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 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-83- 5.73% |
$37.2K - $45.9K
|
1.37K
$874K
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-84- 1.45% |
$37.6K - $46.5K
|
5.73K
$3.67M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-88- 17.96% |
$39.4K - $48.7K
|
402
$257K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-88- 4.2% |
$39.4K - $48.7K
|
2.01K
$1.29M
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-90- 16.51% |
$40.3K - $49.8K
|
455
$291K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-91- 17.6% |
$40.8K - $50.4K
|
426
$273K
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-92- 18.7% |
$41.2K - $50.9K
|
400
$256K
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-93- 5.29% |
$41.7K - $51.5K
|
1.67K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-94- 11.82% |
$42.1K - $52K
|
701
$449K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-95- 0.77% |
$42.6K - $52.6K
|
12.2K
$7.83M
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-96- 2.56% |
$43K - $53.1K
|
3.65K
$2.34M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-97- 1.87% |
$43.5K - $53.7K
|
5.08K
$3.25M
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-99- 3.8% |
$44.4K - $54.8K
|
2.51K
$1.61M
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-99- 19.8% |
$44.4K - $54.8K
|
401
$257K
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-99- 19.8% |
$44.4K - $54.8K
|
401
$257K
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-100- 1.09% |
$44.8K - $55.4K
|
9.04K
$5.78M
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-100- 5.88% |
$44.8K - $55.4K
|
1.6K
$1.02M
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-100- 5.27% |
$44.8K - $55.4K
|
1.8K
$1.15M
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-104- 14.48% |
$46.6K - $57.6K
|
614
$393K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-109- 0.59% |
$48.9K - $60.3K
|
18.2K
$11.7M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-110- 0.77% |
$49.3K - $60.9K
|
14.2K
$9.08M
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-110- 4.41% |
$49.3K - $60.9K
|
2.39K
$1.53M
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-111- 13.36% |
$49.7K - $61.5K
|
720
$461K
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-112- 1.84% |
$50.2K - $62K
|
5.98K
$3.83M
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-115- 7.58% |
$51.5K - $63.7K
|
1.4K
$897K
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-115- 2.53% |
$51.5K - $63.7K
|
4.43K
$2.84M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-116- 1.48% |
$52K - $64.2K
|
7.72K
$4.94M
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-117- 0.3% |
$52.4K - $64.8K
|
39.4K
$25.2M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-118- 5.72% |
$52.9K - $65.3K
|
1.95K
$1.25M
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-119- 0.44% |
$53.3K - $65.9K
|
26.9K
$17.2M
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-120- 8.19% |
$53.8K - $66.4K
|
1.35K
$861K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-120- 3.9% |
$53.8K - $66.4K
|
2.95K
$1.89M
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-122- 0.35% |
$54.7K - $67.5K
|
34.4K
$22M
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-125- 0.73% |
$56K - $69.2K
|
17.1K
$10.9M
|
|
Nov 01, 2023
Q3 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-125- 0.51% |
$56K - $69.2K
|
24.3K
$15.5M
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-126- 3.13% |
$56.5K - $69.8K
|
3.9K
$2.49M
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-129- 20.38% |
$57.8K - $71.4K
|
504
$323K
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-131- 4.13% |
$58.7K - $72.5K
|
3.04K
$1.94M
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-132- 15.3% |
$59.2K - $73.1K
|
731
$468K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-132- 1.5% |
$59.2K - $73.1K
|
8.67K
$5.55M
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-132- 8.68% |
$59.2K - $73.1K
|
1.39K
$888K
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-133- 0.88% |
$59.6K - $73.6K
|
15K
$9.58M
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-133- 9.45% |
$59.6K - $73.6K
|
1.27K
$816K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-134- 11.27% |
$60.1K - $74.2K
|
1.06K
$675K
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-135- 0.05% |
$60.5K - $74.7K
|
298K
$191M
|
|
Nov 07, 2023
Q3 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-137- 0.52% |
$61.4K - $75.8K
|
26K
$16.7M
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-139- 3.72% |
$62.3K - $77K
|
3.6K
$2.3M
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-142- 5.89% |
$63.6K - $78.6K
|
2.27K
$1.45M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-144- 1.58% |
$64.5K - $79.7K
|
8.98K
$5.75M
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-144- 15.6% |
$64.5K - $79.7K
|
779
$499K
|