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 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-123- 10.68% |
$55.3K - $61K
|
1.03K
$482K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-126- 17.33% |
$56.7K - $62.5K
|
601
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-126- 1.51% |
$56.7K - $62.5K
|
8.23K
$3.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-132- 1.08% |
$59.4K - $65.4K
|
12.1K
$5.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-135- 2.88% |
$60.7K - $66.9K
|
4.55K
$2.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-153- 1.73% |
$68.8K - $75.8K
|
8.71K
$4.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-157- 3.28% |
$70.6K - $77.8K
|
4.63K
$2.17M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-162- 1.89% |
$72.8K - $80.3K
|
8.41K
$3.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-168- 10.4% |
$75.5K - $83.3K
|
1.45K
$678K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-169- 3.17% |
$76K - $83.8K
|
5.17K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-180- 2.22% |
$80.9K - $89.2K
|
7.94K
$3.72M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-184- 1.36% |
$82.7K - $91.2K
|
13.3K
$6.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-195- 1.53% |
$87.7K - $96.7K
|
12.6K
$5.89M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 12.16% |
$89.9K - $99.1K
|
1.45K
$677K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-200- 7.66% |
$89.9K - $99.1K
|
2.41K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 1.05% |
$89.9K - $99.1K
|
18.9K
$8.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-235- 0.74% |
$106K - $116K
|
31.5K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-243- 15.45% |
$109K - $120K
|
1.33K
$624K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-245- 11.14% |
$110K - $121K
|
1.96K
$917K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-249- 12.0% |
$112K - $123K
|
1.83K
$856K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-256- 14.95% |
$115K - $127K
|
1.46K
$683K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-256- 0.8% |
$115K - $127K
|
31.6K
$14.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-275- 8.98% |
$124K - $136K
|
2.79K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-279- 4.8% |
$125K - $138K
|
5.54K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-293- 79.4% |
$132K - $145K
|
76
$35.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-455- 1.93% |
$205K - $226K
|
23.1K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-528- 2.53% |
$237K - $262K
|
20.3K
$9.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-600- 5.63% |
$270K - $297K
|
10.1K
$4.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-677- 1.51% |
$304K - $336K
|
44.2K
$20.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-685- 11.06% |
$308K - $340K
|
5.51K
$2.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-699- 3.93% |
$314K - $347K
|
17.1K
$8.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-710- 2.31% |
$319K - $352K
|
30K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-800- 3.65% |
$360K - $397K
|
21.1K
$9.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-851- 12.25% |
$383K - $422K
|
6.1K
$2.86M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-915- 14.2% |
$411K - $454K
|
5.53K
$2.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.03K- 6.88% |
$461K - $509K
|
13.9K
$6.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.23K- 1.83% |
$554K - $611K
|
66.1K
$31M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.66K- 68.22% |
$744K - $820K
|
771
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.75K- 77.35% |
$788K - $869K
|
513
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.79K- 15.88% |
$803K - $885K
|
9.45K
$4.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.14K- 36.92% |
$963K - $1.06M
|
3.66K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.35K- 0.95% |
$1.06M - $1.16M
|
244K
$115M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.53K- 70.43% |
$1.14M - $1.26M
|
1.06K
$498K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-2.7K- 4.04% |
$1.21M - $1.34M
|
64K
$30M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.95K- 76.38% |
$1.33M - $1.46M
|
912
$428K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.02K- 3.68% |
$1.36M - $1.5M
|
78.9K
$37M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.41K- 21.1% |
$1.53M - $1.69M
|
12.8K
$5.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-3.58K- 4.55% |
$1.61M - $1.78M
|
75.1K
$35.2M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.08K- 11.09% |
$1.84M - $2.02M
|
32.7K
$15.3M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-4.33K- 6.72% |
$1.95M - $2.15M
|
60.2K
$28.2M
|