Purchases and Sales Made in Q3 2021 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Aton Ra Partners
Geneva, V8 |
BUY
|
- |
146+ 1.79% |
$71.7K - $84.4K
|
8.32K
$5.29M
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
145+ 2.47% |
$71.2K - $83.8K
|
6K
$3.82M
|
|
Oct 20, 2021
Q3 2021
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
141+ 25.31% |
$69.2K - $81.5K
|
698
$444K
|
|
Nov 09, 2021
Q3 2021
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
140+ 0.91% |
$68.7K - $80.9K
|
15.5K
$9.86M
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
139+ 10.27% |
$68.3K - $80.3K
|
1.49K
$950K
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
134+ 12.13% |
$65.8K - $77.4K
|
1.24K
$788K
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
132+ 1.92% |
$64.8K - $76.3K
|
6.99K
$4.45M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
132+ 2.65% |
$64.8K - $76.3K
|
5.11K
$3.25M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
129+ 33.42% |
$63.3K - $74.6K
|
515
$328K
|
|
Oct 07, 2021
Q3 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
127+ 1.5% |
$62.4K - $73.4K
|
8.57K
$5.45M
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
124+ 0.54% |
$60.9K - $71.7K
|
23.1K
$14.7M
|
|
Apr 01, 2024
Q3 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
121+ 2.42% |
$59.4K - $69.9K
|
5.13K
$3.26M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
119+ 27.05% |
$58.4K - $68.8K
|
559
$356K
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
116+ 16.57% |
$57K - $67K
|
816
$519K
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
114New |
$56K - $65.9K
|
114
$72.5K
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
111+ 25.17% |
$54.5K - $64.1K
|
552
$351K
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
110+ 2.09% |
$54K - $63.6K
|
5.37K
$3.41M
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
110New |
$54K - $63.6K
|
110
$70K
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
105+ 5.23% |
$51.6K - $60.7K
|
2.11K
$1.34M
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
104+ 577.78% |
$51.1K - $60.1K
|
122
$77.6K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
102+ 15.69% |
$50.1K - $58.9K
|
752
$478K
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
101+ 3.36% |
$49.6K - $58.4K
|
3.11K
$1.98M
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
101+ 0.62% |
$49.6K - $58.4K
|
16.3K
$10.4M
|
|
Nov 04, 2021
Q3 2021
|
Freemont Management S.A.
|
BUY
|
- |
100+ 0.63% |
$49.1K - $57.8K
|
16.1K
$10.2M
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
100+ 12.9% |
$49.1K - $57.8K
|
875
$557K
|
|
Nov 15, 2021
Q3 2021
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
100New |
$49.1K - $57.8K
|
100
$63.6K
|
|
Nov 15, 2021
Q3 2021
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
99+ 12.42% |
$48.6K - $57.2K
|
896
$570K
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
98+ 0.34% |
$48.1K - $56.6K
|
28.8K
$18.3M
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
96+ 0.67% |
$47.1K - $55.5K
|
14.4K
$9.15M
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
95+ 10.26% |
$46.6K - $54.9K
|
1.02K
$650K
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
BUY
|
- |
92New |
$45.2K - $53.2K
|
92
$58.5K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
91+ 7.12% |
$44.7K - $52.6K
|
1.37K
$871K
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Life Insurance CO
|
BUY
|
- |
91+ 1.46% |
$44.7K - $52.6K
|
6.31K
$4.01M
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
86+ 4.71% |
$42.2K - $49.7K
|
1.91K
$1.22M
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
85+ 4.3% |
$41.7K - $49.1K
|
2.06K
$1.31M
|
|
Nov 12, 2021
Q3 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
85+ 1.77% |
$41.7K - $49.1K
|
4.88K
$3.1M
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
80+ 0.37% |
$39.3K - $46.2K
|
22K
$14M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
79+ 4.63% |
$38.8K - $45.7K
|
1.78K
$1.13M
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
78+ 0.93% |
$38.3K - $45.1K
|
8.46K
$5.38M
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
77+ 5.59% |
$37.8K - $44.5K
|
1.46K
$926K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
76+ 3.89% |
$37.3K - $43.9K
|
2.03K
$1.29M
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75+ 49.34% |
$36.8K - $43.3K
|
227
$144K
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
75+ 93.75% |
$36.8K - $43.3K
|
155
$98.6K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
74+ 8.29% |
$36.3K - $42.8K
|
967
$615K
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
72+ 1200.0% |
$35.4K - $41.6K
|
78
$49.6K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
71+ 109.23% |
$34.9K - $41K
|
136
$86.5K
|
|
Nov 15, 2021
Q3 2021
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
71+ 15.5% |
$34.9K - $41K
|
529
$337K
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
70+ 13.86% |
$34.4K - $40.5K
|
575
$366K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
70New |
$34.4K - $40.5K
|
70
$44.5K
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
69+ 4.26% |
$33.9K - $39.9K
|
1.69K
$1.07M
|