Purchases and Sales Made in Q4 2021 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
500New |
$263K - $347K
|
500
$320K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
490New |
$257K - $340K
|
490
$314K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
487New |
$256K - $338K
|
487
$312K
|
|
|
Feb 04, 2022
Q4 2021
|
Mackay Shields LLC
|
BUY
|
- |
478+ 1.15% |
$251K - $332K
|
42.2K
$27M
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
476+ 32.49% |
$250K - $331K
|
1.94K
$1.24M
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
473New |
$248K - $329K
|
473
$303K
|
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
469New |
$246K - $326K
|
469
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
466+ 5.64% |
$245K - $324K
|
8.73K
$5.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Waverton Investment Management LTD
|
BUY
|
- |
465+ 0.2% |
$244K - $323K
|
232K
$149M
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
462New |
$243K - $321K
|
462
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
461New |
$242K - $320K
|
461
$295K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
455+ 38.27% |
$239K - $316K
|
1.64K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
452New |
$237K - $314K
|
452
$289K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
450+ 51.49% |
$236K - $313K
|
1.32K
$848K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
450New |
$236K - $313K
|
450
$288K
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
449New |
$236K - $312K
|
449
$287K
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
445New |
$234K - $309K
|
445
$285K
|
|
|
Jan 31, 2022
Q4 2021
|
Trevian Wealth Management LLC
|
BUY
|
- |
438New |
$230K - $304K
|
438
$280K
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
435New |
$229K - $302K
|
435
$278K
|
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
435+ 1.98% |
$229K - $302K
|
22.4K
$14.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
434New |
$228K - $301K
|
434
$278K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
424+ 6.17% |
$223K - $295K
|
7.3K
$4.67M
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
BUY
|
- |
423New |
$222K - $294K
|
423
$271K
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
422+ 2.24% |
$222K - $293K
|
19.2K
$12.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
420New |
$221K - $292K
|
420
$269K
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
420+ 15.36% |
$221K - $292K
|
3.15K
$2.02M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
417+ 5.49% |
$219K - $290K
|
8.01K
$5.13M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
415+ 55.33% |
$218K - $288K
|
1.17K
$746K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
415+ 4.37% |
$218K - $288K
|
9.91K
$6.34M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
415+ 55.33% |
$218K - $288K
|
1.17K
$746K
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
414New |
$217K - $288K
|
414
$265K
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
411New |
$216K - $286K
|
411
$263K
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
408+ 22.13% |
$214K - $283K
|
2.25K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
408New |
$214K - $283K
|
408
$261K
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
403New |
$212K - $280K
|
403
$258K
|
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
399+ 1.9% |
$210K - $277K
|
21.4K
$13.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
399New |
$210K - $277K
|
399
$255K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
398+ 2.77% |
$209K - $276K
|
14.8K
$9.46M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
397New |
$209K - $276K
|
397
$254K
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
397New |
$209K - $276K
|
397
$254K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
396+ 29.49% |
$208K - $275K
|
1.74K
$1.11M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
396+ 128.16% |
$208K - $275K
|
705
$451K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
395+ 4.46% |
$208K - $274K
|
9.26K
$5.92M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
394+ 11.1% |
$207K - $274K
|
3.95K
$2.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
394New |
$207K - $274K
|
394
$252K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
393New |
$206K - $273K
|
393
$252K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
393New |
$206K - $273K
|
393
$252K
|
|
|
Jan 14, 2022
Q4 2021
|
Addenda Capital Inc.
|
BUY
|
- |
392+ 2.24% |
$206K - $272K
|
17.9K
$11.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Ns Partners LTD
|
BUY
|
- |
392+ 0.39% |
$206K - $272K
|
101K
$65M
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
389+ 5.34% |
$204K - $270K
|
7.67K
$4.91M
|