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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
437New |
$196K - $242K
|
437
$280K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
436New |
$195K - $241K
|
436
$279K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
436+ 3.01% |
$195K - $241K
|
14.9K
$9.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
435New |
$195K - $241K
|
435
$278K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
433New |
$194K - $240K
|
433
$277K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
432New |
$194K - $239K
|
432
$277K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
430+ 92.47% |
$193K - $238K
|
895
$573K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
430New |
$193K - $238K
|
430
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
430New |
$193K - $238K
|
430
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
430+ 6.21% |
$193K - $238K
|
7.36K
$4.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
428+ 3.38% |
$192K - $237K
|
13.1K
$8.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
427New |
$191K - $236K
|
427
$273K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
425New |
$190K - $235K
|
425
$272K
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
425New |
$190K - $235K
|
425
$272K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
424New |
$190K - $235K
|
424
$271K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
422New |
$189K - $234K
|
422
$270K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
BUY
|
- |
415+ 2.11% |
$186K - $230K
|
20.1K
$12.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
412New |
$185K - $228K
|
412
$264K
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
409New |
$183K - $226K
|
409
$262K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
409New |
$183K - $226K
|
409
$262K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
409New |
$183K - $226K
|
409
$262K
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
408New |
$183K - $226K
|
408
$261K
|
|
|
Oct 23, 2023
Q3 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
405New |
$182K - $224K
|
405
$259K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
405New |
$182K - $224K
|
405
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
405New |
$182K - $224K
|
405
$259K
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
BUY
|
- |
403New |
$181K - $223K
|
403
$258K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
402+ 6.91% |
$180K - $223K
|
6.22K
$3.98M
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
402+ 8.41% |
$180K - $223K
|
5.18K
$3.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
401New |
$180K - $222K
|
401
$257K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
401New |
$180K - $222K
|
401
$257K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
400New |
$179K - $221K
|
400
$256K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
400New |
$179K - $221K
|
400
$256K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
399New |
$179K - $221K
|
399
$255K
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
398New |
$178K - $220K
|
398
$255K
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
397New |
$178K - $220K
|
397
$254K
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
394New |
$177K - $218K
|
394
$252K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
393New |
$176K - $218K
|
393
$252K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
393New |
$176K - $218K
|
393
$252K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
367+ 6.97% |
$164K - $203K
|
5.63K
$3.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
366+ 3.76% |
$164K - $203K
|
10.1K
$6.47M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
365+ 202.78% |
$164K - $202K
|
545
$349K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
363+ 67.22% |
$163K - $201K
|
903
$578K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
361+ 15.82% |
$162K - $200K
|
2.64K
$1.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
360+ 13.71% |
$161K - $199K
|
2.99K
$1.91M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
359+ 6.97% |
$161K - $199K
|
5.51K
$3.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
359+ 1.5% |
$161K - $199K
|
24.4K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
353+ 1.53% |
$158K - $195K
|
23.4K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
353+ 9.66% |
$158K - $195K
|
4.01K
$2.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
332+ 12.0% |
$149K - $184K
|
3.1K
$1.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
331+ 3.65% |
$148K - $183K
|
9.41K
$6.02M
|