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
|
Winton Group LTD
London, X0 |
BUY
|
- |
603New |
$364K - $404K
|
603
$386K
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
600New |
$362K - $402K
|
600
$384K
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
600New |
$362K - $402K
|
600
$384K
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
599New |
$361K - $402K
|
599
$383K
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
597+ 87.79% |
$360K - $400K
|
1.28K
$817K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
594+ 11.55% |
$358K - $398K
|
5.74K
$3.67M
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
594+ 8.03% |
$358K - $398K
|
7.99K
$5.12M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
590New |
$356K - $396K
|
590
$378K
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
587+ 18.9% |
$354K - $394K
|
3.69K
$2.36M
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
579+ 18.86% |
$349K - $388K
|
3.65K
$2.34M
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
576+ 101.05% |
$347K - $386K
|
1.15K
$734K
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
565+ 0.41% |
$341K - $379K
|
139K
$89.1M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
564+ 2.54% |
$340K - $378K
|
22.8K
$14.6M
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
562+ 6.83% |
$339K - $377K
|
8.79K
$5.63M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
561+ 19.42% |
$338K - $376K
|
3.45K
$2.21M
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
560+ 154.7% |
$338K - $375K
|
922
$590K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
557+ 26.55% |
$336K - $373K
|
2.66K
$1.7M
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
556+ 6.05% |
$335K - $373K
|
9.75K
$6.24M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
549New |
$331K - $368K
|
549
$351K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
549+ 120.13% |
$331K - $368K
|
1.01K
$644K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
539+ 1.55% |
$325K - $361K
|
35.3K
$22.6M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
522+ 1.38% |
$315K - $350K
|
38.3K
$24.5M
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
BUY
|
- |
508+ 0.71% |
$306K - $341K
|
71.6K
$45.8M
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
504New |
$304K - $338K
|
504
$323K
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
497New |
$300K - $333K
|
497
$318K
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
491+ 70.55% |
$296K - $329K
|
1.19K
$760K
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
487New |
$294K - $327K
|
487
$312K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
486+ 33.36% |
$293K - $326K
|
1.94K
$1.24M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
481+ 16.7% |
$290K - $323K
|
3.36K
$2.15M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
480+ 1.76% |
$289K - $322K
|
27.8K
$17.8M
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
476+ 1.2% |
$287K - $319K
|
40.3K
$25.8M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
476+ 21.5% |
$287K - $319K
|
2.69K
$1.72M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
476New |
$287K - $319K
|
476
$305K
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
474New |
$286K - $318K
|
474
$303K
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
464+ 0.54% |
$280K - $311K
|
86.1K
$55.1M
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
463+ 18.78% |
$279K - $310K
|
2.93K
$1.87M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
459+ 55.3% |
$277K - $308K
|
1.29K
$825K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
459New |
$277K - $308K
|
459
$294K
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
455New |
$274K - $305K
|
455
$291K
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
450+ 32.59% |
$271K - $302K
|
1.83K
$1.17M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
449+ 7.05% |
$271K - $301K
|
6.82K
$4.37M
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
447New |
$270K - $300K
|
447
$286K
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
446+ 98.24% |
$269K - $299K
|
900
$576K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
444+ 9.03% |
$268K - $298K
|
5.36K
$3.43M
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
444+ 3171.43% |
$268K - $298K
|
458
$293K
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
443New |
$267K - $297K
|
443
$284K
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
442+ 1.26% |
$267K - $296K
|
35.6K
$22.8M
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
439+ 88.33% |
$265K - $294K
|
936
$599K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
436+ 55.12% |
$263K - $292K
|
1.23K
$785K
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
428+ 9.88% |
$258K - $287K
|
4.76K
$3.05M
|