Purchases and Sales Made in Q4 2024 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
144KNew |
$64.7M - $71.4M
|
144K
$67.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
59.2K+ 21.03% |
$26.6M - $29.3M
|
340K
$160M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
54.8KNew |
$24.7M - $27.2M
|
54.8K
$25.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
50.2KNew |
$22.6M - $24.9M
|
50.2K
$23.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
22.6K+ 89.73% |
$10.2M - $11.2M
|
47.8K
$22.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
19.1K+ 6.97% |
$8.58M - $9.46M
|
293K
$137M
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
16.3K+ 38.93% |
$7.33M - $8.09M
|
58.2K
$27.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
9.15KNew |
$4.12M - $4.54M
|
9.15K
$4.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.05K+ 2.42% |
$4.07M - $4.49M
|
382K
$179M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
6.21K+ 35.45% |
$2.79M - $3.08M
|
23.7K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
5.29K+ 1.78% |
$2.38M - $2.62M
|
302K
$141M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
4.51K+ 226.6% |
$2.03M - $2.23M
|
6.5K
$3.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.4K+ 5.24% |
$1.98M - $2.18M
|
88.5K
$41.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
4.2K+ 49.77% |
$1.89M - $2.08M
|
12.6K
$5.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.08KNew |
$1.39M - $1.53M
|
3.08K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.77KNew |
$1.24M - $1.37M
|
2.77K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.75KNew |
$787K - $868K
|
1.75K
$820K
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
1.71K+ 7.15% |
$769K - $848K
|
25.7K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.56K+ 90.33% |
$702K - $773K
|
3.29K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.44K+ 52.5% |
$646K - $712K
|
4.17K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
1.31K+ 0.88% |
$588K - $648K
|
150K
$70.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
956+ 25.03% |
$430K - $474K
|
4.78K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
932+ 5.21% |
$419K - $462K
|
18.8K
$8.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
918New |
$413K - $455K
|
918
$430K
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
900New |
$405K - $446K
|
900
$422K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
860New |
$387K - $426K
|
860
$403K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
774+ 9.91% |
$348K - $384K
|
8.59K
$4.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
773New |
$348K - $383K
|
773
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
730New |
$328K - $362K
|
730
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
720+ 16.72% |
$324K - $357K
|
5.03K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
663+ 21.27% |
$298K - $329K
|
3.78K
$1.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
649+ 3.45% |
$292K - $322K
|
19.5K
$9.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
558+ 60.85% |
$251K - $277K
|
1.48K
$692K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
528+ 19.31% |
$237K - $262K
|
3.26K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
524New |
$236K - $260K
|
524
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
488+ 6.3% |
$219K - $242K
|
8.24K
$3.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
481+ 9.21% |
$216K - $238K
|
5.71K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
447New |
$201K - $222K
|
447
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
443New |
$199K - $220K
|
443
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
426New |
$192K - $211K
|
426
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
425New |
$191K - $211K
|
425
$199K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
422+ 16.17% |
$190K - $209K
|
3.03K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
383+ 24.1% |
$172K - $190K
|
1.97K
$925K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
377+ 1.02% |
$170K - $187K
|
37.2K
$17.4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
373+ 3.24% |
$168K - $185K
|
11.9K
$5.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
359+ 2.59% |
$161K - $178K
|
14.2K
$6.68M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
350+ 24.07% |
$157K - $174K
|
1.8K
$846K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
326+ 15.01% |
$147K - $162K
|
2.5K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
311+ 3.91% |
$140K - $154K
|
8.27K
$3.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
300+ 2.05% |
$135K - $149K
|
14.9K
$6.99M
|