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 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-82- 1.49% |
$49.4K - $55K
|
5.44K
$3.49M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-84- 0.78% |
$50.6K - $56.3K
|
10.7K
$6.85M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-85- 3.78% |
$51.3K - $57K
|
2.17K
$1.39M
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-85- 24.22% |
$51.3K - $57K
|
266
$171K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-85- 3.93% |
$51.3K - $57K
|
2.08K
$1.33M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-87- 7.42% |
$52.5K - $58.3K
|
1.09K
$697K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-88- 4.79% |
$53.1K - $59K
|
1.75K
$1.12M
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-92- 8.68% |
$55.5K - $61.7K
|
968
$621K
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-93- 4.6% |
$56.1K - $62.4K
|
1.93K
$1.24M
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-94- 0.97% |
$56.7K - $63K
|
9.59K
$6.15M
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-95- 0.86% |
$57.3K - $63.7K
|
10.9K
$7.02M
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-95- 5.55% |
$57.3K - $63.7K
|
1.62K
$1.04M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-96- 1.68% |
$57.9K - $64.4K
|
5.6K
$3.59M
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-97- 19.52% |
$58.5K - $65K
|
400
$257K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-98- 2.75% |
$59.1K - $65.7K
|
3.47K
$2.23M
|
|
Oct 03, 2024
Q3 2024
|
Pacific Wealth Management
|
SELL
|
- |
-100- 13.12% |
$60.3K - $67K
|
662
$425K
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-100- 13.85% |
$60.3K - $67K
|
622
$399K
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-100- 15.87% |
$60.3K - $67K
|
530
$340K
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-100- 8.93% |
$60.3K - $67K
|
1.02K
$655K
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-100- 19.12% |
$60.3K - $67K
|
423
$271K
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-101- 3.1% |
$60.9K - $67.7K
|
3.16K
$2.02M
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-101- 0.51% |
$60.9K - $67.7K
|
19.6K
$12.6M
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-103- 18.23% |
$62.1K - $69.1K
|
462
$296K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-103- 4.19% |
$62.1K - $69.1K
|
2.35K
$1.51M
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-107- 12.66% |
$64.5K - $71.7K
|
738
$474K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-110- 3.34% |
$66.3K - $73.8K
|
3.19K
$2.04M
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-111- 1.45% |
$66.9K - $74.4K
|
7.57K
$4.86M
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-111- 6.33% |
$66.9K - $74.4K
|
1.64K
$1.05M
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-112- 9.11% |
$67.5K - $75.1K
|
1.12K
$717K
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-113- 6.71% |
$68.1K - $75.8K
|
1.57K
$1.01M
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-114- 2.71% |
$68.7K - $76.4K
|
4.09K
$2.63M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-114- 7.49% |
$68.7K - $76.4K
|
1.41K
$904K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-115- 1.23% |
$69.3K - $77.1K
|
9.21K
$5.91M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-117- 13.16% |
$70.5K - $78.4K
|
772
$495K
|
|
Nov 14, 2024
Q3 2024
|
Unio Capital LLC
|
SELL
|
- |
-118- 0.82% |
$71.2K - $79.1K
|
14.2K
$9.11M
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-119- 0.86% |
$71.8K - $79.8K
|
13.7K
$8.81M
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-120- 7.49% |
$72.4K - $80.5K
|
1.48K
$951K
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-120- 0.33% |
$72.4K - $80.5K
|
36.5K
$23.4M
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-123- 19.01% |
$74.2K - $82.5K
|
524
$336K
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-124- 12.02% |
$74.8K - $83.1K
|
908
$583K
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-125- 9.12% |
$75.4K - $83.8K
|
1.25K
$799K
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-129- 6.7% |
$77.8K - $86.5K
|
1.8K
$1.15M
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-131- 10.64% |
$79K - $87.8K
|
1.1K
$706K
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-134- 13.33% |
$80.8K - $89.8K
|
871
$559K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-134- 16.69% |
$80.8K - $89.8K
|
669
$429K
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-135- 0.39% |
$81.4K - $90.5K
|
34.4K
$22.1M
|
|
Nov 05, 2024
Q3 2024
|
Xxec, Inc.
|
SELL
|
- |
-137- 0.8% |
$82.6K - $91.9K
|
17K
$10.9M
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-137- 4.78% |
$82.6K - $91.9K
|
2.73K
$1.75M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-138- 36.51% |
$83.2K - $92.5K
|
240
$154K
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-140- 1.73% |
$84.4K - $93.9K
|
7.96K
$5.11M
|