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 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5New |
$2.24K - $2.77K
|
5
$3.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$2.24K - $2.77K
|
2.94K
$1.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 1.93% |
$1.79K - $2.21K
|
211
$135K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
4New |
$1.79K - $2.21K
|
4
$2.56K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4+ 0.13% |
$1.79K - $2.21K
|
3.16K
$2.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4New |
$1.79K - $2.21K
|
4
$2.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4+ 5.33% |
$1.79K - $2.21K
|
79
$50.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
4+ 0.27% |
$1.79K - $2.21K
|
1.49K
$956K
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
3+ 0.38% |
$1.34K - $1.66K
|
790
$506K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3New |
$1.34K - $1.66K
|
3
$1.92K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 2.46% |
$1.34K - $1.66K
|
125
$80K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$1.34K - $1.66K
|
3.51K
$2.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3+ 2.97% |
$1.34K - $1.66K
|
104
$66.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 12.5% |
$1.34K - $1.66K
|
27
$17.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.27% |
$1.34K - $1.66K
|
1.12K
$718K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 6.82% |
$1.34K - $1.66K
|
47
$30.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3+ 0.01% |
$1.34K - $1.66K
|
27.1K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3New |
$1.34K - $1.66K
|
3
$1.92K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3New |
$1.34K - $1.66K
|
3
$1.92K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
2+ 0.03% |
$896 - $1.11K
|
5.86K
$3.75M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$896 - $1.11K
|
2
$1.28K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2+ 0.33% |
$896 - $1.11K
|
602
$385K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2+ 13.33% |
$896 - $1.11K
|
17
$10.9K
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
BUY
|
- |
2+ 0.4% |
$896 - $1.11K
|
497
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$896 - $1.11K
|
2
$1.28K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.29% |
$448 - $554
|
350
$224K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1New |
$448 - $554
|
1
$640
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1+ 0.09% |
$448 - $554
|
1.13K
$721K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.06% |
$448 - $554
|
1.73K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$448 - $554
|
1
$640
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.21% |
$448 - $554
|
472
$302K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 20.0% |
$448 - $554
|
6
$3.84K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$448 - $554
|
582
$373K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$448 - $554
|
1.11K
$712K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
1+ 0.49% |
$448 - $554
|
204
$131K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.32% |
$448 - $554
|
310
$198K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$448 - $554
|
719
$460K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.08% |
$448 - $554
|
1.21K
$775K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.14% |
$448 - $554
|
712
$456K
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1New |
$448 - $554
|
1
$640
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 50.0% |
$448 - $554
|
3
$1.92K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.04% |
$448 - $554
|
2.82K
$1.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.22% |
$448 - $554
|
450
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 0.12% |
$448 - $554
|
867
$555K
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.1% |
$448 - $554
|
1.04K
$668K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.03% |
$448 - $554
|
3.25K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1+ 0.11% |
$448 - $554
|
915
$586K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.17% |
$448 - $554
|
573
$367K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.72% |
$448 - $554
|
139
$89K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1- 3.03% |
$448 - $554
|
32
$20.5K
|