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 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-35- 1.58% |
$21.1K - $23.5K
|
2.18K
$1.7M
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-35- 0.2% |
$21.1K - $23.5K
|
17.8K
$13.9M
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-36- 1.43% |
$21.7K - $24.1K
|
2.47K
$1.93M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-37- 10.31% |
$22.3K - $24.8K
|
322
$252K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38- 0.7% |
$22.9K - $25.5K
|
5.37K
$4.2M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-38- 2.03% |
$22.9K - $25.5K
|
1.83K
$1.43M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-39- 0.21% |
$23.5K - $26.1K
|
18.2K
$14.2M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-39- 3.35% |
$23.5K - $26.1K
|
1.12K
$878K
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-39- 1.73% |
$23.5K - $26.1K
|
2.22K
$1.73M
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-40- 10.39% |
$24.1K - $26.8K
|
345
$270K
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-40- 3.9% |
$24.1K - $26.8K
|
985
$769K
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-40- 8.49% |
$24.1K - $26.8K
|
431
$337K
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-40- 0.21% |
$24.1K - $26.8K
|
19.4K
$15.1M
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-41- 7.92% |
$24.7K - $27.5K
|
477
$373K
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-41- 0.64% |
$24.7K - $27.5K
|
6.38K
$4.99M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-42- 0.39% |
$25.3K - $28.2K
|
10.8K
$8.44M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-42- 3.07% |
$25.3K - $28.2K
|
1.33K
$1.04M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-43- 1.11% |
$25.9K - $28.8K
|
3.83K
$2.99M
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-43- 0.03% |
$25.9K - $28.8K
|
158K
$123M
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-43- 1.94% |
$25.9K - $28.8K
|
2.17K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-43- 9.91% |
$25.9K - $28.8K
|
391
$305K
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-43- 3.99% |
$25.9K - $28.8K
|
1.04K
$809K
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-43- 3.68% |
$25.9K - $28.8K
|
1.12K
$878K
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-44- 0.85% |
$26.5K - $29.5K
|
5.14K
$4.02M
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-45- 0.93% |
$27.1K - $30.2K
|
4.82K
$3.76M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-46- 2.04% |
$27.7K - $30.8K
|
2.2K
$1.72M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-46- 1.98% |
$27.7K - $30.8K
|
2.28K
$1.78M
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-46- 2.53% |
$27.7K - $30.8K
|
1.78K
$1.39M
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-46- 1.03% |
$27.7K - $30.8K
|
4.44K
$3.47M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-46- 0.42% |
$27.7K - $30.8K
|
10.9K
$8.49M
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-46- 1.69% |
$27.7K - $30.8K
|
2.67K
$2.09M
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-47- 5.68% |
$28.3K - $31.5K
|
781
$610K
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-47- 2.92% |
$28.3K - $31.5K
|
1.56K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-47- 0.05% |
$28.3K - $31.5K
|
93K
$72.7M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-47- 1.82% |
$28.3K - $31.5K
|
2.53K
$1.98M
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-48- 2.02% |
$28.9K - $32.2K
|
2.33K
$1.82M
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-48- 3.33% |
$28.9K - $32.2K
|
1.39K
$1.09M
|
|
Apr 17, 2025
Q3 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-48- 5.99% |
$28.9K - $32.2K
|
754
$589K
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-49- 6.13% |
$29.5K - $32.9K
|
751
$587K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-49- 10.49% |
$29.5K - $32.9K
|
418
$327K
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-51- 7.18% |
$30.8K - $34.2K
|
659
$515K
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-52- 1.86% |
$31.4K - $34.9K
|
2.74K
$2.14M
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-52- 21.22% |
$31.4K - $34.9K
|
193
$151K
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-52- 0.58% |
$31.4K - $34.9K
|
8.86K
$6.92M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-53- 11.62% |
$32K - $35.5K
|
403
$315K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-53- 3.36% |
$32K - $35.5K
|
1.52K
$1.19M
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-53- 13.35% |
$32K - $35.5K
|
344
$269K
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-53- 0.76% |
$32K - $35.5K
|
6.91K
$5.4M
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-55- 2.69% |
$33.2K - $36.9K
|
1.99K
$1.56M
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-55- 84.62% |
$33.2K - $36.9K
|
10
$7.81K
|