Purchases and Sales Made in Q1 2023 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q1 2023. The information is specifically focused on institutions that hold shares of INTUIT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2- 0.09% |
$751 - $904
|
2.11K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-2- 0.16% |
$751 - $904
|
1.25K
$751K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 0.39% |
$751 - $904
|
510
$307K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 33.33% |
$751 - $904
|
4
$2.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-3- 0.05% |
$1.13K - $1.36K
|
5.58K
$3.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.19% |
$1.13K - $1.36K
|
1.55K
$930K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-3- 0.48% |
$1.13K - $1.36K
|
619
$372K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-3- 0.41% |
$1.13K - $1.36K
|
736
$442K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 0.33% |
$1.13K - $1.36K
|
916
$551K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3- 0.03% |
$1.13K - $1.36K
|
8.83K
$5.31M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3- 17.65% |
$1.13K - $1.36K
|
14
$8.42K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3- 0.45% |
$1.13K - $1.36K
|
669
$402K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.63% |
$1.5K - $1.81K
|
634
$381K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 0.6% |
$1.5K - $1.81K
|
663
$399K
|
|
|
Apr 03, 2023
Q1 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-5- 0.03% |
$1.88K - $2.26K
|
15.1K
$9.07M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5- 0.42% |
$1.88K - $2.26K
|
1.18K
$707K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5- 0.21% |
$1.88K - $2.26K
|
2.42K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.63% |
$1.88K - $2.26K
|
790
$475K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5- 0.71% |
$1.88K - $2.26K
|
695
$418K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5- 35.71% |
$1.88K - $2.26K
|
9
$5.41K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-5- 0.09% |
$1.88K - $2.26K
|
5.67K
$3.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-6- 0.12% |
$2.25K - $2.71K
|
5.11K
$3.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6- 4.8% |
$2.25K - $2.71K
|
119
$71.5K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-6- 0.88% |
$2.25K - $2.71K
|
673
$405K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-6- 5.66% |
$2.25K - $2.71K
|
100
$60.1K
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-6- 0.99% |
$2.25K - $2.71K
|
601
$361K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-7- 43.75% |
$2.63K - $3.17K
|
9
$5.41K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-7- 4.52% |
$2.63K - $3.17K
|
148
$89K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 4.83% |
$2.63K - $3.17K
|
138
$83K
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-8- 0.7% |
$3K - $3.62K
|
1.13K
$678K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-8- 0.57% |
$3K - $3.62K
|
1.38K
$832K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-8- 0.11% |
$3K - $3.62K
|
7.57K
$4.55M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-8- 0.61% |
$3K - $3.62K
|
1.3K
$780K
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-9- 0.21% |
$3.38K - $4.07K
|
4.24K
$2.55M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-10- 7.69% |
$3.76K - $4.52K
|
120
$72.1K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-10- 2.26% |
$3.76K - $4.52K
|
433
$260K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10- 1.11% |
$3.76K - $4.52K
|
888
$534K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10Closed |
$3.76K - $4.52K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 7.75% |
$4.13K - $4.97K
|
131
$78.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-12- 1.4% |
$4.51K - $5.43K
|
843
$507K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-12- 70.59% |
$4.51K - $5.43K
|
5
$3.01K
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-12- 1.86% |
$4.51K - $5.43K
|
632
$380K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-12- 1.44% |
$4.51K - $5.43K
|
823
$495K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-12- 1.62% |
$4.51K - $5.43K
|
729
$438K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-12- 5.19% |
$4.51K - $5.43K
|
219
$132K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13- 0.86% |
$4.88K - $5.88K
|
1.5K
$903K
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-14- 1.2% |
$5.26K - $6.33K
|
1.15K
$692K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-14- 31.11% |
$5.26K - $6.33K
|
31
$18.6K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-14- 2.36% |
$5.26K - $6.33K
|
578
$347K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-14- 0.16% |
$5.26K - $6.33K
|
8.66K
$5.2M
|