Purchases and Sales Made in Q3 2022 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
186+ 22.38% |
$70.7K - $91K
|
1.02K
$651K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
180+ 7.2% |
$68.4K - $88.1K
|
2.68K
$1.71M
|
|
|
Nov 21, 2022
Q3 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
180+ 14.17% |
$68.4K - $88.1K
|
1.45K
$928K
|
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
178+ 20.79% |
$67.6K - $87.1K
|
1.03K
$662K
|
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
178+ 0.09% |
$67.6K - $87.1K
|
190K
$122M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
174+ 3.38% |
$66.1K - $85.1K
|
5.33K
$3.41M
|
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
174+ 4350.0% |
$66.1K - $85.1K
|
178
$114K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
173+ 20.33% |
$65.7K - $84.6K
|
1.02K
$655K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
169+ 6.82% |
$64.2K - $82.7K
|
2.65K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
169+ 0.95% |
$64.2K - $82.7K
|
17.9K
$11.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
165+ 24.23% |
$62.7K - $80.7K
|
846
$542K
|
|
|
Nov 03, 2022
Q3 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
165+ 1.85% |
$62.7K - $80.7K
|
9.1K
$5.83M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
161+ 46.53% |
$61.2K - $78.8K
|
507
$325K
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
BUY
|
- |
160+ 3.13% |
$60.8K - $78.3K
|
5.28K
$3.38M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
160+ 7.63% |
$60.8K - $78.3K
|
2.26K
$1.44M
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
157+ 3.55% |
$59.6K - $76.8K
|
4.59K
$2.93M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
155+ 19.14% |
$58.9K - $75.8K
|
965
$618K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
153+ 8.56% |
$58.1K - $74.9K
|
1.94K
$1.24M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
153+ 26.38% |
$58.1K - $74.9K
|
733
$469K
|
|
|
Oct 24, 2022
Q3 2022
|
Ocean Capital Management, LLC
|
BUY
|
- |
152+ 2.04% |
$57.7K - $74.4K
|
7.6K
$4.86M
|
|
|
Nov 01, 2022
Q3 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
150+ 5.08% |
$57K - $73.4K
|
3.1K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
148+ 1.7% |
$56.2K - $72.4K
|
8.88K
$5.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
145+ 2.84% |
$55.1K - $70.9K
|
5.26K
$3.37M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
142+ 54.62% |
$53.9K - $69.5K
|
402
$257K
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
BUY
|
- |
142+ 8.62% |
$53.9K - $69.5K
|
1.79K
$1.15M
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
141+ 20.0% |
$53.6K - $69K
|
846
$542K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
140+ 1.37% |
$53.2K - $68.5K
|
10.3K
$6.62M
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
BUY
|
- |
136+ 0.07% |
$51.7K - $66.5K
|
201K
$129M
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
133+ 20.59% |
$50.5K - $65.1K
|
779
$499K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
132+ 8.31% |
$50.1K - $64.6K
|
1.72K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
129+ 0.32% |
$49K - $63.1K
|
40.1K
$25.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
128+ 7.02% |
$48.6K - $62.6K
|
1.95K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
128+ 14.76% |
$48.6K - $62.6K
|
995
$637K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
127New |
$48.2K - $62.1K
|
127
$81.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Security Asset Management
|
BUY
|
- |
125+ 2.78% |
$47.5K - $61.2K
|
4.63K
$2.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
121+ 5.87% |
$46K - $59.2K
|
2.18K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
121+ 5.97% |
$46K - $59.2K
|
2.15K
$1.37M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
119+ 23.47% |
$45.2K - $58.2K
|
626
$401K
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
118+ 0.35% |
$44.8K - $57.7K
|
33.6K
$21.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
116+ 5.92% |
$44.1K - $56.8K
|
2.08K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
116+ 8.2% |
$44.1K - $56.8K
|
1.53K
$979K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
115+ 1.5% |
$43.7K - $56.3K
|
7.78K
$4.98M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
114+ 7.44% |
$43.3K - $55.8K
|
1.65K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
110+ 4.46% |
$41.8K - $53.8K
|
2.57K
$1.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
109+ 9.04% |
$41.4K - $53.3K
|
1.32K
$842K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
107+ 10.65% |
$40.6K - $52.3K
|
1.11K
$712K
|
|
|
Nov 14, 2022
Q3 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
106+ 0.15% |
$40.3K - $51.9K
|
72.8K
$46.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
101+ 7.56% |
$38.4K - $49.4K
|
1.44K
$920K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
101+ 14.87% |
$38.4K - $49.4K
|
780
$499K
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 0.42% |
$38K - $48.9K
|
24K
$15.4M
|