Purchases and Sales Made in Q1 2023 in Fair Isaac Corp (FICO)
This table provides information about the institutional ownership of Fair Isaac Corp (FICO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
37+ 1.85% |
$21.7K - $26.1K
|
2.03K
$3.78M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
35+ 2.5% |
$20.5K - $24.7K
|
1.44K
$2.67M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
34New |
$19.9K - $24K
|
34
$63.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32+ 6.78% |
$18.8K - $22.6K
|
504
$937K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29New |
$17K - $20.5K
|
29
$53.9K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27+ 0.81% |
$15.8K - $19K
|
3.36K
$6.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 92.86% |
$15.2K - $18.3K
|
54
$100K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25+ 13.02% |
$14.7K - $17.6K
|
217
$403K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
25New |
$14.7K - $17.6K
|
25
$46.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24+ 126.32% |
$14.1K - $16.9K
|
43
$79.9K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
21+ 0.51% |
$12.3K - $14.8K
|
4.17K
$7.75M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
21+ 44.68% |
$12.3K - $14.8K
|
68
$126K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21+ 2.69% |
$12.3K - $14.8K
|
801
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20New |
$11.7K - $14.1K
|
20
$37.2K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 2.7% |
$10.6K - $12.7K
|
685
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
18New |
$10.6K - $12.7K
|
18
$33.5K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
15+ 7.28% |
$8.79K - $10.6K
|
221
$411K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 34.21% |
$7.62K - $9.17K
|
51
$94.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
11+ 1.36% |
$6.45K - $7.76K
|
819
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 3.06% |
$5.86K - $7.05K
|
337
$626K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
10+ 0.07% |
$5.86K - $7.05K
|
14K
$26M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10+ 1.32% |
$5.86K - $7.05K
|
769
$1.43M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
10+ 2.63% |
$5.86K - $7.05K
|
390
$725K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 83.33% |
$5.86K - $7.05K
|
22
$40.9K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
10+ 0.06% |
$5.86K - $7.05K
|
16.9K
$31.3M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9New |
$5.28K - $6.35K
|
9
$16.7K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
9New |
$5.28K - $6.35K
|
9
$16.7K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.76% |
$5.28K - $6.35K
|
519
$965K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
8New |
$4.69K - $5.64K
|
8
$14.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8New |
$4.69K - $5.64K
|
8
$14.9K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
7+ 5.04% |
$4.1K - $4.94K
|
146
$271K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6+ 6.9% |
$3.52K - $4.23K
|
93
$173K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
6+ 0.5% |
$3.52K - $4.23K
|
1.21K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6+ 1.45% |
$3.52K - $4.23K
|
420
$781K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5New |
$2.93K - $3.53K
|
5
$9.29K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 7.02% |
$2.34K - $2.82K
|
61
$113K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4+ 0.5% |
$2.34K - $2.82K
|
800
$1.49M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$2.34K - $2.82K
|
4
$7.44K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.74% |
$2.34K - $2.82K
|
546
$1.01M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 1.69% |
$1.76K - $2.12K
|
181
$336K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
3+ 0.59% |
$1.76K - $2.12K
|
508
$944K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2New |
$1.17K - $1.41K
|
2
$3.72K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2New |
$1.17K - $1.41K
|
2
$3.72K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 6.67% |
$586 - $705
|
16
$29.7K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1New |
$586 - $705
|
1
$1.86K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.1% |
$586 - $705
|
1.02K
$1.9M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.63% |
$586 - $705
|
39
$72.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 6.67% |
$586 - $705
|
16
$29.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1- 0.03% |
$586 - $705
|
3.39K
$6.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 50.0% |
$586 - $705
|
1
$1.86K
|