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 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-42- 3.14% |
$15.8K - $19K
|
1.29K
$823K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-42- 0.6% |
$15.8K - $19K
|
6.91K
$4.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-43- 6.75% |
$16.2K - $19.4K
|
594
$378K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-43- 1.16% |
$16.2K - $19.4K
|
3.66K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-43- 0.4% |
$16.2K - $19.4K
|
10.7K
$6.84M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-44- 3.79% |
$16.5K - $19.9K
|
1.12K
$711K
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-44- 0.12% |
$16.5K - $19.9K
|
36.3K
$23.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-45- 4.31% |
$16.9K - $20.3K
|
998
$635K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-45- 2.81% |
$16.9K - $20.3K
|
1.56K
$989K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-45- 4.79% |
$16.9K - $20.3K
|
894
$569K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-45- 6.23% |
$16.9K - $20.3K
|
677
$431K
|
|
|
Apr 14, 2023
Q1 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-46- 1.14% |
$17.3K - $20.8K
|
3.97K
$2.53M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-46- 0.41% |
$17.3K - $20.8K
|
11.2K
$7.12M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-46- 7.19% |
$17.3K - $20.8K
|
594
$378K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-47- 2.08% |
$17.7K - $21.3K
|
2.22K
$1.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-48- 0.58% |
$18K - $21.7K
|
8.24K
$5.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-49- 0.53% |
$18.4K - $22.2K
|
9.17K
$5.84M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-50- 3.81% |
$18.8K - $22.6K
|
1.26K
$803K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-50- 6.43% |
$18.8K - $22.6K
|
728
$463K
|
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
SELL
|
- |
-50- 5.26% |
$18.8K - $22.6K
|
901
$573K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-50- 1.72% |
$18.8K - $22.6K
|
2.85K
$1.82M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-51- 0.39% |
$19.2K - $23.1K
|
13K
$8.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-52- 8.44% |
$19.5K - $23.5K
|
564
$359K
|
|
|
Apr 20, 2023
Q1 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-56- 0.52% |
$21K - $25.3K
|
10.8K
$6.87M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-57- 1.67% |
$21.4K - $25.8K
|
3.36K
$2.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-59- 5.11% |
$22.2K - $26.7K
|
1.1K
$697K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-59- 1.56% |
$22.2K - $26.7K
|
3.71K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-60- 0.25% |
$22.5K - $27.1K
|
23.8K
$15.1M
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-60- 4.02% |
$22.5K - $27.1K
|
1.43K
$912K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-61- 9.17% |
$22.9K - $27.6K
|
604
$384K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-61- 0.67% |
$22.9K - $27.6K
|
9.05K
$5.76M
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-61- 27.85% |
$22.9K - $27.6K
|
158
$101K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-62- 7.32% |
$23.3K - $28K
|
785
$499K
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-63- 11.29% |
$23.7K - $28.5K
|
495
$315K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-63- 4.07% |
$23.7K - $28.5K
|
1.49K
$945K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-64- 4.64% |
$24K - $28.9K
|
1.31K
$836K
|
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-65- 3.97% |
$24.4K - $29.4K
|
1.57K
$1M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-65- 0.16% |
$24.4K - $29.4K
|
40.2K
$25.6M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-65- 8.46% |
$24.4K - $29.4K
|
703
$447K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-66- 4.5% |
$24.8K - $29.8K
|
1.4K
$892K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-67- 7.67% |
$25.2K - $30.3K
|
806
$513K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-67- 0.43% |
$25.2K - $30.3K
|
15.6K
$9.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-69- 1.56% |
$25.9K - $31.2K
|
4.36K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-69- 4.95% |
$25.9K - $31.2K
|
1.33K
$844K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-70- 11.48% |
$26.3K - $31.7K
|
540
$344K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-71- 2.08% |
$26.7K - $32.1K
|
3.34K
$2.12M
|
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-72- 2.91% |
$27K - $32.6K
|
2.41K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-73- 5.16% |
$27.4K - $33K
|
1.34K
$854K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-78- 4.48% |
$29.3K - $35.3K
|
1.66K
$1.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-79- 4.09% |
$29.7K - $35.7K
|
1.85K
$1.18M
|