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 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-31- 12.25% |
$11.8K - $15.2K
|
222
$142K
|
|
|
Nov 08, 2022
Q3 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-32- 0.22% |
$12.2K - $15.7K
|
14.5K
$9.25M
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-33- 3.72% |
$12.5K - $16.1K
|
855
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-33- 41.77% |
$12.5K - $16.1K
|
46
$29.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-35- 4.87% |
$13.3K - $17.1K
|
683
$437K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-36- 5.39% |
$13.7K - $17.6K
|
632
$405K
|
|
|
Oct 18, 2022
Q3 2022
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-38- 0.6% |
$14.4K - $18.6K
|
6.31K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-39- 2.36% |
$14.8K - $19.1K
|
1.62K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-39- 0.6% |
$14.8K - $19.1K
|
6.49K
$4.15M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-40- 4.56% |
$15.2K - $19.6K
|
838
$536K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-41- 11.99% |
$15.6K - $20.1K
|
301
$193K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-43- 2.28% |
$16.3K - $21K
|
1.84K
$1.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-46- 0.32% |
$17.5K - $22.5K
|
14.4K
$9.19M
|
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-46- 3.21% |
$17.5K - $22.5K
|
1.39K
$887K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-48- 1.8% |
$18.2K - $23.5K
|
2.62K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-49- 0.42% |
$18.6K - $24K
|
11.6K
$7.39M
|
|
|
Oct 07, 2022
Q3 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-50- 1.14% |
$19K - $24.5K
|
4.35K
$2.78M
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-50- 1.85% |
$19K - $24.5K
|
2.66K
$1.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-50- 1.93% |
$19K - $24.5K
|
2.54K
$1.63M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-50- 4.73% |
$19K - $24.5K
|
1.01K
$644K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-50- 0.24% |
$19K - $24.5K
|
20.9K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-50- 8.42% |
$19K - $24.5K
|
544
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-50- 8.42% |
$19K - $24.5K
|
544
$348K
|
|
|
Oct 06, 2022
Q3 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-50- 0.33% |
$19K - $24.5K
|
15.2K
$9.74M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-51- 5.56% |
$19.4K - $25K
|
866
$554K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-52- 5.31% |
$19.8K - $25.4K
|
927
$593K
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-54- 1.28% |
$20.5K - $26.4K
|
4.15K
$2.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-54- 7.2% |
$20.5K - $26.4K
|
696
$446K
|
|
|
Oct 25, 2022
Q3 2022
|
Scharf Investments, LLC
|
SELL
|
- |
-55- 1.9% |
$20.9K - $26.9K
|
2.84K
$1.82M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-55- 6.05% |
$20.9K - $26.9K
|
854
$547K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-57- 3.73% |
$21.7K - $27.9K
|
1.47K
$942K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-58- 4.83% |
$22K - $28.4K
|
1.14K
$732K
|
|
|
Oct 27, 2022
Q3 2022
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-58- 7.07% |
$22K - $28.4K
|
762
$488K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-59- 77.63% |
$22.4K - $28.9K
|
17
$10.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-59- 0.35% |
$22.4K - $28.9K
|
16.8K
$10.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-60Closed |
$22.8K - $29.4K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-61- 0.7% |
$23.2K - $29.8K
|
8.62K
$5.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-61- 0.55% |
$23.2K - $29.8K
|
11.1K
$7.11M
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-63- 6.69% |
$23.9K - $30.8K
|
879
$563K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-64- 17.73% |
$24.3K - $31.3K
|
297
$190K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-65- 0.46% |
$24.7K - $31.8K
|
14.1K
$9.02M
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-68- 1.99% |
$25.8K - $33.3K
|
3.35K
$2.15M
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-68- 6.12% |
$25.8K - $33.3K
|
1.04K
$668K
|
|
|
Apr 01, 2024
Q3 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-70- 1.55% |
$26.6K - $34.2K
|
4.44K
$2.84M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-71- 20.7% |
$27K - $34.7K
|
272
$174K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-71- 23.99% |
$27K - $34.7K
|
225
$144K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-73- 2.08% |
$27.7K - $35.7K
|
3.44K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-73- 10.2% |
$27.7K - $35.7K
|
643
$412K
|
|
|
Oct 18, 2022
Q3 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-74- 5.26% |
$28.1K - $36.2K
|
1.33K
$854K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-75- 9.41% |
$28.5K - $36.7K
|
722
$462K
|