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
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1+ 100.0% |
$450 - $496
|
2
$896
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.14% |
$450 - $496
|
701
$314K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1+ 0.08% |
$450 - $496
|
1.21K
$540K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1+ 0.23% |
$450 - $496
|
445
$199K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 2.13% |
$450 - $496
|
48
$21.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1New |
$450 - $496
|
1
$448
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$450 - $496
|
1.2K
$539K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.64% |
$450 - $496
|
157
$70.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 3.03% |
$450 - $496
|
34
$15.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1+ 3.13% |
$450 - $496
|
33
$14.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1+ 0.18% |
$450 - $496
|
554
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.08% |
$450 - $496
|
1.22K
$548K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1- 0.14% |
$450 - $496
|
701
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.08% |
$450 - $496
|
1.29K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.2% |
$450 - $496
|
500
$224K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 8.33% |
$450 - $496
|
11
$4.93K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$450 - $496
|
144K
$64.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 0.16% |
$450 - $496
|
616
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1- 0.14% |
$450 - $496
|
692
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.07% |
$450 - $496
|
1.45K
$651K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2- 0.8% |
$899 - $991
|
249
$112K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2- 0.1% |
$899 - $991
|
1.99K
$893K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-2- 0.33% |
$899 - $991
|
610
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 2.8% |
$1.35K - $1.49K
|
104
$46.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 1.0% |
$1.35K - $1.49K
|
298
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3- 2.83% |
$1.35K - $1.49K
|
103
$46.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4- 0.49% |
$1.8K - $1.98K
|
813
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4- 0.58% |
$1.8K - $1.98K
|
682
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 23.53% |
$1.8K - $1.98K
|
13
$5.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-4- 0.06% |
$1.8K - $1.98K
|
6.41K
$2.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
SELL
|
- |
-4- 0.75% |
$1.8K - $1.98K
|
526
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5- 1.06% |
$2.25K - $2.48K
|
465
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5- 0.73% |
$2.25K - $2.48K
|
676
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-5- 0.04% |
$2.25K - $2.48K
|
11.4K
$5.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 3.85% |
$2.25K - $2.48K
|
125
$56K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6- 0.13% |
$2.7K - $2.97K
|
4.53K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 3.8% |
$2.7K - $2.97K
|
152
$68.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-6- 0.79% |
$2.7K - $2.97K
|
752
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-7- 0.72% |
$3.15K - $3.47K
|
971
$435K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7- 2.66% |
$3.15K - $3.47K
|
256
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-7- 0.19% |
$3.15K - $3.47K
|
3.67K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-8- 0.85% |
$3.6K - $3.97K
|
934
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-8- 0.31% |
$3.6K - $3.97K
|
2.58K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 1.56% |
$4.05K - $4.46K
|
569
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10- 2.15% |
$4.5K - $4.96K
|
455
$204K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-10- 29.41% |
$4.5K - $4.96K
|
24
$10.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10- 1.2% |
$4.5K - $4.96K
|
823
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 8.13% |
$4.5K - $4.96K
|
113
$50.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-10- 0.07% |
$4.5K - $4.96K
|
15.4K
$6.88M
|