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 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
62+ 17.46% |
$37.4K - $41.6K
|
417
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
62+ 7.88% |
$37.4K - $41.6K
|
849
$540K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
61+ 1.18% |
$36.8K - $40.9K
|
5.24K
$3.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
60+ 12.05% |
$36.2K - $40.2K
|
558
$355K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
60+ 4.12% |
$36.2K - $40.2K
|
1.52K
$966K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
59+ 64.13% |
$35.6K - $39.6K
|
151
$96.1K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
58+ 5.05% |
$35K - $38.9K
|
1.21K
$768K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
58+ 3.1% |
$35K - $38.9K
|
1.93K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
57+ 3.27% |
$34.4K - $38.2K
|
1.8K
$1.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
56+ 13.02% |
$33.8K - $37.5K
|
486
$309K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
55+ 3.33% |
$33.2K - $36.9K
|
1.71K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
53+ 4.22% |
$32K - $35.5K
|
1.31K
$833K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
53+ 10.66% |
$32K - $35.5K
|
550
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
53+ 0.65% |
$32K - $35.5K
|
8.17K
$5.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
52+ 13.83% |
$31.4K - $34.9K
|
428
$272K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
51+ 1.39% |
$30.8K - $34.2K
|
3.73K
$2.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
51+ 16.72% |
$30.8K - $34.2K
|
356
$226K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
51+ 1.78% |
$30.8K - $34.2K
|
2.91K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
51+ 127.5% |
$30.8K - $34.2K
|
91
$57.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
50+ 11.47% |
$30.1K - $33.5K
|
486
$309K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
50+ 4.32% |
$30.1K - $33.5K
|
1.21K
$768K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
50+ 3.53% |
$30.1K - $33.5K
|
1.47K
$933K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
50+ 7.58% |
$30.1K - $33.5K
|
710
$452K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
50+ 8.14% |
$30.1K - $33.5K
|
664
$422K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
50+ 0.3% |
$30.1K - $33.5K
|
17K
$10.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 5.43% |
$30.1K - $33.5K
|
971
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
50+ 4.14% |
$30.1K - $33.5K
|
1.26K
$801K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
49+ 3.75% |
$29.5K - $32.9K
|
1.36K
$863K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
49+ 0.51% |
$29.5K - $32.9K
|
9.68K
$6.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
48+ 0.29% |
$28.9K - $32.2K
|
16.5K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
48+ 0.16% |
$28.9K - $32.2K
|
30.7K
$19.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
48+ 4.6% |
$28.9K - $32.2K
|
1.09K
$695K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
47+ 2.58% |
$28.3K - $31.5K
|
1.87K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
47+ 3.98% |
$28.3K - $31.5K
|
1.23K
$781K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
46+ 13.07% |
$27.7K - $30.8K
|
398
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
46+ 14.42% |
$27.7K - $30.8K
|
365
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
46+ 8.06% |
$27.7K - $30.8K
|
617
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
46+ 14.51% |
$27.7K - $30.8K
|
363
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
45+ 1.32% |
$27.1K - $30.2K
|
3.45K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
44+ 1.19% |
$26.5K - $29.5K
|
3.73K
$2.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
44New |
$26.5K - $29.5K
|
44
$28K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
BUY
|
- |
43+ 0.11% |
$25.9K - $28.8K
|
40K
$25.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
43+ 12.61% |
$25.9K - $28.8K
|
384
$244K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
42+ 2.63% |
$25.3K - $28.2K
|
1.64K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
42+ 42.0% |
$25.3K - $28.2K
|
142
$90.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
42+ 5.97% |
$25.3K - $28.2K
|
745
$474K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
41+ 31.78% |
$24.7K - $27.5K
|
170
$108K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
40+ 1.24% |
$24.1K - $26.8K
|
3.26K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
40+ 2.96% |
$24.1K - $26.8K
|
1.39K
$885K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
39+ 2.12% |
$23.5K - $26.1K
|
1.88K
$1.19M
|