $4.77K
|
1.18K
$541K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-11- 1.39% |
$4.62K - $5.25K
|
780
$359K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-11- 0.57% |
$4.62K - $5.25K
|
1.92K
$882K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11- 2.09% |
$4.62K - $5.25K
|
516
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-12- 1.9% |
$5.05K - $5.72K
|
618
$284K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-13- 0.19% |
$5.47K - $6.2K
|
6.65K
$3.06M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-13Closed |
$5.47K - $6.2K
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-14- 30.43% |
$5.89K - $6.68K
|
32
$14.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-14- 0.16% |
$5.89K - $6.68K
|
8.72K
$4.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-14- 0.65% |
$5.89K - $6.68K
|
2.14K
$983K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15- 2.73% |
$6.31K - $7.16K
|
534
$246K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-18- 2.74% |
$7.57K - $8.59K
|
640
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-19- 0.39% |
$7.99K - $9.06K
|
4.82K
$2.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-20- 1.18% |
$8.41K - $9.54K
|
1.67K
$769K
|