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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14+ 1.4% |
$8.44K - $9.39K
|
1.01K
$644K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 4.15% |
$8.44K - $9.39K
|
351
$223K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13+ 3.65% |
$7.84K - $8.72K
|
369
$235K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
13+ 2.0% |
$7.84K - $8.72K
|
663
$422K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13+ 1.38% |
$7.84K - $8.72K
|
958
$609K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
13+ 2.37% |
$7.84K - $8.72K
|
561
$357K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12+ 1.06% |
$7.24K - $8.05K
|
1.14K
$728K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
12+ 3.17% |
$7.24K - $8.05K
|
391
$249K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
12+ 0.22% |
$7.24K - $8.05K
|
5.39K
$3.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 31.58% |
$7.24K - $8.05K
|
50
$31.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
12+ 0.7% |
$7.24K - $8.05K
|
1.73K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11+ 0.27% |
$6.63K - $7.38K
|
4.06K
$2.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
11+ 0.58% |
$6.63K - $7.38K
|
1.89K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11+ 21.57% |
$6.63K - $7.38K
|
62
$39.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11+ 1.45% |
$6.63K - $7.38K
|
769
$489K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
11+ 4.1% |
$6.63K - $7.38K
|
279
$177K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
11+ 1.54% |
$6.63K - $7.38K
|
727
$462K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
11+ 2.28% |
$6.63K - $7.38K
|
493
$314K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
10+ 1.33% |
$6.03K - $6.7K
|
760
$483K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
10+ 1.87% |
$6.03K - $6.7K
|
545
$347K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
10+ 0.31% |
$6.03K - $6.7K
|
3.28K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 32.26% |
$6.03K - $6.7K
|
41
$26.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
9+ 0.21% |
$5.43K - $6.03K
|
4.34K
$2.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 45.0% |
$5.43K - $6.03K
|
29
$18.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
9+ 1.57% |
$5.43K - $6.03K
|
584
$372K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
9+ 1.78% |
$5.43K - $6.03K
|
515
$328K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 10.59% |
$5.43K - $6.03K
|
94
$59.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 47.37% |
$5.43K - $6.03K
|
28
$17.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9New |
$5.43K - $6.03K
|
9
$5.73K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
9+ 0.61% |
$5.43K - $6.03K
|
1.48K
$944K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
9+ 1.17% |
$5.43K - $6.03K
|
778
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9+ 0.59% |
$5.43K - $6.03K
|
1.53K
$973K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8+ 1.97% |
$4.82K - $5.36K
|
415
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8+ 12.5% |
$4.82K - $5.36K
|
72
$45.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8+ 0.49% |
$4.82K - $5.36K
|
1.64K
$1.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
8+ 0.5% |
$4.82K - $5.36K
|
1.6K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8+ 0.72% |
$4.82K - $5.36K
|
1.12K
$712K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
8+ 2.51% |
$4.82K - $5.36K
|
327
$208K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8+ 266.67% |
$4.82K - $5.36K
|
11
$7K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
7+ 1.56% |
$4.22K - $4.69K
|
457
$291K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7+ 0.27% |
$4.22K - $4.69K
|
2.64K
$1.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
7New |
$4.22K - $4.69K
|
7
$4.45K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
7+ 2.03% |
$4.22K - $4.69K
|
352
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7+ 0.63% |
$4.22K - $4.69K
|
1.12K
$710K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.7% |
$4.22K - $4.69K
|
1.01K
$643K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
7+ 1.64% |
$4.22K - $4.69K
|
433
$275K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7+ 1.07% |
$4.22K - $4.69K
|
664
$422K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6+ 1.35% |
$3.62K - $4.02K
|
452
$288K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6+ 1.86% |
$3.62K - $4.02K
|
328
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
6+ 0.94% |
$3.62K - $4.02K
|
642
$408K
|