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 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
138+ 6.5% |
$83.2K - $92.5K
|
2.26K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
137+ 1.57% |
$82.6K - $91.9K
|
8.84K
$5.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
136+ 0.97% |
$82K - $91.2K
|
14.2K
$9.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
136New |
$82K - $91.2K
|
136
$87.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
135+ 2.34% |
$81.4K - $90.5K
|
5.9K
$3.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
135+ 0.44% |
$81.4K - $90.5K
|
30.8K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
133+ 3.02% |
$80.2K - $89.2K
|
4.54K
$2.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
131+ 6.35% |
$79K - $87.8K
|
2.19K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
131+ 34.75% |
$79K - $87.8K
|
508
$325K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
129+ 9.91% |
$77.8K - $86.5K
|
1.43K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
129+ 0.55% |
$77.8K - $86.5K
|
23.4K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
129+ 18.8% |
$77.8K - $86.5K
|
815
$522K
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
126+ 2.46% |
$76K - $84.5K
|
5.24K
$3.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
126+ 9.21% |
$76K - $84.5K
|
1.49K
$956K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
124+ 40.66% |
$74.8K - $83.1K
|
429
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
124+ 9.6% |
$74.8K - $83.1K
|
1.42K
$906K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
123+ 25.47% |
$74.2K - $82.5K
|
606
$388K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
123+ 410.0% |
$74.2K - $82.5K
|
153
$97.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
123+ 0.13% |
$74.2K - $82.5K
|
92.4K
$59.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
120+ 14.53% |
$72.4K - $80.5K
|
946
$606K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
117+ 15.5% |
$70.5K - $78.4K
|
872
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
117+ 1.39% |
$70.5K - $78.4K
|
8.53K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
116+ 2.94% |
$69.9K - $77.8K
|
4.06K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
115New |
$69.3K - $77.1K
|
115
$73.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
113+ 10.4% |
$68.1K - $75.8K
|
1.2K
$768K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
113+ 3.92% |
$68.1K - $75.8K
|
2.99K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
113+ 1027.27% |
$68.1K - $75.8K
|
124
$79.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
112+ 0.38% |
$67.5K - $75.1K
|
29.2K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
111+ 10.12% |
$66.9K - $74.4K
|
1.21K
$773K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
110+ 1.56% |
$66.3K - $73.8K
|
7.18K
$4.6M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
109+ 6.47% |
$65.7K - $73.1K
|
1.79K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
108+ 0.18% |
$65.1K - $72.4K
|
60.2K
$38.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
107+ 11.29% |
$64.5K - $71.7K
|
1.06K
$675K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
103+ 18.07% |
$62.1K - $69.1K
|
673
$431K
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
102+ 6.13% |
$61.5K - $68.4K
|
1.77K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
101+ 4.43% |
$60.9K - $67.7K
|
2.38K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
100+ 0.89% |
$60.3K - $67K
|
11.4K
$7.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
100New |
$60.3K - $67K
|
100
$64K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
100New |
$60.3K - $67K
|
100
$64K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
99+ 8.95% |
$59.7K - $66.4K
|
1.21K
$771K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
98+ 5.93% |
$59.1K - $65.7K
|
1.75K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
98+ 0.74% |
$59.1K - $65.7K
|
13.3K
$8.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
97+ 3.29% |
$58.5K - $65K
|
3.05K
$1.95M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
96+ 3.29% |
$57.9K - $64.4K
|
3.02K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
96+ 9.93% |
$57.9K - $64.4K
|
1.06K
$680K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
95+ 12.23% |
$57.3K - $63.7K
|
872
$558K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
94+ 1.45% |
$56.7K - $63K
|
6.57K
$4.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
93+ 8.13% |
$56.1K - $62.4K
|
1.24K
$792K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
93+ 7.59% |
$56.1K - $62.4K
|
1.32K
$844K
|
|
|
Nov 05, 2024
Q3 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
93+ 1.61% |
$56.1K - $62.4K
|
5.85K
$3.75M
|