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 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
518New |
$233K - $257K
|
518
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
513New |
$231K - $254K
|
513
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
513+ 3.98% |
$231K - $254K
|
13.4K
$6.01M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
506+ 31.62% |
$228K - $251K
|
2.11K
$943K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
500New |
$225K - $248K
|
500
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
497+ 5.03% |
$223K - $246K
|
10.4K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
488New |
$219K - $242K
|
488
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
488+ 6.3% |
$219K - $242K
|
8.24K
$3.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
481+ 9.21% |
$216K - $238K
|
5.71K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Saybrook Capital
|
BUY
|
- |
457+ 0.95% |
$206K - $227K
|
48.8K
$21.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
447New |
$201K - $222K
|
447
$200K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
445+ 109.07% |
$200K - $221K
|
853
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
443New |
$199K - $220K
|
443
$198K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
443+ 152.23% |
$199K - $220K
|
734
$329K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
439New |
$197K - $218K
|
439
$197K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
436+ 10.09% |
$196K - $216K
|
4.76K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
436New |
$196K - $216K
|
436
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
433+ 28.32% |
$195K - $215K
|
1.96K
$879K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
431New |
$194K - $214K
|
431
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
426New |
$192K - $211K
|
426
$191K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
425New |
$191K - $211K
|
425
$190K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
422+ 16.17% |
$190K - $209K
|
3.03K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
391New |
$176K - $194K
|
391
$175K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
383+ 24.1% |
$172K - $190K
|
1.97K
$883K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
377+ 1.02% |
$170K - $187K
|
37.2K
$16.6M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
373+ 3.24% |
$168K - $185K
|
11.9K
$5.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
363New |
$163K - $180K
|
363
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
362+ 6.92% |
$163K - $179K
|
5.6K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
361+ 13.76% |
$162K - $179K
|
2.98K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
360New |
$162K - $178K
|
360
$161K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
359+ 2.59% |
$161K - $178K
|
14.2K
$6.38M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
350+ 24.07% |
$157K - $174K
|
1.8K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
335+ 24.49% |
$151K - $166K
|
1.7K
$763K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
333+ 2.19% |
$150K - $165K
|
15.5K
$6.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
326+ 15.01% |
$147K - $162K
|
2.5K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
325+ 71.59% |
$146K - $161K
|
779
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
311+ 3.91% |
$140K - $154K
|
8.27K
$3.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
300+ 2.05% |
$135K - $149K
|
14.9K
$6.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
298New |
$134K - $148K
|
298
$133K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
293+ 38.15% |
$132K - $145K
|
1.06K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
280+ 4.76% |
$126K - $139K
|
6.16K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
274+ 10.17% |
$123K - $136K
|
2.97K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
272+ 19.94% |
$122K - $135K
|
1.64K
$733K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
265+ 1.29% |
$119K - $131K
|
20.8K
$9.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
265+ 10.8% |
$119K - $131K
|
2.72K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
249+ 5.6% |
$112K - $123K
|
4.7K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
237+ 4.26% |
$107K - $117K
|
5.8K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
233+ 4.88% |
$105K - $116K
|
5.01K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
230+ 7.05% |
$103K - $114K
|
3.49K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
228+ 13.44% |
$103K - $113K
|
1.92K
$862K
|