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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9+ 0.59% |
$5.43K - $6.03K
|
1.53K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8+ 1.97% |
$4.82K - $5.36K
|
415
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8+ 12.5% |
$4.82K - $5.36K
|
72
$54.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8+ 0.49% |
$4.82K - $5.36K
|
1.64K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
8+ 0.5% |
$4.82K - $5.36K
|
1.6K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8+ 0.72% |
$4.82K - $5.36K
|
1.12K
$845K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
8+ 2.51% |
$4.82K - $5.36K
|
327
$247K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8+ 266.67% |
$4.82K - $5.36K
|
11
$8.31K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
7+ 1.56% |
$4.22K - $4.69K
|
457
$345K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7+ 0.27% |
$4.22K - $4.69K
|
2.64K
$1.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
7New |
$4.22K - $4.69K
|
7
$5.29K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
7+ 2.03% |
$4.22K - $4.69K
|
352
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7+ 0.63% |
$4.22K - $4.69K
|
1.12K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.7% |
$4.22K - $4.69K
|
1.01K
$763K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
7+ 1.64% |
$4.22K - $4.69K
|
433
$327K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7+ 1.07% |
$4.22K - $4.69K
|
664
$502K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6+ 1.35% |
$3.62K - $4.02K
|
452
$341K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6+ 1.86% |
$3.62K - $4.02K
|
328
$248K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
6+ 0.94% |
$3.62K - $4.02K
|
642
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
6New |
$3.62K - $4.02K
|
6
$4.53K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6+ 14.29% |
$3.62K - $4.02K
|
48
$36.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
6+ 0.33% |
$3.62K - $4.02K
|
1.82K
$1.37M
|
|
|
Nov 26, 2024
Q3 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
6+ 0.12% |
$3.62K - $4.02K
|
5.06K
$3.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 1.35% |
$3.01K - $3.35K
|
375
$283K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
5+ 1.06% |
$3.01K - $3.35K
|
475
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 0.86% |
$3.01K - $3.35K
|
586
$443K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
5+ 1.6% |
$3.01K - $3.35K
|
318
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
5+ 0.48% |
$3.01K - $3.35K
|
1.05K
$790K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
5+ 0.06% |
$3.01K - $3.35K
|
7.99K
$6.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.75% |
$3.01K - $3.35K
|
675
$510K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.67% |
$3.01K - $3.35K
|
746
$564K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$3.01K - $3.35K
|
5
$3.78K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5+ 125.0% |
$3.01K - $3.35K
|
9
$6.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
5+ 0.93% |
$3.01K - $3.35K
|
543
$410K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5+ 1.3% |
$3.01K - $3.35K
|
391
$295K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 166.67% |
$3.01K - $3.35K
|
8
$6.04K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.15% |
$3.01K - $3.35K
|
3.28K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5+ 0.21% |
$3.01K - $3.35K
|
2.42K
$1.83M
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
5+ 0.99% |
$3.01K - $3.35K
|
511
$386K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
4+ 0.82% |
$2.41K - $2.68K
|
490
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4+ 1.53% |
$2.41K - $2.68K
|
266
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
4+ 0.03% |
$2.41K - $2.68K
|
12.5K
$9.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4+ 3.48% |
$2.41K - $2.68K
|
119
$89.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4+ 0.96% |
$2.41K - $2.68K
|
419
$317K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
4+ 0.09% |
$2.41K - $2.68K
|
4.36K
$3.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
4+ 0.08% |
$2.41K - $2.68K
|
4.74K
$3.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4+ 0.98% |
$2.41K - $2.68K
|
413
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4+ 0.25% |
$2.41K - $2.68K
|
1.58K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3+ 0.66% |
$1.81K - $2.01K
|
458
$346K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
3+ 0.12% |
$1.81K - $2.01K
|
2.42K
$1.82M
|