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 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
64+ 4.89% |
$24K - $28.9K
|
1.37K
$880K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
64+ 5.98% |
$24K - $28.9K
|
1.14K
$728K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
60New |
$22.5K - $27.1K
|
60
$38.5K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
60+ 117.65% |
$22.5K - $27.1K
|
111
$71.2K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
60+ 1.46% |
$22.5K - $27.1K
|
4.18K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
60+ 13.54% |
$22.5K - $27.1K
|
503
$323K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
59+ 3.36% |
$22.2K - $26.7K
|
1.82K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
59+ 3.86% |
$22.2K - $26.7K
|
1.59K
$1.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
57+ 71.25% |
$21.4K - $25.8K
|
137
$87.9K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
56New |
$21K - $25.3K
|
56
$35.9K
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
56+ 1.31% |
$21K - $25.3K
|
4.34K
$2.79M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
56+ 9.06% |
$21K - $25.3K
|
674
$433K
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
56+ 0.42% |
$21K - $25.3K
|
13.5K
$8.67M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
56+ 1.31% |
$21K - $25.3K
|
4.34K
$2.79M
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
55+ 0.11% |
$20.7K - $24.9K
|
48.1K
$30.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
54+ 5.36% |
$20.3K - $24.4K
|
1.06K
$681K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
54+ 9.28% |
$20.3K - $24.4K
|
636
$408K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
53+ 6.72% |
$19.9K - $24K
|
842
$540K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
53+ 2.53% |
$19.9K - $24K
|
2.15K
$1.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
52+ 13.23% |
$19.5K - $23.5K
|
445
$286K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
50+ 5.75% |
$18.8K - $22.6K
|
919
$590K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
50+ 166.67% |
$18.8K - $22.6K
|
80
$51.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
50+ 12.47% |
$18.8K - $22.6K
|
451
$289K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
50+ 50.0% |
$18.8K - $22.6K
|
150
$96.3K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
49+ 2.93% |
$18.4K - $22.2K
|
1.72K
$1.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
48+ 4.06% |
$18K - $21.7K
|
1.23K
$789K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
48+ 9.04% |
$18K - $21.7K
|
579
$372K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
47+ 0.98% |
$17.7K - $21.3K
|
4.84K
$3.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
45New |
$16.9K - $20.3K
|
45
$28.9K
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
45+ 0.82% |
$16.9K - $20.3K
|
5.53K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
45+ 81.82% |
$16.9K - $20.3K
|
100
$64.2K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
45+ 3.36% |
$16.9K - $20.3K
|
1.39K
$889K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44+ 13.88% |
$16.5K - $19.9K
|
361
$232K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
43+ 2.37% |
$16.2K - $19.4K
|
1.86K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
43+ 4.34% |
$16.2K - $19.4K
|
1.03K
$663K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
42+ 466.67% |
$15.8K - $19K
|
51
$32.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
41+ 6.04% |
$15.4K - $18.5K
|
720
$462K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
41+ 7.12% |
$15.4K - $18.5K
|
617
$396K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
41+ 3.89% |
$15.4K - $18.5K
|
1.1K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
41+ 7.54% |
$15.4K - $18.5K
|
585
$375K
|
|
|
Apr 21, 2023
Q1 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
40+ 2.99% |
$15K - $18.1K
|
1.38K
$886K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
40New |
$15K - $18.1K
|
40
$25.7K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
40+ 15.56% |
$15K - $18.1K
|
297
$191K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
38+ 0.17% |
$14.3K - $17.2K
|
21.8K
$14M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
38+ 0.4% |
$14.3K - $17.2K
|
9.45K
$6.06M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
36+ 0.08% |
$13.5K - $16.3K
|
43.3K
$27.8M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 5.82% |
$13.5K - $16.3K
|
655
$420K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
35+ 21.74% |
$13.1K - $15.8K
|
196
$126K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
35+ 0.16% |
$13.1K - $15.8K
|
22.2K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
34+ 0.13% |
$12.8K - $15.4K
|
26.1K
$16.8M
|