Purchases and Sales Made in Q4 2023 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q4 2023. 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 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
80+ 25.08% |
$33.6K - $38.2K
|
399
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
76+ 3.85% |
$32K - $36.3K
|
2.05K
$953K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
76+ 0.73% |
$32K - $36.3K
|
10.5K
$4.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
74+ 9.01% |
$31.1K - $35.3K
|
895
$416K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
73+ 7.01% |
$30.7K - $34.8K
|
1.12K
$518K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
72+ 10.65% |
$30.3K - $34.3K
|
748
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
69+ 1.08% |
$29K - $32.9K
|
6.46K
$3M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
67+ 0.3% |
$28.2K - $32K
|
22.1K
$10.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
67+ 0.22% |
$28.2K - $32K
|
31.2K
$14.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
67+ 0.24% |
$28.2K - $32K
|
27.5K
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
66+ 5.9% |
$27.7K - $31.5K
|
1.19K
$551K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
65+ 7.68% |
$27.3K - $31K
|
911
$423K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
64+ 8.09% |
$26.9K - $30.5K
|
855
$397K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
63New |
$26.5K - $30.1K
|
63
$29.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
60+ 32.61% |
$25.2K - $28.6K
|
244
$113K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
55+ 1.12% |
$23.1K - $26.2K
|
4.97K
$2.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
54+ 3.52% |
$22.7K - $25.8K
|
1.59K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
51+ 6.92% |
$21.4K - $24.3K
|
788
$366K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
50New |
$21K - $23.9K
|
50
$23.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
47+ 3.26% |
$19.8K - $22.4K
|
1.49K
$692K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
46+ 0.54% |
$19.3K - $21.9K
|
8.5K
$3.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
45+ 0.68% |
$18.9K - $21.5K
|
6.63K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
45New |
$18.9K - $21.5K
|
45
$20.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
44+ 6.57% |
$18.5K - $21K
|
714
$332K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
44+ 6.57% |
$18.5K - $21K
|
714
$332K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
42+ 0.58% |
$17.7K - $20K
|
7.23K
$3.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
41New |
$17.2K - $19.6K
|
41
$19K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
41+ 0.94% |
$17.2K - $19.6K
|
4.4K
$2.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
40+ 3.67% |
$16.8K - $19.1K
|
1.13K
$525K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
40+ 0.65% |
$16.8K - $19.1K
|
6.23K
$2.89M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
40+ 1.64% |
$16.8K - $19.1K
|
2.48K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38+ 6.22% |
$16K - $18.1K
|
649
$302K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
38+ 4.41% |
$16K - $18.1K
|
900
$418K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
38+ 4.68% |
$16K - $18.1K
|
850
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
38+ 6.46% |
$16K - $18.1K
|
626
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 36.89% |
$16K - $18.1K
|
141
$65.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
37+ 0.36% |
$15.6K - $17.7K
|
10.4K
$4.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
35+ 2.22% |
$14.7K - $16.7K
|
1.61K
$749K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
34+ 69.39% |
$14.3K - $16.2K
|
83
$38.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
33+ 6.96% |
$13.9K - $15.7K
|
507
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
33New |
$13.9K - $15.7K
|
33
$15.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
32+ 10.81% |
$13.5K - $15.3K
|
328
$152K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
32+ 51.61% |
$13.5K - $15.3K
|
94
$43.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
29+ 23.02% |
$12.2K - $13.8K
|
155
$72K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
29+ 2.19% |
$12.2K - $13.8K
|
1.35K
$629K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 17.48% |
$10.5K - $11.9K
|
168
$78.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
25+ 3.85% |
$10.5K - $11.9K
|
674
$313K
|
|
|
Jan 03, 2024
Q4 2023
|
Spence Asset Management
|
BUY
|
- |
25+ 0.08% |
$10.5K - $11.9K
|
31.5K
$14.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
25+ 1.14% |
$10.5K - $11.9K
|
2.22K
$1.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24+ 5.18% |
$10.1K - $11.4K
|
487
$226K
|