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
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10New |
$4.25K - $6.31K
|
10
$6.04K
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9+ 0.6% |
$3.82K - $5.68K
|
1.51K
$913K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9+ 24.32% |
$3.82K - $5.68K
|
46
$27.8K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9+ 34.62% |
$3.82K - $5.68K
|
35
$21.1K
|
|
May 12, 2022
Q1 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
9+ 1.05% |
$3.82K - $5.68K
|
863
$521K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$3.82K - $5.68K
|
9
$5.44K
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.42% |
$3.4K - $5.05K
|
1.91K
$1.16M
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
8+ 0.85% |
$3.4K - $5.05K
|
950
$574K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8+ 1.54% |
$3.4K - $5.05K
|
527
$318K
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
7New |
$2.97K - $4.42K
|
7
$4.23K
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
7+ 1.15% |
$2.97K - $4.42K
|
615
$371K
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7New |
$2.97K - $4.42K
|
7
$4.23K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6+ 15.0% |
$2.55K - $3.79K
|
46
$27.8K
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 2.37% |
$2.55K - $3.79K
|
259
$156K
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 1.74% |
$2.55K - $3.79K
|
351
$212K
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
5+ 0.1% |
$2.12K - $3.16K
|
4.78K
$2.89M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5+ 0.48% |
$2.12K - $3.16K
|
1.04K
$629K
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.33% |
$2.12K - $3.16K
|
1.51K
$910K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 13.51% |
$2.12K - $3.16K
|
42
$25.4K
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
BUY
|
- |
4+ 0.53% |
$1.7K - $2.53K
|
756
$457K
|
|
May 16, 2022
Q1 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
4+ 0.22% |
$1.7K - $2.53K
|
1.81K
$1.09M
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4+ 0.48% |
$1.7K - $2.53K
|
843
$509K
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.46% |
$1.7K - $2.53K
|
881
$532K
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
3+ 150.0% |
$1.27K - $1.89K
|
5
$3.02K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
3+ 2.33% |
$1.27K - $1.89K
|
132
$79.7K
|
|
Aug 03, 2022
Q1 2022
|
Synergy Financial Group, LTD
|
BUY
|
- |
3+ 0.47% |
$1.27K - $1.89K
|
638
$385K
|
|
May 03, 2022
Q1 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
3+ 0.03% |
$1.27K - $1.89K
|
10.6K
$6.38M
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3+ 0.4% |
$1.27K - $1.89K
|
753
$455K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 22.22% |
$849 - $1.26K
|
11
$6.64K
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.08% |
$849 - $1.26K
|
2.49K
$1.5M
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 1.35% |
$849 - $1.26K
|
150
$90.6K
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
BUY
|
- |
2+ 0.46% |
$849 - $1.26K
|
437
$264K
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2New |
$849 - $1.26K
|
2
$1.21K
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2+ 0.33% |
$849 - $1.26K
|
609
$368K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.39% |
$425 - $631
|
73
$44.1K
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$425 - $631
|
577
$349K
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
1New |
$425 - $631
|
1
$604
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.69% |
$425 - $631
|
145
$87.6K
|
|
Apr 26, 2022
Q1 2022
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1+ 0.12% |
$425 - $631
|
802
$484K
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1+ 0.15% |
$425 - $631
|
682
$412K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$425 - $631
|
3.06K
$1.85M
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.11% |
$425 - $631
|
906
$547K
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.12% |
$425 - $631
|
805
$486K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1New |
$425 - $631
|
1
$604
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$425 - $631
|
1.16K
$699K
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.19% |
$425 - $631
|
534
$323K
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.95% |
$425 - $631
|
106
$64K
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.06% |
$425 - $631
|
1.71K
$1.03M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.24% |
$425 - $631
|
425
$257K
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.11% |
$425 - $631
|
906
$547K
|