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 12, 2024
Q3 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-460- 10.22% |
$277K - $308K
|
4.04K
$2.59M
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-461- 3.34% |
$278K - $309K
|
13.3K
$8.56M
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-481- 7.67% |
$290K - $323K
|
5.79K
$3.72M
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-493- 3.52% |
$297K - $331K
|
13.5K
$8.67M
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-500- 13.37% |
$301K - $335K
|
3.24K
$2.08M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-505- 20.71% |
$304K - $339K
|
1.93K
$1.24M
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-505- 4.19% |
$304K - $339K
|
11.5K
$7.4M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-511- 35.39% |
$308K - $343K
|
933
$599K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-519- 5.2% |
$313K - $348K
|
9.47K
$6.08M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-521- 2.9% |
$314K - $349K
|
17.4K
$11.2M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-523- 14.61% |
$315K - $351K
|
3.06K
$1.96M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-534- 19.11% |
$322K - $358K
|
2.26K
$1.45M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-535- 53.23% |
$323K - $359K
|
470
$302K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-543- 2.07% |
$327K - $364K
|
25.6K
$16.5M
|
|
Nov 12, 2024
Q3 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-546- 3.29% |
$329K - $366K
|
16.1K
$10.3M
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-547- 2.82% |
$330K - $367K
|
18.9K
$12.1M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-562- 3.06% |
$339K - $377K
|
17.8K
$11.4M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-564- 57.03% |
$340K - $378K
|
425
$273K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-572- 6.61% |
$345K - $384K
|
8.08K
$5.19M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-576- 4.78% |
$347K - $386K
|
11.5K
$7.37M
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-591- 47.09% |
$356K - $396K
|
664
$426K
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-597- 1.33% |
$360K - $400K
|
44.4K
$28.5M
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.78% |
$362K - $402K
|
76.1K
$48.8M
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-607- 4.75% |
$366K - $407K
|
12.2K
$7.81M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-608- 14.25% |
$367K - $408K
|
3.66K
$2.35M
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-617- 4.14% |
$372K - $414K
|
14.3K
$9.16M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-622- 51.4% |
$375K - $417K
|
588
$377K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-623- 7.14% |
$376K - $418K
|
8.1K
$5.2M
|
|
Nov 12, 2024
Q3 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-632- 13.93% |
$381K - $424K
|
3.91K
$2.51M
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-632- 30.11% |
$381K - $424K
|
1.47K
$941K
|
|
Nov 13, 2024
Q3 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-636- 0.39% |
$383K - $426K
|
162K
$104M
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-638- 6.29% |
$385K - $428K
|
9.51K
$6.1M
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-639- 3.97% |
$385K - $428K
|
15.5K
$9.91M
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-643- 1.05% |
$388K - $431K
|
60.9K
$39.1M
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-651- 14.34% |
$393K - $436K
|
3.89K
$2.5M
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-652- 1.54% |
$393K - $437K
|
41.6K
$26.7M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-663- 7.39% |
$400K - $445K
|
8.31K
$5.34M
|
|
Nov 13, 2024
Q3 2024
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-665- 4.84% |
$401K - $446K
|
13.1K
$8.4M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-666- 23.02% |
$402K - $447K
|
2.23K
$1.43M
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-669- 44.39% |
$403K - $449K
|
838
$538K
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-674- 1.26% |
$406K - $452K
|
52.8K
$33.9M
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-690- 29.11% |
$416K - $463K
|
1.68K
$1.08M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-700- 11.67% |
$422K - $469K
|
5.3K
$3.4M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-706- 27.61% |
$426K - $473K
|
1.85K
$1.19M
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-708- 14.42% |
$427K - $475K
|
4.2K
$2.7M
|
|
Nov 12, 2024
Q3 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-708- 0.49% |
$427K - $475K
|
144K
$92.3M
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-712- 1.45% |
$429K - $477K
|
48.2K
$30.9M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-740- 1.67% |
$446K - $496K
|
43.5K
$27.9M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-740- 10.53% |
$446K - $496K
|
6.29K
$4.04M
|
|
Nov 14, 2024
Q3 2024
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-744- 5.26% |
$449K - $499K
|
13.4K
$8.6M
|