Purchases and Sales Made in Q2 2024 in Fair Isaac Corp (FICO)
This table provides information about the institutional ownership of Fair Isaac Corp (FICO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5New |
$5.55K - $7.44K
|
5
$7.96K
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.71% |
$5.55K - $7.44K
|
298
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5+ 4.67% |
$5.55K - $7.44K
|
112
$178K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5+ 83.33% |
$5.55K - $7.44K
|
11
$17.5K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
5+ 2.91% |
$5.55K - $7.44K
|
177
$282K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5+ 0.69% |
$5.55K - $7.44K
|
733
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5+ 1.01% |
$5.55K - $7.44K
|
502
$799K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5+ 1.18% |
$5.55K - $7.44K
|
428
$681K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 12.12% |
$4.44K - $5.95K
|
37
$58.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 1.52% |
$4.44K - $5.95K
|
268
$427K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
4+ 3.77% |
$4.44K - $5.95K
|
110
$175K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 44.44% |
$4.44K - $5.95K
|
13
$20.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4+ 5.0% |
$4.44K - $5.95K
|
84
$134K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
3New |
$3.33K - $4.47K
|
3
$4.78K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 1.28% |
$3.33K - $4.47K
|
237
$377K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
3New |
$3.33K - $4.47K
|
3
$4.78K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 1.5% |
$3.33K - $4.47K
|
203
$323K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$3.33K - $4.47K
|
3
$4.78K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$2.22K - $2.98K
|
2
$3.18K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.97% |
$2.22K - $2.98K
|
208
$331K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2+ 0.9% |
$2.22K - $2.98K
|
223
$355K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 100.0% |
$2.22K - $2.98K
|
4
$6.37K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2New |
$2.22K - $2.98K
|
2
$3.18K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1New |
$1.11K - $1.49K
|
1
$1.59K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$1.11K - $1.49K
|
1
$1.59K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 1.16% |
$1.11K - $1.49K
|
87
$138K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1New |
$1.11K - $1.49K
|
1
$1.59K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 0.88% |
$1.11K - $1.49K
|
115
$183K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 11.11% |
$1.11K - $1.49K
|
10
$15.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1+ 0.47% |
$1.11K - $1.49K
|
213
$339K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1New |
$1.11K - $1.49K
|
1
$1.59K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 25.0% |
$1.11K - $1.49K
|
5
$7.96K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.04% |
$1.11K - $1.49K
|
2.3K
$3.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 100.0% |
$1.11K - $1.49K
|
2
$3.18K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1+ 10.0% |
$1.11K - $1.49K
|
11
$17.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$1.11K - $1.49K
|
1
$1.59K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$1.11K - $1.49K
|
2
$3.18K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.19% |
$1.11K - $1.49K
|
535
$852K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.15% |
$1.11K - $1.49K
|
683
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.13% |
$1.11K - $1.49K
|
757
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$1.11K - $1.49K
|
2
$3.18K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 16.67% |
$1.11K - $1.49K
|
7
$11.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1- 0.16% |
$1.11K - $1.49K
|
618
$984K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-2- 0.79% |
$2.22K - $2.98K
|
251
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2- 66.67% |
$2.22K - $2.98K
|
1
$1.59K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2- 0.25% |
$2.22K - $2.98K
|
787
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2- 0.86% |
$2.22K - $2.98K
|
230
$366K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.26% |
$2.22K - $2.98K
|
758
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2Closed |
$2.22K - $2.98K
|
0
$0
|