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 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
7+ 25.93% |
$5.78K - $8.19K
|
34
$67.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7New |
$5.78K - $8.19K
|
7
$14K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6New |
$4.95K - $7.02K
|
6
$12K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6+ 100.0% |
$4.95K - $7.02K
|
12
$24K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6New |
$4.95K - $7.02K
|
6
$12K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6New |
$4.95K - $7.02K
|
6
$12K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5+ 1.19% |
$4.13K - $5.85K
|
426
$850K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5New |
$4.13K - $5.85K
|
5
$9.98K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5+ 1.32% |
$4.13K - $5.85K
|
383
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.4% |
$4.13K - $5.85K
|
1.26K
$2.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5New |
$4.13K - $5.85K
|
5
$9.98K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5+ 0.53% |
$4.13K - $5.85K
|
954
$1.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 400.0% |
$3.3K - $4.68K
|
5
$9.98K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4New |
$3.3K - $4.68K
|
4
$7.98K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4+ 0.1% |
$3.3K - $4.68K
|
3.87K
$7.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
4+ 0.0% |
$3.3K - $4.68K
|
174K
$346M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.48% |
$2.48K - $3.51K
|
634
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
3+ 1.15% |
$2.48K - $3.51K
|
264
$527K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 1.5% |
$2.48K - $3.51K
|
203
$405K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3New |
$2.48K - $3.51K
|
3
$5.99K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2New |
$1.65K - $2.34K
|
2
$3.99K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
2+ 0.15% |
$1.65K - $2.34K
|
1.37K
$2.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2New |
$1.65K - $2.34K
|
2
$3.99K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2New |
$1.65K - $2.34K
|
2
$3.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
BUY
|
- |
2+ 0.0% |
$1.65K - $2.34K
|
64.8K
$129M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.54% |
$1.65K - $2.34K
|
132
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2+ 200.0% |
$1.65K - $2.34K
|
3
$5.99K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.61% |
$1.65K - $2.34K
|
332
$663K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2New |
$1.65K - $2.34K
|
2
$3.99K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.81% |
$825 - $1.17K
|
125
$249K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 25.0% |
$825 - $1.17K
|
5
$9.98K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$825 - $1.17K
|
1
$2K
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1+ 0.03% |
$825 - $1.17K
|
3.5K
$6.99M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 14.29% |
$825 - $1.17K
|
8
$16K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 14.29% |
$825 - $1.17K
|
8
$16K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1New |
$825 - $1.17K
|
1
$2K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 20.0% |
$825 - $1.17K
|
6
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1- 0.05% |
$825 - $1.17K
|
2.08K
$4.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$825 - $1.17K
|
5
$9.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 5.56% |
$825 - $1.17K
|
17
$33.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 8.33% |
$825 - $1.17K
|
11
$22K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.5% |
$1.65K - $2.34K
|
400
$798K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2- 4.26% |
$1.65K - $2.34K
|
45
$89.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 11.76% |
$1.65K - $2.34K
|
15
$29.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-2- 4.35% |
$1.65K - $2.34K
|
44
$87.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 1.48% |
$2.48K - $3.51K
|
200
$399K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4- 0.9% |
$3.3K - $4.68K
|
439
$876K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-4- 0.75% |
$3.3K - $4.68K
|
527
$1.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 55.56% |
$4.13K - $5.85K
|
4
$7.98K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5- 0.64% |
$4.13K - $5.85K
|
781
$1.56M
|