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 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
315+ 3.41% |
$118K - $142K
|
9.55K
$6.07M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
315+ 14.65% |
$118K - $142K
|
2.47K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
314+ 21.84% |
$118K - $142K
|
1.75K
$1.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
308+ 7.28% |
$116K - $139K
|
4.54K
$2.89M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
308New |
$116K - $139K
|
308
$196K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
305+ 0.86% |
$115K - $138K
|
35.8K
$22.8M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
304+ 9.8% |
$114K - $137K
|
3.41K
$2.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
299+ 2.15% |
$112K - $135K
|
14.2K
$9.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
298+ 17.06% |
$112K - $135K
|
2.05K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
296+ 39.31% |
$111K - $134K
|
1.05K
$667K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
296New |
$111K - $134K
|
296
$188K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
293+ 48.03% |
$110K - $132K
|
903
$574K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
293+ 2.22% |
$110K - $132K
|
13.5K
$8.59M
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
289+ 1.18% |
$109K - $131K
|
24.7K
$15.7M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
285+ 31.28% |
$107K - $129K
|
1.2K
$761K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
284+ 27.26% |
$107K - $128K
|
1.33K
$844K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
282+ 12.7% |
$106K - $128K
|
2.5K
$1.59M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
281+ 0.55% |
$106K - $127K
|
50.9K
$32.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
280+ 3.6% |
$105K - $127K
|
8.07K
$5.13M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
276+ 31.19% |
$104K - $125K
|
1.16K
$739K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
267+ 1.75% |
$100K - $121K
|
15.5K
$9.89M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
266+ 36.89% |
$99.9K - $120K
|
987
$628K
|
|
|
May 15, 2023
Q1 2023
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
266+ 12.34% |
$99.9K - $120K
|
2.42K
$1.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
261+ 4.13% |
$98K - $118K
|
6.59K
$4.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
247+ 7.49% |
$92.8K - $112K
|
3.54K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
246+ 13.74% |
$92.4K - $111K
|
2.04K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
245+ 1.23% |
$92K - $111K
|
20.2K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
238+ 4.52% |
$89.4K - $108K
|
5.51K
$3.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
233+ 6.64% |
$87.5K - $105K
|
3.74K
$2.38M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
229+ 13.18% |
$86K - $104K
|
1.97K
$1.25M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
225+ 28.88% |
$84.5K - $102K
|
1K
$639K
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
219+ 37.12% |
$82.3K - $99K
|
809
$515K
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
214+ 10.03% |
$80.4K - $96.8K
|
2.35K
$1.49M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
208+ 30.06% |
$78.1K - $94K
|
900
$573K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
207+ 4.39% |
$77.8K - $93.6K
|
4.92K
$3.13M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
206+ 0.11% |
$77.4K - $93.1K
|
184K
$117M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
205+ 1.26% |
$77K - $92.7K
|
16.4K
$10.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
204+ 453.33% |
$76.6K - $92.2K
|
249
$158K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
196+ 35.57% |
$73.6K - $88.6K
|
747
$475K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
196+ 6.72% |
$73.6K - $88.6K
|
3.11K
$1.98M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
196+ 82.01% |
$73.6K - $88.6K
|
435
$277K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
192+ 5.34% |
$72.1K - $86.8K
|
3.79K
$2.41M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
192+ 44.14% |
$72.1K - $86.8K
|
627
$399K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
187New |
$70.2K - $84.6K
|
187
$119K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
183+ 6.21% |
$68.7K - $82.7K
|
3.13K
$1.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
181+ 1.51% |
$68K - $81.8K
|
12.2K
$7.75M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
181+ 2.78% |
$68K - $81.8K
|
6.7K
$4.26M
|
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
BUY
|
- |
180+ 0.19% |
$67.6K - $81.4K
|
96.9K
$61.6M
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
179+ 1.92% |
$67.2K - $80.9K
|
9.49K
$6.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
176+ 8.42% |
$66.1K - $79.6K
|
2.27K
$1.44M
|