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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
175+ 10.96% |
$65.7K - $79.1K
|
1.77K
$1.13M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
171+ 24.89% |
$64.2K - $77.3K
|
858
$546K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
171+ 16.54% |
$64.2K - $77.3K
|
1.21K
$767K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
169+ 1.52% |
$63.5K - $76.4K
|
11.3K
$7.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
167+ 5.85% |
$62.7K - $75.5K
|
3.02K
$1.92M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
167+ 88.83% |
$62.7K - $75.5K
|
355
$226K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
164+ 6.67% |
$61.6K - $74.2K
|
2.62K
$1.67M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
159+ 5.78% |
$59.7K - $71.9K
|
2.91K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
159+ 3.92% |
$59.7K - $71.9K
|
4.21K
$2.68M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
157+ 9.62% |
$59K - $71K
|
1.79K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
157New |
$59K - $71K
|
157
$99.9K
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
154+ 0.4% |
$57.8K - $69.6K
|
38.3K
$24.3M
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
154+ 8.4% |
$57.8K - $69.6K
|
1.99K
$1.26M
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
153+ 2.47% |
$57.5K - $69.2K
|
6.35K
$4.04M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
152New |
$57.1K - $68.7K
|
152
$96.7K
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
151+ 1.75% |
$56.7K - $68.3K
|
8.76K
$5.57M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
151+ 0.36% |
$56.7K - $68.3K
|
41.5K
$26.4M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
151+ 0.31% |
$56.7K - $68.3K
|
49.1K
$31.2M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
150+ 16.38% |
$56.3K - $67.8K
|
1.07K
$678K
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
BUY
|
- |
150+ 10.42% |
$56.3K - $67.8K
|
1.59K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
146+ 23.03% |
$54.8K - $66K
|
780
$496K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
142+ 18.68% |
$53.3K - $64.2K
|
902
$574K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
140+ 47.46% |
$52.6K - $63.3K
|
435
$277K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
139+ 7.59% |
$52.2K - $62.9K
|
1.97K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
133+ 22.89% |
$50K - $60.1K
|
714
$454K
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
131+ 15.14% |
$49.2K - $59.2K
|
996
$634K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
129+ 0.59% |
$48.5K - $58.3K
|
21.8K
$13.9M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
129+ 1075.0% |
$48.5K - $58.3K
|
141
$89.7K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
129+ 4.26% |
$48.5K - $58.3K
|
3.16K
$2.01M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
128+ 5.16% |
$48.1K - $57.9K
|
2.61K
$1.66M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
127+ 2.59% |
$47.7K - $57.4K
|
5.02K
$3.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
126+ 0.68% |
$47.3K - $57K
|
18.7K
$11.9M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
125+ 45.45% |
$47K - $56.5K
|
400
$254K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
123+ 9.89% |
$46.2K - $55.6K
|
1.37K
$870K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
121+ 0.39% |
$45.5K - $54.7K
|
30.8K
$19.6M
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
121+ 5.98% |
$45.5K - $54.7K
|
2.15K
$1.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
118+ 7.15% |
$44.3K - $53.4K
|
1.77K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
117+ 13.8% |
$43.9K - $52.9K
|
965
$614K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
115+ 4.49% |
$43.2K - $52K
|
2.67K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
115New |
$43.2K - $52K
|
115
$73.2K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
114+ 5.16% |
$42.8K - $51.5K
|
2.32K
$1.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
113+ 5.53% |
$42.4K - $51.1K
|
2.16K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
113+ 9.4% |
$42.4K - $51.1K
|
1.32K
$837K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
111+ 0.34% |
$41.7K - $50.2K
|
33.1K
$21.1M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
110+ 2.24% |
$41.3K - $49.7K
|
5.01K
$3.19M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
108+ 1.67% |
$40.6K - $48.8K
|
6.56K
$4.17M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
107+ 0.42% |
$40.2K - $48.4K
|
25.9K
$16.5M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
107+ 5.68% |
$40.2K - $48.4K
|
1.99K
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
106+ 14.04% |
$39.8K - $47.9K
|
861
$548K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
105+ 15.37% |
$39.4K - $47.5K
|
788
$501K
|