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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64+ 1.21% |
$28.8K - $31.7K
|
5.37K
$2.41M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
62+ 2.45% |
$27.9K - $30.7K
|
2.6K
$1.16M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
62New |
$27.9K - $30.7K
|
62
$27.8K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
60New |
$27K - $29.7K
|
60
$26.9K
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
59+ 5.53% |
$26.5K - $29.2K
|
1.13K
$504K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
55+ 6.62% |
$24.7K - $27.3K
|
886
$397K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
55+ 10.62% |
$24.7K - $27.3K
|
573
$257K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
51New |
$22.9K - $25.3K
|
51
$22.8K
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
49+ 2.01% |
$22K - $24.3K
|
2.49K
$1.12M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
49New |
$22K - $24.3K
|
49
$21.9K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
48+ 2.44% |
$21.6K - $23.8K
|
2.02K
$903K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
46+ 1.99% |
$20.7K - $22.8K
|
2.36K
$1.06M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
46+ 8.91% |
$20.7K - $22.8K
|
562
$252K
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
43New |
$19.3K - $21.3K
|
43
$19.3K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
41+ 4.05% |
$18.4K - $20.3K
|
1.05K
$472K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
40+ 0.82% |
$18K - $19.8K
|
4.9K
$2.2M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
40+ 4.82% |
$18K - $19.8K
|
870
$390K
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
38+ 7.29% |
$17.1K - $18.8K
|
559
$250K
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
36+ 4.2% |
$16.2K - $17.8K
|
894
$400K
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
34+ 0.82% |
$15.3K - $16.9K
|
4.2K
$1.88M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
33New |
$14.8K - $16.4K
|
33
$14.8K
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
33+ 0.65% |
$14.8K - $16.4K
|
5.08K
$2.28M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
33+ 19.19% |
$14.8K - $16.4K
|
205
$91.8K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
32New |
$14.4K - $15.9K
|
32
$14.3K
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
31+ 5.48% |
$13.9K - $15.4K
|
597
$267K
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
29+ 4.01% |
$13K - $14.4K
|
752
$337K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28+ 3.19% |
$12.6K - $13.9K
|
905
$405K
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
27New |
$12.1K - $13.4K
|
27
$12.1K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
27+ 2.87% |
$12.1K - $13.4K
|
969
$434K
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
26+ 1.38% |
$11.7K - $12.9K
|
1.91K
$854K
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
25+ 1.44% |
$11.2K - $12.4K
|
1.76K
$788K
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
25+ 5.64% |
$11.2K - $12.4K
|
468
$210K
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
25+ 0.22% |
$11.2K - $12.4K
|
11.5K
$5.15M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
25+ 119.05% |
$11.2K - $12.4K
|
46
$20.6K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24+ 2.02% |
$10.8K - $11.9K
|
1.21K
$544K
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
23+ 3.21% |
$10.3K - $11.4K
|
739
$331K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
22+ 19.13% |
$9.89K - $10.9K
|
137
$61.4K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22+ 1.42% |
$9.89K - $10.9K
|
1.57K
$704K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
22+ 8.18% |
$9.89K - $10.9K
|
291
$130K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
21+ 91.3% |
$9.44K - $10.4K
|
44
$19.7K
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
21+ 2.08% |
$9.44K - $10.4K
|
1.03K
$462K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
20+ 1.04% |
$8.99K - $9.91K
|
1.94K
$869K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 7.31% |
$8.54K - $9.42K
|
279
$125K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19+ 5.62% |
$8.54K - $9.42K
|
357
$160K
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
18+ 2.52% |
$8.09K - $8.92K
|
733
$328K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
18+ 94.74% |
$8.09K - $8.92K
|
37
$16.6K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
17+ 2.38% |
$7.64K - $8.43K
|
730
$327K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16+ 1.02% |
$7.2K - $7.93K
|
1.59K
$711K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15+ 8.88% |
$6.75K - $7.44K
|
184
$82.4K
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
15+ 2.88% |
$6.75K - $7.44K
|
536
$240K
|