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
$481K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 600.0% |
$13.4K - $16K
|
14
$18.5K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12+ 4.44% |
$13.4K - $16K
|
282
$372K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
12+ 1.42% |
$13.4K - $16K
|
855
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
11+ 3.87% |
$12.3K - $14.7K
|
295
$389K
|
|
|
Aug 07, 2025
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11New |
$12.3K - $14.7K
|
11
$14.5K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 64.71% |
$12.3K - $14.7K
|
28
$36.9K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11New |
$12.3K - $14.7K
|
11
$14.5K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
11+ 0.46% |
$12.3K - $14.7K
|
2.43K
$3.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10+ 3.16% |
$11.2K - $13.3K
|
326
$430K
|
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
10+ 0.4% |
$11.2K - $13.3K
|
2.51K
$3.31M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9+ 2.35% |
$10K - $12K
|
392
$517K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
9+ 0.39% |
$10K - $12K
|
2.3K
$3.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 180.0% |
$10K - $12K
|
14
$18.5K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9New |
$10K - $12K
|
9
$11.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
9+ 4.04% |
$10K - $12K
|
232
$306K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 1.02% |
$8.92K - $10.7K
|
789
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 26.67% |
$8.92K - $10.7K
|
38
$50.1K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
8+ 2.56% |
$8.92K - $10.7K
|
321
$423K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
8+ 1.65% |
$8.92K - $10.7K
|
494
$651K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7+ 3.7% |
$7.81K - $9.34K
|
196
$258K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7+ 0.23% |
$7.81K - $9.34K
|
3.06K
$4.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
BUY
|
- |
7+ 2.08% |
$7.81K - $9.34K
|
343
$452K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7+ 2.67% |
$7.81K - $9.34K
|
269
$355K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$6.69K - $8.01K
|
6
$7.91K
|
|
|
May 10, 2024
Q1 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
6+ 1.29% |
$6.69K - $8.01K
|
470
$620K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 250.0% |
$5.58K - $6.67K
|
7
$9.23K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
5New |
$5.58K - $6.67K
|
5
$6.59K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5+ 1.14% |
$5.58K - $6.67K
|
444
$586K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 8.33% |
$5.58K - $6.67K
|
65
$85.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5+ 1.02% |
$5.58K - $6.67K
|
493
$650K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 2.53% |
$4.46K - $5.34K
|
162
$214K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4New |
$4.46K - $5.34K
|
4
$5.27K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4+ 1.84% |
$4.46K - $5.34K
|
221
$291K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.76% |
$4.46K - $5.34K
|
528
$696K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4New |
$4.46K - $5.34K
|
4
$5.27K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 37.5% |
$3.35K - $4K
|
11
$14.5K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$3.35K - $4K
|
3
$3.96K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2+ 0.11% |
$2.23K - $2.67K
|
1.81K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2+ 1.0% |
$2.23K - $2.67K
|
202
$266K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2+ 1.16% |
$2.23K - $2.67K
|
175
$231K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2+ 0.37% |
$2.23K - $2.67K
|
545
$719K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 28.57% |
$2.23K - $2.67K
|
9
$11.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
2+ 0.49% |
$2.23K - $2.67K
|
409
$539K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2+ 4.76% |
$2.23K - $2.67K
|
44
$58K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 66.67% |
$2.23K - $2.67K
|
5
$6.59K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 1.14% |
$2.23K - $2.67K
|
177
$233K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2New |
$2.23K - $2.67K
|
2
$2.64K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 20.0% |
$1.12K - $1.33K
|
6
$7.91K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
1New |
$1.12K - $1.33K
|
1
$1.32K
|