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 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-294- 18.87% |
$177K - $197K
|
1.26K
$838K
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-294- 37.5% |
$177K - $197K
|
490
$325K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-295- 3.0% |
$178K - $198K
|
9.53K
$6.32M
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-311- 4.13% |
$188K - $209K
|
7.23K
$4.79M
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-321- 1.95% |
$194K - $215K
|
16.1K
$10.7M
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-322- 0.31% |
$194K - $216K
|
103K
$68.5M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-346- 31.14% |
$209K - $232K
|
765
$507K
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-350- 0.46% |
$211K - $235K
|
75K
$49.7M
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-351- 3.87% |
$212K - $235K
|
8.71K
$5.77M
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-352- 1.82% |
$212K - $236K
|
19K
$12.6M
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-354- 1.97% |
$213K - $237K
|
17.6K
$11.7M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-357- 1.47% |
$215K - $239K
|
23.9K
$15.8M
|
|
Nov 14, 2024
Q3 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-359- 5.86% |
$216K - $241K
|
5.77K
$3.82M
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-360- 16.19% |
$217K - $241K
|
1.86K
$1.24M
|
|
Nov 14, 2024
Q3 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-362- 7.74% |
$218K - $243K
|
4.31K
$2.86M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-363- 16.12% |
$219K - $243K
|
1.89K
$1.25M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-369- 4.76% |
$222K - $247K
|
7.38K
$4.89M
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-377- 6.29% |
$227K - $253K
|
5.62K
$3.72M
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-380- 14.69% |
$229K - $255K
|
2.21K
$1.46M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-380- 16.69% |
$229K - $255K
|
1.9K
$1.26M
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-385- 8.19% |
$232K - $258K
|
4.32K
$2.86M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-386- 0.82% |
$233K - $259K
|
46.8K
$31M
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-387- 1.36% |
$233K - $259K
|
28.1K
$18.6M
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-391- 6.38% |
$236K - $262K
|
5.73K
$3.8M
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-394- 9.85% |
$238K - $264K
|
3.61K
$2.39M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-397- 89.62% |
$239K - $266K
|
46
$30.5K
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-400- 44.44% |
$241K - $268K
|
500
$331K
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.84% |
$241K - $268K
|
13.7K
$9.06M
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-406- 40.52% |
$245K - $272K
|
596
$395K
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-410- 17.7% |
$247K - $275K
|
1.91K
$1.26M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-433- 25.29% |
$261K - $290K
|
1.28K
$848K
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-437- 41.03% |
$263K - $293K
|
628
$416K
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-437- 6.85% |
$263K - $293K
|
5.94K
$3.94M
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-437- 46.39% |
$263K - $293K
|
505
$335K
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-439- 0.86% |
$265K - $294K
|
50.8K
$33.7M
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-447- 47.71% |
$270K - $300K
|
490
$325K
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-455- 4.28% |
$274K - $305K
|
10.2K
$6.75M
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-456- 4.72% |
$275K - $306K
|
9.21K
$6.1M
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-458- 2.78% |
$276K - $307K
|
16K
$10.6M
|
|
Nov 12, 2024
Q3 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-460- 10.22% |
$277K - $308K
|
4.04K
$2.68M
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-461- 3.34% |
$278K - $309K
|
13.3K
$8.84M
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-481- 7.67% |
$290K - $323K
|
5.79K
$3.84M
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-493- 3.52% |
$297K - $331K
|
13.5K
$8.95M
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-500- 13.37% |
$301K - $335K
|
3.24K
$2.15M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-505- 20.71% |
$304K - $339K
|
1.93K
$1.28M
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-505- 4.19% |
$304K - $339K
|
11.5K
$7.64M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-511- 35.39% |
$308K - $343K
|
933
$618K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-519- 5.2% |
$313K - $348K
|
9.47K
$6.27M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-521- 2.9% |
$314K - $349K
|
17.4K
$11.6M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-523- 14.61% |
$315K - $351K
|
3.06K
$2.03M
|