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 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-9- 1.17% |
$4.03K - $4.98K
|
758
$482K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-9- 5.7% |
$4.03K - $4.98K
|
149
$94.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-9- 0.1% |
$4.03K - $4.98K
|
8.84K
$5.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 2.09% |
$4.03K - $4.98K
|
421
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-10- 0.8% |
$4.48K - $5.54K
|
1.23K
$785K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-10- 0.89% |
$4.48K - $5.54K
|
1.11K
$706K
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-10- 1.1% |
$4.48K - $5.54K
|
902
$574K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-10- 0.18% |
$4.48K - $5.54K
|
5.61K
$3.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-10- 0.84% |
$4.48K - $5.54K
|
1.18K
$748K
|
|
|
Oct 27, 2023
Q3 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-10- 0.72% |
$4.48K - $5.54K
|
1.37K
$872K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-10- 0.06% |
$4.48K - $5.54K
|
17.7K
$11.2M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-11- 0.19% |
$4.93K - $6.09K
|
5.66K
$3.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-11- 0.17% |
$4.93K - $6.09K
|
6.58K
$4.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-11- 1.82% |
$4.93K - $6.09K
|
592
$377K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-11- 0.51% |
$4.93K - $6.09K
|
2.14K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-11- 1.07% |
$4.93K - $6.09K
|
1.02K
$649K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-11- 0.43% |
$4.93K - $6.09K
|
2.55K
$1.62M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-12- 0.93% |
$5.38K - $6.64K
|
1.28K
$816K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-12- 0.28% |
$5.38K - $6.64K
|
4.31K
$2.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-13- 0.61% |
$5.83K - $7.2K
|
2.12K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-13- 7.47% |
$5.83K - $7.2K
|
161
$102K
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-14- 0.42% |
$6.27K - $7.75K
|
3.36K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-14- 2.46% |
$6.27K - $7.75K
|
556
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-14- 0.41% |
$6.27K - $7.75K
|
3.43K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14- 8.92% |
$6.27K - $7.75K
|
143
$91K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 18.75% |
$6.72K - $8.3K
|
65
$41.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-15- 0.65% |
$6.72K - $8.3K
|
2.31K
$1.47M
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-15- 0.41% |
$6.72K - $8.3K
|
3.66K
$2.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-15- 10.87% |
$6.72K - $8.3K
|
123
$78.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-15- 1.69% |
$6.72K - $8.3K
|
873
$555K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-15- 1.26% |
$6.72K - $8.3K
|
1.18K
$749K
|
|
|
Nov 09, 2023
Q3 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-15- 0.03% |
$6.72K - $8.3K
|
57.3K
$36.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-16- 0.97% |
$7.17K - $8.86K
|
1.64K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-16- 1.37% |
$7.17K - $8.86K
|
1.15K
$732K
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-17- 0.14% |
$7.62K - $9.41K
|
12.5K
$7.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-17- 0.74% |
$7.62K - $9.41K
|
2.27K
$1.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-18- 30.0% |
$8.07K - $9.96K
|
42
$26.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-18- 0.02% |
$8.07K - $9.96K
|
77K
$49M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-18- 52.94% |
$8.07K - $9.96K
|
16
$10.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-18- 42.86% |
$8.07K - $9.96K
|
24
$15.3K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-19- 3.73% |
$8.52K - $10.5K
|
491
$312K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 30.77% |
$8.96K - $11.1K
|
45
$28.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-20- 4.13% |
$8.96K - $11.1K
|
464
$295K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-20- 3.11% |
$8.96K - $11.1K
|
624
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-20- 0.87% |
$8.96K - $11.1K
|
2.28K
$1.45M
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-21- 1.04% |
$9.41K - $11.6K
|
2K
$1.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-21- 3.63% |
$9.41K - $11.6K
|
557
$354K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-22- 1.69% |
$9.86K - $12.2K
|
1.28K
$813K
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-22- 0.68% |
$9.86K - $12.2K
|
3.19K
$2.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-24- 2.14% |
$10.8K - $13.3K
|
1.1K
$699K
|