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 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
237+ 4.26% |
$107K - $117K
|
5.8K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
233+ 4.88% |
$105K - $116K
|
5.01K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
228+ 13.44% |
$103K - $113K
|
1.92K
$898K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
186+ 2.26% |
$83.6K - $92.2K
|
8.41K
$3.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
185New |
$83.2K - $91.7K
|
185
$86.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
181+ 6.35% |
$81.4K - $89.7K
|
3.03K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
166+ 2.5% |
$74.6K - $82.3K
|
6.8K
$3.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
156+ 18.42% |
$70.2K - $77.3K
|
1K
$468K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
152+ 13.49% |
$68.4K - $75.3K
|
1.28K
$597K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
141+ 61.84% |
$63.4K - $69.9K
|
369
$172K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
119+ 19.9% |
$53.5K - $59K
|
717
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
115+ 14.82% |
$51.7K - $57K
|
891
$416K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
113+ 24.73% |
$50.8K - $56K
|
570
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
112+ 5.61% |
$50.4K - $55.5K
|
2.11K
$984K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
110+ 2.75% |
$49.5K - $54.5K
|
4.12K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
99+ 5.32% |
$44.5K - $49.1K
|
1.96K
$915K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
96+ 12.18% |
$43.2K - $47.6K
|
884
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
89+ 8.84% |
$40K - $44.1K
|
1.1K
$512K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
88+ 2.14% |
$39.6K - $43.6K
|
4.21K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
86+ 8.5% |
$38.7K - $42.6K
|
1.1K
$513K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
80+ 4.99% |
$36K - $39.7K
|
1.68K
$786K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
79+ 6.59% |
$35.5K - $39.2K
|
1.28K
$596K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
74+ 13.26% |
$33.3K - $36.7K
|
632
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
71+ 11.95% |
$31.9K - $35.2K
|
665
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
62+ 2.45% |
$27.9K - $30.7K
|
2.6K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
59+ 5.53% |
$26.5K - $29.2K
|
1.13K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
55+ 6.62% |
$24.7K - $27.3K
|
886
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
51New |
$22.9K - $25.3K
|
51
$23.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
49New |
$22K - $24.3K
|
49
$22.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
48+ 2.44% |
$21.6K - $23.8K
|
2.02K
$942K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
46+ 8.91% |
$20.7K - $22.8K
|
562
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
41+ 4.05% |
$18.4K - $20.3K
|
1.05K
$492K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
40+ 4.82% |
$18K - $19.8K
|
870
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
36+ 4.2% |
$16.2K - $17.8K
|
894
$417K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
34+ 0.82% |
$15.3K - $16.9K
|
4.2K
$1.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
33+ 19.19% |
$14.8K - $16.4K
|
205
$95.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
33New |
$14.8K - $16.4K
|
33
$15.4K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
33+ 0.65% |
$14.8K - $16.4K
|
5.08K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28+ 3.19% |
$12.6K - $13.9K
|
905
$422K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
27+ 2.87% |
$12.1K - $13.4K
|
969
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
25+ 1.44% |
$11.2K - $12.4K
|
1.76K
$821K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
25+ 119.05% |
$11.2K - $12.4K
|
46
$21.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
22+ 8.18% |
$9.89K - $10.9K
|
291
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22+ 1.42% |
$9.89K - $10.9K
|
1.57K
$734K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
22+ 19.13% |
$9.89K - $10.9K
|
137
$64K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
20+ 1.04% |
$8.99K - $9.91K
|
1.94K
$906K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19+ 5.62% |
$8.54K - $9.42K
|
357
$167K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 7.31% |
$8.54K - $9.42K
|
279
$130K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
18+ 94.74% |
$8.09K - $8.92K
|
37
$17.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
18+ 2.52% |
$8.09K - $8.92K
|
733
$342K
|