Purchases and Sales Made in Q3 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q3 2024. 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 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
327New |
$197K - $219K
|
327
$208K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
325New |
$196K - $218K
|
325
$207K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
325+ 6.94% |
$196K - $218K
|
5.01K
$3.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
325New |
$196K - $218K
|
325
$207K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
325+ 3.45% |
$196K - $218K
|
9.76K
$6.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
BUY
|
- |
322+ 7.46% |
$194K - $216K
|
4.64K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
322New |
$194K - $216K
|
322
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
315+ 4.91% |
$190K - $211K
|
6.73K
$4.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
307+ 3.27% |
$185K - $206K
|
9.68K
$6.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
305+ 3.52% |
$184K - $204K
|
8.98K
$5.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
304+ 2.09% |
$183K - $204K
|
14.9K
$9.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
301+ 5.05% |
$181K - $202K
|
6.27K
$3.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
300+ 1.82% |
$181K - $201K
|
16.8K
$10.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
300+ 12.52% |
$181K - $201K
|
2.7K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300+ 34.76% |
$181K - $201K
|
1.16K
$740K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
300+ 7.19% |
$181K - $201K
|
4.47K
$2.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
293+ 3.88% |
$177K - $196K
|
7.84K
$4.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
292+ 27.39% |
$176K - $196K
|
1.36K
$864K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
291+ 64.81% |
$175K - $195K
|
740
$471K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
290+ 0.75% |
$175K - $194K
|
39.1K
$24.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
283+ 1.51% |
$171K - $190K
|
19.1K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
282+ 26.31% |
$170K - $189K
|
1.35K
$861K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
281+ 7.7% |
$169K - $188K
|
3.93K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
281+ 8.64% |
$169K - $188K
|
3.53K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
281+ 8.52% |
$169K - $188K
|
3.58K
$2.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
279+ 2.9% |
$168K - $187K
|
9.92K
$6.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
276+ 4.17% |
$166K - $185K
|
6.9K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
276+ 5.84% |
$166K - $185K
|
5K
$3.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
271+ 1.8% |
$163K - $182K
|
15.3K
$9.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
270+ 1.87% |
$163K - $181K
|
14.7K
$9.34M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
267+ 1.19% |
$161K - $179K
|
22.7K
$14.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
267+ 5.87% |
$161K - $179K
|
4.82K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
266+ 22.62% |
$160K - $178K
|
1.44K
$917K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
264+ 4.52% |
$159K - $177K
|
6.1K
$3.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
260New |
$157K - $174K
|
260
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
254+ 0.56% |
$153K - $170K
|
45.2K
$28.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
252+ 13.28% |
$152K - $169K
|
2.15K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
251+ 5.02% |
$151K - $168K
|
5.25K
$3.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
249+ 107.79% |
$150K - $167K
|
480
$305K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
247+ 11.27% |
$149K - $166K
|
2.44K
$1.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
243+ 0.47% |
$147K - $163K
|
52.3K
$33.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
242+ 0.78% |
$146K - $162K
|
31.4K
$20M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
242+ 3.97% |
$146K - $162K
|
6.33K
$4.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
238+ 0.78% |
$144K - $160K
|
30.9K
$19.6M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
232+ 1.96% |
$140K - $156K
|
12.1K
$7.68M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
232+ 3.08% |
$140K - $156K
|
7.78K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
231+ 3.18% |
$139K - $155K
|
7.5K
$4.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
227+ 1.36% |
$137K - $152K
|
16.9K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
225+ 7.69% |
$136K - $151K
|
3.15K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
224+ 2.98% |
$135K - $150K
|
7.73K
$4.92M
|