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 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 20.0% |
$1.34K - $1.62K
|
12
$24K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.59% |
$1.34K - $1.62K
|
342
$683K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 4.76% |
$1.34K - $1.62K
|
44
$87.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2+ 0.06% |
$1.34K - $1.62K
|
3.6K
$7.18M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1+ 12.5% |
$672 - $809
|
9
$18K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$672 - $809
|
1
$2K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.08% |
$672 - $809
|
1.21K
$2.41M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 25.0% |
$672 - $809
|
5
$9.98K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.3% |
$672 - $809
|
330
$659K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 3.45% |
$672 - $809
|
30
$59.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 12.5% |
$672 - $809
|
9
$18K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1+ 0.03% |
$672 - $809
|
3.44K
$6.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1New |
$672 - $809
|
1
$2K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1+ 2.94% |
$672 - $809
|
35
$69.9K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 3.45% |
$672 - $809
|
30
$59.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.16% |
$672 - $809
|
610
$1.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$672 - $809
|
1
$2K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$672 - $809
|
1
$2K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1- 0.07% |
$672 - $809
|
1.39K
$2.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1- 0.02% |
$672 - $809
|
5.24K
$10.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1- 5.56% |
$672 - $809
|
17
$33.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1- 20.0% |
$672 - $809
|
4
$7.98K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2- 0.48% |
$1.34K - $1.62K
|
418
$834K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2- 0.25% |
$1.34K - $1.62K
|
788
$1.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.6% |
$2.02K - $2.43K
|
501
$1M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-4- 36.36% |
$2.69K - $3.24K
|
7
$14K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-4- 0.13% |
$2.69K - $3.24K
|
2.96K
$5.91M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5- 2.5% |
$3.36K - $4.05K
|
195
$389K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-5- 1.28% |
$3.36K - $4.05K
|
385
$768K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5- 0.73% |
$3.36K - $4.05K
|
680
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-7- 0.21% |
$4.71K - $5.66K
|
3.28K
$6.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-8- 0.5% |
$5.38K - $6.47K
|
1.59K
$3.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8- 1.2% |
$5.38K - $6.47K
|
661
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-8- 0.66% |
$5.38K - $6.47K
|
1.21K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-9- 1.38% |
$6.05K - $7.28K
|
641
$1.28M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-10- 0.23% |
$6.72K - $8.09K
|
4.29K
$8.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11- 40.74% |
$7.4K - $8.9K
|
16
$31.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11- 0.94% |
$7.4K - $8.9K
|
1.17K
$2.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12- 75.0% |
$8.07K - $9.71K
|
4
$7.98K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13- 1.66% |
$8.74K - $10.5K
|
772
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-14- 0.2% |
$9.41K - $11.3K
|
6.93K
$13.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15- 0.88% |
$10.1K - $12.1K
|
1.68K
$3.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16- 26.23% |
$10.8K - $12.9K
|
45
$89.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-16- 32.65% |
$10.8K - $12.9K
|
33
$65.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-16- 4.2% |
$10.8K - $12.9K
|
365
$729K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-17- 2.4% |
$11.4K - $13.8K
|
691
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-20- 0.01% |
$13.4K - $16.2K
|
167K
$334M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-21- 7.14% |
$14.1K - $17K
|
273
$545K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-21- 2.45% |
$14.1K - $17K
|
836
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-21- 0.78% |
$14.1K - $17K
|
2.66K
$5.3M
|