Purchases and Sales Made in Q4 2022 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
199+ 2.37% |
$70.9K - $86K
|
8.61K
$5.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
182+ 9.32% |
$64.9K - $78.6K
|
2.13K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
179+ 3.49% |
$63.8K - $77.3K
|
5.31K
$3.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
179+ 24.03% |
$63.8K - $77.3K
|
924
$555K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
174+ 0.24% |
$62K - $75.2K
|
73K
$43.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
172+ 11.69% |
$61.3K - $74.3K
|
1.64K
$988K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
172+ 11.69% |
$61.3K - $74.3K
|
1.64K
$988K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
171+ 14.42% |
$61K - $73.9K
|
1.36K
$816K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
168+ 1.41% |
$59.9K - $72.6K
|
12.1K
$7.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
165+ 0.32% |
$58.8K - $71.3K
|
52.2K
$31.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
163+ 4.3% |
$58.1K - $70.4K
|
3.96K
$2.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
160+ 1.14% |
$57K - $69.1K
|
14.2K
$8.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
159+ 8.67% |
$56.7K - $68.7K
|
1.99K
$1.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
158+ 18.68% |
$56.3K - $68.3K
|
1K
$603K
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
156+ 5.73% |
$55.6K - $67.4K
|
2.88K
$1.73M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
152New |
$54.2K - $65.7K
|
152
$91.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
152+ 17.55% |
$54.2K - $65.7K
|
1.02K
$612K
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
BUY
|
- |
150+ 10.53% |
$53.5K - $64.8K
|
1.58K
$947K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
150+ 0.72% |
$53.5K - $64.8K
|
21K
$12.6M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
145+ 1.72% |
$51.7K - $62.7K
|
8.6K
$5.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
143+ 9.34% |
$51K - $61.8K
|
1.67K
$1.01M
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
143New |
$51K - $61.8K
|
143
$86K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
141+ 22.56% |
$50.3K - $60.9K
|
766
$460K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
141+ 0.73% |
$50.3K - $60.9K
|
19.5K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
139+ 6.03% |
$49.5K - $60.1K
|
2.45K
$1.47M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
139+ 3.03% |
$49.5K - $60.1K
|
4.72K
$2.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
136+ 0.42% |
$48.5K - $58.8K
|
32.5K
$19.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
136+ 0.34% |
$48.5K - $58.8K
|
40K
$24.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
135New |
$48.1K - $58.3K
|
135
$81.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
132+ 8.57% |
$47.1K - $57K
|
1.67K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
132+ 9.57% |
$47.1K - $57K
|
1.51K
$909K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
130+ 4.96% |
$46.3K - $56.2K
|
2.75K
$1.65M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
130+ 6.25% |
$46.3K - $56.2K
|
2.21K
$1.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
126+ 0.61% |
$44.9K - $54.4K
|
20.8K
$12.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
122+ 3.51% |
$43.5K - $52.7K
|
3.6K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
121+ 4.96% |
$43.1K - $52.3K
|
2.56K
$1.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
120New |
$42.8K - $51.8K
|
120
$72.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
118+ 6.88% |
$42.1K - $51K
|
1.83K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
118+ 18.55% |
$42.1K - $51K
|
754
$453K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
112+ 8.75% |
$39.9K - $48.4K
|
1.39K
$837K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
111+ 3.31% |
$39.6K - $48K
|
3.46K
$2.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
111+ 0.33% |
$39.6K - $48K
|
33.3K
$20M
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
110+ 2.3% |
$39.2K - $47.5K
|
4.89K
$2.94M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
109New |
$38.9K - $47.1K
|
109
$65.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
BUY
|
- |
107+ 9.96% |
$38.1K - $46.2K
|
1.18K
$710K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
106+ 59.55% |
$37.8K - $45.8K
|
284
$171K
|
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
101+ 8.12% |
$36K - $43.6K
|
1.35K
$808K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
100New |
$35.6K - $43.2K
|
100
$60.1K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
100New |
$35.6K - $43.2K
|
100
$60.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
99New |
$35.3K - $42.8K
|
99
$59.5K
|