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 03, 2023
Q3 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-398- 0.79% |
$178K - $220K
|
50.3K
$32.2M
|
|
Nov 13, 2023
Q3 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-400- 29.63% |
$179K - $221K
|
950
$608K
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-403- 0.6% |
$181K - $223K
|
66.7K
$42.7M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-404- 60.21% |
$181K - $224K
|
267
$171K
|
|
Oct 24, 2023
Q3 2023
|
Ycg, LLC
|
SELL
|
- |
-404- 0.64% |
$181K - $224K
|
63K
$40.3M
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-414- 6.61% |
$186K - $229K
|
5.85K
$3.74M
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-419- 18.62% |
$188K - $232K
|
1.83K
$1.17M
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-421- 11.08% |
$189K - $233K
|
3.38K
$2.16M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-425- 2.57% |
$190K - $235K
|
16.1K
$10.3M
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-427- 2.83% |
$191K - $236K
|
14.7K
$9.39M
|
|
Nov 08, 2023
Q3 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-430- 10.98% |
$193K - $238K
|
3.49K
$2.23M
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-432- 1.95% |
$194K - $239K
|
21.7K
$13.9M
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-438- 0.69% |
$196K - $242K
|
63.3K
$40.5M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-438- 0.98% |
$196K - $242K
|
44.1K
$28.2M
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-444- 1.7% |
$199K - $246K
|
25.7K
$16.5M
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-459- 75.0% |
$206K - $254K
|
153
$97.9K
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-469- 9.82% |
$210K - $260K
|
4.31K
$2.76M
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-475- 6.08% |
$213K - $263K
|
7.34K
$4.7M
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-475- 5.16% |
$213K - $263K
|
8.73K
$5.59M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-484- 6.64% |
$217K - $268K
|
6.81K
$4.36M
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-485- 11.88% |
$217K - $269K
|
3.6K
$2.3M
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-486- 7.98% |
$218K - $269K
|
5.61K
$3.59M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-489- 9.4% |
$219K - $271K
|
4.72K
$3.02M
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-492- 7.63% |
$221K - $272K
|
5.96K
$3.81M
|
|
Nov 13, 2023
Q3 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-500- 8.43% |
$224K - $277K
|
5.43K
$3.48M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-503- 9.67% |
$225K - $278K
|
4.7K
$3.01M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-524- 71.29% |
$235K - $290K
|
211
$135K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-527- 46.93% |
$236K - $292K
|
596
$382K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-529- 35.38% |
$237K - $293K
|
966
$618K
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-530- 0.8% |
$238K - $293K
|
65.7K
$42.1M
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-534- 11.0% |
$239K - $296K
|
4.32K
$2.77M
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-540- 28.57% |
$242K - $299K
|
1.35K
$864K
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-555- 16.66% |
$249K - $307K
|
2.78K
$1.78M
|
|
Nov 08, 2023
Q3 2023
|
Xxec, Inc.
|
SELL
|
- |
-569- 2.96% |
$255K - $315K
|
18.6K
$11.9M
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-583- 11.74% |
$261K - $323K
|
4.38K
$2.81M
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-588- 1.83% |
$264K - $326K
|
31.6K
$20.2M
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-600- 3.42% |
$269K - $332K
|
16.9K
$10.8M
|
|
Nov 06, 2023
Q3 2023
|
Account Management LLC
|
SELL
|
- |
-625- 6.87% |
$280K - $346K
|
8.48K
$5.43M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-628- 45.15% |
$281K - $348K
|
763
$488K
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-632- 16.23% |
$283K - $350K
|
3.26K
$2.09M
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-638- 12.32% |
$286K - $353K
|
4.54K
$2.91M
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-639- 5.23% |
$286K - $354K
|
11.6K
$7.42M
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-640- 2.3% |
$287K - $354K
|
27.2K
$17.4M
|
|
Nov 14, 2023
Q3 2023
|
Unio Capital LLC
|
SELL
|
- |
-668- 4.49% |
$299K - $370K
|
14.2K
$9.09M
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-675- 8.33% |
$303K - $374K
|
7.43K
$4.75M
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-681- 5.41% |
$305K - $377K
|
11.9K
$7.62M
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-689- 3.11% |
$309K - $381K
|
21.5K
$13.7M
|
|
Nov 13, 2023
Q3 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-719- 3.81% |
$322K - $398K
|
18.1K
$11.6M
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-720- 5.42% |
$323K - $399K
|
12.6K
$8.05M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-729- 13.85% |
$327K - $404K
|
4.54K
$2.9M
|