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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.4% |
$959 - $1.26K
|
499
$300K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1+ 0.14% |
$479 - $629
|
719
$432K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.21% |
$479 - $629
|
473
$284K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$479 - $629
|
583
$350K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1+ 0.07% |
$479 - $629
|
1.43K
$859K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.11% |
$479 - $629
|
892
$536K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$479 - $629
|
720
$433K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1New |
$479 - $629
|
1
$601
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1+ 0.25% |
$479 - $629
|
401
$241K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.22% |
$479 - $629
|
451
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.32% |
$479 - $629
|
311
$187K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.1% |
$479 - $629
|
1.04K
$628K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1+ 0.07% |
$479 - $629
|
1.49K
$898K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.16% |
$479 - $629
|
628
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$479 - $629
|
1.66K
$998K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1+ 0.0% |
$479 - $629
|
97.9K
$58.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.14% |
$479 - $629
|
702
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 50.0% |
$479 - $629
|
3
$1.8K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.17% |
$479 - $629
|
574
$345K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-1- 1.1% |
$479 - $629
|
90
$54.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1- 0.14% |
$479 - $629
|
719
$432K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.24% |
$479 - $629
|
411
$247K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1- 3.45% |
$479 - $629
|
28
$16.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1- 0.11% |
$479 - $629
|
949
$570K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1- 0.13% |
$479 - $629
|
763
$459K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1- 0.23% |
$479 - $629
|
431
$259K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1- 0.1% |
$479 - $629
|
972
$584K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1- 0.1% |
$479 - $629
|
974
$585K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2- 0.12% |
$959 - $1.26K
|
1.66K
$1M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-2- 0.02% |
$959 - $1.26K
|
8.1K
$4.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-2- 3.64% |
$959 - $1.26K
|
53
$31.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2- 0.35% |
$959 - $1.26K
|
567
$341K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2- 0.12% |
$959 - $1.26K
|
1.67K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2- -0.0% |
$959 - $1.26K
|
57.9K
$34.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.65% |
$959 - $1.26K
|
308
$185K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 0.41% |
$959 - $1.26K
|
483
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.16% |
$959 - $1.26K
|
1.28K
$766K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.73% |
$1.44K - $1.89K
|
406
$244K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 0.41% |
$1.44K - $1.89K
|
733
$441K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-3- 0.27% |
$1.44K - $1.89K
|
1.11K
$666K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3- 0.19% |
$1.44K - $1.89K
|
1.55K
$932K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3- 3.33% |
$1.44K - $1.89K
|
87
$52.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-3- 0.28% |
$1.44K - $1.89K
|
1.09K
$653K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.41% |
$1.44K - $1.89K
|
736
$442K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3- 0.39% |
$1.44K - $1.89K
|
760
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3- 0.07% |
$1.44K - $1.89K
|
4.45K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.13% |
$1.44K - $1.89K
|
2.39K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 2.63% |
$1.92K - $2.52K
|
148
$89K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-5- 1.01% |
$2.4K - $3.15K
|
492
$296K
|