Purchases and Sales Made in Q4 2023 in Fair Isaac Corp (FICO)
This table provides information about the institutional ownership of Fair Isaac Corp (FICO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7New |
$5.78K - $8.19K
|
7
$13.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7New |
$5.78K - $8.19K
|
7
$13.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6New |
$4.95K - $7.02K
|
6
$11.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6+ 100.0% |
$4.95K - $7.02K
|
12
$22.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6New |
$4.95K - $7.02K
|
6
$11.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6New |
$4.95K - $7.02K
|
6
$11.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5+ 0.53% |
$4.13K - $5.85K
|
954
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5New |
$4.13K - $5.85K
|
5
$9.37K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5+ 1.19% |
$4.13K - $5.85K
|
426
$798K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5New |
$4.13K - $5.85K
|
5
$9.37K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5+ 1.32% |
$4.13K - $5.85K
|
383
$718K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.4% |
$4.13K - $5.85K
|
1.26K
$2.37M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4+ 0.1% |
$3.3K - $4.68K
|
3.87K
$7.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 400.0% |
$3.3K - $4.68K
|
5
$9.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
4+ 0.0% |
$3.3K - $4.68K
|
174K
$325M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4New |
$3.3K - $4.68K
|
4
$7.49K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
3+ 1.15% |
$2.48K - $3.51K
|
264
$495K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 1.5% |
$2.48K - $3.51K
|
203
$380K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3New |
$2.48K - $3.51K
|
3
$5.62K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.48% |
$2.48K - $3.51K
|
634
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
BUY
|
- |
2+ 0.0% |
$1.65K - $2.34K
|
64.8K
$121M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.54% |
$1.65K - $2.34K
|
132
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2New |
$1.65K - $2.34K
|
2
$3.75K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2New |
$1.65K - $2.34K
|
2
$3.75K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.61% |
$1.65K - $2.34K
|
332
$622K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
2+ 0.15% |
$1.65K - $2.34K
|
1.37K
$2.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2New |
$1.65K - $2.34K
|
2
$3.75K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2New |
$1.65K - $2.34K
|
2
$3.75K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2+ 200.0% |
$1.65K - $2.34K
|
3
$5.62K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1New |
$825 - $1.17K
|
1
$1.87K
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1+ 0.03% |
$825 - $1.17K
|
3.5K
$6.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 25.0% |
$825 - $1.17K
|
5
$9.37K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.81% |
$825 - $1.17K
|
125
$234K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 20.0% |
$825 - $1.17K
|
6
$11.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$825 - $1.17K
|
1
$1.87K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 14.29% |
$825 - $1.17K
|
8
$15K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 14.29% |
$825 - $1.17K
|
8
$15K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$825 - $1.17K
|
5
$9.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1- 0.05% |
$825 - $1.17K
|
2.08K
$3.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 8.33% |
$825 - $1.17K
|
11
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 5.56% |
$825 - $1.17K
|
17
$31.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2- 4.26% |
$1.65K - $2.34K
|
45
$84.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.5% |
$1.65K - $2.34K
|
400
$749K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 11.76% |
$1.65K - $2.34K
|
15
$28.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-2- 4.35% |
$1.65K - $2.34K
|
44
$82.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 1.48% |
$2.48K - $3.51K
|
200
$375K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-4- 0.75% |
$3.3K - $4.68K
|
527
$987K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4- 0.9% |
$3.3K - $4.68K
|
439
$822K
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-5- 2.08% |
$4.13K - $5.85K
|
235
$440K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-5- 0.41% |
$4.13K - $5.85K
|
1.22K
$2.28M
|