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 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
102New |
$53.6K - $70.9K
|
102
$64.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
101+ 2.65% |
$53.1K - $70.2K
|
3.92K
$2.49M
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
101+ 23.38% |
$53.1K - $70.2K
|
533
$339K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
100+ 1.67% |
$52.5K - $69.5K
|
6.1K
$3.88M
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
100+ 3.47% |
$52.5K - $69.5K
|
2.98K
$1.9M
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
99+ 4.31% |
$52K - $68.8K
|
2.4K
$1.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
99+ 0.27% |
$52K - $68.8K
|
36.6K
$23.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
95+ 6.35% |
$49.9K - $66K
|
1.59K
$1.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
95+ 7.01% |
$49.9K - $66K
|
1.45K
$922K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
94+ 12.32% |
$49.4K - $65.3K
|
857
$545K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
93+ 0.92% |
$48.9K - $64.6K
|
10.2K
$6.52M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
93+ 16.55% |
$48.9K - $64.6K
|
655
$417K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
93+ 21.93% |
$48.9K - $64.6K
|
517
$329K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
92+ 12.23% |
$48.3K - $63.9K
|
844
$537K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
92+ 4.81% |
$48.3K - $63.9K
|
2.01K
$1.28M
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
91+ 8.24% |
$47.8K - $63.2K
|
1.2K
$760K
|
|
|
Feb 07, 2022
Q4 2021
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
91+ 0.36% |
$47.8K - $63.2K
|
25.6K
$16.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
90+ 7.05% |
$47.3K - $62.5K
|
1.37K
$870K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
88+ 2.32% |
$46.2K - $61.1K
|
3.88K
$2.47M
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
87+ 2.64% |
$45.7K - $60.4K
|
3.39K
$2.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
85+ 4.46% |
$44.7K - $59K
|
1.99K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
85+ 26.73% |
$44.7K - $59K
|
403
$256K
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
85+ 16.8% |
$44.7K - $59K
|
591
$376K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
85+ 0.03% |
$44.7K - $59K
|
259K
$165M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
84New |
$44.1K - $58.4K
|
84
$53.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
84+ 79.25% |
$44.1K - $58.4K
|
190
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
84+ 4.94% |
$44.1K - $58.4K
|
1.79K
$1.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
84+ 5.96% |
$44.1K - $58.4K
|
1.49K
$950K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
81+ 12.24% |
$42.6K - $56.3K
|
743
$473K
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
81+ 17.23% |
$42.6K - $56.3K
|
551
$351K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
80New |
$42K - $55.6K
|
80
$50.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
79+ 13.26% |
$41.5K - $54.9K
|
675
$429K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
77+ 1.56% |
$40.5K - $53.5K
|
5.01K
$3.19M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
77+ 11.06% |
$40.5K - $53.5K
|
773
$492K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
77+ 13.95% |
$40.5K - $53.5K
|
629
$400K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
75+ 2.34% |
$39.4K - $52.1K
|
3.29K
$2.09M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
75New |
$39.4K - $52.1K
|
75
$47.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
75+ 14.29% |
$39.4K - $52.1K
|
600
$382K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
70+ 1.88% |
$36.8K - $48.6K
|
3.79K
$2.41M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
70+ 5.31% |
$36.8K - $48.6K
|
1.39K
$884K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
69+ 3.78% |
$36.2K - $47.9K
|
1.9K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
67+ 121.82% |
$35.2K - $46.5K
|
122
$77.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
66+ 0.77% |
$34.7K - $45.8K
|
8.64K
$5.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
66+ 5.74% |
$34.7K - $45.8K
|
1.22K
$773K
|
|
|
Feb 11, 2022
Q4 2021
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
66+ 14.32% |
$34.7K - $45.8K
|
527
$335K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
65+ 15.4% |
$34.1K - $45.2K
|
487
$310K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
65+ 4.08% |
$34.1K - $45.2K
|
1.66K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
64+ 10.37% |
$33.6K - $44.5K
|
681
$433K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
63+ 12.8% |
$33.1K - $43.8K
|
555
$353K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
62+ 3.45% |
$32.6K - $43.1K
|
1.86K
$1.18M
|