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
|
Keybank National Association
|
SELL
|
- |
-58- 2.94% |
$26.1K - $28.8K
|
1.91K
$857K
|
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-60- 1.75% |
$27K - $29.7K
|
3.37K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-60- 0.75% |
$27K - $29.7K
|
7.89K
$3.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-64- 1.53% |
$28.8K - $31.7K
|
4.12K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-65- 0.53% |
$29.2K - $32.2K
|
12.2K
$5.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-66- 2.36% |
$29.7K - $32.7K
|
2.73K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-68- 1.37% |
$30.6K - $33.7K
|
4.89K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-68- 3.13% |
$30.6K - $33.7K
|
2.11K
$943K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-69- 2.02% |
$31K - $34.2K
|
3.35K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-73- 6.13% |
$32.8K - $36.2K
|
1.12K
$501K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-73- 8.32% |
$32.8K - $36.2K
|
804
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-74- 7.64% |
$33.3K - $36.7K
|
894
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-75- 5.48% |
$33.7K - $37.2K
|
1.29K
$579K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-77- 5.0% |
$34.6K - $38.2K
|
1.46K
$655K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-78- 9.15% |
$35.1K - $38.7K
|
774
$347K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-79- 1.4% |
$35.5K - $39.2K
|
5.57K
$2.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-79- 17.59% |
$35.5K - $39.2K
|
370
$166K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-79- 0.5% |
$35.5K - $39.2K
|
15.6K
$7.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-80- 3.44% |
$36K - $39.7K
|
2.25K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-85- 2.42% |
$38.2K - $42.1K
|
3.42K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-87- 8.09% |
$39.1K - $43.1K
|
989
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-90- 5.44% |
$40.5K - $44.6K
|
1.57K
$701K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-93- 2.84% |
$41.8K - $46.1K
|
3.19K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-95- 4.19% |
$42.7K - $47.1K
|
2.17K
$973K
|
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-96- 0.79% |
$43.2K - $47.6K
|
12K
$5.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-99- 1.25% |
$44.5K - $49.1K
|
7.82K
$3.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 4.57% |
$45K - $49.6K
|
2.09K
$935K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 5.26% |
$45K - $49.6K
|
1.8K
$806K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-100- 84.75% |
$45K - $49.6K
|
18
$8.06K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 4.76% |
$45K - $49.6K
|
2K
$896K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-107- 8.85% |
$48.1K - $53K
|
1.1K
$494K
|
|
|
Feb 12, 2025
Q4 2024
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-108- 1.61% |
$48.6K - $53.5K
|
6.62K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-110- 40.89% |
$49.5K - $54.5K
|
159
$71.2K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-112- 6.31% |
$50.4K - $55.5K
|
1.66K
$744K
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-113- 2.82% |
$50.8K - $56K
|
3.89K
$1.74M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-115- 5.31% |
$51.7K - $57K
|
2.05K
$919K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-118- 9.11% |
$53.1K - $58.5K
|
1.18K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-120- 9.0% |
$54K - $59.5K
|
1.21K
$544K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-123- 10.68% |
$55.3K - $61K
|
1.03K
$461K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-126- 1.51% |
$56.7K - $62.5K
|
8.23K
$3.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-126- 17.33% |
$56.7K - $62.5K
|
601
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-132- 1.08% |
$59.4K - $65.4K
|
12.1K
$5.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-135- 2.88% |
$60.7K - $66.9K
|
4.55K
$2.04M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-136- 6.74% |
$61.2K - $67.4K
|
1.88K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-138- 17.21% |
$62.1K - $68.4K
|
664
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-142- 4.6% |
$63.9K - $70.4K
|
2.94K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-146- 3.96% |
$65.7K - $72.4K
|
3.54K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-153- 1.73% |
$68.8K - $75.8K
|
8.71K
$3.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-157- 3.28% |
$70.6K - $77.8K
|
4.63K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-161- 4.12% |
$72.4K - $79.8K
|
3.75K
$1.68M
|