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 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-241- 10.38% |
$90.5K - $109K
|
2.08K
$1.33M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-242- 0.49% |
$90.9K - $109K
|
49.2K
$31.6M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-245- 18.05% |
$92K - $111K
|
1.11K
$714K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-250- 1.77% |
$93.9K - $113K
|
13.9K
$8.92M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-250- 4.19% |
$93.9K - $113K
|
5.72K
$3.67M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-251- 24.23% |
$94.3K - $113K
|
785
$504K
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-255- 15.33% |
$95.8K - $115K
|
1.41K
$904K
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-257- 2.08% |
$96.5K - $116K
|
12.1K
$7.78M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-262- 19.51% |
$98.4K - $118K
|
1.08K
$694K
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-270- 2.71% |
$101K - $122K
|
9.71K
$6.23M
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-271- 2.5% |
$102K - $123K
|
10.6K
$6.77M
|
|
|
May 12, 2023
Q1 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-272- 0.38% |
$102K - $123K
|
70.7K
$45.4M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-277- 15.64% |
$104K - $125K
|
1.49K
$959K
|
|
|
Apr 21, 2023
Q1 2023
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-283- 23.68% |
$106K - $128K
|
912
$585K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-284- 2.42% |
$107K - $128K
|
11.4K
$7.34M
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-285- 0.98% |
$107K - $129K
|
28.8K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-290- 2.05% |
$109K - $131K
|
13.8K
$8.88M
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-303- 1.76% |
$114K - $137K
|
16.9K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-306- 39.95% |
$115K - $138K
|
460
$295K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-308- 24.66% |
$116K - $139K
|
941
$604K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-317- 64.83% |
$119K - $143K
|
172
$110K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-327- 2.01% |
$123K - $148K
|
15.9K
$10.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-330- 18.87% |
$124K - $149K
|
1.42K
$911K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-335- 33.1% |
$126K - $151K
|
677
$434K
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-338- 4.28% |
$127K - $153K
|
7.56K
$4.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-340- 8.19% |
$128K - $154K
|
3.81K
$2.44M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-340- 24.01% |
$128K - $154K
|
1.08K
$691K
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-345- 1.09% |
$130K - $156K
|
31.3K
$20.1M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-348- 5.6% |
$131K - $157K
|
5.86K
$3.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-350- 8.28% |
$131K - $158K
|
3.88K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-351- 8.16% |
$132K - $159K
|
3.95K
$2.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-359- 36.6% |
$135K - $162K
|
622
$399K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-373- 4.16% |
$140K - $169K
|
8.6K
$5.52M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-376- 15.38% |
$141K - $170K
|
2.07K
$1.33M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-385- 1.95% |
$145K - $174K
|
19.4K
$12.4M
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
SELL
|
- |
-385- 0.54% |
$145K - $174K
|
70.6K
$45.3M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-387- 28.43% |
$145K - $175K
|
974
$625K
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-388- 2.51% |
$146K - $175K
|
15.1K
$9.66M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-391- 4.63% |
$147K - $177K
|
8.06K
$5.17M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.97% |
$150K - $181K
|
13.1K
$8.39M
|
|
|
May 15, 2023
Q1 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-400- 3.77% |
$150K - $181K
|
10.2K
$6.56M
|
|
|
May 08, 2023
Q1 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-407- 0.69% |
$153K - $184K
|
58.3K
$37.4M
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-413- 5.93% |
$155K - $187K
|
6.55K
$4.2M
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-415- 37.56% |
$156K - $188K
|
690
$443K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-422- 1.23% |
$159K - $191K
|
34K
$21.8M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-423- 1.66% |
$159K - $191K
|
25.1K
$16.1M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-430- 96.41% |
$162K - $194K
|
16
$10.3K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-440- 0.15% |
$165K - $199K
|
302K
$194M
|
|
|
May 08, 2023
Q1 2023
|
Xxec, Inc.
|
SELL
|
- |
-445- 2.23% |
$167K - $201K
|
19.5K
$12.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-446- 2.32% |
$168K - $202K
|
18.8K
$12.1M
|