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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 6.53% |
$9.67K - $11K
|
375
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
21+ 3.81% |
$8.83K - $10K
|
572
$266K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21New |
$8.83K - $10K
|
21
$9.76K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
20+ 0.16% |
$8.41K - $9.54K
|
12.5K
$5.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 117.65% |
$8.41K - $9.54K
|
37
$17.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 7.58% |
$8.41K - $9.54K
|
284
$132K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
19+ 8.44% |
$7.99K - $9.06K
|
244
$113K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
17+ 1.08% |
$7.15K - $8.11K
|
1.59K
$737K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
17+ 1.57% |
$7.15K - $8.11K
|
1.1K
$510K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
16+ 2.38% |
$6.73K - $7.63K
|
689
$320K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
15New |
$6.31K - $7.16K
|
15
$6.97K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14+ 4.32% |
$5.89K - $6.68K
|
338
$157K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
14+ 0.59% |
$5.89K - $6.68K
|
2.37K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
11New |
$4.62K - $5.25K
|
11
$5.11K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 1.98% |
$4.62K - $5.25K
|
566
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
10+ 0.83% |
$4.2K - $4.77K
|
1.22K
$566K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10New |
$4.2K - $4.77K
|
10
$4.65K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.75% |
$4.2K - $4.77K
|
1.34K
$624K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 18.18% |
$4.2K - $4.77K
|
65
$30.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
9+ 0.11% |
$3.78K - $4.29K
|
8.03K
$3.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
9+ 1.84% |
$3.78K - $4.29K
|
499
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9New |
$3.78K - $4.29K
|
9
$4.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8New |
$3.36K - $3.82K
|
8
$3.72K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8New |
$3.36K - $3.82K
|
8
$3.72K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8New |
$3.36K - $3.82K
|
8
$3.72K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8+ 53.33% |
$3.36K - $3.82K
|
23
$10.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7New |
$2.94K - $3.34K
|
7
$3.25K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$2.94K - $3.34K
|
7
$3.25K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6New |
$2.52K - $2.86K
|
6
$2.79K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
6New |
$2.52K - $2.86K
|
6
$2.79K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 0.25% |
$2.1K - $2.39K
|
1.99K
$925K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5+ 0.38% |
$2.1K - $2.39K
|
1.31K
$607K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
5+ 1.04% |
$2.1K - $2.39K
|
485
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$2.1K - $2.39K
|
5
$2.32K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 3.42% |
$1.68K - $1.91K
|
121
$56.2K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 0.09% |
$1.68K - $1.91K
|
4.29K
$1.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
4+ 0.51% |
$1.68K - $1.91K
|
791
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3New |
$1.26K - $1.43K
|
3
$1.39K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 4.55% |
$1.26K - $1.43K
|
69
$32.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$1.26K - $1.43K
|
3
$1.39K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 150.0% |
$1.26K - $1.43K
|
5
$2.32K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 50.0% |
$1.26K - $1.43K
|
9
$4.18K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 4.55% |
$1.26K - $1.43K
|
69
$32.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 10.0% |
$841 - $954
|
22
$10.2K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2+ 0.39% |
$841 - $954
|
511
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2+ 0.31% |
$841 - $954
|
654
$304K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2+ 0.32% |
$841 - $954
|
631
$293K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2New |
$841 - $954
|
2
$929
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2+ 7.41% |
$841 - $954
|
29
$13.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
1+ 0.16% |
$420 - $477
|
616
$286K
|