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 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-12- 0.03% |
$7.24K - $8.05K
|
39K
$24.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-13- 0.49% |
$7.84K - $8.72K
|
2.63K
$1.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-13- 3.78% |
$7.84K - $8.72K
|
331
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-13- 2.64% |
$7.84K - $8.72K
|
479
$305K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-13- 1.65% |
$7.84K - $8.72K
|
773
$492K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-13- 1.24% |
$7.84K - $8.72K
|
1.04K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14- 1.72% |
$8.44K - $9.39K
|
798
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-14- 0.08% |
$8.44K - $9.39K
|
17.6K
$11.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-15- 0.6% |
$9.04K - $10.1K
|
2.49K
$1.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-15- 2.06% |
$9.04K - $10.1K
|
712
$453K
|
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-15- 0.27% |
$9.04K - $10.1K
|
5.49K
$3.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.7% |
$9.04K - $10.1K
|
2.12K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-15- 2.33% |
$9.04K - $10.1K
|
629
$400K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-16- 1.2% |
$9.65K - $10.7K
|
1.32K
$838K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-16- 2.26% |
$9.65K - $10.7K
|
692
$440K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-16- 0.7% |
$9.65K - $10.7K
|
2.28K
$1.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-16- 0.36% |
$9.65K - $10.7K
|
4.39K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-16- 0.04% |
$9.65K - $10.7K
|
41.7K
$26.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-17- 0.47% |
$10.3K - $11.4K
|
3.62K
$2.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-17- 3.16% |
$10.3K - $11.4K
|
521
$331K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-17- 3.06% |
$10.3K - $11.4K
|
539
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-17- 0.91% |
$10.3K - $11.4K
|
1.85K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-17- 4.09% |
$10.3K - $11.4K
|
399
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17- 0.03% |
$10.3K - $11.4K
|
58.2K
$37M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-18- 1.45% |
$10.9K - $12.1K
|
1.23K
$780K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-19- 1.05% |
$11.5K - $12.7K
|
1.79K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-19- 0.44% |
$11.5K - $12.7K
|
4.32K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-19- 5.12% |
$11.5K - $12.7K
|
352
$224K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-20- 1.19% |
$12.1K - $13.4K
|
1.66K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-20- 1.2% |
$12.1K - $13.4K
|
1.65K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-20- 1.74% |
$12.1K - $13.4K
|
1.13K
$718K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-21- 5.02% |
$12.7K - $14.1K
|
397
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-21- 3.4% |
$12.7K - $14.1K
|
596
$379K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-22- 6.34% |
$13.3K - $14.8K
|
325
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-22- 1.84% |
$13.3K - $14.8K
|
1.17K
$746K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-23- 22.12% |
$13.9K - $15.4K
|
81
$51.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-23- 14.2% |
$13.9K - $15.4K
|
139
$88.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-23- 4.81% |
$13.9K - $15.4K
|
455
$289K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-24- 1.86% |
$14.5K - $16.1K
|
1.27K
$806K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-24- 6.86% |
$14.5K - $16.1K
|
326
$207K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 38.46% |
$15.1K - $16.8K
|
40
$25.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-25- 6.72% |
$15.1K - $16.8K
|
347
$221K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-25- 0.16% |
$15.1K - $16.8K
|
16K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-25- 2.61% |
$15.1K - $16.8K
|
934
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-25- 2.54% |
$15.1K - $16.8K
|
961
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-25- 6.65% |
$15.1K - $16.8K
|
351
$223K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-26- 2.97% |
$15.7K - $17.4K
|
849
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-26- 2.97% |
$15.7K - $17.4K
|
850
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-26- 3.31% |
$15.7K - $17.4K
|
759
$483K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27- 7.09% |
$16.3K - $18.1K
|
354
$225K
|