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 10, 2023
Q3 2023
|
Activest Wealth Management
|
SELL
|
- |
-46- 34.59% |
$20.6K - $25.5K
|
87
$55.3K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-46- 3.61% |
$20.6K - $25.5K
|
1.23K
$782K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-46- 0.61% |
$20.6K - $25.5K
|
7.54K
$4.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-47- 2.94% |
$21.1K - $26K
|
1.55K
$988K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-47- 4.39% |
$21.1K - $26K
|
1.02K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-47- 2.64% |
$21.1K - $26K
|
1.73K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-47- 7.82% |
$21.1K - $26K
|
554
$352K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-49- 3.47% |
$22K - $27.1K
|
1.37K
$868K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-50- 9.14% |
$22.4K - $27.7K
|
497
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-50- 2.62% |
$22.4K - $27.7K
|
1.86K
$1.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-51- 5.84% |
$22.9K - $28.2K
|
823
$524K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-51- 4.11% |
$22.9K - $28.2K
|
1.19K
$757K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-53- 0.36% |
$23.8K - $29.3K
|
14.6K
$9.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-53- 0.51% |
$23.8K - $29.3K
|
10.3K
$6.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-53- 2.85% |
$23.8K - $29.3K
|
1.81K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-53- 48.62% |
$23.8K - $29.3K
|
56
$35.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-54- 16.51% |
$24.2K - $29.9K
|
273
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-54- 0.89% |
$24.2K - $29.9K
|
6K
$3.81M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-54- 0.16% |
$24.2K - $29.9K
|
33K
$21M
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-55- 1.08% |
$24.7K - $30.4K
|
5.04K
$3.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-58- 5.81% |
$26K - $32.1K
|
940
$598K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-58- 0.53% |
$26K - $32.1K
|
10.9K
$6.92M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-59- 2.53% |
$26.4K - $32.7K
|
2.27K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
James Hambro & Partners
|
SELL
|
- |
-60- 1.52% |
$26.9K - $33.2K
|
3.9K
$2.48M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-60- 20.41% |
$26.9K - $33.2K
|
234
$149K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-61- 5.42% |
$27.3K - $33.8K
|
1.07K
$678K
|
|
|
Oct 26, 2023
Q3 2023
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-63- 1.01% |
$28.2K - $34.9K
|
6.16K
$3.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-64- 67.37% |
$28.7K - $35.4K
|
31
$19.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-65- 12.62% |
$29.1K - $36K
|
450
$286K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-66- 7.12% |
$29.6K - $36.5K
|
861
$548K
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-66- 13.12% |
$29.6K - $36.5K
|
437
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-67- 6.78% |
$30K - $37.1K
|
921
$586K
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-69- 0.83% |
$30.9K - $38.2K
|
8.27K
$5.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-69- 5.14% |
$30.9K - $38.2K
|
1.27K
$810K
|
|
|
Oct 25, 2023
Q3 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-70- 0.64% |
$31.4K - $38.8K
|
10.8K
$6.87M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-70- 10.8% |
$31.4K - $38.8K
|
578
$368K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-72- 1.38% |
$32.3K - $39.9K
|
5.16K
$3.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-72- 8.26% |
$32.3K - $39.9K
|
800
$509K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-74- 4.16% |
$33.2K - $41K
|
1.71K
$1.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-75- 11.43% |
$33.6K - $41.5K
|
581
$370K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-75- 5.43% |
$33.6K - $41.5K
|
1.31K
$830K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-75- 1.65% |
$33.6K - $41.5K
|
4.46K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-75- 11.79% |
$33.6K - $41.5K
|
561
$357K
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-76- 0.1% |
$34.1K - $42.1K
|
73.7K
$46.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-77- 1.86% |
$34.5K - $42.6K
|
4.07K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-77- 1.59% |
$34.5K - $42.6K
|
4.77K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-80- 9.8% |
$35.9K - $44.3K
|
736
$468K
|
|
|
Nov 14, 2023
Q3 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-82- 1.92% |
$36.8K - $45.4K
|
4.19K
$2.67M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-82- 5.97% |
$36.8K - $45.4K
|
1.29K
$822K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-83- 18.65% |
$37.2K - $45.9K
|
362
$230K
|