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
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
269New |
$132K - $155K
|
269
$158K
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
264+ 28.79% |
$130K - $153K
|
1.18K
$694K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
262New |
$129K - $151K
|
262
$154K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
260+ 0.83% |
$128K - $150K
|
31.7K
$18.6M
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
259+ 43.46% |
$127K - $150K
|
855
$502K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
258+ 25.83% |
$127K - $149K
|
1.26K
$738K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
255+ 5.05% |
$125K - $147K
|
5.3K
$3.12M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
255+ 7.56% |
$125K - $147K
|
3.63K
$2.13M
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
252+ 16.78% |
$124K - $146K
|
1.75K
$1.03M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
252+ 2.44% |
$124K - $146K
|
10.6K
$6.22M
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
250New |
$123K - $144K
|
250
$147K
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
245+ 3.69% |
$120K - $142K
|
6.88K
$4.04M
|
|
Nov 05, 2021
Q3 2021
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
239+ 0.46% |
$117K - $138K
|
51.9K
$30.5M
|
|
Oct 08, 2021
Q3 2021
|
Sara Bay Financial
|
BUY
|
- |
236+ 1.25% |
$116K - $136K
|
19.1K
$11.2M
|
|
Nov 12, 2021
Q3 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
232+ 6.92% |
$114K - $134K
|
3.58K
$2.11M
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
228+ 2.36% |
$112K - $132K
|
9.89K
$5.81M
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
228+ 8.55% |
$112K - $132K
|
2.9K
$1.7M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
227+ 2.06% |
$111K - $131K
|
11.2K
$6.6M
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
227+ 39.34% |
$111K - $131K
|
804
$472K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
225+ 8.95% |
$110K - $130K
|
2.74K
$1.61M
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
220+ 24.47% |
$108K - $127K
|
1.12K
$657K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
213+ 20.02% |
$105K - $123K
|
1.28K
$750K
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
213+ 29.38% |
$105K - $123K
|
938
$551K
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
210+ 13.66% |
$103K - $121K
|
1.75K
$1.03M
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
209+ 0.59% |
$103K - $121K
|
35.9K
$21.1M
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
207+ 12.19% |
$102K - $120K
|
1.91K
$1.12M
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
206+ 31.16% |
$101K - $119K
|
867
$509K
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
202+ 6.45% |
$99.2K - $117K
|
3.33K
$1.96M
|
|
Apr 05, 2024
Q3 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
200+ 1.64% |
$98.2K - $116K
|
12.4K
$7.27M
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
194+ 5.36% |
$95.3K - $112K
|
3.81K
$2.24M
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
193+ 2.72% |
$94.8K - $112K
|
7.28K
$4.28M
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
191+ 15.64% |
$93.8K - $110K
|
1.41K
$829K
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
188+ 10.52% |
$92.3K - $109K
|
1.98K
$1.16M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
186New |
$91.3K - $107K
|
186
$109K
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
183+ 18.25% |
$89.9K - $106K
|
1.19K
$697K
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
183+ 26.07% |
$89.9K - $106K
|
885
$520K
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
182+ 6.11% |
$89.4K - $105K
|
3.16K
$1.86M
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
180+ 6.67% |
$88.4K - $104K
|
2.88K
$1.69M
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
177+ 7.27% |
$86.9K - $102K
|
2.61K
$1.53M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
177+ 40.05% |
$86.9K - $102K
|
619
$364K
|
|
Nov 12, 2021
Q3 2021
|
Fosun International LTD
|
BUY
|
- |
175+ 3.32% |
$85.9K - $101K
|
5.45K
$3.2M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
174+ 3.41% |
$85.4K - $101K
|
5.28K
$3.1M
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
168+ 0.27% |
$82.5K - $97.1K
|
62.9K
$36.9M
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
167+ 1.58% |
$82K - $96.5K
|
10.7K
$6.3M
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
163+ 10.71% |
$80K - $94.2K
|
1.69K
$990K
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
154+ 0.8% |
$75.6K - $89K
|
19.5K
$11.4M
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
154+ 2.1% |
$75.6K - $89K
|
7.5K
$4.41M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
153New |
$75.1K - $88.4K
|
153
$89.9K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
149+ 27.24% |
$73.2K - $86.1K
|
696
$409K
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
148+ 4.06% |
$72.7K - $85.5K
|
3.79K
$2.23M
|