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 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-140- 5.53% |
$52.6K - $63.3K
|
2.39K
$1.53M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-141- 57.09% |
$53K - $63.8K
|
106
$68K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-142- 23.43% |
$53.3K - $64.2K
|
464
$298K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-146- 0.2% |
$54.8K - $66K
|
72.9K
$46.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-150- 50.0% |
$56.3K - $67.8K
|
150
$96.3K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-150- 5.05% |
$56.3K - $67.8K
|
2.82K
$1.81M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-152Closed |
$57.1K - $68.7K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-154- 3.24% |
$57.8K - $69.6K
|
4.6K
$2.95M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-155- 1.06% |
$58.2K - $70.1K
|
14.5K
$9.32M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-155- 0.31% |
$58.2K - $70.1K
|
49.8K
$31.9M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-156- 6.88% |
$58.6K - $70.5K
|
2.11K
$1.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-160- 21.48% |
$60.1K - $72.3K
|
585
$375K
|
|
|
Apr 27, 2023
Q1 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-163- 3.38% |
$61.2K - $73.7K
|
4.66K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
Orchard Capital Managment, LLC
Chicago, IL |
SELL
|
- |
-164- 21.61% |
$61.6K - $74.2K
|
595
$382K
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-166- 5.55% |
$62.4K - $75.1K
|
2.83K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-167- 23.42% |
$62.7K - $75.5K
|
546
$350K
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-168- 0.98% |
$63.1K - $76K
|
16.9K
$10.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-169- 18.29% |
$63.5K - $76.4K
|
755
$485K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-169- 2.87% |
$63.5K - $76.4K
|
5.72K
$3.67M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-169- 5.34% |
$63.5K - $76.4K
|
2.99K
$1.92M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-172- 2.27% |
$64.6K - $77.8K
|
7.41K
$4.75M
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-173- 0.76% |
$65K - $78.2K
|
22.7K
$14.6M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-173- 8.0% |
$65K - $78.2K
|
1.99K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-175- 22.01% |
$65.7K - $79.1K
|
620
$398K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-182- 53.53% |
$68.4K - $82.3K
|
158
$101K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-184- 23.5% |
$69.1K - $83.2K
|
599
$384K
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-184- 12.07% |
$69.1K - $83.2K
|
1.34K
$861K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-185- 13.08% |
$69.5K - $83.6K
|
1.23K
$789K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-188- 4.32% |
$70.6K - $85K
|
4.16K
$2.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-191- 11.05% |
$71.7K - $86.4K
|
1.54K
$987K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-192- 0.23% |
$72.1K - $86.8K
|
83.1K
$53.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-193- 0.83% |
$72.5K - $87.3K
|
23K
$14.8M
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-194- 2.37% |
$72.9K - $87.7K
|
7.98K
$5.12M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-194- 7.99% |
$72.9K - $87.7K
|
2.23K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-194- 16.17% |
$72.9K - $87.7K
|
1.01K
$646K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-199- 13.8% |
$74.7K - $90K
|
1.24K
$798K
|
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-200- 27.7% |
$75.1K - $90.4K
|
522
$335K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-203- 5.86% |
$76.3K - $91.8K
|
3.26K
$2.09M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-205- 1.25% |
$77K - $92.7K
|
16.2K
$10.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-206- 0.99% |
$77.4K - $93.1K
|
20.6K
$13.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-209- 1.07% |
$78.5K - $94.5K
|
19.3K
$12.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-211- 36.38% |
$79.3K - $95.4K
|
369
$237K
|
|
|
May 12, 2023
Q1 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-221- 6.47% |
$83K - $99.9K
|
3.2K
$2.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-223- 1.27% |
$83.8K - $101K
|
17.4K
$11.1M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-223- 5.5% |
$83.8K - $101K
|
3.83K
$2.46M
|
|
|
Sep 07, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-225- 5.27% |
$84.5K - $102K
|
4.05K
$2.6M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-228- 10.39% |
$85.6K - $103K
|
1.97K
$1.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-235- 0.75% |
$88.3K - $106K
|
30.9K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-237- 9.26% |
$89K - $107K
|
2.32K
$1.49M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-241- 0.78% |
$90.5K - $109K
|
30.5K
$19.6M
|