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 01, 2021
Q3 2021
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
665+ 1.5% |
$327K - $384K
|
45K
$28.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
659+ 2745.83% |
$324K - $381K
|
683
$437K
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
654New |
$321K - $378K
|
654
$419K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
645+ 88.97% |
$317K - $373K
|
1.37K
$877K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
645+ 7.51% |
$317K - $373K
|
9.24K
$5.91M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
637New |
$313K - $368K
|
637
$408K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
635+ 31.89% |
$312K - $367K
|
2.63K
$1.68M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
619+ 46.09% |
$304K - $358K
|
1.96K
$1.26M
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
608+ 4.54% |
$299K - $351K
|
14K
$8.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
600New |
$295K - $347K
|
600
$384K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
596+ 7.08% |
$293K - $344K
|
9.01K
$5.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
596+ 68.58% |
$293K - $344K
|
1.47K
$938K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
576+ 9.42% |
$283K - $333K
|
6.69K
$4.28M
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
569New |
$279K - $329K
|
569
$364K
|
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
563New |
$276K - $325K
|
563
$360K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
562New |
$276K - $325K
|
562
$360K
|
|
|
Nov 02, 2021
Q3 2021
|
Inverness Counsel LLC
|
BUY
|
- |
553+ 99.28% |
$272K - $320K
|
1.11K
$711K
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
553New |
$272K - $320K
|
553
$354K
|
|
|
Nov 03, 2021
Q3 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
543+ 2.54% |
$267K - $314K
|
21.9K
$14M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
535+ 23.12% |
$263K - $309K
|
2.85K
$1.82M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
528New |
$259K - $305K
|
528
$338K
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
525+ 11.85% |
$258K - $303K
|
4.96K
$3.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
519+ 19.62% |
$255K - $300K
|
3.16K
$2.03M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
519+ 6.5% |
$255K - $300K
|
8.5K
$5.44M
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
517+ 1.56% |
$254K - $299K
|
33.7K
$21.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
517New |
$254K - $299K
|
517
$331K
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
510New |
$250K - $295K
|
510
$326K
|
|
|
Oct 27, 2021
Q3 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
505+ 0.71% |
$248K - $292K
|
71.7K
$45.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
500+ 20.41% |
$246K - $289K
|
2.95K
$1.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
500+ 19.23% |
$246K - $289K
|
3.1K
$1.98M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
489New |
$240K - $283K
|
489
$313K
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
488New |
$240K - $282K
|
488
$312K
|
|
|
Dec 06, 2021
Q3 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
488+ 1.47% |
$240K - $282K
|
33.7K
$21.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Scharf Investments, LLC
|
BUY
|
- |
487+ 20.67% |
$239K - $281K
|
2.84K
$1.82M
|
|
|
Nov 09, 2021
Q3 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
485+ 5.4% |
$238K - $280K
|
9.47K
$6.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
483+ 113.38% |
$237K - $279K
|
909
$582K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
483+ 6.21% |
$237K - $279K
|
8.26K
$5.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
480New |
$236K - $277K
|
480
$307K
|
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
480New |
$236K - $277K
|
480
$307K
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
477+ 6.4% |
$234K - $276K
|
7.94K
$5.08M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
469New |
$230K - $271K
|
469
$300K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
468New |
$230K - $270K
|
468
$300K
|
|
|
Nov 05, 2021
Q3 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
467New |
$229K - $270K
|
467
$299K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
466+ 12.32% |
$229K - $269K
|
4.25K
$2.72M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
464+ 11.45% |
$228K - $268K
|
4.52K
$2.89M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
458New |
$225K - $265K
|
458
$293K
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
450New |
$221K - $260K
|
450
$288K
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
449New |
$220K - $259K
|
449
$287K
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
447+ 2.17% |
$219K - $258K
|
21K
$13.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
441+ 4.31% |
$217K - $255K
|
10.7K
$6.83M
|