Purchases and Sales Made in Q4 2023 in Factset Research Systems Inc (FDS)

FDS Quotes by TradingView

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 29, 2024 Q4 2023
Mv Capital Management, Inc.

BUY
 -
1
+ 2.17%
$420 - $477
47 $21.9K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
New
$420 - $477
1 $467
Jan 25, 2024 Q4 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1
+ 0.14%
$420 - $477
718 $335K
Feb 12, 2024 Q4 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
1
+ 0.09%
$420 - $477
1.14K $530K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
1
+ 25.0%
$420 - $477
5 $2.33K
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
1
+ 3.85%
$420 - $477
27 $12.6K
Feb 13, 2024 Q4 2023
Northwestern Mutual Investment Management Company, LLC

SELL
 -
-1
- 0.08%
$420 - $477
1.2K $561K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-1
- 0.56%
$420 - $477
176 $82.2K
Feb 05, 2024 Q4 2023
Paces Ferry Wealth Advisors, LLC

SELL
 -
-1
- 0.16%
$420 - $477
639 $298K
Feb 09, 2024 Q4 2023
Glassman Wealth Services

SELL
 -
-1
- 1.54%
$420 - $477
64 $29.9K
Feb 08, 2024 Q4 2023
Ing Groep Nv

SELL
 -
-2
- 0.04%
$841 - $954
4.79K $2.23M
Feb 07, 2024 Q4 2023
Nvwm, LLC

SELL
 -
-2
- 4.17%
$841 - $954
46 $21.5K
Feb 12, 2024 Q4 2023
Phillips Wealth Planners LLC

Starkville, MS
SELL
 -
-2
- 0.41%
$841 - $954
490 $229K
Feb 08, 2024 Q4 2023
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-2
- 2.44%
$841 - $954
80 $37.3K
Jan 16, 2024 Q4 2023
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-2
- 8.33%
$841 - $954
22 $10.3K
Feb 02, 2024 Q4 2023
Precision Wealth Strategies, LLC

SELL
 -
-2
- 0.23%
$841 - $954
885 $413K
Jan 22, 2024 Q4 2023
Miracle Mile Advisors, LLC

SELL
 -
-2
- 0.2%
$841 - $954
1K $467K
Feb 09, 2024 Q4 2023
Motco

SELL
 -
-3
- 4.29%
$1.26K - $1.43K
67 $31.3K
Jan 19, 2024 Q4 2023
Opal Wealth Advisors, LLC

Jericho, NY
SELL
 -
-3
- 0.3%
$1.26K - $1.43K
1K $467K
Feb 12, 2024 Q4 2023
Provident Investment Management, Inc.

Novi, MI
SELL
 -
-3
- 0.23%
$1.26K - $1.43K
1.32K $616K
Jan 24, 2024 Q4 2023
Arkadios Wealth Advisors

SELL
 -
-3
- 0.13%
$1.26K - $1.43K
2.24K $1.04M
Jan 30, 2024 Q4 2023
Quantum Private Wealth, LLC

Lake Forest, IL
SELL
 -
-4
- 0.32%
$1.68K - $1.91K
1.25K $582K
Feb 12, 2024 Q4 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
SELL
 -
-4
- 1.67%
$1.68K - $1.91K
235 $110K
Feb 15, 2024 Q4 2023
Perpetual LTD

Sydney, New South Wales, C3
SELL
 -
-4
- 0.74%
$1.68K - $1.91K
539 $252K
Feb 08, 2024 Q4 2023
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-4
- 1.9%
$1.68K - $1.91K
206 $96.2K
Feb 12, 2024 Q4 2023
Evoke Wealth, LLC

SELL
 -
-5
- 0.06%
$2.1K - $2.39K
7.76K $3.62M
Feb 08, 2024 Q4 2023
Panagora Asset Management Inc

Boston, MA
SELL
 -
-5
- 0.16%
$2.1K - $2.39K
3.19K $1.49M
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
SELL
 -
-6
- 3.24%
$2.52K - $2.86K
179 $83.6K
Mar 05, 2024 Q4 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-6
- 0.03%
$2.52K - $2.86K
20.2K $9.42M
Feb 01, 2024 Q4 2023
Diversified, LLC

SELL
 -
-7
- 1.45%
$2.94K - $3.34K
475 $222K
Feb 14, 2024 Q4 2023
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
SELL
 -
-7
- 0.09%
$2.94K - $3.34K
7.54K $3.52M
Jan 03, 2024 Q4 2023
Massmutual Trust CO Fsb

SELL
 -
-8
- 10.13%
$3.36K - $3.82K
71 $33.1K
Feb 12, 2024 Q4 2023
Arrow Financial Corp

SELL
 -
-9
- 15.0%
$3.78K - $4.29K
51 $23.8K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

SELL
 -
-9
- 3.08%
$3.78K - $4.29K
283 $132K
Feb 06, 2024 Q4 2023
Palisade Asset Management, LLC

SELL
 -
-10
- 0.84%
$4.2K - $4.77K
1.18K $549K
Jan 08, 2024 Q4 2023
Harbor Capital Advisors, Inc.

SELL
 -
-11
- 1.39%
$4.62K - $5.25K
780 $364K
Feb 15, 2024 Q4 2023
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-11
- 2.09%
$4.62K - $5.25K
516 $241K
Feb 02, 2024 Q4 2023
Valmark Advisers, Inc.

SELL
 -
-11
- 0.57%
$4.62K - $5.25K
1.92K $894K
Feb 08, 2024 Q4 2023
Haverford Trust CO

Radnor, PA
SELL
 -
-12
- 1.9%
$5.05K - $5.72K
618 $289K
Jan 08, 2024 Q4 2023
Czech National Bank

Prague, 2N
SELL
 -
-13
- 0.19%
$5.47K - $6.2K
6.65K $3.11M
Jul 19, 2024 Q4 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-13
Closed
$5.47K - $6.2K
0 $0
Feb 08, 2024 Q4 2023
Texas Permanent School Fund

Austin, TX
SELL
 -
-14
- 0.16%
$5.89K - $6.68K
8.72K $4.07M
Jan 16, 2024 Q4 2023
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-14
- 30.43%
$5.89K - $6.68K
32 $14.9K
Feb 12, 2024 Q4 2023
Mcdonald Partners LLC

SELL
 -
-14
- 0.65%
$5.89K - $6.68K
2.14K $997K
Feb 13, 2024 Q4 2023
Belpointe Asset Management LLC

SELL
 -
-15
- 2.73%
$6.31K - $7.16K
534 $249K
Jan 23, 2024 Q4 2023
Tiaa Trust, National Association

Charlotte, NC
SELL
 -
-18
- 2.74%
$7.57K - $8.59K
640 $299K
Feb 09, 2024 Q4 2023
Coldstream Capital Management Inc

SELL
 -
-19
- 0.39%
$7.99K - $9.06K
4.82K $2.25M
Jan 22, 2024 Q4 2023
Mayflower Financial Advisors, LLC

SELL
 -
-20
- 1.63%
$8.41K - $9.54K
1.21K $563K
Feb 08, 2024 Q4 2023
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
SELL
 -
-20
- 1.46%
$8.41K - $9.54K
1.35K $632K

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