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 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-6- 2.52% |
$2.95K - $3.47K
|
232
$149K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6- 1.06% |
$2.95K - $3.47K
|
560
$358K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-7Closed |
$3.44K - $4.05K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-7Closed |
$3.44K - $4.05K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-8- 16.0% |
$3.93K - $4.62K
|
42
$26.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-8- 9.41% |
$3.93K - $4.62K
|
77
$49.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-8- 0.58% |
$3.93K - $4.62K
|
1.38K
$885K
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-8- 1.09% |
$3.93K - $4.62K
|
727
$465K
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-9- 0.43% |
$4.42K - $5.2K
|
2.09K
$1.34M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
SELL
|
- |
-9- 0.06% |
$4.42K - $5.2K
|
15.3K
$9.79M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-10- 1.2% |
$4.91K - $5.78K
|
820
$525K
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-10- 2.67% |
$4.91K - $5.78K
|
365
$234K
|
|
|
Oct 15, 2021
Q3 2021
|
Covenant Asset Management, LLC
|
SELL
|
- |
-11- 0.11% |
$5.4K - $6.36K
|
10.1K
$6.46M
|
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-12- 2.27% |
$5.89K - $6.94K
|
517
$331K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-12- 1.26% |
$5.89K - $6.94K
|
939
$601K
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-13- 3.15% |
$6.38K - $7.51K
|
400
$256K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-13- 1.85% |
$6.38K - $7.51K
|
691
$442K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-14- 2.2% |
$6.87K - $8.09K
|
621
$398K
|
|
|
Oct 29, 2021
Q3 2021
|
Value Partners Investments Inc.
|
SELL
|
- |
-14- 1.43% |
$6.87K - $8.09K
|
968
$620K
|
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
SELL
|
- |
-14- 0.76% |
$6.87K - $8.09K
|
1.83K
$1.17M
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-15- 1.36% |
$7.37K - $8.67K
|
1.09K
$698K
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-15- 0.53% |
$7.37K - $8.67K
|
2.82K
$1.81M
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-15- 0.12% |
$7.37K - $8.67K
|
12.3K
$7.87M
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-15- 1.29% |
$7.37K - $8.67K
|
1.15K
$735K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-16- 2.47% |
$7.86K - $9.25K
|
632
$405K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-17- 0.51% |
$8.35K - $9.82K
|
3.32K
$2.13M
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-18- 1.91% |
$8.84K - $10.4K
|
922
$590K
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-18- 1.71% |
$8.84K - $10.4K
|
1.03K
$661K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-19- 1.2% |
$9.33K - $11K
|
1.56K
$1M
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-20- 2.95% |
$9.82K - $11.6K
|
657
$421K
|
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-20- 1.68% |
$9.82K - $11.6K
|
1.17K
$747K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-20- 10.42% |
$9.82K - $11.6K
|
172
$110K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-21- 2.95% |
$10.3K - $12.1K
|
690
$442K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-21- 0.33% |
$10.3K - $12.1K
|
6.33K
$4.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-21- 0.23% |
$10.3K - $12.1K
|
9.05K
$5.79M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-25- 0.6% |
$12.3K - $14.4K
|
4.13K
$2.64M
|
|
|
Oct 28, 2021
Q3 2021
|
Parthenon LLC
|
SELL
|
- |
-25- 1.47% |
$12.3K - $14.4K
|
1.68K
$1.07M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-25- 1.35% |
$12.3K - $14.4K
|
1.83K
$1.17M
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-25- 1.86% |
$12.3K - $14.4K
|
1.32K
$842K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-26- 12.68% |
$12.8K - $15K
|
179
$115K
|
|
|
Oct 26, 2021
Q3 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-26- 4.48% |
$12.8K - $15K
|
555
$355K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-26- 1.86% |
$12.8K - $15K
|
1.37K
$880K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-27Closed |
$13.3K - $15.6K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-28- 2.04% |
$13.7K - $16.2K
|
1.34K
$860K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-28- 2.44% |
$13.7K - $16.2K
|
1.12K
$718K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-29- 3.37% |
$14.2K - $16.8K
|
831
$532K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-30- 0.14% |
$14.7K - $17.3K
|
22K
$14.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-30- 14.71% |
$14.7K - $17.3K
|
174
$111K
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-30- 4.37% |
$14.7K - $17.3K
|
656
$420K
|
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-30- 0.47% |
$14.7K - $17.3K
|
6.4K
$4.1M
|