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 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
871New |
$525K - $584K
|
871
$554K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
858+ 19.05% |
$517K - $575K
|
5.36K
$3.41M
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
858+ 4.5% |
$517K - $575K
|
19.9K
$12.7M
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
850+ 3.31% |
$513K - $570K
|
26.6K
$16.9M
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
847+ 153.16% |
$511K - $568K
|
1.4K
$891K
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
823+ 89.36% |
$496K - $552K
|
1.74K
$1.11M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
821+ 3.0% |
$495K - $550K
|
28.2K
$17.9M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
810+ 27.05% |
$488K - $543K
|
3.81K
$2.42M
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
808+ 8.04% |
$487K - $542K
|
10.9K
$6.91M
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
800+ 0.1% |
$482K - $536K
|
830K
$528M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
799+ 20.75% |
$482K - $536K
|
4.65K
$2.96M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
796+ 142.14% |
$480K - $534K
|
1.36K
$863K
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
782New |
$472K - $524K
|
782
$497K
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
765New |
$461K - $513K
|
765
$487K
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
760+ 1.06% |
$458K - $510K
|
72.8K
$46.3M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
759+ 21.93% |
$458K - $509K
|
4.22K
$2.68M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
755+ 656.52% |
$455K - $506K
|
870
$553K
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
747+ 31.8% |
$450K - $501K
|
3.1K
$1.97M
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
746+ 6.09% |
$450K - $500K
|
13K
$8.26M
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
739+ 13.8% |
$446K - $495K
|
6.09K
$3.88M
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
736+ 7.43% |
$444K - $493K
|
10.6K
$6.77M
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
728+ 13.37% |
$439K - $488K
|
6.17K
$3.93M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
725+ 5.09% |
$437K - $486K
|
15K
$9.53M
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
722New |
$435K - $484K
|
722
$459K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
722+ 31.54% |
$435K - $484K
|
3.01K
$1.92M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
720New |
$434K - $483K
|
720
$458K
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
720+ 10.59% |
$434K - $483K
|
7.52K
$4.78M
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
706New |
$426K - $473K
|
706
$449K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
699+ 12.59% |
$421K - $469K
|
6.25K
$3.98M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
697+ 3.55% |
$420K - $467K
|
20.3K
$12.9M
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
684+ 67.92% |
$412K - $459K
|
1.69K
$1.08M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
678+ 21.63% |
$409K - $455K
|
3.81K
$2.43M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
660+ 1.52% |
$398K - $443K
|
44.2K
$28.1M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
659+ 2.28% |
$397K - $442K
|
29.6K
$18.8M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
656+ 16.9% |
$396K - $440K
|
4.54K
$2.89M
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
654New |
$394K - $439K
|
654
$416K
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
654New |
$394K - $439K
|
654
$416K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
648+ 3.34% |
$391K - $434K
|
20K
$12.7M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
645New |
$389K - $432K
|
645
$410K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
644New |
$388K - $432K
|
644
$410K
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
637New |
$384K - $427K
|
637
$405K
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
636+ 71.54% |
$383K - $426K
|
1.53K
$970K
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
629+ 169.54% |
$379K - $422K
|
1K
$636K
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
628+ 6.88% |
$379K - $421K
|
9.76K
$6.21M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
625+ 20.06% |
$377K - $419K
|
3.74K
$2.38M
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
624New |
$376K - $418K
|
624
$397K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
620New |
$374K - $416K
|
620
$394K
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
619New |
$373K - $415K
|
619
$394K
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
619New |
$373K - $415K
|
619
$394K
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
613+ 1.02% |
$370K - $411K
|
60.8K
$38.7M
|