Purchases and Sales Made in Q4 2021 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
500New |
$197K - $244K
|
500
$232K
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
500New |
$197K - $244K
|
500
$232K
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
500New |
$197K - $244K
|
500
$232K
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
500New |
$197K - $244K
|
500
$232K
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
495+ 13.21% |
$195K - $242K
|
4.24K
$1.97M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
480+ 21.21% |
$189K - $235K
|
2.74K
$1.27M
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
476New |
$188K - $233K
|
476
$221K
|
|
Feb 15, 2022
Q4 2021
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
473+ 0.72% |
$186K - $231K
|
65.9K
$30.6M
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
469New |
$185K - $229K
|
469
$218K
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
469New |
$185K - $229K
|
469
$218K
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
BUY
|
- |
466New |
$184K - $228K
|
466
$217K
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
465New |
$183K - $227K
|
465
$216K
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
461New |
$182K - $225K
|
461
$214K
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
454New |
$179K - $222K
|
454
$211K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
450New |
$177K - $220K
|
450
$209K
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
441+ 42.61% |
$174K - $216K
|
1.48K
$686K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
437+ 4.03% |
$172K - $214K
|
11.3K
$5.24M
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
436+ 11.99% |
$172K - $213K
|
4.07K
$1.89M
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
BUY
|
- |
435New |
$171K - $213K
|
435
$202K
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
430New |
$169K - $210K
|
430
$200K
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
427+ 21.08% |
$168K - $209K
|
2.45K
$1.14M
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
424New |
$167K - $207K
|
424
$197K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
422New |
$166K - $206K
|
422
$196K
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
421New |
$166K - $206K
|
421
$196K
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
417+ 51.04% |
$164K - $204K
|
1.23K
$573K
|
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
394+ 4.93% |
$155K - $193K
|
8.39K
$3.9M
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
394+ 4.93% |
$155K - $193K
|
8.39K
$3.9M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
377+ 40.76% |
$149K - $184K
|
1.3K
$605K
|
|
Jan 31, 2022
Q4 2021
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
367New |
$145K - $179K
|
367
$171K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
365New |
$144K - $178K
|
365
$170K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
364+ 239.47% |
$143K - $178K
|
516
$240K
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
360+ 9.0% |
$142K - $176K
|
4.36K
$2.03M
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
344+ 8.1% |
$136K - $168K
|
4.59K
$2.13M
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
315+ 11.57% |
$124K - $154K
|
3.04K
$1.41M
|
|
Feb 11, 2022
Q4 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
312New |
$123K - $153K
|
312
$145K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
290New |
$114K - $142K
|
290
$135K
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
276+ 2.85% |
$109K - $135K
|
9.96K
$4.63M
|
|
Feb 11, 2022
Q4 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
274+ 24.14% |
$108K - $134K
|
1.41K
$655K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
252New |
$99.3K - $123K
|
252
$117K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
249+ 45.03% |
$98.1K - $122K
|
802
$373K
|
|
Feb 11, 2022
Q4 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
247+ 2.64% |
$97.4K - $121K
|
9.6K
$4.46M
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
247+ 11.37% |
$97.4K - $121K
|
2.42K
$1.12M
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
246+ 20.6% |
$97K - $120K
|
1.44K
$669K
|
|
Jun 14, 2024
Q4 2021
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
240+ 10.29% |
$94.6K - $117K
|
2.57K
$1.2M
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
240+ 0.14% |
$94.6K - $117K
|
177K
$82.5M
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
230+ 3.45% |
$90.6K - $112K
|
6.91K
$3.21M
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
228New |
$89.9K - $111K
|
228
$106K
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
208+ 2.52% |
$82K - $102K
|
8.47K
$3.93M
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
BUY
|
- |
205+ 0.88% |
$80.8K - $100K
|
23.5K
$10.9M
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
193New |
$76.1K - $94.3K
|
193
$89.7K
|