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
|
True North Advisors, LLC
|
SELL
|
- |
-237- 36.35% |
$106K - $131K
|
415
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-240- 1.6% |
$108K - $133K
|
14.8K
$9.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-241- 18.47% |
$108K - $133K
|
1.06K
$677K
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
SELL
|
- |
-245- 1.99% |
$110K - $136K
|
12.1K
$7.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-250- 8.11% |
$112K - $138K
|
2.83K
$1.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-255- 0.33% |
$114K - $141K
|
77.6K
$49.3M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-257- 1.89% |
$115K - $142K
|
13.3K
$8.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-260- 8.76% |
$117K - $144K
|
2.71K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-260- 19.56% |
$117K - $144K
|
1.07K
$680K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-265- 17.55% |
$119K - $147K
|
1.25K
$792K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-270- 5.13% |
$121K - $149K
|
4.99K
$3.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-271- 6.49% |
$121K - $150K
|
3.9K
$2.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-271- 3.67% |
$121K - $150K
|
7.11K
$4.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-279- 3.29% |
$125K - $154K
|
8.21K
$5.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-285- 9.59% |
$128K - $158K
|
2.69K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-286- 2.04% |
$128K - $158K
|
13.7K
$8.73M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-290- 1.12% |
$130K - $161K
|
25.6K
$16.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-291- 1.19% |
$130K - $161K
|
24.2K
$15.4M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-293- 9.37% |
$131K - $162K
|
2.83K
$1.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-294- 1.29% |
$132K - $163K
|
22.5K
$14.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-295- 2.1% |
$132K - $163K
|
13.8K
$8.76M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-298- 18.92% |
$134K - $165K
|
1.28K
$812K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-300- 75.38% |
$134K - $166K
|
98
$62.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-300- 15.11% |
$134K - $166K
|
1.69K
$1.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-304- 15.49% |
$136K - $168K
|
1.66K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-305- 1.28% |
$137K - $169K
|
23.5K
$14.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-306- 1.05% |
$137K - $169K
|
28.7K
$18.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-310- 16.1% |
$139K - $172K
|
1.62K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-312- 13.74% |
$140K - $173K
|
1.96K
$1.25M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-314- 31.81% |
$141K - $174K
|
673
$428K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-317- 23.71% |
$142K - $175K
|
1.02K
$649K
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-321- 0.58% |
$144K - $178K
|
54.8K
$34.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-333- 13.06% |
$149K - $184K
|
2.22K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-340- 15.96% |
$152K - $188K
|
1.79K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-343- 16.43% |
$154K - $190K
|
1.75K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-344- 2.41% |
$154K - $190K
|
13.9K
$8.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-344- 17.45% |
$154K - $190K
|
1.63K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-345- 6.37% |
$155K - $191K
|
5.07K
$3.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-350- 22.22% |
$157K - $194K
|
1.23K
$779K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-350- 0.67% |
$157K - $194K
|
51.9K
$33M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-358- 1.45% |
$160K - $198K
|
24.3K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Sonnipe LTD
Douglas, Y8 |
SELL
|
- |
-361- 14.91% |
$162K - $200K
|
2.06K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-366- 2.24% |
$164K - $203K
|
16K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-368- 10.81% |
$165K - $204K
|
3.04K
$1.93M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-385- 0.88% |
$173K - $213K
|
43.5K
$27.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-390- 11.77% |
$175K - $216K
|
2.92K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-390- 38.88% |
$175K - $216K
|
613
$390K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-390- 39.16% |
$175K - $216K
|
606
$386K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-396- 0.67% |
$177K - $219K
|
58.6K
$37.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-397- 2.15% |
$178K - $220K
|
18.1K
$11.5M
|