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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5+ 83.33% |
$5.55K - $7.44K
|
11
$20.5K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5+ 1.01% |
$5.55K - $7.44K
|
502
$936K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5+ 0.69% |
$5.55K - $7.44K
|
733
$1.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5New |
$5.55K - $7.44K
|
5
$9.32K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5+ 4.67% |
$5.55K - $7.44K
|
112
$209K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 1.52% |
$4.44K - $5.95K
|
268
$500K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 44.44% |
$4.44K - $5.95K
|
13
$24.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
4+ 3.77% |
$4.44K - $5.95K
|
110
$205K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 12.12% |
$4.44K - $5.95K
|
37
$69K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
4+ 5.0% |
$4.44K - $5.95K
|
84
$157K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
3New |
$3.33K - $4.47K
|
3
$5.59K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 1.5% |
$3.33K - $4.47K
|
203
$379K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$3.33K - $4.47K
|
3
$5.59K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
3New |
$3.33K - $4.47K
|
3
$5.59K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 1.28% |
$3.33K - $4.47K
|
237
$442K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.97% |
$2.22K - $2.98K
|
208
$388K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2New |
$2.22K - $2.98K
|
2
$3.73K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$2.22K - $2.98K
|
2
$3.73K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 100.0% |
$2.22K - $2.98K
|
4
$7.46K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2+ 0.9% |
$2.22K - $2.98K
|
223
$416K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 16.67% |
$1.11K - $1.49K
|
7
$13.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 11.11% |
$1.11K - $1.49K
|
10
$18.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 100.0% |
$1.11K - $1.49K
|
2
$3.73K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 25.0% |
$1.11K - $1.49K
|
5
$9.32K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 0.88% |
$1.11K - $1.49K
|
115
$214K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.19% |
$1.11K - $1.49K
|
535
$998K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 100.0% |
$1.11K - $1.49K
|
2
$3.73K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$1.11K - $1.49K
|
1
$1.86K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1New |
$1.11K - $1.49K
|
1
$1.86K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.15% |
$1.11K - $1.49K
|
683
$1.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 1.16% |
$1.11K - $1.49K
|
87
$162K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.04% |
$1.11K - $1.49K
|
2.3K
$4.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.13% |
$1.11K - $1.49K
|
757
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$1.11K - $1.49K
|
2
$3.73K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1+ 0.47% |
$1.11K - $1.49K
|
213
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1+ 10.0% |
$1.11K - $1.49K
|
11
$20.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1New |
$1.11K - $1.49K
|
1
$1.86K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$1.11K - $1.49K
|
1
$1.86K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1New |
$1.11K - $1.49K
|
1
$1.86K
|
|
|
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
$1.15M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2- 0.77% |
$2.22K - $2.98K
|
259
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2- 66.67% |
$2.22K - $2.98K
|
1
$1.86K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-2- 0.79% |
$2.22K - $2.98K
|
251
$468K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2- 0.64% |
$2.22K - $2.98K
|
309
$576K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2- 0.41% |
$2.22K - $2.98K
|
484
$903K
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2- 0.99% |
$2.22K - $2.98K
|
201
$375K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.26% |
$2.22K - $2.98K
|
758
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-2- 0.49% |
$2.22K - $2.98K
|
407
$759K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2Closed |
$2.22K - $2.98K
|
0
$0
|