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
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10- 0.55% |
$4.5K - $4.96K
|
1.81K
$812K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 15.07% |
$4.95K - $5.45K
|
62
$27.8K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12- 0.69% |
$5.4K - $5.95K
|
1.73K
$775K
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-12- 0.26% |
$5.4K - $5.95K
|
4.52K
$2.02M
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-13- 1.15% |
$5.85K - $6.44K
|
1.12K
$502K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-13- 6.95% |
$5.85K - $6.44K
|
174
$77.9K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-14- 3.19% |
$6.3K - $6.94K
|
425
$190K
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15- 1.56% |
$6.75K - $7.44K
|
947
$424K
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-16- 0.48% |
$7.2K - $7.93K
|
3.33K
$1.49M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-18- 2.04% |
$8.09K - $8.92K
|
863
$387K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-19- 21.11% |
$8.54K - $9.42K
|
71
$31.8K
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-20- 0.61% |
$8.99K - $9.91K
|
3.26K
$1.46M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-20- 10.81% |
$8.99K - $9.91K
|
165
$73.9K
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-21- 0.6% |
$9.44K - $10.4K
|
3.45K
$1.55M
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-21- 3.65% |
$9.44K - $10.4K
|
554
$248K
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-22- 1.21% |
$9.89K - $10.9K
|
1.8K
$805K
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-23- 65.71% |
$10.3K - $11.4K
|
12
$5.38K
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-23- 3.26% |
$10.3K - $11.4K
|
683
$306K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-23- 15.33% |
$10.3K - $11.4K
|
127
$56.9K
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-23- 13.77% |
$10.3K - $11.4K
|
144
$64.5K
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-24- 0.8% |
$10.8K - $11.9K
|
2.98K
$1.34M
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-24- 3.81% |
$10.8K - $11.9K
|
606
$271K
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-25- 0.34% |
$11.2K - $12.4K
|
7.41K
$3.32M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-25- 5.26% |
$11.2K - $12.4K
|
450
$202K
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-27- 2.47% |
$12.1K - $13.4K
|
1.07K
$478K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-29- 20.14% |
$13K - $14.4K
|
115
$51.5K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 1.33% |
$13K - $14.4K
|
2.15K
$962K
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-30- 4.49% |
$13.5K - $14.9K
|
638
$286K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-30- 1.16% |
$13.5K - $14.9K
|
2.57K
$1.15M
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-31- 5.25% |
$13.9K - $15.4K
|
559
$250K
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-31- 3.04% |
$13.9K - $15.4K
|
988
$443K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-33- 6.73% |
$14.8K - $16.4K
|
457
$205K
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-36- 1.36% |
$16.2K - $17.8K
|
2.61K
$1.17M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-36- 12.08% |
$16.2K - $17.8K
|
262
$117K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36- 0.9% |
$16.2K - $17.8K
|
3.96K
$1.77M
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-37- 1.07% |
$16.6K - $18.3K
|
3.43K
$1.54M
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-39- 6.08% |
$17.5K - $19.3K
|
602
$270K
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-40- 33.33% |
$18K - $19.8K
|
80
$35.8K
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-41- 2.77% |
$18.4K - $20.3K
|
1.44K
$644K
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-41- 3.58% |
$18.4K - $20.3K
|
1.1K
$494K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-41- 3.1% |
$18.4K - $20.3K
|
1.28K
$574K
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-43- 3.89% |
$19.3K - $21.3K
|
1.06K
$476K
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-45- 7.45% |
$20.2K - $22.3K
|
559
$250K
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-46- 1.93% |
$20.7K - $22.8K
|
2.34K
$1.05M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-49- 6.34% |
$22K - $24.3K
|
724
$324K
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-52- 10.2% |
$23.4K - $25.8K
|
458
$205K
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-53- 7.02% |
$23.8K - $26.3K
|
702
$314K
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-56- 10.11% |
$25.2K - $27.8K
|
498
$223K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-57- 6.43% |
$25.6K - $28.3K
|
829
$371K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-58- 6.2% |
$26.1K - $28.8K
|
878
$393K
|