Purchases and Sales Made in Q1 2023 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
493+ 94.81% |
$185K - $223K
|
1.01K
$644K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
492+ 2.21% |
$185K - $222K
|
22.8K
$14.5M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
490+ 7.36% |
$184K - $222K
|
7.15K
$4.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
489New |
$184K - $221K
|
489
$311K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
488New |
$183K - $221K
|
488
$310K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
484+ 12.06% |
$182K - $219K
|
4.5K
$2.86M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
484+ 12.06% |
$182K - $219K
|
4.5K
$2.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
478New |
$180K - $216K
|
478
$304K
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
477New |
$179K - $216K
|
477
$303K
|
|
|
May 12, 2023
Q1 2023
|
Geneva Capital Management LLC
|
BUY
|
- |
476+ 0.47% |
$179K - $215K
|
102K
$64.8M
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
474New |
$178K - $214K
|
474
$302K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
472New |
$177K - $213K
|
472
$300K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
471New |
$177K - $213K
|
471
$300K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
470+ 3.1% |
$177K - $213K
|
15.6K
$9.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
470New |
$177K - $213K
|
470
$299K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
470+ 16.1% |
$177K - $213K
|
3.39K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
469+ 74.21% |
$176K - $212K
|
1.1K
$700K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
468+ 1613.79% |
$176K - $212K
|
497
$316K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
467+ 15.58% |
$175K - $211K
|
3.47K
$2.2M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
465New |
$175K - $210K
|
465
$296K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
BUY
|
- |
464New |
$174K - $210K
|
464
$295K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
457New |
$172K - $207K
|
457
$291K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
454New |
$171K - $205K
|
454
$289K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
454New |
$171K - $205K
|
454
$289K
|
|
|
May 12, 2023
Q1 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
453+ 0.51% |
$170K - $205K
|
89.6K
$57M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
451+ 9.38% |
$169K - $204K
|
5.26K
$3.35M
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
450New |
$169K - $203K
|
450
$286K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
430+ 2687.5% |
$162K - $194K
|
446
$284K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
426New |
$160K - $193K
|
426
$271K
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
426+ 30.32% |
$160K - $193K
|
1.83K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
423+ 9.92% |
$159K - $191K
|
4.69K
$2.98M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
420+ 68.52% |
$158K - $190K
|
1.03K
$657K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
413+ 32.12% |
$155K - $187K
|
1.7K
$1.08M
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
400+ 3.48% |
$150K - $181K
|
11.9K
$7.56M
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
394+ 24.87% |
$148K - $178K
|
1.98K
$1.26M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
385+ 5.28% |
$145K - $174K
|
7.68K
$4.88M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
375+ 0.52% |
$141K - $170K
|
73.2K
$46.6M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
371+ 0.33% |
$139K - $168K
|
112K
$71.1M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
370+ 69.16% |
$139K - $167K
|
905
$576K
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
367+ 30.38% |
$138K - $166K
|
1.58K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
363+ 21.68% |
$136K - $164K
|
2.04K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
356+ 0.93% |
$134K - $161K
|
38.4K
$24.4M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
342+ 7.34% |
$128K - $155K
|
5K
$3.18M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
339+ 33.4% |
$127K - $153K
|
1.35K
$861K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
335+ 9.96% |
$126K - $151K
|
3.7K
$2.35M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
326+ 1.4% |
$122K - $147K
|
23.6K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
326+ 20.16% |
$122K - $147K
|
1.94K
$1.24M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
321+ 0.0% |
$121K - $145K
|
24.9M
$15.8B
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
320+ 30.25% |
$120K - $145K
|
1.38K
$877K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
318+ 1.94% |
$119K - $144K
|
16.7K
$10.6M
|