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 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
182New |
$71.7K - $89K
|
182
$84.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
175+ 307.02% |
$69K - $85.5K
|
232
$108K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
166New |
$65.4K - $81.1K
|
166
$77.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
165New |
$65K - $80.7K
|
165
$76.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
159+ 8.46% |
$62.7K - $77.7K
|
2.04K
$947K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
149+ 4.95% |
$58.7K - $72.8K
|
3.16K
$1.47M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
145+ 9.5% |
$57.1K - $70.9K
|
1.67K
$776K
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
144New |
$56.8K - $70.4K
|
144
$66.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
129+ 14.54% |
$50.8K - $63.1K
|
1.02K
$472K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
129+ 3.78% |
$50.8K - $63.1K
|
3.54K
$1.65M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
129+ 22.24% |
$50.8K - $63.1K
|
709
$329K
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
126+ 21.84% |
$49.7K - $61.6K
|
703
$327K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
126+ 8.41% |
$49.7K - $61.6K
|
1.62K
$755K
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
118+ 1.32% |
$46.5K - $57.7K
|
9.06K
$4.21M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
116+ 13.33% |
$45.7K - $56.7K
|
986
$458K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
116New |
$45.7K - $56.7K
|
116
$53.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
114+ 21.19% |
$44.9K - $55.7K
|
652
$303K
|
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
110+ 8.46% |
$43.4K - $53.8K
|
1.41K
$655K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
109+ 17.0% |
$43K - $53.3K
|
750
$348K
|
|
|
Feb 15, 2022
Q4 2021
|
Tobam
|
BUY
|
- |
108New |
$42.6K - $52.8K
|
108
$50.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
106+ 11.02% |
$41.8K - $51.8K
|
1.07K
$496K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
104New |
$41K - $50.8K
|
104
$48.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Versor Investments LP
|
BUY
|
- |
103+ 20.28% |
$40.6K - $50.4K
|
611
$284K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
93New |
$36.7K - $45.5K
|
93
$43.2K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
93+ 0.82% |
$36.7K - $45.5K
|
11.5K
$5.32M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
93+ 32.07% |
$36.7K - $45.5K
|
383
$178K
|
|
|
Apr 01, 2024
Q4 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
91+ 1.07% |
$35.9K - $44.5K
|
8.57K
$3.98M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
85+ 1.56% |
$33.5K - $41.6K
|
5.54K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
81+ 10.38% |
$31.9K - $39.6K
|
861
$400K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
80+ 347.83% |
$31.5K - $39.1K
|
103
$47.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
80+ 9.9% |
$31.5K - $39.1K
|
888
$413K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
77New |
$30.3K - $37.6K
|
77
$35.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
76+ 133.33% |
$30K - $37.2K
|
133
$61.8K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
74New |
$29.2K - $36.2K
|
74
$34.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
68+ 158.14% |
$26.8K - $33.2K
|
111
$51.6K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
68+ 158.14% |
$26.8K - $33.2K
|
111
$51.6K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
66New |
$26K - $32.3K
|
66
$30.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Baillie Gifford & CO
|
BUY
|
- |
61New |
$24K - $29.8K
|
61
$28.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
56+ 9.33% |
$22.1K - $27.4K
|
656
$305K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
56+ 9.61% |
$22.1K - $27.4K
|
639
$297K
|
|
|
Feb 03, 2022
Q4 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
56+ 1.45% |
$22.1K - $27.4K
|
3.91K
$1.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
55+ 0.87% |
$21.7K - $26.9K
|
6.36K
$2.95M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
52New |
$20.5K - $25.4K
|
52
$24.2K
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
50+ 1.54% |
$19.7K - $24.4K
|
3.3K
$1.53M
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
48+ 4.44% |
$18.9K - $23.5K
|
1.13K
$524K
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
45+ 0.49% |
$17.7K - $22K
|
9.29K
$4.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
BUY
|
- |
45+ 5.63% |
$17.7K - $22K
|
845
$393K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
44+ 5.91% |
$17.3K - $21.5K
|
789
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
43+ 716.67% |
$16.9K - $21K
|
49
$22.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
42+ 0.04% |
$16.6K - $20.5K
|
101K
$46.8M
|