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 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
9+ 1.21% |
$3.42K - $4.4K
|
753
$479K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9+ 52.94% |
$3.42K - $4.4K
|
26
$16.5K
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
9+ 0.72% |
$3.42K - $4.4K
|
1.26K
$799K
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
9+ 0.56% |
$3.42K - $4.4K
|
1.62K
$1.03M
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8+ 0.84% |
$3.04K - $3.91K
|
965
$614K
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 6.4% |
$3.04K - $3.91K
|
133
$84.6K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8+ 4.76% |
$3.04K - $3.91K
|
176
$112K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8+ 72.73% |
$3.04K - $3.91K
|
19
$12.1K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8New |
$3.04K - $3.91K
|
8
$5.09K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.52% |
$3.04K - $3.91K
|
1.56K
$992K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 9.41% |
$3.04K - $3.91K
|
93
$59.2K
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
7+ 0.78% |
$2.66K - $3.42K
|
909
$578K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
7+ 6.09% |
$2.66K - $3.42K
|
122
$77.6K
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
7+ 31.82% |
$2.66K - $3.42K
|
29
$18.4K
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
7+ 0.92% |
$2.66K - $3.42K
|
766
$487K
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
7+ 0.18% |
$2.66K - $3.42K
|
3.88K
$2.47M
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7+ 1.23% |
$2.66K - $3.42K
|
577
$367K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 3.68% |
$2.66K - $3.42K
|
197
$125K
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6+ 0.45% |
$2.28K - $2.94K
|
1.35K
$858K
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
6+ 1.03% |
$2.28K - $2.94K
|
591
$376K
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
BUY
|
- |
6+ 0.93% |
$2.28K - $2.94K
|
654
$416K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
6New |
$2.28K - $2.94K
|
6
$3.82K
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 3.21% |
$2.28K - $2.94K
|
193
$123K
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
6+ 6.0% |
$2.28K - $2.94K
|
106
$67.4K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
6+ 0.39% |
$2.28K - $2.94K
|
1.53K
$970K
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
6+ 0.67% |
$2.28K - $2.94K
|
897
$571K
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6+ 85.71% |
$2.28K - $2.94K
|
13
$8.27K
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6+ 12.5% |
$2.28K - $2.94K
|
54
$34.4K
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
5+ 0.19% |
$1.9K - $2.45K
|
2.62K
$1.67M
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
5+ 0.44% |
$1.9K - $2.45K
|
1.15K
$732K
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
5+ 0.43% |
$1.9K - $2.45K
|
1.18K
$751K
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$1.9K - $2.45K
|
2.92K
$1.86M
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
5New |
$1.9K - $2.45K
|
5
$3.18K
|
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
4+ 0.72% |
$1.52K - $1.96K
|
563
$358K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
4New |
$1.52K - $1.96K
|
4
$2.54K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4+ 18.18% |
$1.52K - $1.96K
|
26
$16.5K
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.51% |
$1.52K - $1.96K
|
783
$498K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4New |
$1.52K - $1.96K
|
4
$2.54K
|
|
Nov 14, 2022
Q3 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.17% |
$1.52K - $1.96K
|
2.37K
$1.51M
|
|
Nov 15, 2022
Q3 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.09% |
$1.52K - $1.96K
|
4.7K
$2.99M
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4+ 0.5% |
$1.52K - $1.96K
|
809
$515K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
3+ 0.15% |
$1.14K - $1.47K
|
1.96K
$1.25M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
3+ 60.0% |
$1.14K - $1.47K
|
8
$5.09K
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3+ 0.5% |
$1.14K - $1.47K
|
603
$384K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3+ 1.66% |
$1.14K - $1.47K
|
184
$117K
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.35% |
$1.14K - $1.47K
|
869
$553K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 7.14% |
$1.14K - $1.47K
|
45
$28.6K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.24% |
$760 - $978
|
835
$531K
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
2New |
$760 - $978
|
2
$1.27K
|
|
Oct 25, 2022
Q3 2022
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
2+ 1.13% |
$760 - $978
|
179
$114K
|