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
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-140- 4.72% |
$68.7K - $80.9K
|
2.83K
$1.81M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-142- 7.21% |
$69.7K - $82.1K
|
1.83K
$1.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-147- 8.96% |
$72.2K - $85K
|
1.49K
$956K
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-148- 9.49% |
$72.7K - $85.5K
|
1.41K
$903K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-154- 4.4% |
$75.6K - $89K
|
3.35K
$2.14M
|
|
|
Nov 08, 2021
Q3 2021
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-154- 4.64% |
$75.6K - $89K
|
3.17K
$2.03M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-154- 9.19% |
$75.6K - $89K
|
1.52K
$974K
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-158- 14.04% |
$77.6K - $91.3K
|
967
$619K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-162- 4.35% |
$79.6K - $93.6K
|
3.56K
$2.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-172- 7.94% |
$84.5K - $99.4K
|
2K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
SELL
|
- |
-173- 1.35% |
$85K - $100K
|
12.7K
$8.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Forbes J M & CO LLP
|
SELL
|
- |
-175- 8.01% |
$85.9K - $101K
|
2.01K
$1.29M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-178- 8.56% |
$87.4K - $103K
|
1.9K
$1.22M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-179- 5.03% |
$87.9K - $103K
|
3.38K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-179- 0.35% |
$87.9K - $103K
|
50.5K
$32.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-181Closed |
$88.9K - $105K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-182- 0.93% |
$89.4K - $105K
|
19.3K
$12.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-187- 17.4% |
$91.8K - $108K
|
888
$568K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-189- 2.4% |
$92.8K - $109K
|
7.68K
$4.92M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-191- 10.13% |
$93.8K - $110K
|
1.69K
$1.08M
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-193- 8.4% |
$94.8K - $112K
|
2.11K
$1.35M
|
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-194- 0.24% |
$95.3K - $112K
|
80.2K
$51.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-200- 28.57% |
$98.2K - $116K
|
500
$320K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
SELL
|
- |
-201- 4.23% |
$98.7K - $116K
|
4.55K
$2.92M
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-201- 11.82% |
$98.7K - $116K
|
1.5K
$960K
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-202- 4.01% |
$99.2K - $117K
|
4.84K
$3.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-205- 7.36% |
$101K - $118K
|
2.58K
$1.65M
|
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-209- 29.9% |
$103K - $121K
|
490
$314K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-210- 0.99% |
$103K - $121K
|
21K
$13.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-218- 1.67% |
$107K - $126K
|
12.8K
$8.21M
|
|
|
Oct 07, 2021
Q3 2021
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-237- 1.33% |
$116K - $137K
|
17.6K
$11.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-239- 16.0% |
$117K - $138K
|
1.26K
$803K
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-249- 34.49% |
$122K - $144K
|
473
$303K
|
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
SELL
|
- |
-252- 6.3% |
$124K - $146K
|
3.75K
$2.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-257- 19.34% |
$126K - $149K
|
1.07K
$686K
|
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-257Closed |
$126K - $149K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-260- 8.61% |
$128K - $150K
|
2.76K
$1.77M
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-262- 15.88% |
$129K - $151K
|
1.39K
$888K
|
|
|
Nov 12, 2021
Q3 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-265- 0.09% |
$130K - $153K
|
293K
$187M
|
|
|
Oct 26, 2021
Q3 2021
|
Applied Research Investments, LLC
|
SELL
|
- |
-268- 3.95% |
$132K - $155K
|
6.51K
$4.17M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-269- 2.75% |
$132K - $155K
|
9.53K
$6.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-272- 5.6% |
$134K - $157K
|
4.59K
$2.93M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-276- 8.23% |
$136K - $160K
|
3.08K
$1.97M
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-283- 9.29% |
$139K - $164K
|
2.76K
$1.77M
|
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-289- 1.21% |
$142K - $167K
|
23.7K
$15.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-292Closed |
$143K - $169K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-293- 1.13% |
$144K - $169K
|
25.6K
$16.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-293- 20.68% |
$144K - $169K
|
1.12K
$719K
|
|
|
Nov 05, 2021
Q3 2021
|
Oak Ridge Investments LLC
|
SELL
|
- |
-299- 2.01% |
$147K - $173K
|
14.5K
$9.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-307- 11.08% |
$151K - $177K
|
2.46K
$1.58M
|