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 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-10- 29.41% |
$4.5K - $4.96K
|
24
$11.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 8.13% |
$4.5K - $4.96K
|
113
$52.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12- 0.69% |
$5.4K - $5.95K
|
1.73K
$808K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-13- 6.95% |
$5.85K - $6.44K
|
174
$81.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-14- 3.19% |
$6.3K - $6.94K
|
425
$198K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-16- 0.48% |
$7.2K - $7.93K
|
3.33K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-18- 2.04% |
$8.09K - $8.92K
|
863
$403K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-19- 21.11% |
$8.54K - $9.42K
|
71
$33.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-20- 10.81% |
$8.99K - $9.91K
|
165
$77K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-20- 0.61% |
$8.99K - $9.91K
|
3.26K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-22- 1.21% |
$9.89K - $10.9K
|
1.8K
$838K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-23- 13.77% |
$10.3K - $11.4K
|
144
$67.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-23- 15.33% |
$10.3K - $11.4K
|
127
$59.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-24- 3.81% |
$10.8K - $11.9K
|
606
$283K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-24- 0.8% |
$10.8K - $11.9K
|
2.98K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-25- 5.26% |
$11.2K - $12.4K
|
450
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-27- 2.47% |
$12.1K - $13.4K
|
1.07K
$498K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 1.33% |
$13K - $14.4K
|
2.15K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-30- 4.49% |
$13.5K - $14.9K
|
638
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-30- 1.16% |
$13.5K - $14.9K
|
2.57K
$1.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-33- 6.73% |
$14.8K - $16.4K
|
457
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-36- 1.36% |
$16.2K - $17.8K
|
2.61K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-37- 1.07% |
$16.6K - $18.3K
|
3.43K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-39- 6.08% |
$17.5K - $19.3K
|
602
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-40- 33.33% |
$18K - $19.8K
|
80
$37.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-41- 2.77% |
$18.4K - $20.3K
|
1.44K
$671K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-41- 3.1% |
$18.4K - $20.3K
|
1.28K
$598K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-46- 1.93% |
$20.7K - $22.8K
|
2.34K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-53- 7.02% |
$23.8K - $26.3K
|
702
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-58- 6.2% |
$26.1K - $28.8K
|
878
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-60- 1.75% |
$27K - $29.7K
|
3.37K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-60- 0.75% |
$27K - $29.7K
|
7.89K
$3.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-65- 0.53% |
$29.2K - $32.2K
|
12.2K
$5.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-66- 2.36% |
$29.7K - $32.7K
|
2.73K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-69- 2.02% |
$31K - $34.2K
|
3.35K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-73- 6.13% |
$32.8K - $36.2K
|
1.12K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-73- 8.32% |
$32.8K - $36.2K
|
804
$375K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-75- 5.48% |
$33.7K - $37.2K
|
1.29K
$604K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-77- 5.0% |
$34.6K - $38.2K
|
1.46K
$683K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-85- 2.42% |
$38.2K - $42.1K
|
3.42K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-87- 8.09% |
$39.1K - $43.1K
|
989
$462K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-95- 4.19% |
$42.7K - $47.1K
|
2.17K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-99- 1.25% |
$44.5K - $49.1K
|
7.82K
$3.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 4.76% |
$45K - $49.6K
|
2K
$934K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 5.26% |
$45K - $49.6K
|
1.8K
$840K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-107- 8.85% |
$48.1K - $53K
|
1.1K
$514K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-110- 40.89% |
$49.5K - $54.5K
|
159
$74.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-113- 2.82% |
$50.8K - $56K
|
3.89K
$1.82M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-115- 5.31% |
$51.7K - $57K
|
2.05K
$957K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-118- 9.11% |
$53.1K - $58.5K
|
1.18K
$549K
|