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 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
13+ 2.55% |
$6.38K - $7.51K
|
523
$333K
|
|
Nov 15, 2021
Q3 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
13+ 0.34% |
$6.38K - $7.51K
|
3.82K
$2.43M
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
13+ 0.61% |
$6.38K - $7.51K
|
2.14K
$1.36M
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
12+ 0.9% |
$5.89K - $6.94K
|
1.35K
$858K
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 54.55% |
$5.89K - $6.94K
|
34
$21.6K
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
11+ 2.29% |
$5.4K - $6.36K
|
492
$313K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 5.26% |
$4.91K - $5.78K
|
200
$127K
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
10+ 2.52% |
$4.91K - $5.78K
|
407
$259K
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
10+ 2.05% |
$4.91K - $5.78K
|
498
$317K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.72% |
$4.91K - $5.78K
|
1.4K
$891K
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
10+ 0.78% |
$4.91K - $5.78K
|
1.29K
$821K
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10+ 1.41% |
$4.91K - $5.78K
|
720
$458K
|
|
Nov 12, 2021
Q3 2021
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
10+ 0.08% |
$4.91K - $5.78K
|
13.1K
$8.34M
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10+ 0.39% |
$4.91K - $5.78K
|
2.57K
$1.63M
|
|
Nov 12, 2021
Q3 2021
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$4.91K - $5.78K
|
10
$6.36K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10New |
$4.91K - $5.78K
|
10
$6.36K
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
10+ 0.21% |
$4.91K - $5.78K
|
4.84K
$3.08M
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9New |
$4.42K - $5.2K
|
9
$5.73K
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
8+ 1.52% |
$3.93K - $4.62K
|
533
$339K
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
8+ 0.04% |
$3.93K - $4.62K
|
19.3K
$12.3M
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8+ 0.3% |
$3.93K - $4.62K
|
2.71K
$1.72M
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
8+ 1.96% |
$3.93K - $4.62K
|
417
$265K
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
8+ 0.02% |
$3.93K - $4.62K
|
34.2K
$21.8M
|
|
Oct 04, 2021
Q3 2021
|
Red Spruce Capital, LLC
|
BUY
|
- |
7+ 0.36% |
$3.44K - $4.05K
|
1.94K
$1.23M
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
7New |
$3.44K - $4.05K
|
7
$4.45K
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
7New |
$3.44K - $4.05K
|
7
$4.45K
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
7New |
$3.44K - $4.05K
|
7
$4.45K
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
7+ 20.59% |
$3.44K - $4.05K
|
41
$26.1K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
7+ 5.47% |
$3.44K - $4.05K
|
135
$85.9K
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
7+ 0.07% |
$3.44K - $4.05K
|
10.5K
$6.67M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7+ 0.55% |
$3.44K - $4.05K
|
1.28K
$816K
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.86% |
$3.44K - $4.05K
|
822
$523K
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 4.23% |
$2.95K - $3.47K
|
148
$94.2K
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
6+ 0.98% |
$2.95K - $3.47K
|
618
$393K
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6+ 1.46% |
$2.95K - $3.47K
|
416
$265K
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6New |
$2.95K - $3.47K
|
6
$3.82K
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
6+ 0.06% |
$2.95K - $3.47K
|
10.8K
$6.88M
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
6+ 0.68% |
$2.95K - $3.47K
|
890
$566K
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
6+ 0.09% |
$2.95K - $3.47K
|
6.54K
$4.16M
|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.12% |
$2.46K - $2.89K
|
4.31K
$2.74M
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5New |
$2.46K - $2.89K
|
5
$3.18K
|
|
Nov 15, 2021
Q3 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.24% |
$2.46K - $2.89K
|
2.1K
$1.34M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
5+ 2.29% |
$2.46K - $2.89K
|
223
$142K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5+ 0.5% |
$2.46K - $2.89K
|
1.01K
$639K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 8.0% |
$1.96K - $2.31K
|
54
$34.4K
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3+ 0.68% |
$1.47K - $1.73K
|
441
$281K
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
3+ 0.39% |
$1.47K - $1.73K
|
779
$496K
|
|
Nov 12, 2021
Q3 2021
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
3+ 50.0% |
$1.47K - $1.73K
|
9
$5.73K
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
3+ 0.01% |
$1.47K - $1.73K
|
38.7K
$24.6M
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 2.94% |
$1.47K - $1.73K
|
105
$66.8K
|