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 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
34+ 3.58% |
$15.2K - $18.8K
|
983
$768K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
34+ 3.51% |
$15.2K - $18.8K
|
1K
$784K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
33+ 825.0% |
$14.8K - $18.3K
|
37
$28.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
32+ 3.73% |
$14.3K - $17.7K
|
891
$696K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
31+ 7.67% |
$13.9K - $17.2K
|
435
$340K
|
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
31+ 0.34% |
$13.9K - $17.2K
|
9.13K
$7.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31+ 7.71% |
$13.9K - $17.2K
|
433
$338K
|
|
|
Nov 07, 2023
Q3 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
31+ 1.33% |
$13.9K - $17.2K
|
2.37K
$1.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
31+ 4.03% |
$13.9K - $17.2K
|
800
$625K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 5.16% |
$13.4K - $16.6K
|
611
$477K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
30+ 2.32% |
$13.4K - $16.6K
|
1.32K
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
29+ 5.98% |
$13K - $16.1K
|
514
$402K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
29+ 1.51% |
$13K - $16.1K
|
1.95K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
29+ 5.6% |
$13K - $16.1K
|
547
$427K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
29New |
$13K - $16.1K
|
29
$22.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
28+ 6.13% |
$12.5K - $15.5K
|
485
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
28+ 0.07% |
$12.5K - $15.5K
|
41.5K
$32.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
27New |
$12.1K - $14.9K
|
27
$21.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
27+ 0.4% |
$12.1K - $14.9K
|
6.78K
$5.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
27+ 2.24% |
$12.1K - $14.9K
|
1.23K
$961K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
26+ 2.1% |
$11.7K - $14.4K
|
1.27K
$990K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
26New |
$11.7K - $14.4K
|
26
$20.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
25+ 2.27% |
$11.2K - $13.8K
|
1.13K
$881K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25+ 2.69% |
$11.2K - $13.8K
|
953
$744K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
25+ 1.13% |
$11.2K - $13.8K
|
2.23K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
25+ 0.3% |
$11.2K - $13.8K
|
8.33K
$6.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
24+ 4.33% |
$10.8K - $13.3K
|
578
$452K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
24+ 1.48% |
$10.8K - $13.3K
|
1.65K
$1.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
24+ 0.29% |
$10.8K - $13.3K
|
8.32K
$6.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
23+ 1.25% |
$10.3K - $12.7K
|
1.87K
$1.46M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
23+ 1.3% |
$10.3K - $12.7K
|
1.8K
$1.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22+ 0.68% |
$9.86K - $12.2K
|
3.24K
$2.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
22+ 0.57% |
$9.86K - $12.2K
|
3.9K
$3.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
22+ 0.31% |
$9.86K - $12.2K
|
7.21K
$5.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
21+ 0.14% |
$9.41K - $11.6K
|
15.3K
$11.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
21+ 2.79% |
$9.41K - $11.6K
|
773
$604K
|
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
BUY
|
- |
21+ 0.53% |
$9.41K - $11.6K
|
3.99K
$3.11M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
21New |
$9.41K - $11.6K
|
21
$16.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
21+ 1.98% |
$9.41K - $11.6K
|
1.08K
$843K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
20+ 50.0% |
$8.96K - $11.1K
|
60
$46.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.9% |
$8.96K - $11.1K
|
2.24K
$1.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
20+ 1.84% |
$8.96K - $11.1K
|
1.11K
$866K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
20+ 2.05% |
$8.96K - $11.1K
|
996
$778K
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
20+ 2.38% |
$8.96K - $11.1K
|
862
$673K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20+ 142.86% |
$8.96K - $11.1K
|
34
$26.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
19+ 1.61% |
$8.52K - $10.5K
|
1.2K
$937K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
19New |
$8.52K - $10.5K
|
19
$14.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
19+ 1.88% |
$8.52K - $10.5K
|
1.03K
$805K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
19+ 2.53% |
$8.52K - $10.5K
|
769
$601K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
18+ 18.75% |
$8.07K - $9.96K
|
114
$89.1K
|