Purchases and Sales Made in Q4 2023 in Fair Isaac Corp (FICO)
This table provides information about the institutional ownership of Fair Isaac Corp (FICO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
181New |
$149K - $212K
|
181
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
178New |
$147K - $208K
|
178
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
178New |
$147K - $208K
|
178
$355K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
175New |
$144K - $205K
|
175
$349K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
175+ 8.39% |
$144K - $205K
|
2.26K
$4.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
175New |
$144K - $205K
|
175
$349K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
175New |
$144K - $205K
|
175
$349K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
173New |
$143K - $203K
|
173
$345K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
173New |
$143K - $203K
|
173
$345K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
172New |
$142K - $201K
|
172
$343K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
170+ 9.61% |
$140K - $199K
|
1.94K
$3.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
168+ 2.24% |
$139K - $197K
|
7.68K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
159+ 4.56% |
$131K - $186K
|
3.64K
$7.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
158+ 5.45% |
$130K - $185K
|
3.06K
$6.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
158+ 10.81% |
$130K - $185K
|
1.62K
$3.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
147+ 161.54% |
$121K - $172K
|
238
$475K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
131+ 35.12% |
$108K - $153K
|
504
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
128+ 5.47% |
$106K - $150K
|
2.47K
$4.93M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
122+ 35.47% |
$101K - $143K
|
466
$930K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
113+ 14.25% |
$93.2K - $132K
|
906
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
105+ 0.18% |
$86.6K - $123K
|
60K
$120M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
105New |
$86.6K - $123K
|
105
$210K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
103+ 4.84% |
$85K - $121K
|
2.23K
$4.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
101New |
$83.3K - $118K
|
101
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
100+ 20.0% |
$82.5K - $117K
|
600
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
100+ 7.85% |
$82.5K - $117K
|
1.37K
$2.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
94+ 0.56% |
$77.6K - $110K
|
16.8K
$33.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
93+ 4.01% |
$76.7K - $109K
|
2.41K
$4.82M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
88+ 3.7% |
$72.6K - $103K
|
2.47K
$4.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
77+ 3.24% |
$63.5K - $90.1K
|
2.45K
$4.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
75+ 0.19% |
$61.9K - $87.8K
|
39K
$77.8M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
74+ 17.62% |
$61.1K - $86.6K
|
494
$986K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
71+ 4.56% |
$58.6K - $83.1K
|
1.63K
$3.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
71+ 42.01% |
$58.6K - $83.1K
|
240
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
69+ 16.55% |
$56.9K - $80.8K
|
486
$970K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
61+ 119.61% |
$50.3K - $71.4K
|
112
$224K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
60+ 10.79% |
$49.5K - $70.2K
|
616
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
59+ 109.26% |
$48.7K - $69.1K
|
113
$226K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
59+ 2.46% |
$48.7K - $69.1K
|
2.45K
$4.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58+ 22.14% |
$47.9K - $67.9K
|
320
$639K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
56+ 13.3% |
$46.2K - $65.6K
|
477
$952K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
56+ 6.65% |
$46.2K - $65.6K
|
898
$1.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
56+ 23.43% |
$46.2K - $65.6K
|
295
$589K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
55+ 4.57% |
$45.4K - $64.4K
|
1.26K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
53+ 1.94% |
$43.7K - $62K
|
2.78K
$5.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
53+ 20.46% |
$43.7K - $62K
|
312
$623K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
52+ 2.41% |
$42.9K - $60.9K
|
2.21K
$4.42M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
51New |
$42.1K - $59.7K
|
51
$102K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
51+ 14.33% |
$42.1K - $59.7K
|
407
$812K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
50+ 19.01% |
$41.3K - $58.5K
|
313
$625K
|