Purchases and Sales Made in Q3 2023 in Fair Isaac Corp (FICO)
This table provides information about the institutional ownership of Fair Isaac Corp (FICO) during Q3 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
319+ 15.37% |
$250K - $290K
|
2.4K
$4.5M
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
311New |
$243K - $283K
|
311
$585K
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
303New |
$237K - $276K
|
303
$570K
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
294New |
$230K - $268K
|
294
$553K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
289New |
$226K - $263K
|
289
$543K
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
286+ 10.48% |
$224K - $260K
|
3.02K
$5.67M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
285New |
$223K - $259K
|
285
$536K
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
283+ 0.53% |
$221K - $258K
|
53.8K
$101M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
280New |
$219K - $255K
|
280
$526K
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
277New |
$217K - $252K
|
277
$521K
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
275New |
$215K - $250K
|
275
$517K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
269+ 4.74% |
$210K - $245K
|
5.94K
$11.2M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
265+ 20.06% |
$207K - $241K
|
1.59K
$2.98M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
263New |
$206K - $239K
|
263
$495K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
259New |
$203K - $236K
|
259
$487K
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
259New |
$203K - $236K
|
259
$487K
|
|
Nov 13, 2023
Q3 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
258+ 42.09% |
$202K - $235K
|
871
$1.64M
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
253New |
$198K - $230K
|
253
$476K
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
252+ 1.08% |
$197K - $229K
|
23.6K
$44.3M
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
248New |
$194K - $226K
|
248
$466K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
247+ 18.87% |
$193K - $225K
|
1.56K
$2.93M
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
240+ 6.01% |
$188K - $218K
|
4.24K
$7.96M
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
239New |
$187K - $217K
|
239
$449K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
239New |
$187K - $217K
|
239
$449K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
238New |
$186K - $217K
|
238
$448K
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
235New |
$184K - $214K
|
235
$442K
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
234New |
$183K - $213K
|
234
$440K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
234New |
$183K - $213K
|
234
$440K
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
232New |
$182K - $211K
|
232
$436K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
230New |
$180K - $209K
|
230
$432K
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
226+ 116.49% |
$177K - $206K
|
420
$790K
|
|
Oct 27, 2023
Q3 2023
|
Australian Super Pty LTD
|
BUY
|
- |
215+ 2.86% |
$168K - $196K
|
7.73K
$14.5M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
208+ 8.12% |
$163K - $189K
|
2.77K
$5.21M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
202+ 9.29% |
$158K - $184K
|
2.38K
$4.47M
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
197New |
$154K - $179K
|
197
$370K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
182+ 224.69% |
$142K - $166K
|
263
$495K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
174+ 8.03% |
$136K - $158K
|
2.34K
$4.4M
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
168+ 16.8% |
$131K - $153K
|
1.17K
$2.2M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
168+ 2.67% |
$131K - $153K
|
6.47K
$12.2M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
163+ 24.4% |
$128K - $148K
|
831
$1.56M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
159+ 18.55% |
$124K - $145K
|
1.02K
$1.91M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
153+ 22.5% |
$120K - $139K
|
833
$1.57M
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
149+ 0.09% |
$117K - $136K
|
174K
$326M
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
120+ 1.71% |
$93.9K - $109K
|
7.13K
$13.4M
|
|
Dec 18, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
117+ 9.41% |
$91.5K - $106K
|
1.36K
$2.56M
|
|
Oct 10, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
117+ 9.41% |
$91.5K - $106K
|
1.36K
$2.56M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
113+ 154.79% |
$88.4K - $103K
|
186
$350K
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
112+ 125.84% |
$87.6K - $102K
|
201
$378K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
108+ 20.22% |
$84.5K - $98.3K
|
642
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
101+ 15.76% |
$79K - $91.9K
|
742
$1.4M
|