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 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.5K+ 20.28% |
$670K - $828K
|
8.87K
$5.68M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.48K+ 9.3% |
$663K - $819K
|
17.4K
$11.1M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.48K+ 0.82% |
$662K - $818K
|
182K
$117M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.47KNew |
$660K - $815K
|
1.47K
$943K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.44KNew |
$647K - $799K
|
1.44K
$924K
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.44K+ 49.6% |
$647K - $799K
|
4.36K
$2.79M
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.44KNew |
$646K - $798K
|
1.44K
$922K
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$646K - $798K
|
1.44K
$922K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.43K+ 147.62% |
$640K - $791K
|
2.4K
$1.53M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.43KNew |
$640K - $791K
|
1.43K
$914K
|
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
1.42KNew |
$635K - $784K
|
1.42K
$906K
|
|
Nov 14, 2023
Q3 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
1.41K+ 12.85% |
$633K - $782K
|
12.4K
$7.94M
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.41KNew |
$631K - $779K
|
1.41K
$901K
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.41KNew |
$631K - $779K
|
1.41K
$901K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.39K+ 51.81% |
$623K - $770K
|
4.07K
$2.61M
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.37K+ 80.59% |
$616K - $761K
|
3.08K
$1.97M
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.35K+ 86.59% |
$605K - $747K
|
2.91K
$1.86M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.34K+ 33.77% |
$601K - $743K
|
5.32K
$3.4M
|
|
Oct 23, 2023
Q3 2023
|
Suncoast Equity Management
|
BUY
|
- |
1.29K+ 1.79% |
$576K - $712K
|
73.2K
$46.8M
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.28KNew |
$572K - $707K
|
1.28K
$817K
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.27K+ 6.96% |
$567K - $700K
|
19.4K
$12.4M
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
BUY
|
- |
1.26K+ 4.05% |
$565K - $698K
|
32.4K
$20.7M
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.26KNew |
$564K - $697K
|
1.26K
$806K
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.25KNew |
$559K - $690K
|
1.25K
$798K
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.25KNew |
$559K - $690K
|
1.25K
$798K
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
1.25K+ 2.69% |
$558K - $689K
|
47.5K
$30.4M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.19K+ 18.68% |
$534K - $659K
|
7.57K
$4.84M
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1.19KNew |
$532K - $658K
|
1.19K
$760K
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.19KNew |
$532K - $658K
|
1.19K
$760K
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.19K+ 2.17% |
$532K - $657K
|
56K
$35.8M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.18K+ 3.01% |
$528K - $653K
|
40.3K
$25.8M
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.18K+ 18.72% |
$527K - $650K
|
7.45K
$4.77M
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.17K+ 54.85% |
$525K - $648K
|
3.31K
$2.12M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.15K+ 7.32% |
$517K - $638K
|
16.9K
$10.8M
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.15KNew |
$516K - $637K
|
1.15K
$737K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
1.14K+ 7.4% |
$510K - $629K
|
16.5K
$10.6M
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.12K+ 14.38% |
$503K - $622K
|
8.93K
$5.72M
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.11K+ 26.77% |
$497K - $614K
|
5.25K
$3.36M
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.11K+ 11.72% |
$495K - $612K
|
10.5K
$6.74M
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
1.1KNew |
$494K - $610K
|
1.1K
$705K
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.08KNew |
$484K - $598K
|
1.08K
$691K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.07K+ 0.04% |
$480K - $593K
|
2.66M
$1.7B
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.06K+ 7.61% |
$476K - $588K
|
15K
$9.62M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.05K+ 171.78% |
$472K - $583K
|
1.67K
$1.07M
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
1.05K+ 2.74% |
$470K - $580K
|
39.2K
$25.1M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.04K+ 132.11% |
$467K - $576K
|
1.83K
$1.17M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$461K - $569K
|
1.03K
$658K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.02K+ 77.27% |
$457K - $565K
|
2.34K
$1.5M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.02KNew |
$455K - $562K
|
1.02K
$650K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.01K+ 0.82% |
$450K - $556K
|
123K
$79M
|