Purchases and Sales Made in Q1 2022 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q1 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 |
---|---|---|---|---|---|---|---|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
30+ 37.5% |
$12.7K - $18.9K
|
110
$66.2K
|
|
Apr 29, 2022
Q1 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
29+ 0.14% |
$12.3K - $18.3K
|
21K
$12.6M
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
28+ 3.31% |
$11.9K - $17.7K
|
874
$526K
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
28+ 5.05% |
$11.9K - $17.7K
|
583
$351K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
27+ 2.87% |
$11.5K - $17K
|
967
$582K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
25+ 4.31% |
$10.6K - $15.8K
|
605
$364K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.66% |
$10.6K - $15.8K
|
1.53K
$922K
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
24+ 4.93% |
$10.2K - $15.2K
|
511
$307K
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
24+ 1.91% |
$10.2K - $15.2K
|
1.28K
$772K
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
24+ 3.18% |
$10.2K - $15.2K
|
779
$469K
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
23+ 3.38% |
$9.77K - $14.5K
|
704
$423K
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
23+ 9.43% |
$9.77K - $14.5K
|
267
$161K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22+ 2.67% |
$9.34K - $13.9K
|
846
$509K
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
21New |
$8.92K - $13.3K
|
21
$12.6K
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
19New |
$8.07K - $12K
|
19
$11.4K
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
19+ 1.83% |
$8.07K - $12K
|
1.06K
$638K
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
18+ 138.46% |
$7.64K - $11.4K
|
31
$18.6K
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
18+ 0.78% |
$7.64K - $11.4K
|
2.32K
$1.4M
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
17+ 22.67% |
$7.22K - $10.7K
|
92
$55.3K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
17+ 9.5% |
$7.22K - $10.7K
|
196
$118K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
17+ 1.42% |
$7.22K - $10.7K
|
1.22K
$733K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
16+ 2.35% |
$6.79K - $10.1K
|
696
$419K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
16New |
$6.79K - $10.1K
|
16
$9.62K
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
16+ 8.33% |
$6.79K - $10.1K
|
208
$125K
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
15+ 0.48% |
$6.37K - $9.47K
|
3.16K
$1.9M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15+ 1.16% |
$6.37K - $9.47K
|
1.3K
$784K
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
15+ 2.87% |
$6.37K - $9.47K
|
537
$323K
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 3.41% |
$6.37K - $9.47K
|
455
$274K
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
15+ 2.41% |
$6.37K - $9.47K
|
637
$383K
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
BUY
|
- |
14+ 0.88% |
$5.94K - $8.84K
|
1.61K
$968K
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
14+ 0.44% |
$5.94K - $8.84K
|
3.23K
$1.94M
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
14+ 2.08% |
$5.94K - $8.84K
|
688
$414K
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
13+ 0.67% |
$5.52K - $8.21K
|
1.94K
$1.17M
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
13+ 6.84% |
$5.52K - $8.21K
|
203
$122K
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
13+ 1.46% |
$5.52K - $8.21K
|
903
$543K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13New |
$5.52K - $8.21K
|
13
$7.82K
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
12+ 2.33% |
$5.1K - $7.58K
|
526
$316K
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
12+ 1.47% |
$5.1K - $7.58K
|
826
$497K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12+ 40.0% |
$5.1K - $7.58K
|
42
$25.3K
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12+ 1.58% |
$5.1K - $7.58K
|
773
$465K
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12+ 0.09% |
$5.1K - $7.58K
|
13.2K
$7.97M
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
12+ 1.25% |
$5.1K - $7.58K
|
971
$584K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
12New |
$5.1K - $7.58K
|
12
$7.22K
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11+ 2.32% |
$4.67K - $6.95K
|
485
$292K
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11New |
$4.67K - $6.95K
|
11
$6.62K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11New |
$4.67K - $6.95K
|
11
$6.62K
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
10+ 0.08% |
$4.25K - $6.31K
|
12.1K
$7.3M
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10+ 16.67% |
$4.25K - $6.31K
|
70
$42.1K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10New |
$4.25K - $6.31K
|
10
$6.02K
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9+ 0.6% |
$3.82K - $5.68K
|
1.51K
$909K
|