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 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
32+ 4.94% |
$15.7K - $18.5K
|
680
$435K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
32+ 59.26% |
$15.7K - $18.5K
|
86
$55.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
32+ 1.57% |
$15.7K - $18.5K
|
2.07K
$1.33M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
32+ 59.26% |
$15.7K - $18.5K
|
86
$55.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
31+ 6.74% |
$15.2K - $17.9K
|
491
$314K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
31+ 7.06% |
$15.2K - $17.9K
|
470
$301K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
30+ 0.88% |
$14.7K - $17.3K
|
3.42K
$2.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
30+ 1.0% |
$14.7K - $17.3K
|
3.03K
$1.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 2.22% |
$14.7K - $17.3K
|
1.38K
$883K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
30+ 2.43% |
$14.7K - $17.3K
|
1.27K
$810K
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
30+ 3.75% |
$14.7K - $17.3K
|
830
$531K
|
|
|
Nov 15, 2021
Q3 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
30+ 2.8% |
$14.7K - $17.3K
|
1.1K
$705K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
29+ 0.49% |
$14.2K - $16.8K
|
5.96K
$3.82M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
28+ 3.47% |
$13.7K - $16.2K
|
836
$535K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
28+ 0.99% |
$13.7K - $16.2K
|
2.87K
$1.84M
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
27+ 3.87% |
$13.3K - $15.6K
|
724
$463K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26+ 6.97% |
$12.8K - $15K
|
399
$255K
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
25+ 3.81% |
$12.3K - $14.4K
|
682
$437K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25+ 3.13% |
$12.3K - $14.4K
|
824
$527K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
24+ 1.85% |
$11.8K - $13.9K
|
1.32K
$844K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
24+ 0.76% |
$11.8K - $13.9K
|
3.16K
$2.03M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
24+ 11.65% |
$11.8K - $13.9K
|
230
$147K
|
|
|
Nov 12, 2021
Q3 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
24+ 0.14% |
$11.8K - $13.9K
|
17.7K
$11.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 5.61% |
$11.3K - $13.3K
|
433
$277K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23+ 5.2% |
$11.3K - $13.3K
|
465
$298K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
23+ 1.85% |
$11.3K - $13.3K
|
1.27K
$810K
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
23+ 3.31% |
$11.3K - $13.3K
|
718
$460K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
23+ 85.19% |
$11.3K - $13.3K
|
50
$32K
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
23+ 0.26% |
$11.3K - $13.3K
|
8.84K
$5.66M
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
22New |
$10.8K - $12.7K
|
22
$14.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
22+ 3.03% |
$10.8K - $12.7K
|
747
$478K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
21+ 100.0% |
$10.3K - $12.1K
|
42
$26.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
21+ 175.0% |
$10.3K - $12.1K
|
33
$21.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
21+ 16.03% |
$10.3K - $12.1K
|
152
$97.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
20+ 7.3% |
$9.82K - $11.6K
|
294
$188K
|
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
20+ 1.36% |
$9.82K - $11.6K
|
1.5K
$957K
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
19+ 3.04% |
$9.33K - $11K
|
645
$413K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19+ 1.87% |
$9.33K - $11K
|
1.04K
$663K
|
|
|
Nov 09, 2021
Q3 2021
|
University Of Texas
|
BUY
|
- |
19New |
$9.33K - $11K
|
19
$12.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
17+ 0.03% |
$8.35K - $9.82K
|
51.2K
$32.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
17+ 2.23% |
$8.35K - $9.82K
|
781
$500K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
17+ 1.59% |
$8.35K - $9.82K
|
1.09K
$697K
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
15+ 2.32% |
$7.37K - $8.67K
|
662
$424K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 68.18% |
$7.37K - $8.67K
|
37
$23.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
15New |
$7.37K - $8.67K
|
15
$9.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Eulav Asset Management
|
BUY
|
- |
15+ 0.01% |
$7.37K - $8.67K
|
118K
$75.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
15+ 0.17% |
$7.37K - $8.67K
|
8.87K
$5.67M
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
14+ 0.19% |
$6.87K - $8.09K
|
7.2K
$4.61M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
14New |
$6.87K - $8.09K
|
14
$8.96K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
13+ 2.55% |
$6.38K - $7.51K
|
523
$335K
|