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
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-24- 3.04% |
$10.8K - $13.3K
|
766
$490K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-24- 14.04% |
$10.8K - $13.3K
|
147
$94.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-24- 1.43% |
$10.8K - $13.3K
|
1.66K
$1.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-24- 2.58% |
$10.8K - $13.3K
|
907
$581K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-24- 2.65% |
$10.8K - $13.3K
|
881
$564K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-24Closed |
$10.8K - $13.3K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-25- 1.57% |
$11.2K - $13.8K
|
1.56K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-25- 0.14% |
$11.2K - $13.8K
|
17.7K
$11.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-26- 6.1% |
$11.7K - $14.4K
|
400
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-26- 1.84% |
$11.7K - $14.4K
|
1.39K
$888K
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-27- 0.43% |
$12.1K - $14.9K
|
6.25K
$4M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-28- 3.42% |
$12.5K - $15.5K
|
791
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-28- 1.96% |
$12.5K - $15.5K
|
1.4K
$899K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-29- 1.43% |
$13K - $16.1K
|
2K
$1.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-29- 4.12% |
$13K - $16.1K
|
675
$432K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-29- 5.2% |
$13K - $16.1K
|
529
$339K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-29- 4.99% |
$13K - $16.1K
|
552
$353K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-29- 1.02% |
$13K - $16.1K
|
2.8K
$1.79M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-30- 0.54% |
$13.4K - $16.6K
|
5.58K
$3.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-30- 0.51% |
$13.4K - $16.6K
|
5.8K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-30- 56.6% |
$13.4K - $16.6K
|
23
$14.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-32- 19.28% |
$14.3K - $17.7K
|
134
$85.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-33- 2.19% |
$14.8K - $18.3K
|
1.47K
$944K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-33- 2.46% |
$14.8K - $18.3K
|
1.31K
$837K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-35- 4.03% |
$15.7K - $19.4K
|
834
$534K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-35- 7.32% |
$15.7K - $19.4K
|
443
$284K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-35- 19.89% |
$15.7K - $19.4K
|
141
$90.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-35- 7.76% |
$15.7K - $19.4K
|
416
$266K
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-35- 0.03% |
$15.7K - $19.4K
|
136K
$87.1M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-37- 0.5% |
$16.6K - $20.5K
|
7.42K
$4.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-37- 0.96% |
$16.6K - $20.5K
|
3.81K
$2.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-38- 0.25% |
$17K - $21K
|
15.4K
$9.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-40- 0.19% |
$17.9K - $22.1K
|
20.6K
$13.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-40- 6.84% |
$17.9K - $22.1K
|
545
$349K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-40- 3.07% |
$17.9K - $22.1K
|
1.27K
$810K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-40- 0.13% |
$17.9K - $22.1K
|
30.9K
$19.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-40- 0.23% |
$17.9K - $22.1K
|
17.7K
$11.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-40- 8.08% |
$17.9K - $22.1K
|
455
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-40- 4.66% |
$17.9K - $22.1K
|
819
$524K
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-40- 1.4% |
$17.9K - $22.1K
|
2.81K
$1.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-41- 1.0% |
$18.4K - $22.7K
|
4.07K
$2.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-42- 4.92% |
$18.8K - $23.3K
|
811
$519K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-42- 1.52% |
$18.8K - $23.3K
|
2.72K
$1.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-42- 0.51% |
$18.8K - $23.3K
|
8.24K
$5.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-43- 3.07% |
$19.3K - $23.8K
|
1.36K
$869K
|
|
|
Nov 22, 2023
Q3 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-44- 1.03% |
$19.7K - $24.4K
|
4.21K
$2.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-45- 0.51% |
$20.2K - $24.9K
|
8.71K
$5.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-45- 5.26% |
$20.2K - $24.9K
|
810
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-45- 6.11% |
$20.2K - $24.9K
|
691
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-45- 3.66% |
$20.2K - $24.9K
|
1.18K
$757K
|