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 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 9.68% |
$5.63K - $6.78K
|
170
$109K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 33.33% |
$5.63K - $6.78K
|
60
$38.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14+ 0.96% |
$5.26K - $6.33K
|
1.47K
$940K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
14+ 2.38% |
$5.26K - $6.33K
|
602
$386K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14+ 1.85% |
$5.26K - $6.33K
|
770
$494K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14+ 0.56% |
$5.26K - $6.33K
|
2.52K
$1.62M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.5% |
$4.88K - $5.88K
|
2.63K
$1.69M
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
13+ 0.23% |
$4.88K - $5.88K
|
5.74K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
13+ 11.3% |
$4.88K - $5.88K
|
128
$82.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
12+ 0.68% |
$4.51K - $5.43K
|
1.78K
$1.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
12+ 0.26% |
$4.51K - $5.43K
|
4.55K
$2.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
12New |
$4.51K - $5.43K
|
12
$7.7K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
12+ 2.58% |
$4.51K - $5.43K
|
478
$307K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
12+ 1.59% |
$4.51K - $5.43K
|
766
$492K
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
11+ 0.81% |
$4.13K - $4.97K
|
1.36K
$873K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
11+ 0.13% |
$4.13K - $4.97K
|
8.76K
$5.62M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
11+ 12.36% |
$4.13K - $4.97K
|
100
$64.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
11+ 1.39% |
$4.13K - $4.97K
|
801
$514K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
11+ 32.35% |
$4.13K - $4.97K
|
45
$28.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9New |
$3.38K - $4.07K
|
9
$5.78K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
9+ 0.1% |
$3.38K - $4.07K
|
9.03K
$5.8M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9+ 0.55% |
$3.38K - $4.07K
|
1.66K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
9+ 1.26% |
$3.38K - $4.07K
|
724
$465K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 0.41% |
$3K - $3.62K
|
1.97K
$1.26M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
8+ 1.08% |
$3K - $3.62K
|
751
$482K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
8+ 0.57% |
$3K - $3.62K
|
1.42K
$913K
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
8+ 0.16% |
$3K - $3.62K
|
4.9K
$3.14M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
8+ 0.66% |
$3K - $3.62K
|
1.22K
$785K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 3.54% |
$2.63K - $3.17K
|
205
$132K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
7+ 6.36% |
$2.63K - $3.17K
|
117
$75.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
7+ 0.1% |
$2.63K - $3.17K
|
7.32K
$4.7M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
7+ 0.05% |
$2.63K - $3.17K
|
13.6K
$8.76M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
7New |
$2.63K - $3.17K
|
7
$4.49K
|
|
|
May 15, 2023
Q1 2023
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
7+ 0.08% |
$2.63K - $3.17K
|
8.68K
$5.57M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 35.0% |
$2.63K - $3.17K
|
27
$17.3K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7+ 7.0% |
$2.63K - $3.17K
|
107
$68.7K
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
7+ 0.88% |
$2.63K - $3.17K
|
807
$518K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
6+ 0.76% |
$2.25K - $2.71K
|
797
$511K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.57% |
$2.25K - $2.71K
|
1.07K
$683K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6+ 1.12% |
$2.25K - $2.71K
|
543
$348K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$2.25K - $2.71K
|
2.93K
$1.88M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 2.93% |
$2.25K - $2.71K
|
211
$135K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6+ 0.47% |
$2.25K - $2.71K
|
1.29K
$830K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
6+ 0.17% |
$2.25K - $2.71K
|
3.45K
$2.21M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6+ 4.44% |
$2.25K - $2.71K
|
141
$90.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
5+ 0.19% |
$1.88K - $2.26K
|
2.69K
$1.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
5+ 0.12% |
$1.88K - $2.26K
|
4.34K
$2.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 25.0% |
$1.88K - $2.26K
|
25
$16K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
5New |
$1.88K - $2.26K
|
5
$3.21K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 29.41% |
$1.88K - $2.26K
|
22
$14.1K
|