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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
45+ 0.27% |
$17.1K - $22K
|
16.8K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
45+ 0.91% |
$17.1K - $22K
|
4.98K
$3.17M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
44+ 7.42% |
$16.7K - $21.5K
|
637
$405K
|
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
44+ 1.31% |
$16.7K - $21.5K
|
3.41K
$2.17M
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
44+ 0.53% |
$16.7K - $21.5K
|
8.41K
$5.35M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
43+ 0.28% |
$16.3K - $21K
|
15.4K
$9.79M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
43+ 0.24% |
$16.3K - $21K
|
17.9K
$11.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
43+ 0.33% |
$16.3K - $21K
|
13K
$8.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
43+ 2.03% |
$16.3K - $21K
|
2.17K
$1.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
41+ 3.77% |
$15.6K - $20.1K
|
1.13K
$718K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
41+ 10.85% |
$15.6K - $20.1K
|
419
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
40+ 2.27% |
$15.2K - $19.6K
|
1.8K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
40+ 1.88% |
$15.2K - $19.6K
|
2.17K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
39+ 0.02% |
$14.8K - $19.1K
|
183K
$117M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
37New |
$14.1K - $18.1K
|
37
$23.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
35+ 23.33% |
$13.3K - $17.1K
|
185
$118K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
35New |
$13.3K - $17.1K
|
35
$22.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
35New |
$13.3K - $17.1K
|
35
$22.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
34+ 22.52% |
$12.9K - $16.6K
|
185
$118K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
34+ 2.57% |
$12.9K - $16.6K
|
1.36K
$864K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
34+ 4.55% |
$12.9K - $16.6K
|
782
$497K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
34+ 2.6% |
$12.9K - $16.6K
|
1.34K
$852K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
34+ 17.53% |
$12.9K - $16.6K
|
228
$145K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
33+ 7.47% |
$12.5K - $16.1K
|
475
$302K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
33+ 5.47% |
$12.5K - $16.1K
|
636
$405K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
33+ 2.65% |
$12.5K - $16.1K
|
1.28K
$814K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
32+ 1.07% |
$12.2K - $15.7K
|
3.02K
$1.92M
|
|
|
Oct 27, 2022
Q3 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
32+ 0.35% |
$12.2K - $15.7K
|
9.27K
$5.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 26.02% |
$12.2K - $15.7K
|
155
$98.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
31+ 4.56% |
$11.8K - $15.2K
|
711
$452K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
31+ 1.88% |
$11.8K - $15.2K
|
1.68K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
31+ 0.52% |
$11.8K - $15.2K
|
6.05K
$3.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
31+ 23.85% |
$11.8K - $15.2K
|
161
$102K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30+ 3.19% |
$11.4K - $14.7K
|
970
$617K
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
30+ 1.01% |
$11.4K - $14.7K
|
3K
$1.91M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30+ 120.0% |
$11.4K - $14.7K
|
55
$35K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
29+ 0.64% |
$11K - $14.2K
|
4.54K
$2.89M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 1400.0% |
$10.6K - $13.7K
|
30
$19.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
28+ 0.68% |
$10.6K - $13.7K
|
4.15K
$2.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
28+ 1.85% |
$10.6K - $13.7K
|
1.54K
$980K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
28+ 6.73% |
$10.6K - $13.7K
|
444
$282K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26+ 3.65% |
$9.88K - $12.7K
|
739
$470K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
26New |
$9.88K - $12.7K
|
26
$16.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
26+ 2.02% |
$9.88K - $12.7K
|
1.31K
$835K
|
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
26+ 1.64% |
$9.88K - $12.7K
|
1.62K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
26+ 0.44% |
$9.88K - $12.7K
|
5.91K
$3.76M
|
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
25+ 3.67% |
$9.5K - $12.2K
|
706
$449K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
25+ 0.55% |
$9.5K - $12.2K
|
4.61K
$2.93M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
25+ 5.14% |
$9.5K - $12.2K
|
511
$325K
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
24+ 2.59% |
$9.12K - $11.7K
|
949
$604K
|