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 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
24+ 26.67% |
$9.12K - $11.7K
|
114
$73K
|
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
23+ 1.83% |
$8.74K - $11.3K
|
1.28K
$817K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
23New |
$8.74K - $11.3K
|
23
$14.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
23+ 153.33% |
$8.74K - $11.3K
|
38
$24.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
22+ 0.51% |
$8.36K - $10.8K
|
4.35K
$2.79M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
BUY
|
- |
22+ 0.03% |
$8.36K - $10.8K
|
76.1K
$48.7M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
21+ 0.94% |
$7.98K - $10.3K
|
2.25K
$1.44M
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
21+ 1.67% |
$7.98K - $10.3K
|
1.28K
$818K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
21+ 2.66% |
$7.98K - $10.3K
|
809
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
21New |
$7.98K - $10.3K
|
21
$13.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
21+ 2.34% |
$7.98K - $10.3K
|
918
$588K
|
|
|
Oct 12, 2022
Q3 2022
|
Martin Capital Advisors, LLP
|
BUY
|
- |
20+ 0.37% |
$7.6K - $9.78K
|
5.42K
$3.47M
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
20+ 1.24% |
$7.6K - $9.78K
|
1.63K
$1.04M
|
|
|
Nov 02, 2022
Q3 2022
|
La Financiere De L'Echiquier
|
BUY
|
- |
20+ 1.04% |
$7.6K - $9.78K
|
1.95K
$1.25M
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
18+ 2.69% |
$6.84K - $8.81K
|
686
$439K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
18+ 0.58% |
$6.84K - $8.81K
|
3.11K
$1.99M
|
|
|
Oct 26, 2022
Q3 2022
|
Close Asset Management LTD
|
BUY
|
- |
18+ 66.67% |
$6.84K - $8.81K
|
45
$28.8K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
17New |
$6.46K - $8.32K
|
17
$10.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
17+ 0.5% |
$6.46K - $8.32K
|
3.4K
$2.18M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
17+ 0.08% |
$6.46K - $8.32K
|
20.8K
$13.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
17+ 1.64% |
$6.46K - $8.32K
|
1.05K
$675K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.75% |
$6.46K - $8.32K
|
2.29K
$1.47M
|
|
|
Oct 03, 2022
Q3 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
16+ 0.91% |
$6.08K - $7.83K
|
1.77K
$1.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
16New |
$6.08K - $7.83K
|
16
$10.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
16+ 0.09% |
$6.08K - $7.83K
|
18.7K
$12M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
16+ 1.08% |
$6.08K - $7.83K
|
1.5K
$960K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
16+ 2.73% |
$6.08K - $7.83K
|
602
$385K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
16+ 4.06% |
$6.08K - $7.83K
|
410
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
16New |
$6.08K - $7.83K
|
16
$10.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
15+ 5.91% |
$5.7K - $7.34K
|
269
$172K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15+ 0.38% |
$5.7K - $7.34K
|
3.96K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 0.15% |
$5.7K - $7.34K
|
9.77K
$6.25M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
14+ 1.92% |
$5.32K - $6.85K
|
742
$475K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13+ 7.47% |
$4.94K - $6.36K
|
187
$120K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13New |
$4.94K - $6.36K
|
13
$8.32K
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
13+ 0.82% |
$4.94K - $6.36K
|
1.6K
$1.02M
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
12+ 35.29% |
$4.56K - $5.87K
|
46
$29.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12+ 2.08% |
$4.56K - $5.87K
|
589
$377K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11+ 275.0% |
$4.18K - $5.38K
|
15
$9.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
11+ 31.43% |
$4.18K - $5.38K
|
46
$29.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
10+ 0.07% |
$3.8K - $4.89K
|
13.9K
$8.87M
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
10+ 0.25% |
$3.8K - $4.89K
|
4.01K
$2.56M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
10New |
$3.8K - $4.89K
|
10
$6.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10+ 0.84% |
$3.8K - $4.89K
|
1.2K
$765K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
10+ 2.14% |
$3.8K - $4.89K
|
477
$305K
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.99% |
$3.8K - $4.89K
|
1.02K
$654K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
9+ 6.92% |
$3.42K - $4.4K
|
139
$89K
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
9+ 0.96% |
$3.42K - $4.4K
|
942
$603K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9+ 47.37% |
$3.42K - $4.4K
|
28
$17.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
9+ 1.21% |
$3.42K - $4.4K
|
753
$482K
|