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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
217+ 7.03% |
$131K - $145K
|
3.3K
$2.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
217+ 0.18% |
$131K - $145K
|
121K
$77.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
217+ 12.92% |
$131K - $145K
|
1.9K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Ycg, LLC
|
BUY
|
- |
215+ 0.35% |
$130K - $144K
|
61.7K
$39.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
214+ 2.28% |
$129K - $143K
|
9.6K
$6.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
214+ 3.74% |
$129K - $143K
|
5.94K
$3.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
213+ 5.54% |
$128K - $143K
|
4.06K
$2.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
213+ 3.65% |
$128K - $143K
|
6.05K
$3.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
208+ 6.67% |
$125K - $139K
|
3.33K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
208+ 8.35% |
$125K - $139K
|
2.7K
$1.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
204+ 8.99% |
$123K - $137K
|
2.47K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
202+ 1.37% |
$122K - $135K
|
14.9K
$9.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
200+ 14.9% |
$121K - $134K
|
1.54K
$987K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
198+ 4.78% |
$119K - $133K
|
4.34K
$2.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
197+ 15.32% |
$119K - $132K
|
1.48K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
197+ 14.08% |
$119K - $132K
|
1.6K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
193New |
$116K - $129K
|
193
$124K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
193+ 1.61% |
$116K - $129K
|
12.2K
$7.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
190+ 1.39% |
$115K - $127K
|
13.9K
$8.89M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
187+ 0.86% |
$113K - $125K
|
21.8K
$14M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
184+ 6.92% |
$111K - $123K
|
2.84K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
183+ 52.59% |
$110K - $123K
|
531
$340K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
183+ 21.97% |
$110K - $123K
|
1.02K
$650K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
183+ 1.28% |
$110K - $123K
|
14.5K
$9.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
178+ 1.61% |
$107K - $119K
|
11.3K
$7.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
177+ 36.12% |
$107K - $119K
|
667
$427K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
175+ 17.62% |
$106K - $117K
|
1.17K
$748K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
174+ 4.44% |
$105K - $117K
|
4.1K
$2.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
170+ 3.04% |
$103K - $114K
|
5.76K
$3.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
166+ 3.04% |
$100K - $111K
|
5.62K
$3.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
165+ 0.93% |
$99.5K - $111K
|
17.8K
$11.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
162+ 0.78% |
$97.7K - $109K
|
21K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
162+ 4.04% |
$97.7K - $109K
|
4.18K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
159+ 13.42% |
$95.9K - $107K
|
1.34K
$860K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
156+ 10.35% |
$94.1K - $105K
|
1.66K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
156+ 3.42% |
$94.1K - $105K
|
4.71K
$3.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
155+ 9.57% |
$93.5K - $104K
|
1.78K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
151+ 12.26% |
$91K - $101K
|
1.38K
$885K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
150+ 3.37% |
$90.4K - $101K
|
4.6K
$2.94M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150+ 6.62% |
$90.4K - $101K
|
2.42K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 5.75% |
$89.2K - $99.2K
|
2.72K
$1.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
147+ 1.63% |
$88.6K - $98.6K
|
9.15K
$5.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
146+ 9.41% |
$88K - $97.9K
|
1.7K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
145New |
$87.4K - $97.2K
|
145
$92.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
144+ 6.29% |
$86.8K - $96.6K
|
2.44K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
143+ 15.49% |
$86.2K - $95.9K
|
1.07K
$682K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
141+ 5.17% |
$85K - $94.5K
|
2.87K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
141+ 11.57% |
$85K - $94.5K
|
1.36K
$871K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
140+ 5.79% |
$84.4K - $93.9K
|
2.56K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
139+ 2.4% |
$83.8K - $93.2K
|
5.94K
$3.8M
|