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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-275- 28.5% |
$98K - $119K
|
690
$415K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-275- 14.0% |
$98K - $119K
|
1.69K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-275- 3.5% |
$98K - $119K
|
7.58K
$4.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-276- 13.23% |
$98.4K - $119K
|
1.81K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-284- 23.77% |
$101K - $123K
|
911
$548K
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-285- 2.91% |
$102K - $123K
|
9.51K
$5.72M
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
SELL
|
- |
-292- 5.84% |
$104K - $126K
|
4.71K
$2.83M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-297- 14.22% |
$106K - $128K
|
1.79K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-300- 25.0% |
$107K - $130K
|
900
$541K
|
|
|
Feb 14, 2023
Q4 2022
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-300- 2.92% |
$107K - $130K
|
9.98K
$6M
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-300- 2.55% |
$107K - $130K
|
11.5K
$6.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-304- 0.4% |
$108K - $131K
|
75.3K
$45.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-304- 6.68% |
$108K - $131K
|
4.25K
$2.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-305- 0.28% |
$109K - $132K
|
108K
$65.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-308- 4.03% |
$110K - $133K
|
7.34K
$4.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-310- 20.53% |
$111K - $134K
|
1.2K
$721K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-313- 2.22% |
$112K - $135K
|
13.8K
$8.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-313- 4.58% |
$112K - $135K
|
6.52K
$3.92M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-317- 18.95% |
$113K - $137K
|
1.36K
$815K
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
SELL
|
- |
-317- 5.24% |
$113K - $137K
|
5.73K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-326- 2.93% |
$116K - $141K
|
10.8K
$6.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-327- 26.8% |
$117K - $141K
|
893
$537K
|
|
|
Feb 13, 2023
Q4 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-327- 25.67% |
$117K - $141K
|
947
$569K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-328- 20.01% |
$117K - $142K
|
1.31K
$788K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-328- 9.09% |
$117K - $142K
|
3.28K
$1.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-332- 25.3% |
$118K - $143K
|
980
$589K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-336- 1.28% |
$120K - $145K
|
26K
$15.6M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-338- 16.05% |
$120K - $146K
|
1.77K
$1.06M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-352- 7.03% |
$125K - $152K
|
4.66K
$2.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-353- 3.61% |
$126K - $153K
|
9.41K
$5.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-357- 13.03% |
$127K - $154K
|
2.38K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-360- 29.58% |
$128K - $156K
|
857
$515K
|
|
|
Jan 12, 2023
Q4 2022
|
Addenda Capital Inc.
|
SELL
|
- |
-365- 2.16% |
$130K - $158K
|
16.5K
$9.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-365- 1.38% |
$130K - $158K
|
26.1K
$15.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-370- 25.89% |
$132K - $160K
|
1.06K
$637K
|
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-375- 2.71% |
$134K - $162K
|
13.5K
$8.1M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-378- 2.04% |
$135K - $163K
|
18.2K
$10.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-379- 4.19% |
$135K - $164K
|
8.67K
$5.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-379- 13.25% |
$135K - $164K
|
2.48K
$1.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-380- 4.57% |
$135K - $164K
|
7.94K
$4.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-383- 28.58% |
$137K - $165K
|
957
$575K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-387- 2.88% |
$138K - $167K
|
13.1K
$7.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-390- 33.68% |
$139K - $169K
|
768
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-400- 38.68% |
$143K - $173K
|
634
$381K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-404- 8.87% |
$144K - $175K
|
4.15K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-404- 1.91% |
$144K - $175K
|
20.8K
$12.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-415- 41.88% |
$148K - $179K
|
576
$346K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-417- 2.15% |
$149K - $180K
|
19K
$11.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-420- 0.71% |
$150K - $181K
|
58.7K
$35.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-421- 14.26% |
$150K - $182K
|
2.53K
$1.52M
|