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 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
3+ 0.39% |
$1.47K - $1.73K
|
779
$458K
|
|
|
Nov 12, 2021
Q3 2021
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
3+ 50.0% |
$1.47K - $1.73K
|
9
$5.29K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
3+ 0.01% |
$1.47K - $1.73K
|
38.7K
$22.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 2.94% |
$1.47K - $1.73K
|
105
$61.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.17% |
$982 - $1.16K
|
1.19K
$698K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.28% |
$982 - $1.16K
|
728
$428K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 5.56% |
$982 - $1.16K
|
38
$22.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.2% |
$982 - $1.16K
|
998
$586K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 2.38% |
$982 - $1.16K
|
86
$50.5K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.2% |
$982 - $1.16K
|
998
$586K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 1.05% |
$982 - $1.16K
|
192
$113K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1New |
$491 - $578
|
1
$587
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
1+ 50.0% |
$491 - $578
|
3
$1.76K
|
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
1+ 0.05% |
$491 - $578
|
1.91K
$1.12M
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
1+ 0.15% |
$491 - $578
|
677
$398K
|
|
|
Oct 26, 2021
Q3 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
1+ 0.01% |
$491 - $578
|
13.9K
$8.18M
|
|
|
Nov 03, 2021
Q3 2021
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1New |
$491 - $578
|
1
$587
|
|
|
Oct 29, 2021
Q3 2021
|
Garner Asset Management Corp
|
BUY
|
- |
1+ 0.05% |
$491 - $578
|
2.16K
$1.27M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 9.09% |
$491 - $578
|
12
$7.05K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.36% |
$491 - $578
|
280
$164K
|
|
|
Nov 12, 2021
Q3 2021
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1+ 0.0% |
$491 - $578
|
36.5K
$21.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.12% |
$491 - $578
|
803
$472K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 1.32% |
$491 - $578
|
77
$45.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
1+ 0.11% |
$491 - $578
|
894
$525K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$491 - $578
|
1
$587
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.06% |
$491 - $578
|
1.71K
$1M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1+ 0.17% |
$491 - $578
|
581
$341K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1+ 0.11% |
$491 - $578
|
900
$529K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.27% |
$491 - $578
|
375
$220K
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
SELL
|
- |
-1- 0.13% |
$491 - $578
|
795
$467K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1- 0.29% |
$491 - $578
|
342
$201K
|
|
|
Nov 15, 2021
Q3 2021
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-1- 0.05% |
$491 - $578
|
1.88K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1- 0.01% |
$491 - $578
|
6.75K
$3.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 0.69% |
$982 - $1.16K
|
287
$169K
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
SELL
|
- |
-2- 2.94% |
$982 - $1.16K
|
66
$38.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 0.34% |
$982 - $1.16K
|
580
$341K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 1.04% |
$982 - $1.16K
|
191
$112K
|
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2- 0.46% |
$982 - $1.16K
|
429
$252K
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3- 0.21% |
$1.47K - $1.73K
|
1.46K
$856K
|
|
|
Nov 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-3- 0.24% |
$1.47K - $1.73K
|
1.25K
$737K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-3- 27.27% |
$1.47K - $1.73K
|
8
$4.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3- 10.0% |
$1.47K - $1.73K
|
27
$15.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3- 0.36% |
$1.47K - $1.73K
|
827
$486K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4- 0.19% |
$1.96K - $2.31K
|
2.14K
$1.26M
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4- 2.38% |
$1.96K - $2.31K
|
164
$96.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4- 0.26% |
$1.96K - $2.31K
|
1.51K
$887K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-5- 1.43% |
$2.46K - $2.89K
|
344
$202K
|
|
|
Oct 14, 2021
Q3 2021
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-5- 0.46% |
$2.46K - $2.89K
|
1.09K
$637K
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5- 0.03% |
$2.46K - $2.89K
|
15.8K
$9.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-5- 0.57% |
$2.46K - $2.89K
|
877
$515K
|