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 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-9- 0.18% |
$3.42K - $4.4K
|
4.96K
$3.18M
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-9- 60.0% |
$3.42K - $4.4K
|
6
$3.84K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9- 0.94% |
$3.42K - $4.4K
|
946
$606K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-9- 0.43% |
$3.42K - $4.4K
|
2.09K
$1.34M
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-10- 0.75% |
$3.8K - $4.89K
|
1.33K
$852K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-10- 1.57% |
$3.8K - $4.89K
|
625
$400K
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-10- 0.3% |
$3.8K - $4.89K
|
3.33K
$2.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10- 0.11% |
$3.8K - $4.89K
|
9.22K
$5.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-10- 5.56% |
$3.8K - $4.89K
|
170
$109K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-11- 8.73% |
$4.18K - $5.38K
|
115
$73.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11- 50.0% |
$4.18K - $5.38K
|
11
$7.04K
|
|
|
Oct 18, 2022
Q3 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-11- 1.95% |
$4.18K - $5.38K
|
552
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-11- 0.89% |
$4.18K - $5.38K
|
1.22K
$783K
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-12- 1.93% |
$4.56K - $5.87K
|
610
$390K
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-13- 1.74% |
$4.94K - $6.36K
|
732
$469K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-13- 0.96% |
$4.94K - $6.36K
|
1.34K
$855K
|
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-13- 1.11% |
$4.94K - $6.36K
|
1.16K
$740K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-15- 2.34% |
$5.7K - $7.34K
|
627
$401K
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-15- 1.38% |
$5.7K - $7.34K
|
1.07K
$687K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-15- 1.42% |
$5.7K - $7.34K
|
1.04K
$668K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-15- 2.02% |
$5.7K - $7.34K
|
729
$467K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-15- 3.62% |
$5.7K - $7.34K
|
399
$255K
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-15- 34.88% |
$5.7K - $7.34K
|
28
$17.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Gam Holding Ag
|
SELL
|
- |
-16- 0.27% |
$6.08K - $7.83K
|
5.81K
$3.72M
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-17- 2.3% |
$6.46K - $8.32K
|
721
$462K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-17- 2.13% |
$6.46K - $8.32K
|
782
$501K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-17- 22.37% |
$6.46K - $8.32K
|
59
$37.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-18- 85.71% |
$6.84K - $8.81K
|
3
$1.92K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-19- 1.81% |
$7.22K - $9.3K
|
1.03K
$659K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-19- 2.67% |
$7.22K - $9.3K
|
692
$443K
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-20- 2.15% |
$7.6K - $9.78K
|
912
$584K
|
|
|
Oct 24, 2022
Q3 2022
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-20- 1.43% |
$7.6K - $9.78K
|
1.38K
$883K
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-20- 2.0% |
$7.6K - $9.78K
|
980
$627K
|
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-21- 0.08% |
$7.98K - $10.3K
|
24.8K
$15.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-22- 10.89% |
$8.36K - $10.8K
|
180
$115K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23- 0.24% |
$8.74K - $11.3K
|
9.45K
$6.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-23- 0.67% |
$8.74K - $11.3K
|
3.42K
$2.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-25- 1.19% |
$9.5K - $12.2K
|
2.07K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-25- 0.24% |
$9.5K - $12.2K
|
10.3K
$6.62M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-27- 0.9% |
$10.3K - $13.2K
|
2.98K
$1.91M
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-28- 0.34% |
$10.6K - $13.7K
|
8.27K
$5.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-28- 2.57% |
$10.6K - $13.7K
|
1.06K
$679K
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-28- 0.86% |
$10.6K - $13.7K
|
3.22K
$2.06M
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-29- 1.23% |
$11K - $14.2K
|
2.33K
$1.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-29- 0.4% |
$11K - $14.2K
|
7.3K
$4.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-29- 2.68% |
$11K - $14.2K
|
1.05K
$674K
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-29- 0.98% |
$11K - $14.2K
|
2.94K
$1.88M
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-30- 0.33% |
$11.4K - $14.7K
|
8.96K
$5.74M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-30- 3.98% |
$11.4K - $14.7K
|
724
$463K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-31- 2.46% |
$11.8K - $15.2K
|
1.23K
$786K
|