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 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
705+ 51.61% |
$268K - $345K
|
2.07K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
701+ 7.47% |
$266K - $343K
|
10.1K
$5.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
696New |
$264K - $341K
|
696
$409K
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
683+ 158.1% |
$259K - $334K
|
1.12K
$655K
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
679+ 5.34% |
$258K - $332K
|
13.4K
$7.87M
|
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
677New |
$257K - $331K
|
677
$398K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
673+ 22.26% |
$256K - $329K
|
3.7K
$2.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
BUY
|
- |
664New |
$252K - $325K
|
664
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
656+ 34.53% |
$249K - $321K
|
2.56K
$1.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
653New |
$248K - $319K
|
653
$384K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
642New |
$244K - $314K
|
642
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
634New |
$241K - $310K
|
634
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
625New |
$237K - $306K
|
625
$367K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
621+ 2.58% |
$236K - $304K
|
24.7K
$14.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
620New |
$236K - $303K
|
620
$364K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
618+ 4.04% |
$235K - $302K
|
15.9K
$9.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
618+ 91.15% |
$235K - $302K
|
1.3K
$761K
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
609+ 44.03% |
$231K - $298K
|
1.99K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
607+ 13.8% |
$231K - $297K
|
5.01K
$2.94M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
606+ 7.33% |
$230K - $296K
|
8.87K
$5.21M
|
|
|
Oct 25, 2022
Q3 2022
|
Alta Capital Management LLC
|
BUY
|
- |
600+ 1.72% |
$228K - $294K
|
35.4K
$20.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
600New |
$228K - $294K
|
600
$352K
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
598New |
$227K - $293K
|
598
$351K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
596+ 72.95% |
$226K - $292K
|
1.41K
$830K
|
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
593New |
$225K - $290K
|
593
$348K
|
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
588New |
$223K - $288K
|
588
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
586New |
$223K - $287K
|
586
$344K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
581+ 52.44% |
$221K - $284K
|
1.69K
$992K
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
575+ 10.58% |
$218K - $281K
|
6.01K
$3.53M
|
|
|
Oct 27, 2022
Q3 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
571+ 13.57% |
$217K - $279K
|
4.78K
$2.81M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
566+ 108.85% |
$215K - $277K
|
1.09K
$638K
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
562New |
$213K - $275K
|
562
$330K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
560+ 89.46% |
$213K - $274K
|
1.19K
$697K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
560New |
$213K - $274K
|
560
$329K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
553+ 2.98% |
$210K - $271K
|
19.1K
$11.2M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
551+ 44.94% |
$209K - $270K
|
1.78K
$1.04M
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
551New |
$209K - $270K
|
551
$324K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
550New |
$209K - $269K
|
550
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
550New |
$209K - $269K
|
550
$323K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
542New |
$206K - $265K
|
542
$318K
|
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
539New |
$205K - $264K
|
539
$317K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
539New |
$205K - $264K
|
539
$317K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
537New |
$204K - $263K
|
537
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
533New |
$202K - $261K
|
533
$313K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
533+ 96.21% |
$202K - $261K
|
1.09K
$638K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
525+ 5.42% |
$199K - $257K
|
10.2K
$6M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
520New |
$198K - $254K
|
520
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
517+ 78.81% |
$196K - $253K
|
1.17K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
513+ 52.45% |
$195K - $251K
|
1.49K
$876K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
511+ 11.36% |
$194K - $250K
|
5.01K
$2.94M
|