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 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
92+ 23.35% |
$55.5K - $61.7K
|
486
$311K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
90+ 5.72% |
$54.3K - $60.3K
|
1.66K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
90+ 20.0% |
$54.3K - $60.3K
|
540
$346K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
84+ 7.39% |
$50.6K - $56.3K
|
1.22K
$781K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
84+ 6.06% |
$50.6K - $56.3K
|
1.47K
$940K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
83+ 38.25% |
$50K - $55.7K
|
300
$192K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
82+ 2.93% |
$49.4K - $55K
|
2.88K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
82+ 4.54% |
$49.4K - $55K
|
1.89K
$1.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
81+ 3.48% |
$48.8K - $54.3K
|
2.41K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
81+ 4.76% |
$48.8K - $54.3K
|
1.78K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
80+ 14.31% |
$48.2K - $53.6K
|
639
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
80+ 5.27% |
$48.2K - $53.6K
|
1.6K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
79+ 0.32% |
$47.6K - $53K
|
24.7K
$15.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
78+ 0.23% |
$47K - $52.3K
|
33.4K
$21.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
78+ 0.43% |
$47K - $52.3K
|
18.1K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
78+ 10.99% |
$47K - $52.3K
|
788
$504K
|
|
|
Oct 31, 2024
Q3 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
77+ 0.72% |
$46.4K - $51.6K
|
10.7K
$6.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
77+ 4.71% |
$46.4K - $51.6K
|
1.71K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
76+ 8.46% |
$45.8K - $51K
|
974
$623K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
76+ 20.77% |
$45.8K - $51K
|
442
$283K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
75+ 8.78% |
$45.2K - $50.3K
|
929
$595K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
75+ 4.24% |
$45.2K - $50.3K
|
1.84K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
75+ 6.24% |
$45.2K - $50.3K
|
1.28K
$817K
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
75+ 1.26% |
$45.2K - $50.3K
|
6.05K
$3.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
75+ 41.44% |
$45.2K - $50.3K
|
256
$164K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
74+ 6.39% |
$44.6K - $49.6K
|
1.23K
$789K
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
74+ 2.97% |
$44.6K - $49.6K
|
2.57K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
74New |
$44.6K - $49.6K
|
74
$47.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
73+ 5.98% |
$44K - $48.9K
|
1.29K
$828K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
73+ 16.33% |
$44K - $48.9K
|
520
$333K
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
72+ 0.57% |
$43.4K - $48.3K
|
12.8K
$8.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
72+ 2.86% |
$43.4K - $48.3K
|
2.59K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
72+ 19.57% |
$43.4K - $48.3K
|
440
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
71+ 1.24% |
$42.8K - $47.6K
|
5.79K
$3.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
70+ 21.41% |
$42.2K - $46.9K
|
397
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
70+ 0.14% |
$42.2K - $46.9K
|
50K
$32M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
69+ 3.42% |
$41.6K - $46.3K
|
2.09K
$1.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
68+ 4.19% |
$41K - $45.6K
|
1.69K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
68+ 6.81% |
$41K - $45.6K
|
1.07K
$683K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
67+ 81.71% |
$40.4K - $44.9K
|
149
$95.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
65+ 2.31% |
$39.2K - $43.6K
|
2.88K
$1.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
65+ 18.01% |
$39.2K - $43.6K
|
426
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
65+ 3.09% |
$39.2K - $43.6K
|
2.17K
$1.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
64+ 3.14% |
$38.6K - $42.9K
|
2.1K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
64+ 6.75% |
$38.6K - $42.9K
|
1.01K
$648K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
63+ 12.45% |
$38K - $42.2K
|
569
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
63+ 7.31% |
$38K - $42.2K
|
925
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
63+ 1.43% |
$38K - $42.2K
|
4.48K
$2.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
62+ 17.46% |
$37.4K - $41.6K
|
417
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
62+ 7.88% |
$37.4K - $41.6K
|
849
$543K
|