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 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
33+ 86.84% |
$12.4K - $14.9K
|
71
$45.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
32+ 0.99% |
$12K - $14.5K
|
3.27K
$2.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
32+ 28.07% |
$12K - $14.5K
|
146
$92.9K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
32+ 4.1% |
$12K - $14.5K
|
812
$517K
|
|
|
May 12, 2023
Q1 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
32+ 0.11% |
$12K - $14.5K
|
29.5K
$18.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
31+ 4.48% |
$11.6K - $14K
|
723
$460K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
30+ 3.7% |
$11.3K - $13.6K
|
840
$534K
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
30+ 2.54% |
$11.3K - $13.6K
|
1.21K
$772K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
30+ 1.75% |
$11.3K - $13.6K
|
1.74K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
30+ 0.47% |
$11.3K - $13.6K
|
6.39K
$4.06M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
30+ 1.81% |
$11.3K - $13.6K
|
1.69K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
30+ 1.39% |
$11.3K - $13.6K
|
2.19K
$1.4M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
29+ 0.44% |
$10.9K - $13.1K
|
6.68K
$4.25M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29+ 100.0% |
$10.9K - $13.1K
|
58
$36.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
28+ 0.51% |
$10.5K - $12.7K
|
5.56K
$3.54M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
28+ 3.61% |
$10.5K - $12.7K
|
803
$511K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 133.33% |
$10.5K - $12.7K
|
49
$31.2K
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
28+ 4.47% |
$10.5K - $12.7K
|
654
$416K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
28+ 17.95% |
$10.5K - $12.7K
|
184
$117K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
28+ 4.24% |
$10.5K - $12.7K
|
688
$438K
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
27+ 0.18% |
$10.1K - $12.2K
|
15.1K
$9.62M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
26+ 4.43% |
$9.77K - $11.8K
|
613
$390K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
26+ 4.85% |
$9.77K - $11.8K
|
562
$358K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
26+ 3.67% |
$9.77K - $11.8K
|
734
$467K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
25+ 0.34% |
$9.39K - $11.3K
|
7.38K
$4.7M
|
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
25+ 0.45% |
$9.39K - $11.3K
|
5.52K
$3.51M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
25New |
$9.39K - $11.3K
|
25
$15.9K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
25+ 89.29% |
$9.39K - $11.3K
|
53
$33.7K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
24+ 2.81% |
$9.01K - $10.9K
|
878
$559K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
24New |
$9.01K - $10.9K
|
24
$15.3K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
22+ 1.48% |
$8.26K - $9.95K
|
1.5K
$957K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
22+ 1.83% |
$8.26K - $9.95K
|
1.23K
$779K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
21+ 300.0% |
$7.89K - $9.5K
|
28
$17.8K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
21New |
$7.89K - $9.5K
|
21
$13.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
20+ 3.24% |
$7.51K - $9.04K
|
637
$405K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
20+ 1.67% |
$7.51K - $9.04K
|
1.22K
$775K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20+ 1.96% |
$7.51K - $9.04K
|
1.04K
$664K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
19+ 1.67% |
$7.14K - $8.59K
|
1.16K
$735K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
19+ 4.57% |
$7.14K - $8.59K
|
435
$277K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
19+ 4.04% |
$7.14K - $8.59K
|
489
$311K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
18+ 42.86% |
$6.76K - $8.14K
|
60
$38.2K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18+ 128.57% |
$6.76K - $8.14K
|
32
$20.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
17+ 0.14% |
$6.39K - $7.69K
|
12.3K
$7.8M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
17+ 2.69% |
$6.39K - $7.69K
|
649
$413K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
17+ 0.85% |
$6.39K - $7.69K
|
2.02K
$1.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
16+ 94.12% |
$6.01K - $7.23K
|
33
$21K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
16+ 0.85% |
$6.01K - $7.23K
|
1.9K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
16+ 1.66% |
$6.01K - $7.23K
|
980
$623K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
15New |
$5.63K - $6.78K
|
15
$9.54K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
15New |
$5.63K - $6.78K
|
15
$9.54K
|