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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
389+ 5.34% |
$204K - $270K
|
7.67K
$4.88M
|
|
|
Jan 28, 2022
Q4 2021
|
Suncoast Equity Management
|
BUY
|
- |
387+ 0.62% |
$203K - $269K
|
62.7K
$39.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
387New |
$203K - $269K
|
387
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
386New |
$203K - $268K
|
386
$246K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
386+ 756.86% |
$203K - $268K
|
437
$278K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
384New |
$202K - $267K
|
384
$244K
|
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
381New |
$200K - $265K
|
381
$242K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
380New |
$200K - $264K
|
380
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
379+ 32.09% |
$199K - $263K
|
1.56K
$992K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
378New |
$199K - $263K
|
378
$240K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
376New |
$198K - $261K
|
376
$239K
|
|
|
Feb 14, 2022
Q4 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
376New |
$198K - $261K
|
376
$239K
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
374New |
$196K - $260K
|
374
$238K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
370New |
$194K - $257K
|
370
$235K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
369New |
$194K - $256K
|
369
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
364New |
$191K - $253K
|
364
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
364New |
$191K - $253K
|
364
$232K
|
|
|
Jan 14, 2022
Q4 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
363New |
$191K - $252K
|
363
$231K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
362New |
$190K - $251K
|
362
$230K
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
360+ 2400.0% |
$189K - $250K
|
375
$239K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
360New |
$189K - $250K
|
360
$229K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
360New |
$189K - $250K
|
360
$229K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
359New |
$189K - $249K
|
359
$228K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
356New |
$187K - $247K
|
356
$226K
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
355New |
$186K - $247K
|
355
$226K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
354+ 75.64% |
$186K - $246K
|
822
$523K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
353+ 2715.38% |
$185K - $245K
|
366
$233K
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
353New |
$185K - $245K
|
353
$225K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
352+ 19.73% |
$185K - $245K
|
2.14K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
351New |
$184K - $244K
|
351
$223K
|
|
|
Feb 11, 2022
Q4 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
350+ 7.18% |
$184K - $243K
|
5.23K
$3.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
350New |
$184K - $243K
|
350
$223K
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
349New |
$183K - $242K
|
349
$222K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
347+ 6.54% |
$182K - $241K
|
5.65K
$3.59M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
347+ 12.67% |
$182K - $241K
|
3.09K
$1.96M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
346New |
$182K - $240K
|
346
$220K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
345New |
$181K - $240K
|
345
$219K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
344+ 55.39% |
$181K - $239K
|
965
$614K
|
|
|
Jan 31, 2022
Q4 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
344+ 0.21% |
$181K - $239K
|
161K
$102M
|
|
|
Jan 10, 2022
Q4 2021
|
Xr Securities LLC
|
BUY
|
- |
343New |
$180K - $238K
|
343
$218K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
343+ 31.21% |
$180K - $238K
|
1.44K
$917K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
342New |
$180K - $238K
|
342
$218K
|
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
342New |
$180K - $238K
|
342
$218K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
340New |
$179K - $236K
|
340
$216K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
338New |
$178K - $235K
|
338
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
337New |
$177K - $234K
|
337
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
336New |
$177K - $233K
|
336
$214K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
336New |
$177K - $233K
|
336
$214K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
335+ 1.15% |
$176K - $233K
|
29.4K
$18.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
332New |
$174K - $231K
|
332
$211K
|