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 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-142- 0.38% |
$85.6K - $95.2K
|
37.6K
$24.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-143- 0.32% |
$86.2K - $95.9K
|
44.1K
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-143- 3.46% |
$86.2K - $95.9K
|
3.99K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-145- 3.18% |
$87.4K - $97.2K
|
4.41K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-146- 16.42% |
$88K - $97.9K
|
743
$477K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-147- 34.67% |
$88.6K - $98.6K
|
277
$178K
|
|
|
Oct 28, 2024
Q3 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-150- 16.39% |
$90.4K - $101K
|
765
$491K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-150- 89.29% |
$90.4K - $101K
|
18
$11.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-151- 31.01% |
$91K - $101K
|
336
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-151- 6.62% |
$91K - $101K
|
2.13K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-154- 14.42% |
$92.9K - $103K
|
914
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-154- 16.58% |
$92.9K - $103K
|
775
$497K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-158- 5.27% |
$95.3K - $106K
|
2.84K
$1.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-160- 0.5% |
$96.5K - $107K
|
31.8K
$20.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-161- 4.24% |
$97.1K - $108K
|
3.64K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-161- 1.5% |
$97.1K - $108K
|
10.6K
$6.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-162- 0.67% |
$97.7K - $109K
|
23.9K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-167- 19.17% |
$101K - $112K
|
704
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-169- 25.07% |
$102K - $113K
|
505
$324K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-170- 9.86% |
$103K - $114K
|
1.55K
$997K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-171- 16.68% |
$103K - $115K
|
854
$548K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-174- 8.99% |
$105K - $117K
|
1.76K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-177- 1.61% |
$107K - $119K
|
10.8K
$6.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-182- 9.41% |
$110K - $122K
|
1.75K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-183- 24.9% |
$110K - $123K
|
552
$354K
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-190- 11.88% |
$115K - $127K
|
1.41K
$905K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-192- 4.97% |
$116K - $129K
|
3.68K
$2.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-193- 2.1% |
$116K - $129K
|
8.99K
$5.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-193- 5.08% |
$116K - $129K
|
3.61K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-195- 8.46% |
$118K - $131K
|
2.11K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-201- 5.89% |
$121K - $135K
|
3.21K
$2.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-203- 28.55% |
$122K - $136K
|
508
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-203- 2.56% |
$122K - $136K
|
7.73K
$4.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-205- 1.88% |
$124K - $137K
|
10.7K
$6.88M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-207- 28.09% |
$125K - $139K
|
530
$340K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-208- 21.4% |
$125K - $139K
|
764
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-208- 5.46% |
$125K - $139K
|
3.6K
$2.31M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-212- 6.45% |
$128K - $142K
|
3.08K
$1.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-218- 82.89% |
$131K - $146K
|
45
$28.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-223- 16.39% |
$134K - $150K
|
1.14K
$730K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-228- 8.05% |
$137K - $153K
|
2.6K
$1.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-230- 0.44% |
$139K - $154K
|
52.5K
$33.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-231- 78.84% |
$139K - $155K
|
62
$39.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-236- 3.94% |
$142K - $158K
|
5.75K
$3.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-242- 3.28% |
$146K - $162K
|
7.14K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-248- 19.89% |
$150K - $166K
|
999
$641K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-248- 4.12% |
$150K - $166K
|
5.77K
$3.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-249- 42.56% |
$150K - $167K
|
336
$216K
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
SELL
|
- |
-253- 11.23% |
$153K - $170K
|
2K
$1.28M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-253- 0.47% |
$153K - $170K
|
53.8K
$34.5M
|