Purchases and Sales Made in Q4 2024 in Fair Isaac Corp (FICO)
This table provides information about the institutional ownership of Fair Isaac Corp (FICO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 1.51% |
$11.5K - $14.3K
|
403
$641K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6New |
$11.5K - $14.3K
|
6
$9.55K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
6+ 5.66% |
$11.5K - $14.3K
|
112
$178K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6+ 2.0% |
$11.5K - $14.3K
|
306
$487K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 42.86% |
$11.5K - $14.3K
|
20
$31.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5+ 4.72% |
$9.56K - $11.9K
|
111
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
5+ 1.37% |
$9.56K - $11.9K
|
369
$587K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
5+ 3.33% |
$9.56K - $11.9K
|
155
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
5+ 2.1% |
$9.56K - $11.9K
|
243
$387K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5New |
$9.56K - $11.9K
|
5
$7.96K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
5+ 3.4% |
$9.56K - $11.9K
|
152
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 1.4% |
$7.64K - $9.53K
|
289
$460K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 66.67% |
$7.64K - $9.53K
|
10
$15.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 3.03% |
$7.64K - $9.53K
|
136
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 5.48% |
$7.64K - $9.53K
|
77
$123K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3+ 1.94% |
$5.73K - $7.15K
|
158
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 9.68% |
$5.73K - $7.15K
|
34
$54.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
3New |
$5.73K - $7.15K
|
3
$4.78K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
3+ 0.1% |
$5.73K - $7.15K
|
3.01K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3+ 1.09% |
$5.73K - $7.15K
|
277
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 2.83% |
$5.73K - $7.15K
|
109
$173K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3+ 2.91% |
$5.73K - $7.15K
|
106
$169K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3+ 10.34% |
$5.73K - $7.15K
|
32
$50.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3+ 0.23% |
$5.73K - $7.15K
|
1.33K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
3+ 100.0% |
$5.73K - $7.15K
|
6
$9.55K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2New |
$3.82K - $4.76K
|
2
$3.18K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
2+ 1.92% |
$3.82K - $4.76K
|
106
$169K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.96% |
$3.82K - $4.76K
|
210
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 200.0% |
$3.82K - $4.76K
|
3
$4.78K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 10.0% |
$3.82K - $4.76K
|
22
$35K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.45% |
$3.82K - $4.76K
|
443
$705K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2New |
$3.82K - $4.76K
|
2
$3.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
2+ 0.9% |
$3.82K - $4.76K
|
223
$355K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$3.82K - $4.76K
|
2
$3.18K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2+ 0.41% |
$3.82K - $4.76K
|
495
$788K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$3.82K - $4.76K
|
2
$3.18K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 15.38% |
$3.82K - $4.76K
|
15
$23.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1+ 0.68% |
$1.91K - $2.38K
|
147
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.88% |
$1.91K - $2.38K
|
115
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$1.91K - $2.38K
|
1
$1.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1+ 0.47% |
$1.91K - $2.38K
|
214
$341K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1New |
$1.91K - $2.38K
|
1
$1.59K
|
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
1+ 0.26% |
$1.91K - $2.38K
|
391
$622K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$1.91K - $2.38K
|
1
$1.59K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 5.56% |
$1.91K - $2.38K
|
19
$30.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.67% |
$1.91K - $2.38K
|
151
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.44% |
$1.91K - $2.38K
|
227
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 0.3% |
$1.91K - $2.38K
|
330
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.37% |
$1.91K - $2.38K
|
269
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 5.0% |
$1.91K - $2.38K
|
21
$33.4K
|