Purchases and Sales Made in Q4 2023 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q4 2023. 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 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7+ 1.78% |
$3.36K - $4.4K
|
401
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
7+ 0.72% |
$3.36K - $4.4K
|
982
$651K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
7+ 1.39% |
$3.36K - $4.4K
|
511
$339K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7+ 0.16% |
$3.36K - $4.4K
|
4.25K
$2.82M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7+ 6.54% |
$3.36K - $4.4K
|
114
$75.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
7+ 0.39% |
$3.36K - $4.4K
|
1.81K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
7+ 1.16% |
$3.36K - $4.4K
|
612
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
7New |
$3.36K - $4.4K
|
7
$4.64K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
7+ 0.14% |
$3.36K - $4.4K
|
5.04K
$3.34M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7New |
$3.36K - $4.4K
|
7
$4.64K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
6New |
$2.88K - $3.77K
|
6
$3.98K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6+ 1.2% |
$2.88K - $3.77K
|
506
$335K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
6+ 1.35% |
$2.88K - $3.77K
|
449
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6+ 0.26% |
$2.88K - $3.77K
|
2.29K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
6New |
$2.88K - $3.77K
|
6
$3.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
6+ 1.21% |
$2.88K - $3.77K
|
501
$332K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
5+ 0.63% |
$2.4K - $3.15K
|
795
$527K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
5+ 0.64% |
$2.4K - $3.15K
|
787
$522K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
5+ 0.23% |
$2.4K - $3.15K
|
2.2K
$1.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
5+ 16.13% |
$2.4K - $3.15K
|
36
$23.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 4.81% |
$2.4K - $3.15K
|
109
$72.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 10.0% |
$2.4K - $3.15K
|
55
$36.4K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5+ 2.56% |
$2.4K - $3.15K
|
200
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.18% |
$2.4K - $3.15K
|
2.82K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.15% |
$2.4K - $3.15K
|
3.4K
$2.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 3.25% |
$1.92K - $2.52K
|
127
$84.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
4+ 0.99% |
$1.92K - $2.52K
|
407
$270K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4+ 0.32% |
$1.92K - $2.52K
|
1.27K
$841K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
4+ 0.84% |
$1.92K - $2.52K
|
480
$318K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
4+ 0.15% |
$1.92K - $2.52K
|
2.76K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.21% |
$1.92K - $2.52K
|
1.87K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
4+ 0.28% |
$1.92K - $2.52K
|
1.41K
$933K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4+ 0.24% |
$1.92K - $2.52K
|
1.64K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4+ 0.19% |
$1.92K - $2.52K
|
2.14K
$1.42M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4New |
$1.92K - $2.52K
|
4
$2.65K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
4+ 26.67% |
$1.92K - $2.52K
|
19
$12.6K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4+ 0.11% |
$1.92K - $2.52K
|
3.5K
$2.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3+ 0.02% |
$1.44K - $1.89K
|
15.4K
$10.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.71% |
$1.44K - $1.89K
|
424
$281K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3+ 0.23% |
$1.44K - $1.89K
|
1.33K
$880K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
3+ 0.36% |
$1.44K - $1.89K
|
830
$550K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
3+ 0.1% |
$1.44K - $1.89K
|
2.93K
$1.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3+ 0.3% |
$1.44K - $1.89K
|
994
$659K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 60.0% |
$1.44K - $1.89K
|
8
$5.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$1.44K - $1.89K
|
2.95K
$1.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3+ 0.22% |
$1.44K - $1.89K
|
1.36K
$902K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 150.0% |
$1.44K - $1.89K
|
5
$3.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 0.75% |
$1.44K - $1.89K
|
405
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.24% |
$1.44K - $1.89K
|
1.25K
$827K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
2+ 3.08% |
$959 - $1.26K
|
67
$44.4K
|