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 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.08KNew |
$409K - $527K
|
1.08K
$685K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.07K+ 25.22% |
$406K - $523K
|
5.31K
$3.38M
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
BUY
|
- |
1.07K+ 3.41% |
$405K - $522K
|
32.4K
$20.6M
|
|
Oct 17, 2022
Q3 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
1.05K+ 3.51% |
$397K - $511K
|
30.8K
$19.6M
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
1.01K+ 4.37% |
$384K - $495K
|
24.2K
$15.4M
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.01K+ 13.42% |
$384K - $495K
|
8.54K
$5.43M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 6.21% |
$383K - $493K
|
17.2K
$11M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1K+ 14.02% |
$380K - $489K
|
8.13K
$5.17M
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
999+ 79.86% |
$379K - $489K
|
2.25K
$1.43M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
997+ 4.09% |
$379K - $488K
|
25.4K
$16.1M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
994+ 19.2% |
$378K - $486K
|
6.17K
$3.93M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
985+ 6.87% |
$374K - $482K
|
15.3K
$9.74M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
983+ 1.59% |
$373K - $481K
|
62.9K
$40M
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
962+ 57.26% |
$365K - $471K
|
2.64K
$1.68M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
959+ 4.05% |
$364K - $469K
|
24.7K
$15.7M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
937+ 84.41% |
$356K - $458K
|
2.05K
$1.3M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
937+ 139.23% |
$356K - $458K
|
1.61K
$1.02M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
932+ 2.8% |
$354K - $456K
|
34.3K
$21.8M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
930+ 30.38% |
$353K - $455K
|
3.99K
$2.54M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
921+ 0.81% |
$350K - $451K
|
115K
$73.1M
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
900New |
$342K - $440K
|
900
$573K
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
900+ 96.46% |
$342K - $440K
|
1.83K
$1.17M
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
896+ 10.4% |
$340K - $438K
|
9.51K
$6.05M
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
895New |
$340K - $438K
|
895
$569K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
873+ 4.63% |
$332K - $427K
|
19.7K
$12.5M
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
870+ 2.1% |
$330K - $426K
|
42.4K
$27M
|
|
Oct 18, 2022
Q3 2022
|
William Allan, LLC
|
BUY
|
- |
867New |
$329K - $424K
|
867
$552K
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
867+ 143.54% |
$329K - $424K
|
1.47K
$936K
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
865+ 1.71% |
$329K - $423K
|
51.3K
$32.7M
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
865New |
$329K - $423K
|
865
$550K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
861New |
$327K - $421K
|
861
$548K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
844+ 41.87% |
$321K - $413K
|
2.86K
$1.82M
|
|
Oct 06, 2022
Q3 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
822+ 2.21% |
$312K - $402K
|
38.1K
$24.2M
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
820New |
$311K - $401K
|
820
$522K
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
800New |
$304K - $391K
|
800
$509K
|
|
Nov 07, 2022
Q3 2022
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
794+ 22.2% |
$302K - $388K
|
4.37K
$2.78M
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
791+ 20.05% |
$300K - $387K
|
4.74K
$3.01M
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
765+ 1.67% |
$291K - $374K
|
46.6K
$29.6M
|
|
Nov 01, 2022
Q3 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
761+ 1.74% |
$289K - $372K
|
44.6K
$28.4M
|
|
Nov 14, 2022
Q3 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
759+ 27.74% |
$288K - $371K
|
3.5K
$2.22M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
752+ 0.97% |
$286K - $368K
|
78.3K
$49.8M
|
|
Oct 26, 2022
Q3 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
745New |
$283K - $364K
|
745
$474K
|
|
Nov 08, 2022
Q3 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
744New |
$283K - $364K
|
744
$473K
|
|
Oct 11, 2022
Q3 2022
|
Jacobs & CO
|
BUY
|
- |
743+ 8.05% |
$282K - $363K
|
9.97K
$6.35M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
732+ 16.56% |
$278K - $358K
|
5.15K
$3.28M
|
|
Oct 11, 2022
Q3 2022
|
Community Capital Management, LLC
|
BUY
|
- |
725New |
$275K - $355K
|
725
$461K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
722New |
$274K - $353K
|
722
$459K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
705+ 51.61% |
$268K - $345K
|
2.07K
$1.32M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
701+ 7.47% |
$266K - $343K
|
10.1K
$6.42M
|
|
Nov 10, 2022
Q3 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
696New |
$264K - $341K
|
696
$443K
|