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
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1KNew |
$450K - $556K
|
1K
$643K
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
998New |
$447K - $553K
|
998
$639K
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
980New |
$439K - $543K
|
980
$627K
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
977New |
$438K - $541K
|
977
$625K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
967+ 38.71% |
$433K - $535K
|
3.47K
$2.22M
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
965+ 2.04% |
$433K - $534K
|
48.2K
$30.8M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
959+ 11.11% |
$430K - $531K
|
9.59K
$6.14M
|
|
Nov 01, 2023
Q3 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
950New |
$426K - $526K
|
950
$608K
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
929+ 5.99% |
$416K - $514K
|
16.4K
$10.5M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
926+ 123.3% |
$415K - $513K
|
1.68K
$1.07M
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
925New |
$415K - $512K
|
925
$592K
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
922New |
$413K - $510K
|
922
$590K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
922+ 2.99% |
$413K - $510K
|
31.7K
$20.3M
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
900+ 6.58% |
$403K - $498K
|
14.6K
$9.33M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
882+ 1.44% |
$395K - $488K
|
62.1K
$39.8M
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
869New |
$389K - $481K
|
869
$556K
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
868+ 0.78% |
$389K - $481K
|
112K
$71.5M
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
861New |
$386K - $477K
|
861
$551K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
852+ 3.29% |
$382K - $472K
|
26.8K
$17.1M
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
845+ 47.55% |
$379K - $468K
|
2.62K
$1.68M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
842+ 25.43% |
$377K - $466K
|
4.15K
$2.66M
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
833New |
$373K - $461K
|
833
$533K
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
825New |
$370K - $457K
|
825
$528K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
818+ 33.57% |
$367K - $453K
|
3.26K
$2.08M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
818+ 65.13% |
$367K - $453K
|
2.07K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
815New |
$365K - $451K
|
815
$522K
|
|
Nov 14, 2023
Q3 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
815New |
$365K - $451K
|
815
$522K
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
813+ 16.69% |
$364K - $450K
|
5.68K
$3.64M
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
811New |
$363K - $449K
|
811
$519K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
809+ 69.86% |
$363K - $448K
|
1.97K
$1.26M
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
800+ 1.73% |
$359K - $443K
|
47.1K
$30.2M
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
799New |
$358K - $442K
|
799
$511K
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
794New |
$356K - $440K
|
794
$508K
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
784New |
$351K - $434K
|
784
$502K
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
770+ 2.82% |
$345K - $426K
|
28.1K
$18M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
757+ 2.11% |
$339K - $419K
|
36.7K
$23.5M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
741New |
$332K - $410K
|
741
$474K
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
728+ 230.38% |
$326K - $403K
|
1.04K
$668K
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
728+ 230.38% |
$326K - $403K
|
1.04K
$668K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
717+ 0.55% |
$321K - $397K
|
130K
$83.2M
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
709+ 407.47% |
$318K - $393K
|
883
$565K
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
702+ 62.34% |
$315K - $389K
|
1.83K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
700New |
$314K - $388K
|
700
$448K
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
692+ 17.3% |
$310K - $383K
|
4.69K
$3M
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
690New |
$309K - $382K
|
690
$442K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
687+ 53.8% |
$308K - $380K
|
1.96K
$1.26M
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
670New |
$300K - $371K
|
670
$429K
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
662New |
$297K - $366K
|
662
$424K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
659+ 82.79% |
$295K - $365K
|
1.46K
$931K
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
652+ 45.21% |
$292K - $361K
|
2.09K
$1.34M
|