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 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-576- 4.78% |
$347K - $386K
|
11.5K
$8.81M
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-591- 47.09% |
$356K - $396K
|
664
$509K
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-597- 1.33% |
$360K - $400K
|
44.4K
$34.1M
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.78% |
$362K - $402K
|
76.1K
$58.3M
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-607- 4.75% |
$366K - $407K
|
12.2K
$9.34M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-608- 14.25% |
$367K - $408K
|
3.66K
$2.81M
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-617- 4.14% |
$372K - $414K
|
14.3K
$10.9M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-622- 51.4% |
$375K - $417K
|
588
$451K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-623- 7.14% |
$376K - $418K
|
8.1K
$6.21M
|
|
Nov 12, 2024
Q3 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-632- 13.93% |
$381K - $424K
|
3.91K
$3M
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-632- 30.11% |
$381K - $424K
|
1.47K
$1.12M
|
|
Nov 13, 2024
Q3 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-636- 0.39% |
$383K - $426K
|
162K
$124M
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-638- 6.29% |
$385K - $428K
|
9.51K
$7.29M
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-639- 3.97% |
$385K - $428K
|
15.5K
$11.8M
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-643- 1.05% |
$388K - $431K
|
60.9K
$46.7M
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-651- 14.34% |
$393K - $436K
|
3.89K
$2.98M
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-652- 1.54% |
$393K - $437K
|
41.6K
$31.9M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-663- 7.39% |
$400K - $445K
|
8.31K
$6.38M
|
|
Nov 13, 2024
Q3 2024
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-665- 4.84% |
$401K - $446K
|
13.1K
$10M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-666- 23.02% |
$402K - $447K
|
2.23K
$1.71M
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-669- 44.39% |
$403K - $449K
|
838
$643K
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-674- 1.26% |
$406K - $452K
|
52.8K
$40.5M
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-690- 29.11% |
$416K - $463K
|
1.68K
$1.29M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-700- 11.67% |
$422K - $469K
|
5.3K
$4.06M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-706- 27.61% |
$426K - $473K
|
1.85K
$1.42M
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-708- 14.42% |
$427K - $475K
|
4.2K
$3.22M
|
|
Nov 12, 2024
Q3 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-708- 0.49% |
$427K - $475K
|
144K
$110M
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-712- 1.45% |
$429K - $477K
|
48.2K
$37M
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-713- 1.15% |
$430K - $478K
|
61K
$46.8M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-740- 1.67% |
$446K - $496K
|
43.5K
$33.4M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-740- 10.53% |
$446K - $496K
|
6.29K
$4.82M
|
|
Nov 14, 2024
Q3 2024
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-744- 5.26% |
$449K - $499K
|
13.4K
$10.3M
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-750- 4.66% |
$452K - $503K
|
15.4K
$11.8M
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-750- 6.4% |
$452K - $503K
|
11K
$8.41M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-753- 8.34% |
$454K - $505K
|
8.28K
$6.35M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-757- 8.95% |
$456K - $508K
|
7.7K
$5.91M
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-770- 3.64% |
$464K - $516K
|
20.4K
$15.6M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-776- 5.73% |
$468K - $520K
|
12.8K
$9.78M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-780- 64.95% |
$470K - $523K
|
421
$323K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-801- 48.72% |
$483K - $537K
|
843
$646K
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-851- 47.33% |
$513K - $571K
|
947
$726K
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-853- 16.92% |
$514K - $572K
|
4.19K
$3.21M
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-868- 1.36% |
$523K - $582K
|
63.2K
$48.4M
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-878- 1.4% |
$529K - $589K
|
61.7K
$47.3M
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-885- 8.52% |
$534K - $593K
|
9.5K
$7.28M
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-915- 2.96% |
$552K - $613K
|
30K
$23M
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-916- 3.76% |
$552K - $614K
|
23.4K
$18M
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-934- 62.23% |
$563K - $626K
|
567
$435K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-941- 11.86% |
$567K - $631K
|
6.99K
$5.36M
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-950- 10.0% |
$573K - $637K
|
8.55K
$6.56M
|