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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
15+ 4.7% |
$11.7K - $13.6K
|
334
$626K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15+ 1.06% |
$11.7K - $13.6K
|
1.42K
$2.67M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
13+ 8.07% |
$10.2K - $11.8K
|
174
$326K
|
|
Nov 13, 2023
Q3 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
12+ 0.37% |
$9.39K - $10.9K
|
3.29K
$6.17M
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12+ 0.07% |
$9.39K - $10.9K
|
17.5K
$32.8M
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
12+ 0.01% |
$9.39K - $10.9K
|
91.4K
$171M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12+ 14.29% |
$9.39K - $10.9K
|
96
$180K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12+ 6.38% |
$9.39K - $10.9K
|
200
$375K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
11+ 26.19% |
$8.61K - $10K
|
53
$99.3K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11+ 0.32% |
$8.61K - $10K
|
3.41K
$6.39M
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
10+ 1.55% |
$7.82K - $9.1K
|
657
$1.23M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$7.82K - $9.1K
|
10
$18.7K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 14.08% |
$7.82K - $9.1K
|
81
$152K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9New |
$7.04K - $8.19K
|
9
$16.9K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
9New |
$7.04K - $8.19K
|
9
$16.9K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9+ 1.08% |
$7.04K - $8.19K
|
840
$1.57M
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
8+ 2.19% |
$6.26K - $7.28K
|
373
$699K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
8New |
$6.26K - $7.28K
|
8
$15K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
7+ 0.84% |
$5.48K - $6.37K
|
843
$1.58M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$5.48K - $6.37K
|
7
$13.1K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 11.86% |
$5.48K - $6.37K
|
66
$124K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.14% |
$5.48K - $6.37K
|
4.86K
$9.11M
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
7+ 0.16% |
$5.48K - $6.37K
|
4.28K
$8.02M
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
7+ 14.89% |
$5.48K - $6.37K
|
54
$101K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7+ 700.0% |
$5.48K - $6.37K
|
8
$15K
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
BUY
|
- |
7+ 2.03% |
$5.48K - $6.37K
|
351
$658K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6+ 2.34% |
$4.69K - $5.46K
|
262
$491K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5New |
$3.91K - $4.55K
|
5
$9.37K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5+ 0.24% |
$3.91K - $4.55K
|
2.08K
$3.9M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
5+ 0.95% |
$3.91K - $4.55K
|
531
$995K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.07% |
$3.91K - $4.55K
|
471
$882K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4+ 1.61% |
$3.13K - $3.64K
|
252
$472K
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
4+ 0.2% |
$3.13K - $3.64K
|
2.01K
$3.77M
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
4New |
$3.13K - $3.64K
|
4
$7.49K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.58% |
$3.13K - $3.64K
|
694
$1.3M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3+ 0.88% |
$2.35K - $2.73K
|
345
$646K
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
3+ 0.1% |
$2.35K - $2.73K
|
3.05K
$5.72M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
3+ 0.78% |
$2.35K - $2.73K
|
388
$727K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3+ 0.72% |
$2.35K - $2.73K
|
421
$789K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 40.0% |
$1.56K - $1.82K
|
7
$13.1K
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.38% |
$1.56K - $1.82K
|
527
$987K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2New |
$1.56K - $1.82K
|
2
$3.75K
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2New |
$1.56K - $1.82K
|
2
$3.75K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 50.0% |
$1.56K - $1.82K
|
6
$11.2K
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
2+ 0.22% |
$1.56K - $1.82K
|
899
$1.68M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2New |
$1.56K - $1.82K
|
2
$3.75K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 0.23% |
$782 - $910
|
432
$809K
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1+ 0.06% |
$782 - $910
|
1.66K
$3.11M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 2.27% |
$782 - $910
|
45
$84.3K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1New |
$782 - $910
|
1
$1.87K
|