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 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-10- 0.69% |
$4.25K - $6.31K
|
1.44K
$866K
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-10- 0.19% |
$4.25K - $6.31K
|
5.23K
$3.15M
|
|
May 02, 2022
Q1 2022
|
Ocean Capital Management, LLC
|
SELL
|
- |
-10- 0.13% |
$4.25K - $6.31K
|
7.51K
$4.51M
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-10Closed |
$4.25K - $6.31K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-10- 0.78% |
$4.25K - $6.31K
|
1.28K
$769K
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-10- 1.96% |
$4.25K - $6.31K
|
500
$301K
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 5.65% |
$4.25K - $6.31K
|
167
$100K
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-11- 0.36% |
$4.67K - $6.95K
|
3.06K
$1.84M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-11- 0.24% |
$4.67K - $6.95K
|
4.67K
$2.81M
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-11- 1.57% |
$4.67K - $6.95K
|
691
$416K
|
|
May 05, 2022
Q1 2022
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-12- 0.02% |
$5.1K - $7.58K
|
53.9K
$32.4M
|
|
Apr 21, 2022
Q1 2022
|
Eastern Bank
|
SELL
|
- |
-12- 0.87% |
$5.1K - $7.58K
|
1.37K
$823K
|
|
Apr 27, 2022
Q1 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-12- 0.35% |
$5.1K - $7.58K
|
3.4K
$2.05M
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-12- 2.29% |
$5.1K - $7.58K
|
511
$307K
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-12- 1.37% |
$5.1K - $7.58K
|
865
$520K
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-13- 0.66% |
$5.52K - $8.21K
|
1.96K
$1.18M
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
SELL
|
- |
-13- 0.09% |
$5.52K - $8.21K
|
15.3K
$9.18M
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-13- 13.13% |
$5.52K - $8.21K
|
86
$51.7K
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-13- 7.74% |
$5.52K - $8.21K
|
155
$93.2K
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-13- 1.75% |
$5.52K - $8.21K
|
729
$439K
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-14- 2.19% |
$5.94K - $8.84K
|
624
$375K
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-14- 1.39% |
$5.94K - $8.84K
|
995
$599K
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-14- 0.47% |
$5.94K - $8.84K
|
2.97K
$1.79M
|
|
Apr 14, 2022
Q1 2022
|
Jacobs & CO
|
SELL
|
- |
-15- 0.15% |
$6.37K - $9.47K
|
10.3K
$6.19M
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-15Closed |
$6.37K - $9.47K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-15- 2.4% |
$6.37K - $9.47K
|
610
$367K
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-16- 1.26% |
$6.79K - $10.1K
|
1.25K
$752K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-17- 4.22% |
$7.22K - $10.7K
|
386
$232K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-17- 48.57% |
$7.22K - $10.7K
|
18
$10.8K
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-18- 0.68% |
$7.64K - $11.4K
|
2.63K
$1.58M
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-18- 54.55% |
$7.64K - $11.4K
|
15
$9.02K
|
|
Apr 07, 2022
Q1 2022
|
Woodstock Corp
|
SELL
|
- |
-19- 1.74% |
$8.07K - $12K
|
1.08K
$647K
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-19- 3.85% |
$8.07K - $12K
|
475
$286K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-19Closed |
$8.07K - $12K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-19- 1.51% |
$8.07K - $12K
|
1.24K
$747K
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-19- 3.01% |
$8.07K - $12K
|
613
$369K
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-20- 32.26% |
$8.49K - $12.6K
|
42
$25.3K
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-22- 0.51% |
$9.34K - $13.9K
|
4.32K
$2.6M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-22- 2.29% |
$9.34K - $13.9K
|
938
$564K
|
|
May 16, 2022
Q1 2022
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-24- 1.21% |
$10.2K - $15.2K
|
1.97K
$1.18M
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-25- 3.99% |
$10.6K - $15.8K
|
601
$362K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-25- 3.22% |
$10.6K - $15.8K
|
752
$452K
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-26- 49.06% |
$11K - $16.4K
|
27
$16.2K
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-27- 2.52% |
$11.5K - $17K
|
1.04K
$627K
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-27- 2.92% |
$11.5K - $17K
|
899
$541K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28- 3.32% |
$11.9K - $17.7K
|
816
$491K
|
|
May 16, 2022
Q1 2022
|
Harvest Volatility Management LLC
|
SELL
|
- |
-29- 0.17% |
$12.3K - $18.3K
|
17.2K
$10.4M
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-30- 1.06% |
$12.7K - $18.9K
|
2.8K
$1.68M
|
|
Apr 25, 2022
Q1 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-30- 3.36% |
$12.7K - $18.9K
|
864
$520K
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-30Closed |
$12.7K - $18.9K
|
0
$0
|