Purchases and Sales Made in Q4 2024 in Fair Isaac Corp (FICO)
This table provides information about the institutional ownership of Fair Isaac Corp (FICO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
5+ 2.1% |
$9.56K - $11.9K
|
243
$458K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
5+ 3.33% |
$9.56K - $11.9K
|
155
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
5+ 1.37% |
$9.56K - $11.9K
|
369
$696K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 5.48% |
$7.64K - $9.53K
|
77
$145K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 66.67% |
$7.64K - $9.53K
|
10
$18.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 1.4% |
$7.64K - $9.53K
|
289
$545K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 3.03% |
$7.64K - $9.53K
|
136
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
3+ 100.0% |
$5.73K - $7.15K
|
6
$11.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3+ 1.94% |
$5.73K - $7.15K
|
158
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3+ 2.91% |
$5.73K - $7.15K
|
106
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3+ 10.34% |
$5.73K - $7.15K
|
32
$60.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 2.83% |
$5.73K - $7.15K
|
109
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
3+ 0.1% |
$5.73K - $7.15K
|
3.01K
$5.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
3+ 9.68% |
$5.73K - $7.15K
|
34
$64.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3+ 0.23% |
$5.73K - $7.15K
|
1.33K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
3New |
$5.73K - $7.15K
|
3
$5.66K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3+ 1.09% |
$5.73K - $7.15K
|
277
$523K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 10.0% |
$3.82K - $4.76K
|
22
$41.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2+ 0.41% |
$3.82K - $4.76K
|
495
$934K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
2+ 1.92% |
$3.82K - $4.76K
|
106
$200K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$3.82K - $4.76K
|
2
$3.77K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.96% |
$3.82K - $4.76K
|
210
$396K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 15.38% |
$3.82K - $4.76K
|
15
$28.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2New |
$3.82K - $4.76K
|
2
$3.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$3.82K - $4.76K
|
2
$3.77K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.45% |
$3.82K - $4.76K
|
443
$836K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2New |
$3.82K - $4.76K
|
2
$3.77K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 200.0% |
$3.82K - $4.76K
|
3
$5.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
2+ 0.9% |
$3.82K - $4.76K
|
223
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.51% |
$1.91K - $2.38K
|
196
$370K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 10.0% |
$1.91K - $2.38K
|
11
$20.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.84% |
$1.91K - $2.38K
|
120
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.23% |
$1.91K - $2.38K
|
428
$807K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 14.29% |
$1.91K - $2.38K
|
8
$15.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1+ 0.47% |
$1.91K - $2.38K
|
214
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.37% |
$1.91K - $2.38K
|
269
$507K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 5.56% |
$1.91K - $2.38K
|
19
$35.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
1+ 0.26% |
$1.91K - $2.38K
|
391
$738K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.88% |
$1.91K - $2.38K
|
115
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
1New |
$1.91K - $2.38K
|
1
$1.89K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.67% |
$1.91K - $2.38K
|
151
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 0.3% |
$1.91K - $2.38K
|
330
$622K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1+ 0.23% |
$1.91K - $2.38K
|
428
$807K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1New |
$1.91K - $2.38K
|
1
$1.89K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$1.91K - $2.38K
|
1
$1.89K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.54% |
$1.91K - $2.38K
|
186
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 5.0% |
$1.91K - $2.38K
|
21
$39.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1New |
$1.91K - $2.38K
|
1
$1.89K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.3% |
$1.91K - $2.38K
|
335
$632K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1+ 0.04% |
$1.91K - $2.38K
|
2.48K
$4.67M
|