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 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-20- 1.46% |
$8.41K - $9.54K
|
1.35K
$645K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-20- 1.63% |
$8.41K - $9.54K
|
1.21K
$575K
|
|
|
Jan 10, 2024
Q4 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-21- 0.42% |
$8.83K - $10K
|
4.94K
$2.36M
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-21- 4.13% |
$8.83K - $10K
|
487
$232K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-22- 9.87% |
$9.25K - $10.5K
|
201
$95.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-22- 26.19% |
$9.25K - $10.5K
|
62
$29.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-22- 0.42% |
$9.25K - $10.5K
|
5.2K
$2.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-23- 5.71% |
$9.67K - $11K
|
380
$181K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-23- 3.04% |
$9.67K - $11K
|
733
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23- 0.64% |
$9.67K - $11K
|
3.57K
$1.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-23- 4.5% |
$9.67K - $11K
|
488
$233K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23- 1.44% |
$9.67K - $11K
|
1.58K
$751K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-24- 0.19% |
$10.1K - $11.4K
|
12.4K
$5.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-25- 11.36% |
$10.5K - $11.9K
|
195
$92.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-25- 1.63% |
$10.5K - $11.9K
|
1.51K
$717K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-26- 3.19% |
$10.9K - $12.4K
|
790
$376K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-26- 2.7% |
$10.9K - $12.4K
|
936
$446K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-31- 11.83% |
$13K - $14.8K
|
231
$110K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-31- 0.62% |
$13K - $14.8K
|
4.99K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-33- 2.09% |
$13.9K - $15.7K
|
1.55K
$737K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-34- 3.4% |
$14.3K - $16.2K
|
966
$460K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-34- 2.92% |
$14.3K - $16.2K
|
1.13K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-35- 6.64% |
$14.7K - $16.7K
|
492
$234K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-37- 1.2% |
$15.6K - $17.7K
|
3.04K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-38- 2.81% |
$16K - $18.1K
|
1.31K
$625K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-39- 0.47% |
$16.4K - $18.6K
|
8.29K
$3.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-41- 6.66% |
$17.2K - $19.6K
|
575
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-42- 2.23% |
$17.7K - $20K
|
1.84K
$879K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-43- 5.42% |
$18.1K - $20.5K
|
751
$358K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-44- 1.15% |
$18.5K - $21K
|
3.8K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-44- 1.21% |
$18.5K - $21K
|
3.59K
$1.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45- 5.55% |
$18.9K - $21.5K
|
766
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46- 2.72% |
$19.3K - $21.9K
|
1.64K
$783K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-48- 2.48% |
$20.2K - $22.9K
|
1.89K
$899K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-49- 1.88% |
$20.6K - $23.4K
|
2.55K
$1.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-49- 5.66% |
$20.6K - $23.4K
|
816
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-50- 3.74% |
$21K - $23.9K
|
1.29K
$613K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-50- 6.12% |
$21K - $23.9K
|
767
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-50- 10.04% |
$21K - $23.9K
|
448
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-50- 4.58% |
$21K - $23.9K
|
1.04K
$497K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-51- 1.59% |
$21.4K - $24.3K
|
3.15K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-54- 6.09% |
$22.7K - $25.8K
|
833
$397K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-55- 0.98% |
$23.1K - $26.2K
|
5.58K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-55- 1.03% |
$23.1K - $26.2K
|
5.28K
$2.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-60- 2.33% |
$25.2K - $28.6K
|
2.51K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-62- 1.14% |
$26.1K - $29.6K
|
5.38K
$2.56M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-63- 6.1% |
$26.5K - $30.1K
|
969
$462K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-63- 2.5% |
$26.5K - $30.1K
|
2.46K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-64- 2.35% |
$26.9K - $30.5K
|
2.66K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-64- 4.75% |
$26.9K - $30.5K
|
1.28K
$611K
|