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 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
213New |
$95.8K - $106K
|
213
$95.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
205+ 0.91% |
$92.2K - $102K
|
22.8K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
203+ 4.17% |
$91.3K - $101K
|
5.07K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
202+ 11.99% |
$90.8K - $100K
|
1.89K
$845K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
190New |
$85.4K - $94.2K
|
190
$85.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
186+ 2.26% |
$83.6K - $92.2K
|
8.41K
$3.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
185+ 2.07% |
$83.2K - $91.7K
|
9.13K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
185New |
$83.2K - $91.7K
|
185
$82.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
181+ 6.35% |
$81.4K - $89.7K
|
3.03K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
175+ 1.9% |
$78.7K - $86.8K
|
9.39K
$4.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
171+ 4.75% |
$76.9K - $84.8K
|
3.77K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
167+ 10.99% |
$75.1K - $82.8K
|
1.69K
$756K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
166+ 2.5% |
$74.6K - $82.3K
|
6.8K
$3.05M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
163+ 3.87% |
$73.3K - $80.8K
|
4.37K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
159+ 13.53% |
$71.5K - $78.8K
|
1.33K
$598K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
156+ 18.42% |
$70.2K - $77.3K
|
1K
$449K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
153+ 17.67% |
$68.8K - $75.8K
|
1.02K
$456K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
152+ 13.49% |
$68.4K - $75.3K
|
1.28K
$573K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
149+ 1.37% |
$67K - $73.9K
|
11K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
145+ 1.38% |
$65.2K - $71.9K
|
10.7K
$4.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
141+ 61.84% |
$63.4K - $69.9K
|
369
$165K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
125+ 5.74% |
$56.2K - $62K
|
2.3K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
123+ 18.36% |
$55.3K - $61K
|
793
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
122+ 7.88% |
$54.9K - $60.5K
|
1.67K
$748K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
121+ 1.44% |
$54.4K - $60K
|
8.52K
$3.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
119+ 19.9% |
$53.5K - $59K
|
717
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
115+ 14.82% |
$51.7K - $57K
|
891
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
113+ 2.32% |
$50.8K - $56K
|
4.98K
$2.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
113+ 24.73% |
$50.8K - $56K
|
570
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
112+ 5.61% |
$50.4K - $55.5K
|
2.11K
$944K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
110+ 2.75% |
$49.5K - $54.5K
|
4.12K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
108+ 1.45% |
$48.6K - $53.5K
|
7.57K
$3.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
99+ 5.32% |
$44.5K - $49.1K
|
1.96K
$878K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
97+ 1.31% |
$43.6K - $48.1K
|
7.5K
$3.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
97+ 2.14% |
$43.6K - $48.1K
|
4.63K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
96+ 12.18% |
$43.2K - $47.6K
|
884
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
93+ 51.38% |
$41.8K - $46.1K
|
274
$123K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
91New |
$40.9K - $45.1K
|
91
$40.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
89+ 8.84% |
$40K - $44.1K
|
1.1K
$491K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
88+ 2.14% |
$39.6K - $43.6K
|
4.21K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
86+ 8.5% |
$38.7K - $42.6K
|
1.1K
$492K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
82+ 3.31% |
$36.9K - $40.6K
|
2.56K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
80+ 4.99% |
$36K - $39.7K
|
1.68K
$754K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
79+ 6.59% |
$35.5K - $39.2K
|
1.28K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
77+ 10.36% |
$34.6K - $38.2K
|
820
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
74+ 13.26% |
$33.3K - $36.7K
|
632
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
72+ 14.85% |
$32.4K - $35.7K
|
557
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
71+ 11.95% |
$31.9K - $35.2K
|
665
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
71+ 15.54% |
$31.9K - $35.2K
|
528
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
65+ 0.93% |
$29.2K - $32.2K
|
7.04K
$3.15M
|