Purchases and Sales Made in Q3 2023 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q3 2023. 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 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
175+ 5.16% |
$78.4K - $96.9K
|
3.57K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
175+ 38.55% |
$78.4K - $96.9K
|
629
$400K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
174+ 1.25% |
$78K - $96.3K
|
14K
$8.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
173+ 10.35% |
$77.5K - $95.8K
|
1.85K
$1.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
172+ 0.82% |
$77.1K - $95.2K
|
21K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
168+ 3.58% |
$75.3K - $93K
|
4.86K
$3.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
167+ 19.46% |
$74.8K - $92.5K
|
1.03K
$652K
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
167+ 36.87% |
$74.8K - $92.5K
|
620
$394K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
165+ 1.33% |
$74K - $91.3K
|
12.6K
$8.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
157New |
$70.4K - $86.9K
|
157
$99.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
155+ 0.61% |
$69.5K - $85.8K
|
25.7K
$16.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
152New |
$68.1K - $84.1K
|
152
$96.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
147+ 7.91% |
$65.9K - $81.4K
|
2.01K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
145+ 1.42% |
$65K - $80.3K
|
10.4K
$6.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
143+ 3.65% |
$64.1K - $79.2K
|
4.06K
$2.58M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
142+ 9.14% |
$63.6K - $78.6K
|
1.7K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
140+ 13.33% |
$62.7K - $77.5K
|
1.19K
$757K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
139+ 11.3% |
$62.3K - $77K
|
1.37K
$871K
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
138+ 29.74% |
$61.9K - $76.4K
|
602
$383K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
137+ 25.61% |
$61.4K - $75.8K
|
672
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
136+ 5.46% |
$61K - $75.3K
|
2.63K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
129+ 18.67% |
$57.8K - $71.4K
|
820
$522K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
128+ 15.11% |
$57.4K - $70.9K
|
975
$620K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
127+ 0.75% |
$56.9K - $70.3K
|
17.1K
$10.9M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
126+ 10.62% |
$56.5K - $69.8K
|
1.31K
$835K
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
126+ 14.52% |
$56.5K - $69.8K
|
994
$632K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
126+ 6.02% |
$56.5K - $69.8K
|
2.22K
$1.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
126+ 0.05% |
$56.5K - $69.8K
|
263K
$167M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
125+ 5.79% |
$56K - $69.2K
|
2.28K
$1.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
124+ 2.95% |
$55.6K - $68.6K
|
4.33K
$2.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
124+ 2.18% |
$55.6K - $68.6K
|
5.8K
$3.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
120+ 17.09% |
$53.8K - $66.4K
|
822
$523K
|
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
BUY
|
- |
120+ 2.84% |
$53.8K - $66.4K
|
4.35K
$2.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
118+ 1.26% |
$52.9K - $65.3K
|
9.46K
$6.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
BUY
|
- |
118+ 10.53% |
$52.9K - $65.3K
|
1.24K
$788K
|
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
BUY
|
- |
118+ 4.51% |
$52.9K - $65.3K
|
2.73K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
118+ 17.03% |
$52.9K - $65.3K
|
811
$516K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
115+ 15.13% |
$51.5K - $63.7K
|
875
$557K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
114New |
$51.1K - $63.1K
|
114
$72.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
113+ 11.95% |
$50.6K - $62.6K
|
1.06K
$674K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
112+ 4.28% |
$50.2K - $62K
|
2.73K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
107+ 0.06% |
$48K - $59.2K
|
184K
$117M
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
106New |
$47.5K - $58.7K
|
106
$67.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
105+ 20.96% |
$47.1K - $58.1K
|
606
$386K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
103+ 1.16% |
$46.2K - $57K
|
9.01K
$5.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
103+ 10.28% |
$46.2K - $57K
|
1.11K
$703K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
101+ 1.0% |
$45.3K - $55.9K
|
10.2K
$6.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
100+ 2.99% |
$44.8K - $55.4K
|
3.45K
$2.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100+ 1.3% |
$44.8K - $55.4K
|
7.79K
$4.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
100+ 0.75% |
$44.8K - $55.4K
|
13.5K
$8.56M
|