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
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
603+ 46.31% |
$226K - $273K
|
1.91K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
600New |
$225K - $271K
|
600
$382K
|
|
|
May 15, 2023
Q1 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
600+ 96.77% |
$225K - $271K
|
1.22K
$776K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
597+ 12.65% |
$224K - $270K
|
5.32K
$3.38M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
596+ 52.74% |
$224K - $269K
|
1.73K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
591+ 7.02% |
$222K - $267K
|
9.01K
$5.73M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
580+ 7.89% |
$218K - $262K
|
7.93K
$5.04M
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
575New |
$216K - $260K
|
575
$366K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
571+ 2.75% |
$214K - $258K
|
21.3K
$13.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
570New |
$214K - $258K
|
570
$363K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
565+ 89.4% |
$212K - $255K
|
1.2K
$761K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
563New |
$211K - $255K
|
563
$358K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
562New |
$211K - $254K
|
562
$358K
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
559New |
$210K - $253K
|
559
$356K
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
558+ 1.46% |
$210K - $252K
|
38.7K
$24.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
545New |
$205K - $246K
|
545
$347K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
545New |
$205K - $246K
|
545
$347K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
544+ 7.72% |
$204K - $246K
|
7.59K
$4.83M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
542New |
$204K - $245K
|
542
$345K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
538New |
$202K - $243K
|
538
$342K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
536+ 2.17% |
$201K - $242K
|
25.2K
$16M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
531New |
$199K - $240K
|
531
$338K
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
530New |
$199K - $240K
|
530
$337K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
530New |
$199K - $240K
|
530
$337K
|
|
|
May 09, 2023
Q1 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
530+ 43.59% |
$199K - $240K
|
1.75K
$1.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
527New |
$198K - $238K
|
527
$335K
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
526+ 4.53% |
$198K - $238K
|
12.1K
$7.72M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
520+ 5.56% |
$195K - $235K
|
9.87K
$6.28M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
519+ 61.86% |
$195K - $235K
|
1.36K
$864K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
512+ 2.7% |
$192K - $232K
|
19.4K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
511New |
$192K - $231K
|
511
$325K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
506+ 37.32% |
$190K - $229K
|
1.86K
$1.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
506+ 11.37% |
$190K - $229K
|
4.96K
$3.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
505New |
$190K - $228K
|
505
$321K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
504+ 7.4% |
$189K - $228K
|
7.31K
$4.65M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
501New |
$188K - $227K
|
501
$319K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
500New |
$188K - $226K
|
500
$318K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
500New |
$188K - $226K
|
500
$318K
|
|
|
Apr 26, 2023
Q1 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
500New |
$188K - $226K
|
500
$318K
|
|
|
May 02, 2023
Q1 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
500+ 17.54% |
$188K - $226K
|
3.35K
$2.13M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
500New |
$188K - $226K
|
500
$318K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
500New |
$188K - $226K
|
500
$318K
|
|
|
May 11, 2023
Q1 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
500+ 8.65% |
$188K - $226K
|
6.28K
$4M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
499+ 53.03% |
$187K - $226K
|
1.44K
$916K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
498New |
$187K - $225K
|
498
$317K
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
497New |
$187K - $225K
|
497
$316K
|
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
497New |
$187K - $225K
|
497
$316K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
BUY
|
- |
495New |
$186K - $224K
|
495
$315K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
495+ 0.83% |
$186K - $224K
|
60.3K
$38.4M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
493New |
$185K - $223K
|
493
$314K
|