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
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.52K+ 2.35% |
$919K - $1.02M
|
66.4K
$42.5M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.48K+ 2.19% |
$895K - $995K
|
69.4K
$44.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.48K+ 3.58% |
$890K - $990K
|
42.7K
$27.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.47KNew |
$887K - $986K
|
1.47K
$942K
|
|
|
Nov 14, 2024
Q3 2024
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
1.43K+ 14.47% |
$862K - $958K
|
11.3K
$7.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
1.41K+ 6.55% |
$853K - $948K
|
23K
$14.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
1.4K+ 20.9% |
$844K - $939K
|
8.1K
$5.18M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.37K+ 73.34% |
$824K - $917K
|
3.23K
$2.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 40.8% |
$809K - $900K
|
4.63K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.32K+ 68.33% |
$795K - $884K
|
3.25K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.31K+ 13.88% |
$792K - $880K
|
10.8K
$6.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.31K+ 130.29% |
$791K - $880K
|
2.32K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.31K+ 3.56% |
$791K - $880K
|
38.1K
$24.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.27K+ 5777.27% |
$766K - $852K
|
1.29K
$828K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
1.24KNew |
$746K - $829K
|
1.24K
$792K
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.21K+ 105.49% |
$730K - $811K
|
2.36K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
1.19KNew |
$719K - $799K
|
1.19K
$763K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.19K+ 25.13% |
$718K - $799K
|
5.93K
$3.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.19K+ 21.88% |
$716K - $797K
|
6.62K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.18K+ 4.18% |
$708K - $788K
|
29.3K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$701K - $779K
|
1.16K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.15K+ 242.53% |
$695K - $772K
|
1.63K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.14KNew |
$689K - $766K
|
1.14K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 48.55% |
$688K - $765K
|
3.49K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.13K+ 33.07% |
$682K - $758K
|
4.55K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.13K+ 16.21% |
$680K - $756K
|
8.09K
$5.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 9.03% |
$676K - $752K
|
13.5K
$8.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
1.11K+ 21.68% |
$672K - $747K
|
6.25K
$4M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.11K+ 74.78% |
$671K - $746K
|
2.6K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.11K+ 203.68% |
$668K - $743K
|
1.65K
$1.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1K+ 16.91% |
$661K - $736K
|
7.58K
$4.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.08K+ 2.75% |
$649K - $722K
|
40.3K
$25.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.04KNew |
$624K - $694K
|
1.04K
$663K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.03K+ 0.73% |
$621K - $691K
|
143K
$91.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.03K+ 2.55% |
$621K - $691K
|
41.5K
$26.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.02K+ 7.01% |
$614K - $683K
|
15.5K
$9.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.02K+ 0.31% |
$613K - $682K
|
325K
$208M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.01KNew |
$610K - $679K
|
1.01K
$648K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1K+ 11.72% |
$605K - $673K
|
9.56K
$6.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1KNew |
$603K - $670K
|
1K
$640K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
977+ 1.98% |
$589K - $655K
|
50.4K
$32.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
968+ 33.73% |
$584K - $649K
|
3.84K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
967+ 2.0% |
$583K - $648K
|
49.2K
$31.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
960+ 6.79% |
$579K - $644K
|
15.1K
$9.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
950New |
$573K - $637K
|
950
$608K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
920+ 3.8% |
$555K - $617K
|
25.1K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
902+ 4.71% |
$544K - $605K
|
20.1K
$12.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
877New |
$529K - $588K
|
877
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
871New |
$525K - $584K
|
871
$558K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
858+ 19.05% |
$517K - $575K
|
5.36K
$3.43M
|