Purchases and Sales Made in Q4 2024 in Factset Research Systems Inc (FDS)
This table provides information about the institutional ownership of Factset Research Systems Inc (FDS) during Q4 2024. 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 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
59.2K+ 21.03% |
$26.6M - $29.3M
|
340K
$162M
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
16.3K+ 38.93% |
$7.33M - $8.09M
|
58.2K
$27.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
6.21K+ 35.45% |
$2.79M - $3.08M
|
23.7K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
5.29K+ 1.78% |
$2.38M - $2.62M
|
302K
$143M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
4.51K+ 226.6% |
$2.03M - $2.23M
|
6.5K
$3.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.4K+ 5.24% |
$1.98M - $2.18M
|
88.5K
$42.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.08KNew |
$1.39M - $1.53M
|
3.08K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.77KNew |
$1.24M - $1.37M
|
2.77K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
1.71K+ 7.15% |
$769K - $848K
|
25.7K
$12.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.44K+ 52.5% |
$646K - $712K
|
4.17K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
1.31K+ 0.88% |
$588K - $648K
|
150K
$71.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
956+ 25.03% |
$430K - $474K
|
4.78K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
932+ 5.21% |
$419K - $462K
|
18.8K
$8.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
900New |
$405K - $446K
|
900
$428K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
860New |
$387K - $426K
|
860
$409K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
774+ 9.91% |
$348K - $384K
|
8.59K
$4.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
524New |
$236K - $260K
|
524
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
488+ 6.3% |
$219K - $242K
|
8.24K
$3.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
443New |
$199K - $220K
|
443
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
426New |
$192K - $211K
|
426
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
422+ 16.17% |
$190K - $209K
|
3.03K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
383+ 24.1% |
$172K - $190K
|
1.97K
$938K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
377+ 1.02% |
$170K - $187K
|
37.2K
$17.7M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
350+ 24.07% |
$157K - $174K
|
1.8K
$858K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
326+ 15.01% |
$147K - $162K
|
2.5K
$1.19M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
293+ 38.15% |
$132K - $145K
|
1.06K
$504K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
265+ 1.29% |
$119K - $131K
|
20.8K
$9.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
265+ 10.8% |
$119K - $131K
|
2.72K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
233+ 4.88% |
$105K - $116K
|
5.01K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
228+ 13.44% |
$103K - $113K
|
1.92K
$915K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
186+ 2.26% |
$83.6K - $92.2K
|
8.41K
$4M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
185New |
$83.2K - $91.7K
|
185
$88K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
181+ 6.35% |
$81.4K - $89.7K
|
3.03K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
166+ 2.5% |
$74.6K - $82.3K
|
6.8K
$3.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
156+ 18.42% |
$70.2K - $77.3K
|
1K
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
141+ 61.84% |
$63.4K - $69.9K
|
369
$175K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
115+ 14.82% |
$51.7K - $57K
|
891
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
99+ 5.32% |
$44.5K - $49.1K
|
1.96K
$932K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
96+ 12.18% |
$43.2K - $47.6K
|
884
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
89+ 8.84% |
$40K - $44.1K
|
1.1K
$521K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
88+ 2.14% |
$39.6K - $43.6K
|
4.21K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
86+ 8.5% |
$38.7K - $42.6K
|
1.1K
$522K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
80+ 4.99% |
$36K - $39.7K
|
1.68K
$800K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
79+ 6.59% |
$35.5K - $39.2K
|
1.28K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
74+ 13.26% |
$33.3K - $36.7K
|
632
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
71+ 11.95% |
$31.9K - $35.2K
|
665
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
62+ 2.45% |
$27.9K - $30.7K
|
2.6K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
59+ 5.53% |
$26.5K - $29.2K
|
1.13K
$535K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
55+ 6.62% |
$24.7K - $27.3K
|
886
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
51New |
$22.9K - $25.3K
|
51
$24.2K
|