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
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-311- 19.81% |
$153K - $180K
|
1.26K
$806K
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-315- 18.72% |
$155K - $182K
|
1.37K
$876K
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-341- 3.15% |
$167K - $197K
|
10.5K
$6.7M
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-343- 96.35% |
$168K - $198K
|
13
$8.32K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-354- 26.76% |
$174K - $205K
|
969
$620K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-357- 3.67% |
$175K - $206K
|
9.36K
$5.99M
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-357- 4.1% |
$175K - $206K
|
8.35K
$5.34M
|
|
Nov 12, 2021
Q3 2021
|
Terry Smith
Fundsmith LLP | London, X0
|
SELL
|
- |
-360- 0.01% |
$177K - $208K
|
4.58M
$2.93B
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-369- 12.76% |
$181K - $213K
|
2.52K
$1.62M
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-378- 1.83% |
$186K - $218K
|
20.3K
$13M
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-391- 6.35% |
$192K - $226K
|
5.77K
$3.69M
|
|
Nov 12, 2021
Q3 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-397- 34.28% |
$195K - $229K
|
761
$487K
|
|
Oct 19, 2021
Q3 2021
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.19% |
$196K - $231K
|
17.9K
$11.4M
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-400- 6.88% |
$196K - $231K
|
5.41K
$3.46M
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-406- 3.59% |
$199K - $235K
|
10.9K
$6.97M
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-409Closed |
$201K - $236K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-417- 1.18% |
$205K - $241K
|
34.9K
$22.3M
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-434- 22.99% |
$213K - $251K
|
1.45K
$931K
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-443- 9.6% |
$218K - $256K
|
4.17K
$2.67M
|
|
Oct 28, 2021
Q3 2021
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-448Closed |
$220K - $259K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-469- 35.67% |
$230K - $271K
|
846
$542K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-469- 20.7% |
$230K - $271K
|
1.8K
$1.15M
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-470- 4.26% |
$231K - $272K
|
10.6K
$6.75M
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-470- 1.54% |
$231K - $272K
|
30K
$19.2M
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
SELL
|
- |
-495- 0.34% |
$243K - $286K
|
146K
$93.7M
|
|
Nov 15, 2021
Q3 2021
|
Arabesque Asset Management LTD
London, X0 |
SELL
|
- |
-496- 6.19% |
$244K - $287K
|
7.51K
$4.81M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-499- 19.69% |
$245K - $288K
|
2.04K
$1.3M
|
|
Nov 02, 2021
Q3 2021
|
Pettee Investors, Inc.
|
SELL
|
- |
-500- 21.74% |
$246K - $289K
|
1.8K
$1.15M
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-500Closed |
$246K - $289K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-500- 50.0% |
$246K - $289K
|
500
$320K
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-508Closed |
$249K - $294K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-511- 3.79% |
$251K - $295K
|
13K
$8.31M
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
SELL
|
- |
-521- 0.68% |
$256K - $301K
|
76.2K
$48.8M
|
|
Oct 14, 2021
Q3 2021
|
Unigestion Holding Sa
|
SELL
|
- |
-522- 10.85% |
$256K - $302K
|
4.29K
$2.74M
|
|
Oct 14, 2021
Q3 2021
|
Reliant Investment Management, LLC
|
SELL
|
- |
-530- 4.87% |
$260K - $306K
|
10.3K
$6.62M
|
|
Nov 05, 2021
Q3 2021
|
James Hambro & Partners
|
SELL
|
- |
-532- 0.37% |
$261K - $307K
|
143K
$91.4M
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-552Closed |
$271K - $319K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-557Closed |
$274K - $322K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-558- 6.09% |
$274K - $322K
|
8.61K
$5.51M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-559- 0.82% |
$274K - $323K
|
67.3K
$43.1M
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
SELL
|
- |
-561- 1.57% |
$275K - $324K
|
35.2K
$22.5M
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-567- 7.94% |
$278K - $328K
|
6.58K
$4.21M
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-575- 51.99% |
$282K - $332K
|
531
$340K
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-595- 10.4% |
$292K - $344K
|
5.13K
$3.28M
|
|
Nov 10, 2021
Q3 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-607- 0.94% |
$298K - $351K
|
63.7K
$40.8M
|
|
Nov 02, 2021
Q3 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-627Closed |
$308K - $362K
|
0
$0
|
|
Jun 16, 2022
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-645- 47.08% |
$317K - $373K
|
725
$464K
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-652- 11.62% |
$320K - $377K
|
4.96K
$3.17M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-654- 1.33% |
$321K - $378K
|
48.4K
$31M
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-663- 7.8% |
$326K - $383K
|
7.84K
$5.02M
|