Purchases and Sales Made in Q3 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
17+ 1.13% |
$10.3K - $11.4K
|
1.52K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17+ 1.78% |
$10.3K - $11.4K
|
973
$735K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
17+ 0.41% |
$10.3K - $11.4K
|
4.19K
$3.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
17+ 3.37% |
$10.3K - $11.4K
|
521
$394K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
16+ 114.29% |
$9.65K - $10.7K
|
30
$22.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
16+ 1.04% |
$9.65K - $10.7K
|
1.55K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
16+ 1.51% |
$9.65K - $10.7K
|
1.08K
$814K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
16+ 1.9% |
$9.65K - $10.7K
|
859
$649K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
15+ 3.36% |
$9.04K - $10.1K
|
461
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
15+ 2.95% |
$9.04K - $10.1K
|
523
$395K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
15+ 1.79% |
$9.04K - $10.1K
|
855
$646K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
15+ 2.07% |
$9.04K - $10.1K
|
741
$560K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15+ 3.16% |
$9.04K - $10.1K
|
490
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
15+ 2.68% |
$9.04K - $10.1K
|
574
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
15+ 0.98% |
$9.04K - $10.1K
|
1.55K
$1.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
15+ 0.92% |
$9.04K - $10.1K
|
1.64K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
14+ 4.33% |
$8.44K - $9.39K
|
337
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
14+ 3.07% |
$8.44K - $9.39K
|
470
$355K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14+ 1.4% |
$8.44K - $9.39K
|
1.01K
$765K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 4.15% |
$8.44K - $9.39K
|
351
$265K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13+ 3.65% |
$7.84K - $8.72K
|
369
$279K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
13+ 2.0% |
$7.84K - $8.72K
|
663
$501K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13+ 1.38% |
$7.84K - $8.72K
|
958
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
13+ 2.37% |
$7.84K - $8.72K
|
561
$424K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12+ 1.06% |
$7.24K - $8.05K
|
1.14K
$864K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
12+ 3.17% |
$7.24K - $8.05K
|
391
$295K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
12+ 0.22% |
$7.24K - $8.05K
|
5.39K
$4.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 31.58% |
$7.24K - $8.05K
|
50
$37.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
12+ 0.7% |
$7.24K - $8.05K
|
1.73K
$1.31M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 3.76% |
$7.24K - $8.05K
|
331
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11+ 0.27% |
$6.63K - $7.38K
|
4.06K
$3.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
11+ 0.58% |
$6.63K - $7.38K
|
1.89K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11+ 21.57% |
$6.63K - $7.38K
|
62
$46.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11+ 1.45% |
$6.63K - $7.38K
|
769
$581K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
11+ 4.1% |
$6.63K - $7.38K
|
279
$211K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
11+ 1.54% |
$6.63K - $7.38K
|
727
$549K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
11+ 2.28% |
$6.63K - $7.38K
|
493
$372K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
10+ 1.33% |
$6.03K - $6.7K
|
760
$574K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
10+ 1.87% |
$6.03K - $6.7K
|
545
$412K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
10+ 0.31% |
$6.03K - $6.7K
|
3.28K
$2.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 32.26% |
$6.03K - $6.7K
|
41
$31K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
9+ 0.21% |
$5.43K - $6.03K
|
4.34K
$3.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 45.0% |
$5.43K - $6.03K
|
29
$21.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
9+ 1.57% |
$5.43K - $6.03K
|
584
$441K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
9+ 1.78% |
$5.43K - $6.03K
|
515
$389K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 10.59% |
$5.43K - $6.03K
|
94
$71K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 47.37% |
$5.43K - $6.03K
|
28
$21.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9New |
$5.43K - $6.03K
|
9
$6.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
9+ 0.61% |
$5.43K - $6.03K
|
1.48K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
9+ 1.17% |
$5.43K - $6.03K
|
778
$588K
|