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 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
650+ 1.79% |
$291K - $360K
|
37K
$23.7M
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
645+ 77.71% |
$289K - $357K
|
1.48K
$944K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
645+ 15.87% |
$289K - $357K
|
4.71K
$3.01M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
640+ 5.8% |
$287K - $354K
|
11.7K
$7.48M
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
633+ 90.17% |
$284K - $350K
|
1.34K
$855K
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
633+ 0.5% |
$284K - $350K
|
128K
$81.8M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
628+ 5.84% |
$281K - $348K
|
11.4K
$7.29M
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
626+ 15650.0% |
$281K - $347K
|
630
$403K
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
614New |
$275K - $340K
|
614
$393K
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
607+ 8.26% |
$272K - $336K
|
7.95K
$5.09M
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
606+ 36.64% |
$272K - $335K
|
2.26K
$1.45M
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
599New |
$268K - $332K
|
599
$383K
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
599+ 9.08% |
$268K - $332K
|
7.2K
$4.61M
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
594+ 1.44% |
$266K - $329K
|
41.9K
$26.8M
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
588+ 1.53% |
$264K - $326K
|
39.1K
$25M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
588+ 7.54% |
$264K - $326K
|
8.38K
$5.37M
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
587+ 67.09% |
$263K - $325K
|
1.46K
$936K
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
586New |
$263K - $324K
|
586
$375K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
584New |
$262K - $323K
|
584
$374K
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
571+ 67.81% |
$256K - $316K
|
1.41K
$904K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
551+ 16.12% |
$247K - $305K
|
3.97K
$2.54M
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
534New |
$239K - $296K
|
534
$342K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
528+ 1.08% |
$237K - $292K
|
49.3K
$31.5M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
518+ 5.39% |
$232K - $287K
|
10.1K
$6.48M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
517+ 10.27% |
$232K - $286K
|
5.55K
$3.55M
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
514+ 0.09% |
$230K - $285K
|
549K
$351M
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
513New |
$230K - $284K
|
513
$328K
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
508New |
$228K - $281K
|
508
$325K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
505+ 142.25% |
$226K - $280K
|
860
$551K
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
504New |
$226K - $279K
|
504
$323K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
494+ 17.43% |
$221K - $273K
|
3.33K
$2.13M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
494+ 4.88% |
$221K - $273K
|
10.6K
$6.8M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
485New |
$217K - $269K
|
485
$310K
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
482+ 18.77% |
$216K - $267K
|
3.05K
$1.95M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
478+ 3.39% |
$214K - $265K
|
14.6K
$9.33M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
477New |
$214K - $264K
|
477
$305K
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
475New |
$213K - $263K
|
475
$304K
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
470+ 18.5% |
$211K - $260K
|
3.01K
$1.93M
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
469+ 8.08% |
$210K - $260K
|
6.27K
$4.01M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
468+ 13.11% |
$210K - $259K
|
4.04K
$2.58M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
465New |
$208K - $257K
|
465
$298K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
464+ 33.5% |
$208K - $257K
|
1.85K
$1.18M
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
463New |
$208K - $256K
|
463
$296K
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
456New |
$204K - $252K
|
456
$292K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
447+ 17.72% |
$200K - $247K
|
2.97K
$1.9M
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
447New |
$200K - $247K
|
447
$286K
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
445New |
$199K - $246K
|
445
$285K
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
442+ 100.0% |
$198K - $245K
|
884
$566K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
440+ 115.49% |
$197K - $244K
|
821
$526K
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
438New |
$196K - $242K
|
438
$280K
|