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 04, 2023
Q1 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-450- 18.0% |
$169K - $203K
|
2.05K
$1.32M
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-450- 5.13% |
$169K - $203K
|
8.32K
$5.34M
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-455- 44.39% |
$171K - $206K
|
570
$366K
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-467- 2.95% |
$175K - $211K
|
15.4K
$9.87M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-474- 8.09% |
$178K - $214K
|
5.39K
$3.46M
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-481- 28.91% |
$181K - $217K
|
1.18K
$759K
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-493- 19.47% |
$185K - $223K
|
2.04K
$1.31M
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-506- 2.57% |
$190K - $229K
|
19.2K
$12.3M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-513- 9.5% |
$193K - $232K
|
4.89K
$3.14M
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-520- 9.58% |
$195K - $235K
|
4.91K
$3.15M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-522- 15.66% |
$196K - $236K
|
2.81K
$1.8M
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-539- 3.69% |
$202K - $244K
|
14.1K
$9.03M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-568- 4.08% |
$213K - $257K
|
13.3K
$8.57M
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-576- 12.49% |
$216K - $260K
|
4.04K
$2.59M
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-592- 54.46% |
$222K - $268K
|
495
$318K
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-600- 2.89% |
$225K - $271K
|
20.2K
$12.9M
|
|
May 15, 2023
Q1 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-600- 1.31% |
$225K - $271K
|
45.2K
$29M
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-625- 14.03% |
$235K - $283K
|
3.83K
$2.46M
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-635- 3.44% |
$239K - $287K
|
17.8K
$11.4M
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-678- 29.62% |
$255K - $307K
|
1.61K
$1.03M
|
|
May 03, 2023
Q1 2023
|
Account Management LLC
|
SELL
|
- |
-700- 5.56% |
$263K - $317K
|
11.9K
$7.63M
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-701- 1.2% |
$263K - $317K
|
57.5K
$36.9M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-707- 9.91% |
$266K - $320K
|
6.42K
$4.12M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-713- 31.69% |
$268K - $322K
|
1.54K
$986K
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-716- 40.8% |
$269K - $324K
|
1.04K
$667K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-717- 4.21% |
$269K - $324K
|
16.3K
$10.5M
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-722- 0.46% |
$271K - $326K
|
158K
$101M
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-725- 13.86% |
$272K - $328K
|
4.51K
$2.89M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-730- 3.23% |
$274K - $330K
|
21.9K
$14M
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-743- 7.36% |
$279K - $336K
|
9.36K
$6M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-746- 11.29% |
$280K - $337K
|
5.86K
$3.76M
|
|
May 05, 2023
Q1 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-757- 24.67% |
$284K - $342K
|
2.31K
$1.48M
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-782- 4.83% |
$294K - $354K
|
15.4K
$9.89M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-783- 99.75% |
$294K - $354K
|
2
$1.28K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-784- 8.3% |
$294K - $354K
|
8.66K
$5.56M
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-826- 21.5% |
$310K - $373K
|
3.02K
$1.93M
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-828- 41.55% |
$311K - $374K
|
1.17K
$748K
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
SELL
|
- |
-828- 0.53% |
$311K - $374K
|
156K
$99.8M
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-830- 1.81% |
$312K - $375K
|
45.1K
$29M
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-836- 38.53% |
$314K - $378K
|
1.33K
$856K
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-859- 1.4% |
$323K - $388K
|
60.7K
$38.9M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-864- 5.92% |
$325K - $391K
|
13.7K
$8.82M
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-873- 6.15% |
$328K - $395K
|
13.3K
$8.56M
|
|
May 09, 2023
Q1 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-885- 15.92% |
$332K - $400K
|
4.67K
$3M
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-937- 33.14% |
$352K - $424K
|
1.89K
$1.21M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-938- 5.16% |
$352K - $424K
|
17.2K
$11.1M
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-947- 22.97% |
$356K - $428K
|
3.18K
$2.04M
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-950- 0.47% |
$357K - $430K
|
203K
$130M
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-958- 37.9% |
$360K - $433K
|
1.57K
$1.01M
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-978- 17.6% |
$367K - $442K
|
4.58K
$2.94M
|