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 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 0.42% |
$38K - $48.9K
|
24K
$15.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
100+ 9.07% |
$38K - $48.9K
|
1.2K
$765K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
99+ 16.64% |
$37.6K - $48.4K
|
694
$442K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
97+ 1.48% |
$36.8K - $47.5K
|
6.64K
$4.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
94+ 11.56% |
$35.7K - $46K
|
907
$577K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
88+ 1.97% |
$33.4K - $43.1K
|
4.55K
$2.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
87+ 2.49% |
$33K - $42.6K
|
3.59K
$2.28M
|
|
|
Oct 28, 2022
Q3 2022
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
85+ 1.93% |
$32.3K - $41.6K
|
4.5K
$2.86M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
84+ 1.86% |
$31.9K - $41.1K
|
4.6K
$2.93M
|
|
|
Nov 02, 2022
Q3 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
83+ 1.07% |
$31.5K - $40.6K
|
7.86K
$5M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
82+ 8.03% |
$31.1K - $40.1K
|
1.1K
$702K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
82+ 0.2% |
$31.1K - $40.1K
|
41.3K
$26.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
82+ 26.54% |
$31.1K - $40.1K
|
391
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
81+ 4.96% |
$30.8K - $39.6K
|
1.72K
$1.09M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
80+ 13.84% |
$30.4K - $39.1K
|
658
$419K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
79+ 2.39% |
$30K - $38.6K
|
3.39K
$2.15M
|
|
|
Oct 18, 2022
Q3 2022
|
Congress Park Capital LLC
|
BUY
|
- |
75+ 5.56% |
$28.5K - $36.7K
|
1.43K
$907K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
75+ 5.75% |
$28.5K - $36.7K
|
1.38K
$878K
|
|
|
Oct 07, 2022
Q3 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
74+ 0.14% |
$28.1K - $36.2K
|
54K
$34.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
72+ 10.48% |
$27.4K - $35.2K
|
759
$483K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
71+ 13.5% |
$27K - $34.7K
|
597
$380K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
70+ 1.94% |
$26.6K - $34.2K
|
3.69K
$2.34M
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
69+ 4.45% |
$26.2K - $33.8K
|
1.62K
$1.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
68+ 6.8% |
$25.8K - $33.3K
|
1.07K
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
66+ 0.18% |
$25.1K - $32.3K
|
36.8K
$23.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
64+ 1.65% |
$24.3K - $31.3K
|
3.95K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
63New |
$23.9K - $30.8K
|
63
$40.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
63+ 5.15% |
$23.9K - $30.8K
|
1.29K
$819K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
62+ 2.94% |
$23.6K - $30.3K
|
2.17K
$1.38M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
61+ 2.81% |
$23.2K - $29.8K
|
2.23K
$1.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
61+ 8.75% |
$23.2K - $29.8K
|
758
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
60+ 428.57% |
$22.8K - $29.4K
|
74
$47.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
60+ 21.98% |
$22.8K - $29.4K
|
333
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
58+ 6.3% |
$22K - $28.4K
|
979
$623K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
58+ 5.63% |
$22K - $28.4K
|
1.09K
$693K
|
|
|
Oct 18, 2022
Q3 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
57+ 5.53% |
$21.7K - $27.9K
|
1.09K
$692K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
57+ 10.75% |
$21.7K - $27.9K
|
587
$373K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
57+ 2.74% |
$21.7K - $27.9K
|
2.14K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
56+ 4.09% |
$21.3K - $27.4K
|
1.43K
$907K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
53+ 4.76% |
$20.1K - $25.9K
|
1.17K
$742K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
52+ 6.1% |
$19.8K - $25.4K
|
905
$576K
|
|
|
Oct 20, 2022
Q3 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
51+ 2.57% |
$19.4K - $25K
|
2.04K
$1.29M
|
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
50+ 9.09% |
$19K - $24.5K
|
600
$382K
|
|
|
Oct 18, 2022
Q3 2022
|
Sara Bay Financial
|
BUY
|
- |
50+ 0.26% |
$19K - $24.5K
|
19.3K
$12.3M
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
50New |
$19K - $24.5K
|
50
$31.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50+ 1.14% |
$19K - $24.5K
|
4.43K
$2.82M
|
|
|
Nov 08, 2022
Q3 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
50+ 0.47% |
$19K - $24.5K
|
10.7K
$6.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
50+ 1.19% |
$19K - $24.5K
|
4.25K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
47+ 1.92% |
$17.9K - $23K
|
2.5K
$1.59M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47+ 2.08% |
$17.9K - $23K
|
2.31K
$1.47M
|