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 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
2+ 0.16% |
$760 - $978
|
1.25K
$796K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.26% |
$760 - $978
|
781
$497K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.12% |
$760 - $978
|
1.71K
$1.09M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2+ 1.47% |
$760 - $978
|
138
$87.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$380 - $489
|
578
$368K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.09% |
$380 - $489
|
1.14K
$723K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1+ 0.13% |
$380 - $489
|
762
$485K
|
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$380 - $489
|
609
$387K
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
BUY
|
- |
1+ 0.18% |
$380 - $489
|
560
$356K
|
|
|
Oct 31, 2022
Q3 2022
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1+ 0.12% |
$380 - $489
|
804
$511K
|
|
|
Nov 01, 2022
Q3 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
1+ 0.11% |
$380 - $489
|
872
$555K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1+ 6.25% |
$380 - $489
|
17
$10.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1+ 0.16% |
$380 - $489
|
618
$393K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.11% |
$380 - $489
|
909
$578K
|
|
|
Nov 14, 2022
Q3 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.0% |
$380 - $489
|
29.1K
$18.5M
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.19% |
$380 - $489
|
535
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.17% |
$380 - $489
|
577
$367K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$380 - $489
|
1
$636
|
|
|
Oct 19, 2022
Q3 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-1- 0.01% |
$380 - $489
|
17.1K
$10.9M
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 33.33% |
$380 - $489
|
2
$1.27K
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1- -0.0% |
$380 - $489
|
109K
$69.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$380 - $489
|
8
$5.09K
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1- 0.44% |
$380 - $489
|
225
$143K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1- 0.12% |
$380 - $489
|
834
$531K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-2- 0.25% |
$760 - $978
|
795
$506K
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2- 0.05% |
$760 - $978
|
3.69K
$2.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2- 0.23% |
$760 - $978
|
859
$546K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2- 0.26% |
$760 - $978
|
758
$482K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2- 0.91% |
$760 - $978
|
217
$138K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2- 0.33% |
$760 - $978
|
609
$387K
|
|
|
Nov 14, 2022
Q3 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-2- 0.04% |
$760 - $978
|
5.67K
$3.61M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 40.0% |
$760 - $978
|
3
$1.91K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-3- 2.73% |
$1.14K - $1.47K
|
107
$68.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3- 3.26% |
$1.14K - $1.47K
|
89
$56.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-3- 20.0% |
$1.14K - $1.47K
|
12
$7.63K
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3- 0.22% |
$1.14K - $1.47K
|
1.35K
$856K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3- 15.0% |
$1.14K - $1.47K
|
17
$10.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-4- 33.33% |
$1.52K - $1.96K
|
8
$5.09K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-4- 0.42% |
$1.52K - $1.96K
|
949
$604K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4- 0.18% |
$1.52K - $1.96K
|
2.2K
$1.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 57.14% |
$1.52K - $1.96K
|
3
$1.91K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5- 0.67% |
$1.9K - $2.45K
|
741
$471K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-5- 0.08% |
$1.9K - $2.45K
|
6.36K
$4.04M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-5- 5.88% |
$1.9K - $2.45K
|
80
$50.9K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-5- 4.42% |
$1.9K - $2.45K
|
108
$68.7K
|
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-5- 0.82% |
$1.9K - $2.45K
|
606
$386K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6- 4.51% |
$2.28K - $2.94K
|
127
$80.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7- 1.03% |
$2.66K - $3.42K
|
675
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-7- 0.38% |
$2.66K - $3.42K
|
1.82K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-7- 0.61% |
$2.66K - $3.42K
|
1.13K
$720K
|