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 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-18- 56.25% |
$6.76K - $8.14K
|
14
$8.91K
|
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-19- 0.68% |
$7.14K - $8.59K
|
2.79K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-19- 0.49% |
$7.14K - $8.59K
|
3.85K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-19- 1.56% |
$7.14K - $8.59K
|
1.2K
$763K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 1.28% |
$7.51K - $9.04K
|
1.55K
$983K
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-20- 46.51% |
$7.51K - $9.04K
|
23
$14.6K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-21- 2.75% |
$7.89K - $9.5K
|
743
$473K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22- 6.36% |
$8.26K - $9.95K
|
324
$206K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-22- 0.05% |
$8.26K - $9.95K
|
47.6K
$30.3M
|
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-22- 1.27% |
$8.26K - $9.95K
|
1.72K
$1.09M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22- 6.71% |
$8.26K - $9.95K
|
306
$195K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-23- 1.98% |
$8.64K - $10.4K
|
1.14K
$726K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-23- 11.33% |
$8.64K - $10.4K
|
180
$115K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-23- 0.72% |
$8.64K - $10.4K
|
3.18K
$2.02M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-23- 1.47% |
$8.64K - $10.4K
|
1.54K
$978K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-25- 2.18% |
$9.39K - $11.3K
|
1.12K
$714K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-25- 3.61% |
$9.39K - $11.3K
|
668
$425K
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-25- 2.65% |
$9.39K - $11.3K
|
918
$584K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-26- 3.61% |
$9.77K - $11.8K
|
695
$442K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-26- 0.41% |
$9.77K - $11.8K
|
6.33K
$4.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-27- 0.3% |
$10.1K - $12.2K
|
9.12K
$5.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-27- 3.31% |
$10.1K - $12.2K
|
788
$501K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-29- 11.33% |
$10.9K - $13.1K
|
227
$144K
|
|
|
May 01, 2023
Q1 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-29- 3.96% |
$10.9K - $13.1K
|
704
$448K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-29- 0.5% |
$10.9K - $13.1K
|
5.81K
$3.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-30- 0.57% |
$11.3K - $13.6K
|
5.19K
$3.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-30- 5.7% |
$11.3K - $13.6K
|
496
$316K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-30- 1.98% |
$11.3K - $13.6K
|
1.48K
$943K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-30- 0.59% |
$11.3K - $13.6K
|
5.03K
$3.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-32- 3.22% |
$12K - $14.5K
|
961
$611K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-32- 5.73% |
$12K - $14.5K
|
526
$335K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-32- 0.29% |
$12K - $14.5K
|
11.2K
$7.12M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-32- 0.04% |
$12K - $14.5K
|
81.6K
$51.9M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-33- 0.79% |
$12.4K - $14.9K
|
4.16K
$2.65M
|
|
|
May 05, 2023
Q1 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-34- 0.2% |
$12.8K - $15.4K
|
16.8K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-34- 16.75% |
$12.8K - $15.4K
|
169
$108K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-34- 0.22% |
$12.8K - $15.4K
|
15.3K
$9.72M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-35- 2.6% |
$13.1K - $15.8K
|
1.31K
$833K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-36- 3.7% |
$13.5K - $16.3K
|
938
$597K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-37- 0.36% |
$13.9K - $16.7K
|
10.1K
$6.44M
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-37- 3.22% |
$13.9K - $16.7K
|
1.11K
$707K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-37- 10.48% |
$13.9K - $16.7K
|
316
$201K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-38- 3.71% |
$14.3K - $17.2K
|
986
$627K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-38- 1.31% |
$14.3K - $17.2K
|
2.87K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-38- -0.0% |
$14.3K - $17.2K
|
1.48M
$942M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-39- 3.84% |
$14.6K - $17.6K
|
977
$622K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-39- 2.97% |
$14.6K - $17.6K
|
1.27K
$809K
|
|
|
May 15, 2023
Q1 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-40- 0.43% |
$15K - $18.1K
|
9.3K
$5.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-41- 0.16% |
$15.4K - $18.5K
|
25.9K
$16.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-42- 1.92% |
$15.8K - $19K
|
2.14K
$1.36M
|