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 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
42+ 2.63% |
$25.3K - $28.2K
|
1.64K
$964K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
42+ 42.0% |
$25.3K - $28.2K
|
142
$83.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
42+ 5.97% |
$25.3K - $28.2K
|
745
$438K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
41+ 31.78% |
$24.7K - $27.5K
|
170
$99.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
40+ 1.24% |
$24.1K - $26.8K
|
3.26K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
40+ 2.96% |
$24.1K - $26.8K
|
1.39K
$817K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
39+ 2.12% |
$23.5K - $26.1K
|
1.88K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
39+ 3.79% |
$23.5K - $26.1K
|
1.07K
$627K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
38+ 6.23% |
$22.9K - $25.5K
|
648
$381K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
38+ 6.14% |
$22.9K - $25.5K
|
657
$386K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
38+ 28.57% |
$22.9K - $25.5K
|
171
$100K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
37+ 9.27% |
$22.3K - $24.8K
|
436
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
37+ 3.0% |
$22.3K - $24.8K
|
1.27K
$746K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
36+ 1.44% |
$21.7K - $24.1K
|
2.53K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
36+ 0.85% |
$21.7K - $24.1K
|
4.25K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
36+ 3.44% |
$21.7K - $24.1K
|
1.08K
$635K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
35+ 1.76% |
$21.1K - $23.5K
|
2.02K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
35+ 3.18% |
$21.1K - $23.5K
|
1.14K
$668K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
35+ 2.65% |
$21.1K - $23.5K
|
1.36K
$796K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
35+ 0.42% |
$21.1K - $23.5K
|
8.29K
$4.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
35+ 9.36% |
$21.1K - $23.5K
|
409
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.6% |
$20.5K - $22.8K
|
5.72K
$3.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
34+ 13.82% |
$20.5K - $22.8K
|
280
$164K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
34+ 0.3% |
$20.5K - $22.8K
|
11.4K
$6.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
34+ 9.24% |
$20.5K - $22.8K
|
402
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
34+ 1.04% |
$20.5K - $22.8K
|
3.31K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
34+ 1.19% |
$20.5K - $22.8K
|
2.89K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
34+ 1.01% |
$20.5K - $22.8K
|
3.41K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
33New |
$19.9K - $22.1K
|
33
$19.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
32+ 5.65% |
$19.3K - $21.5K
|
598
$351K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
32+ 3.54% |
$19.3K - $21.5K
|
937
$550K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
32+ 7.14% |
$19.3K - $21.5K
|
480
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
32+ 0.7% |
$19.3K - $21.5K
|
4.61K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
32+ 1.52% |
$19.3K - $21.5K
|
2.14K
$1.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32+ 110.34% |
$19.3K - $21.5K
|
61
$35.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
30+ 5.35% |
$18.1K - $20.1K
|
591
$347K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
30+ 8.8% |
$18.1K - $20.1K
|
371
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
30+ 2.6% |
$18.1K - $20.1K
|
1.18K
$694K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30+ 8.06% |
$18.1K - $20.1K
|
402
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
30+ 2.07% |
$18.1K - $20.1K
|
1.48K
$869K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
29+ 4.41% |
$17.5K - $19.4K
|
687
$404K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
29+ 1.59% |
$17.5K - $19.4K
|
1.85K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
29New |
$17.5K - $19.4K
|
29
$17K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
29+ 8.15% |
$17.5K - $19.4K
|
385
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
29+ 8.79% |
$17.5K - $19.4K
|
359
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
28+ 6.9% |
$16.9K - $18.8K
|
434
$255K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
28+ 2.06% |
$16.9K - $18.8K
|
1.39K
$816K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
28+ 24.78% |
$16.9K - $18.8K
|
141
$82.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 9.06% |
$16.3K - $18.1K
|
325
$191K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
27+ 8.6% |
$16.3K - $18.1K
|
341
$200K
|