Purchases and Sales Made in Q1 2025 in Fair Isaac Corp (FICO)
This table provides information about the institutional ownership of Fair Isaac Corp (FICO) during Q1 2025. 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 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9+ 5.06% |
$15.3K - $18.3K
|
187
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
9+ 900.0% |
$15.3K - $18.3K
|
10
$15.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
9+ 5.29% |
$15.3K - $18.3K
|
179
$285K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
9+ 5.56% |
$15.3K - $18.3K
|
171
$272K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8+ 3.13% |
$13.6K - $16.2K
|
264
$420K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8+ 4.3% |
$13.6K - $16.2K
|
194
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
8+ 2.17% |
$13.6K - $16.2K
|
377
$600K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
8+ 0.29% |
$13.6K - $16.2K
|
2.77K
$4.4M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
8+ 1.55% |
$13.6K - $16.2K
|
525
$836K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
7+ 1.46% |
$11.9K - $14.2K
|
488
$777K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
7+ 6.14% |
$11.9K - $14.2K
|
121
$193K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7+ 3.76% |
$11.9K - $14.2K
|
193
$307K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 2.23% |
$10.2K - $12.2K
|
275
$438K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6+ 5.66% |
$10.2K - $12.2K
|
112
$178K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6+ 4.41% |
$10.2K - $12.2K
|
142
$226K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
6+ 5.83% |
$10.2K - $12.2K
|
109
$173K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6+ 11.76% |
$10.2K - $12.2K
|
57
$90.7K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
6+ 11.32% |
$10.2K - $12.2K
|
59
$93.9K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
5New |
$8.48K - $10.2K
|
5
$7.96K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5+ 0.74% |
$8.48K - $10.2K
|
679
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
5+ 41.67% |
$8.48K - $10.2K
|
17
$27.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 250.0% |
$8.48K - $10.2K
|
7
$11.1K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5+ 4.63% |
$8.48K - $10.2K
|
113
$180K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
5New |
$8.48K - $10.2K
|
5
$7.96K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.72% |
$8.48K - $10.2K
|
295
$470K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5+ 3.16% |
$8.48K - $10.2K
|
163
$259K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4+ 1.54% |
$6.78K - $8.12K
|
264
$420K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.52% |
$6.78K - $8.12K
|
777
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 3.6% |
$6.78K - $8.12K
|
115
$183K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4+ 0.56% |
$6.78K - $8.12K
|
716
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
4New |
$6.78K - $8.12K
|
4
$6.37K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4+ 0.34% |
$6.78K - $8.12K
|
1.17K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 133.33% |
$6.78K - $8.12K
|
7
$11.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4+ 3.77% |
$6.78K - $8.12K
|
110
$175K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.37% |
$5.09K - $6.09K
|
823
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
3New |
$5.09K - $6.09K
|
3
$4.78K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3+ 0.58% |
$5.09K - $6.09K
|
522
$831K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 150.0% |
$5.09K - $6.09K
|
5
$7.96K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3New |
$5.09K - $6.09K
|
3
$4.78K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
3+ 1.04% |
$5.09K - $6.09K
|
291
$463K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3+ 0.09% |
$5.09K - $6.09K
|
3.45K
$5.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
3+ 0.46% |
$5.09K - $6.09K
|
654
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 200.0% |
$3.39K - $4.06K
|
3
$4.78K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2+ 0.78% |
$3.39K - $4.06K
|
260
$414K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2+ 0.2% |
$3.39K - $4.06K
|
979
$1.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 200.0% |
$3.39K - $4.06K
|
3
$4.78K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2New |
$3.39K - $4.06K
|
2
$3.18K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1New |
$1.7K - $2.03K
|
1
$1.59K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$1.7K - $2.03K
|
1
$1.59K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 20.0% |
$1.7K - $2.03K
|
6
$9.55K
|