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 21, 2022
Q4 2021
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
34+ 0.81% |
$13.4K - $16.6K
|
4.22K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 550.0% |
$13K - $16.1K
|
39
$18.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
33New |
$13K - $16.1K
|
33
$15.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
33+ 0.48% |
$13K - $16.1K
|
6.9K
$3.22M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
31+ 3.75% |
$12.2K - $15.2K
|
858
$401K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30+ 750.0% |
$11.8K - $14.7K
|
34
$15.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
30New |
$11.8K - $14.7K
|
30
$14K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
29+ 10.0% |
$11.4K - $14.2K
|
319
$149K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
27+ 1.92% |
$10.6K - $13.2K
|
1.43K
$668K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
26+ 81.25% |
$10.2K - $12.7K
|
58
$27.1K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
25New |
$9.85K - $12.2K
|
25
$11.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
23New |
$9.06K - $11.2K
|
23
$10.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23+ 1.89% |
$9.06K - $11.2K
|
1.24K
$580K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
23+ 3.99% |
$9.06K - $11.2K
|
600
$280K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21New |
$8.28K - $10.3K
|
21
$9.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
21+ 2.09% |
$8.28K - $10.3K
|
1.03K
$479K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
20New |
$7.88K - $9.78K
|
20
$9.34K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
20New |
$7.88K - $9.78K
|
20
$9.34K
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
19+ 1.71% |
$7.49K - $9.29K
|
1.13K
$526K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
18New |
$7.09K - $8.8K
|
18
$8.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
16+ 29.63% |
$6.31K - $7.82K
|
70
$32.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.92% |
$6.31K - $7.82K
|
1.76K
$819K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
16New |
$6.31K - $7.82K
|
16
$7.47K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15+ 3.71% |
$5.91K - $7.33K
|
419
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
15+ 1.68% |
$5.91K - $7.33K
|
910
$425K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12+ 2.98% |
$4.73K - $5.87K
|
415
$194K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
10+ 6.67% |
$3.94K - $4.89K
|
160
$74.7K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10New |
$3.94K - $4.89K
|
10
$4.67K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10+ 1.7% |
$3.94K - $4.89K
|
598
$279K
|
|
|
Jan 21, 2022
Q4 2021
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10+ 0.04% |
$3.94K - $4.89K
|
22.4K
$10.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10+ 1.06% |
$3.94K - $4.89K
|
957
$447K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
10+ 0.64% |
$3.94K - $4.89K
|
1.57K
$732K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
7+ 233.33% |
$2.76K - $3.42K
|
10
$4.67K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 14.0% |
$2.76K - $3.42K
|
57
$26.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
7New |
$2.76K - $3.42K
|
7
$3.27K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.06% |
$2.36K - $2.93K
|
9.33K
$4.36M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
6New |
$2.36K - $2.93K
|
6
$2.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6+ 0.62% |
$2.36K - $2.93K
|
972
$454K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
6New |
$2.36K - $2.93K
|
6
$2.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5+ 0.24% |
$1.97K - $2.44K
|
2.08K
$971K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
5+ 0.26% |
$1.97K - $2.44K
|
1.92K
$894K
|
|
|
Jan 21, 2022
Q4 2021
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$1.97K - $2.44K
|
2.29K
$1.07M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
4New |
$1.58K - $1.96K
|
4
$1.87K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 0.16% |
$1.58K - $1.96K
|
2.49K
$1.16M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.08% |
$1.58K - $1.96K
|
4.88K
$2.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.73% |
$1.18K - $1.47K
|
414
$193K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2+ 0.19% |
$788 - $978
|
1.06K
$497K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2+ 0.13% |
$788 - $978
|
1.5K
$700K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
2+ 3.03% |
$788 - $978
|
68
$31.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$788 - $978
|
2
$934
|