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 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
105New |
$39.4K - $47.5K
|
105
$66.8K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
102+ 7.89% |
$38.3K - $46.1K
|
1.39K
$887K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
100+ 19.31% |
$37.6K - $45.2K
|
618
$393K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.31% |
$37.6K - $45.2K
|
32.3K
$20.5M
|
|
|
May 01, 2023
Q1 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
100+ 4.33% |
$37.6K - $45.2K
|
2.41K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
99+ 4.04% |
$37.2K - $44.8K
|
2.55K
$1.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
97+ 8.98% |
$36.4K - $43.9K
|
1.18K
$749K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
97+ 11.28% |
$36.4K - $43.9K
|
957
$609K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
95+ 125.0% |
$35.7K - $43K
|
171
$109K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
95New |
$35.7K - $43K
|
95
$60.4K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
93+ 9.29% |
$34.9K - $42.1K
|
1.09K
$696K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
93+ 0.89% |
$34.9K - $42.1K
|
10.6K
$6.74M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
92+ 30.56% |
$34.6K - $41.6K
|
393
$250K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
90New |
$33.8K - $40.7K
|
90
$57.3K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
90+ 1.02% |
$33.8K - $40.7K
|
8.95K
$5.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
89+ 1.83% |
$33.4K - $40.2K
|
4.97K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
89+ 0.49% |
$33.4K - $40.2K
|
18.3K
$11.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
86+ 15.81% |
$32.3K - $38.9K
|
630
$401K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
86+ 7.66% |
$32.3K - $38.9K
|
1.21K
$768K
|
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
85New |
$31.9K - $38.4K
|
85
$54.1K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
85+ 1062.5% |
$31.9K - $38.4K
|
93
$59.2K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
85+ 9.18% |
$31.9K - $38.4K
|
1.01K
$643K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
85+ 0.08% |
$31.9K - $38.4K
|
100K
$63.7M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
85New |
$31.9K - $38.4K
|
85
$54.1K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
84+ 4.64% |
$31.6K - $38K
|
1.89K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
83+ 10.38% |
$31.2K - $37.5K
|
883
$562K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
83+ 24.48% |
$31.2K - $37.5K
|
422
$268K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
82+ 6.21% |
$30.8K - $37.1K
|
1.4K
$893K
|
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
82+ 14.39% |
$30.8K - $37.1K
|
652
$415K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
82+ 0.95% |
$30.8K - $37.1K
|
8.74K
$5.56M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
82+ 15.65% |
$30.8K - $37.1K
|
606
$386K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
81+ 3.2% |
$30.4K - $36.6K
|
2.62K
$1.66M
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
79+ 1.47% |
$29.7K - $35.7K
|
5.46K
$3.47M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
79+ 6.61% |
$29.7K - $35.7K
|
1.27K
$810K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
78+ 14.23% |
$29.3K - $35.3K
|
626
$398K
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
77+ 1.33% |
$28.9K - $34.8K
|
5.86K
$3.73M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
77New |
$28.9K - $34.8K
|
77
$49K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
76+ 0.79% |
$28.5K - $34.4K
|
9.64K
$6.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
76+ 0.32% |
$28.5K - $34.4K
|
23.6K
$15M
|
|
|
May 08, 2023
Q1 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
75+ 2.23% |
$28.2K - $33.9K
|
3.43K
$2.18M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
75+ 7.09% |
$28.2K - $33.9K
|
1.13K
$721K
|
|
|
May 12, 2023
Q1 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
74+ 0.2% |
$27.8K - $33.5K
|
36.9K
$23.5M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
73+ 6.45% |
$27.4K - $33K
|
1.21K
$767K
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
70+ 4.17% |
$26.3K - $31.7K
|
1.75K
$1.11M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
70+ 3.24% |
$26.3K - $31.7K
|
2.23K
$1.42M
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
70+ 3.24% |
$26.3K - $31.7K
|
2.23K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
68+ 0.2% |
$25.5K - $30.7K
|
33.4K
$21.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
65New |
$24.4K - $29.4K
|
65
$41.4K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
65+ 25.49% |
$24.4K - $29.4K
|
320
$204K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
65New |
$24.4K - $29.4K
|
65
$41.4K
|