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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
69+ 1.98% |
$33.9K - $39.9K
|
3.56K
$2.27M
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
69+ 4.53% |
$33.9K - $39.9K
|
1.59K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
66+ 16.38% |
$32.4K - $38.1K
|
469
$298K
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
66+ 14.67% |
$32.4K - $38.1K
|
516
$328K
|
|
|
Oct 28, 2021
Q3 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
65+ 2.01% |
$31.9K - $37.6K
|
3.3K
$2.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
65+ 12.24% |
$31.9K - $37.6K
|
596
$379K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
65+ 0.29% |
$31.9K - $37.6K
|
22.1K
$14.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
64+ 0.19% |
$31.4K - $37K
|
34.2K
$21.8M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
63New |
$30.9K - $36.4K
|
63
$40.1K
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
60+ 0.17% |
$29.5K - $34.7K
|
36.3K
$23.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
60+ 9.58% |
$29.5K - $34.7K
|
686
$436K
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
60+ 0.25% |
$29.5K - $34.7K
|
24.3K
$15.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
60New |
$29.5K - $34.7K
|
60
$38.2K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
59+ 5.02% |
$29K - $34.1K
|
1.24K
$786K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
59+ 2.93% |
$29K - $34.1K
|
2.08K
$1.32M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
58+ 5.4% |
$28.5K - $33.5K
|
1.13K
$721K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
58+ 8.04% |
$28.5K - $33.5K
|
779
$496K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
57+ 3.89% |
$28K - $32.9K
|
1.52K
$970K
|
|
|
Oct 25, 2021
Q3 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
56+ 12.44% |
$27.5K - $32.4K
|
506
$322K
|
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
56+ 1.32% |
$27.5K - $32.4K
|
4.31K
$2.74M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
55+ 10.36% |
$27K - $31.8K
|
586
$373K
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
54+ 7.62% |
$26.5K - $31.2K
|
763
$485K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
54+ 7.36% |
$26.5K - $31.2K
|
788
$501K
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
53+ 0.59% |
$26K - $30.6K
|
9.05K
$5.76M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
53+ 3.04% |
$26K - $30.6K
|
1.8K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
52+ 3.51% |
$25.5K - $30.1K
|
1.53K
$975K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
49+ 8.66% |
$24.1K - $28.3K
|
615
$391K
|
|
|
Nov 08, 2021
Q3 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
48+ 1.26% |
$23.6K - $27.7K
|
3.85K
$2.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
46+ 6.92% |
$22.6K - $26.6K
|
711
$452K
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
45+ 10.64% |
$22.1K - $26K
|
468
$298K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
41New |
$20.1K - $23.7K
|
41
$26.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
40+ 8.42% |
$19.6K - $23.1K
|
515
$328K
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
40+ 1.92% |
$19.6K - $23.1K
|
2.12K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40+ 7.35% |
$19.6K - $23.1K
|
584
$372K
|
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
40+ 3.29% |
$19.6K - $23.1K
|
1.26K
$798K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
38+ 1.75% |
$18.7K - $22K
|
2.22K
$1.41M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 22.09% |
$18.7K - $22K
|
210
$134K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
37+ 1.0% |
$18.2K - $21.4K
|
3.72K
$2.37M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
37+ 3.33% |
$18.2K - $21.4K
|
1.15K
$731K
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
37+ 1.6% |
$18.2K - $21.4K
|
2.35K
$1.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
36+ 3.44% |
$17.7K - $20.8K
|
1.08K
$690K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
36+ 4.9% |
$17.7K - $20.8K
|
770
$490K
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
36+ 2.5% |
$17.7K - $20.8K
|
1.48K
$938K
|
|
|
Oct 21, 2021
Q3 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
36+ 18.95% |
$17.7K - $20.8K
|
226
$144K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
34+ 1.55% |
$16.7K - $19.6K
|
2.23K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
34+ 3.69% |
$16.7K - $19.6K
|
956
$608K
|
|
|
Nov 04, 2021
Q3 2021
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
33+ 1.2% |
$16.2K - $19.1K
|
2.77K
$1.76M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
33+ 3.42% |
$16.2K - $19.1K
|
998
$635K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 12.65% |
$15.7K - $18.5K
|
285
$181K
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
32+ 4.46% |
$15.7K - $18.5K
|
749
$476K
|