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
|
Essex Financial Services, Inc.
|
SELL
|
- |
-75- 9.41% |
$28.5K - $36.7K
|
722
$459K
|
|
|
Nov 09, 2022
Q3 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-75- 3.96% |
$28.5K - $36.7K
|
1.82K
$1.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-76- 6.31% |
$28.9K - $37.2K
|
1.13K
$718K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-77- 5.45% |
$29.2K - $37.7K
|
1.34K
$851K
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-80- 5.49% |
$30.4K - $39.1K
|
1.38K
$877K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-80- 6.66% |
$30.4K - $39.1K
|
1.12K
$714K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-82- 2.8% |
$31.1K - $40.1K
|
2.84K
$1.81M
|
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-82- 7.33% |
$31.1K - $40.1K
|
1.04K
$660K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-83- 10.45% |
$31.5K - $40.6K
|
711
$452K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-85- 11.72% |
$32.3K - $41.6K
|
640
$407K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-87- 9.39% |
$33K - $42.6K
|
840
$534K
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-95- 10.35% |
$36.1K - $46.5K
|
823
$524K
|
|
|
Oct 28, 2022
Q3 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-96- 2.07% |
$36.5K - $47K
|
4.55K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-96- 5.62% |
$36.5K - $47K
|
1.61K
$1.02M
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-100- 5.81% |
$38K - $48.9K
|
1.62K
$1.03M
|
|
|
Nov 04, 2022
Q3 2022
|
Xxec, Inc.
|
SELL
|
- |
-100- 0.5% |
$38K - $48.9K
|
19.9K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-100- 9.09% |
$38K - $48.9K
|
1K
$636K
|
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-100- 1.01% |
$38K - $48.9K
|
9.8K
$6.23M
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-101- 1.69% |
$38.4K - $49.4K
|
5.86K
$3.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-101- 34.83% |
$38.4K - $49.4K
|
189
$120K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-104- 5.41% |
$39.5K - $50.9K
|
1.82K
$1.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-106- 15.01% |
$40.3K - $51.9K
|
600
$382K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-109- 13.8% |
$41.4K - $53.3K
|
681
$433K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-112- 18.01% |
$42.5K - $54.8K
|
510
$324K
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-112- 58.33% |
$42.5K - $54.8K
|
80
$50.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-114- 0.35% |
$43.3K - $55.8K
|
32.2K
$20.5M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-115- 3.75% |
$43.7K - $56.3K
|
2.95K
$1.88M
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-117- 0.01% |
$44.4K - $57.2K
|
990K
$630M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-117- 1.01% |
$44.4K - $57.2K
|
11.5K
$7.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-117- 5.13% |
$44.4K - $57.2K
|
2.16K
$1.38M
|
|
|
Jun 14, 2024
Q3 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-117- 6.84% |
$44.4K - $57.2K
|
1.59K
$1.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
SELL
|
- |
-123- 0.38% |
$46.7K - $60.2K
|
31.9K
$20.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-125- 7.1% |
$47.5K - $61.2K
|
1.64K
$1.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-125- 7.11% |
$47.5K - $61.2K
|
1.63K
$1.04M
|
|
|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-126- 4.49% |
$47.9K - $61.6K
|
2.68K
$1.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-127- 9.21% |
$48.2K - $62.1K
|
1.25K
$796K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-128- 2.37% |
$48.6K - $62.6K
|
5.27K
$3.35M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-139- 0.74% |
$52.8K - $68K
|
18.5K
$11.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-140- 0.92% |
$53.2K - $68.5K
|
15.1K
$9.62M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-143- 8.13% |
$54.3K - $70K
|
1.62K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-143- 5.01% |
$54.3K - $70K
|
2.71K
$1.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-144- 5.21% |
$54.7K - $70.4K
|
2.62K
$1.67M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-146- 1.48% |
$55.5K - $71.4K
|
9.74K
$6.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-152- 29.69% |
$57.7K - $74.4K
|
360
$229K
|
|
|
Nov 01, 2022
Q3 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-156- 0.22% |
$59.3K - $76.3K
|
71.7K
$45.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-156- 9.84% |
$59.3K - $76.3K
|
1.43K
$909K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-157- 5.78% |
$59.6K - $76.8K
|
2.56K
$1.63M
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-161- 0.7% |
$61.2K - $78.8K
|
23K
$14.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-163- 3.59% |
$61.9K - $79.7K
|
4.38K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-163- 16.68% |
$61.9K - $79.7K
|
814
$518K
|