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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
98+ 3.04% |
$43.9K - $54.3K
|
3.32K
$2.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
BUY
|
- |
96+ 0.51% |
$43K - $53.1K
|
18.8K
$12M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
96+ 0.56% |
$43K - $53.1K
|
17.4K
$11.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
96+ 6.55% |
$43K - $53.1K
|
1.56K
$1M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
96+ 0.98% |
$43K - $53.1K
|
9.9K
$6.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
91+ 4.66% |
$40.8K - $50.4K
|
2.05K
$1.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
91+ 7.3% |
$40.8K - $50.4K
|
1.34K
$856K
|
|
|
Oct 13, 2023
Q3 2023
|
Scharf Investments, LLC
|
BUY
|
- |
91+ 2.09% |
$40.8K - $50.4K
|
4.45K
$2.85M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
91+ 4.66% |
$40.8K - $50.4K
|
2.05K
$1.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
88+ 3.45% |
$39.4K - $48.7K
|
2.64K
$1.69M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
87+ 7.95% |
$39K - $48.2K
|
1.18K
$757K
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
86+ 0.27% |
$38.5K - $47.6K
|
32.1K
$20.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
86+ 14.5% |
$38.5K - $47.6K
|
679
$435K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
85+ 6.6% |
$38.1K - $47.1K
|
1.37K
$878K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
85New |
$38.1K - $47.1K
|
85
$54.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
85+ 5.86% |
$38.1K - $47.1K
|
1.54K
$983K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
85+ 8.32% |
$38.1K - $47.1K
|
1.11K
$709K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
83+ 2.29% |
$37.2K - $45.9K
|
3.71K
$2.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
80+ 4.02% |
$35.9K - $44.3K
|
2.07K
$1.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
78+ 3.51% |
$35K - $43.2K
|
2.3K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
77+ 0.42% |
$34.5K - $42.6K
|
18.5K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
76+ 50.33% |
$34.1K - $42.1K
|
227
$145K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
75+ 12.02% |
$33.6K - $41.5K
|
699
$447K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
75+ 22.59% |
$33.6K - $41.5K
|
407
$261K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
74+ 11.69% |
$33.2K - $41K
|
707
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
74+ 9.55% |
$33.2K - $41K
|
849
$543K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
71+ 2.65% |
$31.8K - $39.3K
|
2.75K
$1.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
69+ 313.64% |
$30.9K - $38.2K
|
91
$58.3K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
68+ 0.46% |
$30.5K - $37.6K
|
14.8K
$9.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
65+ 1.73% |
$29.1K - $36K
|
3.83K
$2.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
65+ 3.98% |
$29.1K - $36K
|
1.7K
$1.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
64+ 10.51% |
$28.7K - $35.4K
|
673
$431K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
64+ 2.06% |
$28.7K - $35.4K
|
3.18K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
63+ 0.95% |
$28.2K - $34.9K
|
6.66K
$4.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
63+ 7.81% |
$28.2K - $34.9K
|
870
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
63+ 0.62% |
$28.2K - $34.9K
|
10.2K
$6.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
63+ 8.47% |
$28.2K - $34.9K
|
807
$517K
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
62+ 1.05% |
$27.8K - $34.3K
|
5.99K
$3.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
61+ 0.78% |
$27.3K - $33.8K
|
7.93K
$5.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
61+ 13.12% |
$27.3K - $33.8K
|
526
$337K
|
|
|
Nov 09, 2023
Q3 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
60+ 0.44% |
$26.9K - $33.2K
|
13.8K
$8.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
60+ 0.16% |
$26.9K - $33.2K
|
37K
$23.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
59+ 2.54% |
$26.4K - $32.7K
|
2.39K
$1.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
57+ 0.71% |
$25.5K - $31.6K
|
8.11K
$5.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
57+ 11.47% |
$25.5K - $31.6K
|
554
$355K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
56+ 9.59% |
$25.1K - $31K
|
640
$410K
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
56+ 1.54% |
$25.1K - $31K
|
3.68K
$2.36M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
56+ 109.8% |
$25.1K - $31K
|
107
$68.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
55+ 7.57% |
$24.7K - $30.4K
|
782
$501K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
54+ 1.19% |
$24.2K - $29.9K
|
4.61K
$2.95M
|