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 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-99- 1.25% |
$44.5K - $49.1K
|
7.82K
$3.6M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 5.26% |
$45K - $49.6K
|
1.8K
$829K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 4.57% |
$45K - $49.6K
|
2.09K
$962K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 4.76% |
$45K - $49.6K
|
2K
$921K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-107- 8.85% |
$48.1K - $53K
|
1.1K
$508K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-110- 40.89% |
$49.5K - $54.5K
|
159
$73.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-113- 2.82% |
$50.8K - $56K
|
3.89K
$1.79M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-115- 5.31% |
$51.7K - $57K
|
2.05K
$945K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-118- 9.11% |
$53.1K - $58.5K
|
1.18K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-123- 10.68% |
$55.3K - $61K
|
1.03K
$474K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-126- 1.51% |
$56.7K - $62.5K
|
8.23K
$3.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-126- 17.33% |
$56.7K - $62.5K
|
601
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-132- 1.08% |
$59.4K - $65.4K
|
12.1K
$5.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-135- 2.88% |
$60.7K - $66.9K
|
4.55K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-153- 1.73% |
$68.8K - $75.8K
|
8.71K
$4.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-157- 3.28% |
$70.6K - $77.8K
|
4.63K
$2.13M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-162- 1.89% |
$72.8K - $80.3K
|
8.41K
$3.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-168- 10.4% |
$75.5K - $83.3K
|
1.45K
$667K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-169- 3.17% |
$76K - $83.8K
|
5.17K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-180- 2.22% |
$80.9K - $89.2K
|
7.94K
$3.66M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-184- 1.36% |
$82.7K - $91.2K
|
13.3K
$6.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-195- 1.53% |
$87.7K - $96.7K
|
12.6K
$5.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-198- 9.71% |
$89K - $98.2K
|
1.84K
$848K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-200- 7.66% |
$89.9K - $99.1K
|
2.41K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 12.16% |
$89.9K - $99.1K
|
1.45K
$666K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 1.05% |
$89.9K - $99.1K
|
18.9K
$8.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
SELL
|
- |
-216- 4.53% |
$97.1K - $107K
|
4.56K
$2.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-235- 0.74% |
$106K - $116K
|
31.5K
$14.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-243- 15.45% |
$109K - $120K
|
1.33K
$613K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-245- 11.14% |
$110K - $121K
|
1.96K
$901K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-249- 12.0% |
$112K - $123K
|
1.83K
$841K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-252- 7.66% |
$113K - $125K
|
3.04K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-256- 0.8% |
$115K - $127K
|
31.6K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-256- 14.95% |
$115K - $127K
|
1.46K
$671K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-275- 8.98% |
$124K - $136K
|
2.79K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-279- 4.8% |
$125K - $138K
|
5.54K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-293- 79.4% |
$132K - $145K
|
76
$35K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-300- 6.0% |
$135K - $149K
|
4.7K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-453- 5.95% |
$204K - $225K
|
7.16K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-455- 1.93% |
$205K - $226K
|
23.1K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-514- 16.48% |
$231K - $255K
|
2.61K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-528- 2.53% |
$237K - $262K
|
20.3K
$9.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-600- 5.63% |
$270K - $297K
|
10.1K
$4.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-677- 1.51% |
$304K - $336K
|
44.2K
$20.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-685- 11.06% |
$308K - $340K
|
5.51K
$2.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-699- 3.93% |
$314K - $347K
|
17.1K
$7.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-707- 10.93% |
$318K - $350K
|
5.76K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-710- 2.31% |
$319K - $352K
|
30K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-800- 3.65% |
$360K - $397K
|
21.1K
$9.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-851- 12.25% |
$383K - $422K
|
6.1K
$2.81M
|