Purchases and Sales Made in Q2 2023 in Fair Isaac Corp (FICO)
This table provides information about the institutional ownership of Fair Isaac Corp (FICO) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
36+ 16.29% |
$24.2K - $29.1K
|
257
$476K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
34+ 87.18% |
$22.9K - $27.5K
|
73
$135K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
33+ 2.64% |
$22.2K - $26.7K
|
1.28K
$2.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
33+ 1.68% |
$22.2K - $26.7K
|
2K
$3.71M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
32+ 1.43% |
$21.5K - $25.9K
|
2.27K
$4.2M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
32+ 2.37% |
$21.5K - $25.9K
|
1.38K
$2.56M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32+ 8.82% |
$21.5K - $25.9K
|
395
$732K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
31New |
$20.8K - $25.1K
|
31
$57.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
31+ 3.88% |
$20.8K - $25.1K
|
831
$1.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
31+ 1.72% |
$20.8K - $25.1K
|
1.83K
$3.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
30+ 1.71% |
$20.2K - $24.3K
|
1.78K
$3.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
28+ 7.16% |
$18.8K - $22.7K
|
419
$777K
|
|
|
Aug 09, 2023
Q2 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
28+ 0.08% |
$18.8K - $22.7K
|
34.5K
$64M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 16.05% |
$17.5K - $21K
|
188
$348K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 3.45% |
$16.1K - $19.4K
|
720
$1.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
23+ 6.89% |
$15.5K - $18.6K
|
357
$662K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
20+ 6.56% |
$13.4K - $16.2K
|
325
$602K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
20New |
$13.4K - $16.2K
|
20
$37.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
20+ 1.01% |
$13.4K - $16.2K
|
2.01K
$3.72M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
20+ 2.93% |
$13.4K - $16.2K
|
703
$1.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
20New |
$13.4K - $16.2K
|
20
$37.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
19+ 5.96% |
$12.8K - $15.4K
|
338
$626K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
19+ 4.86% |
$12.8K - $15.4K
|
410
$760K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
18New |
$12.1K - $14.6K
|
18
$33.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
18+ 3.54% |
$12.1K - $14.6K
|
526
$975K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 31.48% |
$11.4K - $13.8K
|
71
$132K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
16New |
$10.8K - $12.9K
|
16
$29.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16+ 23.53% |
$10.8K - $12.9K
|
84
$156K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
16+ 5.41% |
$10.8K - $12.9K
|
312
$578K
|
|
|
Jul 20, 2023
Q2 2023
|
Harrington Investments, Inc
|
BUY
|
- |
16+ 4.88% |
$10.8K - $12.9K
|
344
$638K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
15+ 10.27% |
$10.1K - $12.1K
|
161
$298K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14+ 9.72% |
$9.41K - $11.3K
|
158
$293K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
14New |
$9.41K - $11.3K
|
14
$25.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
13New |
$8.74K - $10.5K
|
13
$24.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
13+ 1.92% |
$8.74K - $10.5K
|
690
$1.28M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11+ 0.53% |
$7.4K - $8.9K
|
2.08K
$3.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
11+ 3.63% |
$7.4K - $8.9K
|
314
$582K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 12.05% |
$6.72K - $8.09K
|
93
$172K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
9+ 31.03% |
$6.05K - $7.28K
|
38
$70.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
9+ 0.3% |
$6.05K - $7.28K
|
3.05K
$5.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9+ 100.0% |
$6.05K - $7.28K
|
18
$33.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 4.06% |
$5.38K - $6.47K
|
205
$380K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8+ 15.69% |
$5.38K - $6.47K
|
59
$109K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 4.06% |
$5.38K - $6.47K
|
205
$380K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 1.89% |
$5.38K - $6.47K
|
431
$799K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7+ 31.82% |
$4.71K - $5.66K
|
29
$53.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
6New |
$4.03K - $4.86K
|
6
$11.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 44.44% |
$2.69K - $3.24K
|
13
$24.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
3New |
$2.02K - $2.43K
|
3
$5.56K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3+ 0.37% |
$2.02K - $2.43K
|
818
$1.52M
|