Purchases and Sales Made in Q1 2024 in Fair Isaac Corp (FICO)
This table provides information about the institutional ownership of Fair Isaac Corp (FICO) during Q1 2024. The information is specifically focused on institutions that hold shares of FAIR ISAAC CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
15+ 4.29% |
$16.7K - $20K
|
365
$591K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12+ 4.44% |
$13.4K - $16K
|
282
$457K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 600.0% |
$13.4K - $16K
|
14
$22.7K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
12+ 1.42% |
$13.4K - $16K
|
855
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11New |
$12.3K - $14.7K
|
11
$17.8K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
11+ 3.87% |
$12.3K - $14.7K
|
295
$478K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 64.71% |
$12.3K - $14.7K
|
28
$45.4K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11+ 0.46% |
$12.3K - $14.7K
|
2.43K
$3.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10+ 3.16% |
$11.2K - $13.3K
|
326
$528K
|
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
10+ 0.4% |
$11.2K - $13.3K
|
2.51K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
9+ 0.39% |
$10K - $12K
|
2.3K
$3.72M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9+ 2.35% |
$10K - $12K
|
392
$635K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 180.0% |
$10K - $12K
|
14
$22.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
9+ 4.04% |
$10K - $12K
|
232
$376K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9New |
$10K - $12K
|
9
$14.6K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
8+ 2.56% |
$8.92K - $10.7K
|
321
$520K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 26.67% |
$8.92K - $10.7K
|
38
$61.6K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
8+ 1.65% |
$8.92K - $10.7K
|
494
$800K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 1.02% |
$8.92K - $10.7K
|
789
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7+ 3.7% |
$7.81K - $9.34K
|
196
$318K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7+ 0.23% |
$7.81K - $9.34K
|
3.06K
$4.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 2.67% |
$7.81K - $9.34K
|
269
$436K
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
BUY
|
- |
7+ 2.08% |
$7.81K - $9.34K
|
343
$556K
|
|
|
May 10, 2024
Q1 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
6+ 1.29% |
$6.69K - $8.01K
|
470
$761K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$6.69K - $8.01K
|
6
$9.72K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5+ 1.14% |
$5.58K - $6.67K
|
444
$719K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 250.0% |
$5.58K - $6.67K
|
7
$11.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
5New |
$5.58K - $6.67K
|
5
$8.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5+ 1.02% |
$5.58K - $6.67K
|
493
$799K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 8.33% |
$5.58K - $6.67K
|
65
$105K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4+ 1.84% |
$4.46K - $5.34K
|
221
$358K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 2.53% |
$4.46K - $5.34K
|
162
$262K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4New |
$4.46K - $5.34K
|
4
$6.48K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4New |
$4.46K - $5.34K
|
4
$6.48K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.76% |
$4.46K - $5.34K
|
528
$855K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 37.5% |
$3.35K - $4K
|
11
$17.8K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$3.35K - $4K
|
3
$4.86K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2+ 1.16% |
$2.23K - $2.67K
|
175
$283K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2+ 1.0% |
$2.23K - $2.67K
|
202
$327K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2+ 4.76% |
$2.23K - $2.67K
|
44
$71.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
2+ 0.49% |
$2.23K - $2.67K
|
409
$663K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 1.14% |
$2.23K - $2.67K
|
177
$287K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2+ 0.11% |
$2.23K - $2.67K
|
1.81K
$2.93M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2New |
$2.23K - $2.67K
|
2
$3.24K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 66.67% |
$2.23K - $2.67K
|
5
$8.1K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2+ 0.37% |
$2.23K - $2.67K
|
545
$883K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 28.57% |
$2.23K - $2.67K
|
9
$14.6K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$1.12K - $1.33K
|
1
$1.62K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 5.88% |
$1.12K - $1.33K
|
18
$29.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 33.33% |
$1.12K - $1.33K
|
4
$6.48K
|