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 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
BUY
|
- |
1.2K+ 3.33% |
$452K - $544K
|
37.3K
$23.7M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.2K+ 0.54% |
$451K - $543K
|
225K
$143M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 21.12% |
$448K - $540K
|
6.85K
$4.36M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.19KNew |
$448K - $539K
|
1.19K
$758K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.19K+ 15.49% |
$448K - $539K
|
8.89K
$5.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.18K+ 16.76% |
$444K - $534K
|
8.23K
$5.24M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 7.44% |
$444K - $534K
|
17.1K
$10.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.17K+ 3.54% |
$439K - $529K
|
34.2K
$21.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
1.15K+ 24.36% |
$432K - $520K
|
5.88K
$3.74M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.15K+ 1.28% |
$431K - $519K
|
90.9K
$57.8M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.14KNew |
$427K - $514K
|
1.14K
$723K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.12KNew |
$421K - $507K
|
1.12K
$714K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.11KNew |
$418K - $503K
|
1.11K
$708K
|
|
|
Apr 17, 2023
Q1 2023
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
1.1K+ 0.25% |
$414K - $498K
|
445K
$283M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.08K+ 0.64% |
$407K - $490K
|
172K
$109M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.08K+ 9.98% |
$407K - $490K
|
11.9K
$7.6M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
1.08KNew |
$404K - $486K
|
1.08K
$684K
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
1.07KNew |
$403K - $485K
|
1.07K
$682K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.06K+ 3.37% |
$399K - $480K
|
32.5K
$20.7M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.01K+ 2.52% |
$380K - $458K
|
41.2K
$26.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1K+ 22.72% |
$377K - $454K
|
5.42K
$3.45M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1K+ 90.66% |
$376K - $452K
|
2.1K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Community Capital Management, LLC
|
BUY
|
- |
1K+ 71.43% |
$376K - $452K
|
2.4K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
1KNew |
$376K - $452K
|
1K
$636K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
998+ 4.95% |
$375K - $451K
|
21.1K
$13.5M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
982+ 44.96% |
$369K - $444K
|
3.17K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
976+ 3.11% |
$367K - $441K
|
32.4K
$20.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
972+ 3.93% |
$365K - $439K
|
25.7K
$16.4M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
959+ 24.72% |
$360K - $434K
|
4.84K
$3.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
952+ 168.2% |
$358K - $430K
|
1.52K
$966K
|
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
927+ 3.04% |
$348K - $419K
|
31.4K
$20M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
926New |
$348K - $419K
|
926
$589K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
925+ 105.71% |
$347K - $418K
|
1.8K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
923+ 60.88% |
$347K - $417K
|
2.44K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
923+ 6.72% |
$347K - $417K
|
14.7K
$9.33M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
922+ 19.52% |
$346K - $417K
|
5.65K
$3.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
915+ 8.18% |
$344K - $414K
|
12.1K
$7.7M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
908+ 2.79% |
$341K - $411K
|
33.5K
$21.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
905New |
$340K - $409K
|
905
$576K
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
904New |
$340K - $409K
|
904
$575K
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
900+ 96.46% |
$338K - $407K
|
1.83K
$1.17M
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
BUY
|
- |
896+ 5.43% |
$337K - $405K
|
17.4K
$11.1M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
883+ 39.14% |
$332K - $399K
|
3.14K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
877+ 4.95% |
$329K - $397K
|
18.6K
$11.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
876+ 2.49% |
$329K - $396K
|
36.1K
$23M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
873+ 6.65% |
$328K - $395K
|
14K
$8.91M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
862New |
$324K - $390K
|
862
$548K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
851+ 163.34% |
$320K - $385K
|
1.37K
$873K
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
850+ 1.89% |
$319K - $384K
|
45.8K
$29.2M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
838New |
$315K - $379K
|
838
$533K
|