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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 7.31% |
$8.54K - $9.42K
|
279
$131K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
18+ 94.74% |
$8.09K - $8.92K
|
37
$17.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
18+ 2.52% |
$8.09K - $8.92K
|
733
$344K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
17+ 2.38% |
$7.64K - $8.43K
|
730
$342K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
15+ 2.88% |
$6.75K - $7.44K
|
536
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$5.85K - $6.44K
|
13
$6.09K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
13+ 2.45% |
$5.85K - $6.44K
|
544
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 32.35% |
$4.95K - $5.45K
|
45
$21.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11New |
$4.95K - $5.45K
|
11
$5.16K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 180.0% |
$4.05K - $4.46K
|
14
$6.56K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9+ 1.8% |
$4.05K - $4.46K
|
510
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.72% |
$3.15K - $3.47K
|
978
$459K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 1.16% |
$3.15K - $3.47K
|
608
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$3.15K - $3.47K
|
7
$3.28K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6+ 1.12% |
$2.7K - $2.97K
|
544
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
6+ 15.79% |
$2.7K - $2.97K
|
44
$20.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.45% |
$2.25K - $2.48K
|
1.13K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
5New |
$2.25K - $2.48K
|
5
$2.34K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5New |
$2.25K - $2.48K
|
5
$2.34K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
4+ 0.17% |
$1.8K - $1.98K
|
2.35K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4+ 5.26% |
$1.8K - $1.98K
|
80
$37.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
4+ 0.57% |
$1.8K - $1.98K
|
707
$331K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 2.88% |
$1.35K - $1.49K
|
107
$50.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 3.45% |
$1.35K - $1.49K
|
90
$42.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.35K - $1.49K
|
4.25K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
2+ 3.92% |
$899 - $991
|
53
$24.8K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2+ 0.38% |
$899 - $991
|
534
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.29% |
$899 - $991
|
700
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2+ 0.2% |
$899 - $991
|
988
$463K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2+ 0.22% |
$899 - $991
|
917
$430K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 4.76% |
$899 - $991
|
44
$20.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$899 - $991
|
2
$938
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.32% |
$450 - $496
|
77
$36.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.64% |
$450 - $496
|
157
$73.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 2.13% |
$450 - $496
|
48
$22.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.14% |
$450 - $496
|
701
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1+ 0.23% |
$450 - $496
|
445
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$450 - $496
|
1.2K
$564K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1+ 0.18% |
$450 - $496
|
554
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.08% |
$450 - $496
|
1.22K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 3.03% |
$450 - $496
|
34
$15.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1- 0.14% |
$450 - $496
|
692
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2- 0.8% |
$899 - $991
|
249
$117K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4- 0.49% |
$1.8K - $1.98K
|
813
$381K
|
|
|
Feb 03, 2025
Q4 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-5- 0.04% |
$2.25K - $2.48K
|
11.4K
$5.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5- 1.06% |
$2.25K - $2.48K
|
465
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6- 0.13% |
$2.7K - $2.97K
|
4.53K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-6- 0.79% |
$2.7K - $2.97K
|
752
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 3.8% |
$2.7K - $2.97K
|
152
$71.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7- 2.66% |
$3.15K - $3.47K
|
256
$120K
|