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 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
14+ 3.03% |
$6.3K - $6.94K
|
476
$213K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
14+ 3.17% |
$6.3K - $6.94K
|
456
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13+ 2.75% |
$5.85K - $6.44K
|
486
$218K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
13+ 2.45% |
$5.85K - $6.44K
|
544
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$5.85K - $6.44K
|
13
$5.82K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 32.35% |
$4.95K - $5.45K
|
45
$20.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11New |
$4.95K - $5.45K
|
11
$4.93K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
11+ 1.5% |
$4.95K - $5.45K
|
746
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
10New |
$4.5K - $4.96K
|
10
$4.48K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 45.0% |
$4.05K - $4.46K
|
29
$13K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 180.0% |
$4.05K - $4.46K
|
14
$6.27K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
9+ 1.8% |
$4.05K - $4.46K
|
510
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9+ 1.67% |
$4.05K - $4.46K
|
548
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
9+ 0.05% |
$4.05K - $4.46K
|
17.5K
$7.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 3.03% |
$3.6K - $3.97K
|
272
$122K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$3.15K - $3.47K
|
7
$3.14K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
7+ 0.11% |
$3.15K - $3.47K
|
6.44K
$2.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.72% |
$3.15K - $3.47K
|
978
$438K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 1.16% |
$3.15K - $3.47K
|
608
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
6+ 15.79% |
$2.7K - $2.97K
|
44
$19.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6+ 1.12% |
$2.7K - $2.97K
|
544
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.45% |
$2.25K - $2.48K
|
1.13K
$505K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5New |
$2.25K - $2.48K
|
5
$2.24K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
5New |
$2.25K - $2.48K
|
5
$2.24K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
4New |
$1.8K - $1.98K
|
4
$1.79K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.47% |
$1.8K - $1.98K
|
850
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
4+ 0.82% |
$1.8K - $1.98K
|
492
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
4+ 0.57% |
$1.8K - $1.98K
|
707
$317K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
4+ 0.17% |
$1.8K - $1.98K
|
2.35K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4+ 5.26% |
$1.8K - $1.98K
|
80
$35.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 21.43% |
$1.35K - $1.49K
|
17
$7.61K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 2.88% |
$1.35K - $1.49K
|
107
$47.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 3.45% |
$1.35K - $1.49K
|
90
$40.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.35K - $1.49K
|
4.25K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.58% |
$1.35K - $1.49K
|
519
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3+ 0.03% |
$1.35K - $1.49K
|
8.65K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 25.0% |
$899 - $991
|
10
$4.48K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 4.76% |
$899 - $991
|
44
$19.7K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2+ 0.38% |
$899 - $991
|
534
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
2+ 3.92% |
$899 - $991
|
53
$23.7K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$899 - $991
|
2
$896
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$899 - $991
|
2
$896
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2+ 0.2% |
$899 - $991
|
988
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2New |
$899 - $991
|
2
$896
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2+ 0.22% |
$899 - $991
|
917
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.29% |
$899 - $991
|
700
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$450 - $496
|
1
$448
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$450 - $496
|
1
$448
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.32% |
$450 - $496
|
77
$34.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1New |
$450 - $496
|
1
$448
|