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 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-144- 9.34% |
$64.5K - $79.7K
|
1.4K
$894K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-145- 3.86% |
$65K - $80.3K
|
3.61K
$2.31M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-145- 11.55% |
$65K - $80.3K
|
1.11K
$711K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-146- 0.67% |
$65.4K - $80.8K
|
21.7K
$13.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-150- 6.41% |
$67.2K - $83K
|
2.19K
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-150- 2.58% |
$67.2K - $83K
|
5.67K
$3.63M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-150- 0.81% |
$67.2K - $83K
|
18.3K
$11.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-152- 3.98% |
$68.1K - $84.1K
|
3.66K
$2.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-160- 12.5% |
$71.7K - $88.6K
|
1.12K
$717K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-162- 10.38% |
$72.6K - $89.7K
|
1.4K
$896K
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-162- 7.84% |
$72.6K - $89.7K
|
1.91K
$1.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-165- 29.1% |
$74K - $91.3K
|
402
$257K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-167- 4.0% |
$74.8K - $92.5K
|
4.01K
$2.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-169- 2.45% |
$75.7K - $93.6K
|
6.73K
$4.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-170- 13.3% |
$76.2K - $94.1K
|
1.11K
$709K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-171- 6.56% |
$76.6K - $94.7K
|
2.44K
$1.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-176- 1.94% |
$78.9K - $97.4K
|
8.9K
$5.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-179- 14.44% |
$80.2K - $99.1K
|
1.06K
$679K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-181- 16.9% |
$81.1K - $100K
|
890
$570K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-181- 20.73% |
$81.1K - $100K
|
692
$443K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-181- 5.7% |
$81.1K - $100K
|
3K
$1.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-184- 0.15% |
$82.5K - $102K
|
123K
$78.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-185- 19.76% |
$82.9K - $102K
|
751
$481K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-185- 19.76% |
$82.9K - $102K
|
751
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-190- 2.02% |
$85.2K - $105K
|
9.2K
$5.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-191- 2.05% |
$85.6K - $106K
|
9.14K
$5.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-195- 11.07% |
$87.4K - $108K
|
1.57K
$1M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-197- 3.68% |
$88.3K - $109K
|
5.16K
$3.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-200- 1.04% |
$89.6K - $111K
|
19K
$12.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-200- 15.04% |
$89.6K - $111K
|
1.13K
$723K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-205- 5.84% |
$91.9K - $113K
|
3.3K
$2.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-207- 8.95% |
$92.8K - $115K
|
2.11K
$1.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-209- 10.56% |
$93.7K - $116K
|
1.77K
$1.13M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-210- 4.17% |
$94.1K - $116K
|
4.82K
$3.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-210- 0.87% |
$94.1K - $116K
|
23.9K
$15.3M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-210- 0.87% |
$94.1K - $116K
|
23.9K
$15.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-211- 12.22% |
$94.6K - $117K
|
1.52K
$970K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-212- 2.43% |
$95K - $117K
|
8.52K
$5.45M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-213- 0.82% |
$95.5K - $118K
|
25.6K
$16.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-215- 1.06% |
$96.4K - $119K
|
20.1K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-221- 1.88% |
$99K - $122K
|
11.5K
$7.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-223- 1.67% |
$99.9K - $123K
|
13.2K
$8.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-225- 15.06% |
$101K - $125K
|
1.27K
$812K
|
|
|
Oct 12, 2023
Q3 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-228- 1.38% |
$102K - $126K
|
16.3K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-229- 21.32% |
$103K - $127K
|
845
$541K
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-230- 0.81% |
$103K - $127K
|
28.2K
$18.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-232- 15.54% |
$104K - $128K
|
1.26K
$807K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-233- 16.5% |
$104K - $129K
|
1.18K
$755K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-235- 2.14% |
$105K - $130K
|
10.7K
$6.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-236- 2.01% |
$106K - $131K
|
11.5K
$7.37M
|