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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
420New |
$253K - $282K
|
420
$269K
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
420+ 1.75% |
$253K - $282K
|
24.4K
$15.6M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
419+ 2.58% |
$253K - $281K
|
16.7K
$10.7M
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
419+ 3.86% |
$253K - $281K
|
11.3K
$7.22M
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
418+ 2.11% |
$252K - $280K
|
20.2K
$12.9M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
416New |
$251K - $279K
|
416
$266K
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
415+ 0.84% |
$250K - $278K
|
49.6K
$31.8M
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
413+ 6.11% |
$249K - $277K
|
7.17K
$4.59M
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
407+ 0.57% |
$245K - $273K
|
71.6K
$45.8M
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
405New |
$244K - $272K
|
405
$259K
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
401New |
$242K - $269K
|
401
$257K
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
400New |
$241K - $268K
|
400
$256K
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
399+ 18.95% |
$241K - $268K
|
2.51K
$1.6M
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
397+ 12.44% |
$239K - $266K
|
3.59K
$2.3M
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
393+ 46.4% |
$237K - $264K
|
1.24K
$794K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
391+ 103.71% |
$236K - $262K
|
768
$492K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
389New |
$235K - $261K
|
389
$249K
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
388+ 5.93% |
$234K - $260K
|
6.94K
$4.44M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
388+ 2.7% |
$234K - $260K
|
14.7K
$9.43M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
388+ 1.69% |
$234K - $260K
|
23.4K
$15M
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
385New |
$232K - $258K
|
385
$246K
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
381+ 2.94% |
$230K - $255K
|
13.4K
$8.55M
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
379New |
$229K - $254K
|
379
$243K
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
376+ 7.33% |
$227K - $252K
|
5.51K
$3.52M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
375+ 0.71% |
$226K - $251K
|
52.9K
$33.9M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
372+ 5.37% |
$224K - $249K
|
7.3K
$4.67M
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
368+ 3.39% |
$222K - $247K
|
11.2K
$7.19M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
366+ 32.19% |
$221K - $245K
|
1.5K
$962K
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
366New |
$221K - $245K
|
366
$234K
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
362+ 3.19% |
$218K - $243K
|
11.7K
$7.49M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
361+ 2.36% |
$218K - $242K
|
15.6K
$10M
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
360+ 70.31% |
$217K - $241K
|
872
$558K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
355+ 1.95% |
$214K - $238K
|
18.5K
$11.9M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
353+ 28.86% |
$213K - $237K
|
1.58K
$1.01M
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
353+ 58.74% |
$213K - $237K
|
954
$611K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
352+ 20.9% |
$212K - $236K
|
2.04K
$1.3M
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
351+ 33.21% |
$212K - $235K
|
1.41K
$901K
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
350+ 36.61% |
$211K - $235K
|
1.31K
$836K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
343+ 3.7% |
$207K - $230K
|
9.6K
$6.15M
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
342+ 93.44% |
$206K - $229K
|
708
$453K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
339New |
$204K - $227K
|
339
$217K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
335+ 107.03% |
$202K - $225K
|
648
$415K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
333+ 6.78% |
$201K - $223K
|
5.25K
$3.36M
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
333New |
$201K - $223K
|
333
$213K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
330New |
$199K - $221K
|
330
$211K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
330+ 0.61% |
$199K - $221K
|
54.6K
$35M
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
328+ 28.5% |
$198K - $220K
|
1.48K
$947K
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
328+ 2.87% |
$198K - $220K
|
11.7K
$7.52M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
327New |
$197K - $219K
|
327
$209K
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
325New |
$196K - $218K
|
325
$208K
|