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 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
54+ 10.49% |
$24.2K - $29.9K
|
569
$364K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
53+ 2.8% |
$23.8K - $29.3K
|
1.95K
$1.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
53+ 0.64% |
$23.8K - $29.3K
|
8.3K
$5.31M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
53+ 94.64% |
$23.8K - $29.3K
|
109
$69.8K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
53+ 2.8% |
$23.8K - $29.3K
|
1.95K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
52+ 10.42% |
$23.3K - $28.8K
|
551
$353K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
52+ 6.82% |
$23.3K - $28.8K
|
814
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
52+ 0.98% |
$23.3K - $28.8K
|
5.36K
$3.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
51+ 4.95% |
$22.9K - $28.2K
|
1.08K
$692K
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
50+ 6.97% |
$22.4K - $27.7K
|
767
$491K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
50New |
$22.4K - $27.7K
|
50
$32K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
50+ 4.53% |
$22.4K - $27.7K
|
1.15K
$739K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
49New |
$22K - $27.1K
|
49
$31.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
49+ 4.03% |
$22K - $27.1K
|
1.27K
$810K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
49+ 3.46% |
$22K - $27.1K
|
1.46K
$937K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.84% |
$21.1K - $26K
|
5.63K
$3.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
46+ 2.3% |
$20.6K - $25.5K
|
2.05K
$1.31M
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
45+ 4.22% |
$20.2K - $24.9K
|
1.11K
$711K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
45+ 9.66% |
$20.2K - $24.9K
|
511
$327K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
45+ 8.12% |
$20.2K - $24.9K
|
599
$383K
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
44+ 3.28% |
$19.7K - $24.4K
|
1.39K
$887K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
43+ 2.06% |
$19.3K - $23.8K
|
2.14K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
42New |
$18.8K - $23.3K
|
42
$26.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
42+ 4.2% |
$18.8K - $23.3K
|
1.04K
$666K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
41+ 6.51% |
$18.4K - $22.7K
|
671
$430K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
41+ 1.05% |
$18.4K - $22.7K
|
3.94K
$2.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
41+ 2.39% |
$18.4K - $22.7K
|
1.76K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
40+ 3.09% |
$17.9K - $22.1K
|
1.34K
$855K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
39+ 144.44% |
$17.5K - $21.6K
|
66
$42.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
39+ 1.99% |
$17.5K - $21.6K
|
2K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
39+ 0.95% |
$17.5K - $21.6K
|
4.16K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
39+ 15.6% |
$17.5K - $21.6K
|
289
$185K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
38+ 8.33% |
$17K - $21K
|
494
$316K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
37+ 8.08% |
$16.6K - $20.5K
|
495
$317K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
37+ 0.74% |
$16.6K - $20.5K
|
5.07K
$3.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
37+ 2.81% |
$16.6K - $20.5K
|
1.36K
$868K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
37+ 2.55% |
$16.6K - $20.5K
|
1.49K
$952K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
36+ 3.42% |
$16.1K - $19.9K
|
1.09K
$698K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
36+ 0.97% |
$16.1K - $19.9K
|
3.74K
$2.39M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
36+ 1.07% |
$16.1K - $19.9K
|
3.39K
$2.17M
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
36+ 1.88% |
$16.1K - $19.9K
|
1.96K
$1.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
35+ 1.32% |
$15.7K - $19.4K
|
2.68K
$1.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34+ 2.51% |
$15.2K - $18.8K
|
1.39K
$888K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
34+ 3.58% |
$15.2K - $18.8K
|
983
$629K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
34+ 3.51% |
$15.2K - $18.8K
|
1K
$642K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
33+ 825.0% |
$14.8K - $18.3K
|
37
$23.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
32+ 3.73% |
$14.3K - $17.7K
|
891
$570K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
31+ 7.67% |
$13.9K - $17.2K
|
435
$278K
|
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
31+ 0.34% |
$13.9K - $17.2K
|
9.13K
$5.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31+ 7.71% |
$13.9K - $17.2K
|
433
$277K
|