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
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
64+ 10.37% |
$33.6K - $44.5K
|
681
$400K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
63+ 12.8% |
$33.1K - $43.8K
|
555
$326K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
62+ 3.45% |
$32.6K - $43.1K
|
1.86K
$1.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
62+ 14.8% |
$32.6K - $43.1K
|
481
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
60+ 0.89% |
$31.5K - $41.7K
|
6.81K
$4M
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
58+ 13.52% |
$30.5K - $40.3K
|
487
$286K
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
58+ 0.19% |
$30.5K - $40.3K
|
30.7K
$18M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
58New |
$30.5K - $40.3K
|
58
$34.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
57+ 0.56% |
$29.9K - $39.6K
|
10.2K
$5.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
57+ 1.11% |
$29.9K - $39.6K
|
5.21K
$3.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
56+ 7.19% |
$29.4K - $38.9K
|
835
$490K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
56+ 41.18% |
$29.4K - $38.9K
|
192
$113K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
56+ 3.43% |
$29.4K - $38.9K
|
1.69K
$993K
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
55+ 0.29% |
$28.9K - $38.2K
|
19K
$11.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
55+ 12.67% |
$28.9K - $38.2K
|
489
$287K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55+ 3.91% |
$28.9K - $38.2K
|
1.46K
$858K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
55+ 6.69% |
$28.9K - $38.2K
|
877
$515K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
54+ 12.98% |
$28.4K - $37.5K
|
470
$276K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
53+ 0.31% |
$27.8K - $36.8K
|
16.9K
$9.93M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
52+ 4.11% |
$27.3K - $36.1K
|
1.32K
$774K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
50+ 5.17% |
$26.3K - $34.7K
|
1.02K
$597K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
50+ 10.68% |
$26.3K - $34.7K
|
518
$304K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
49+ 0.35% |
$25.7K - $34K
|
14.1K
$8.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
49+ 1.38% |
$25.7K - $34K
|
3.61K
$2.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
49+ 3.88% |
$25.7K - $34K
|
1.31K
$770K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
47+ 9.57% |
$24.7K - $32.6K
|
538
$316K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
47+ 0.79% |
$24.7K - $32.6K
|
6.01K
$3.53M
|
|
|
Jan 20, 2022
Q4 2021
|
Baillie Gifford & CO
|
BUY
|
- |
47New |
$24.7K - $32.6K
|
47
$27.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
47+ 2.67% |
$24.7K - $32.6K
|
1.81K
$1.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
45+ 3.59% |
$23.6K - $31.3K
|
1.3K
$763K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
45+ 19.57% |
$23.6K - $31.3K
|
275
$162K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
42+ 5.61% |
$22.1K - $29.2K
|
791
$465K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
41+ 7.93% |
$21.5K - $28.5K
|
558
$328K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
41+ 4.24% |
$21.5K - $28.5K
|
1.01K
$592K
|
|
|
Feb 14, 2022
Q4 2021
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
40+ 0.06% |
$21K - $27.8K
|
63.1K
$37M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40+ 10.0% |
$21K - $27.8K
|
440
$258K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
39+ 3900.0% |
$20.5K - $27.1K
|
40
$23.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
39New |
$20.5K - $27.1K
|
39
$22.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
39+ 3.91% |
$20.5K - $27.1K
|
1.04K
$609K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
38+ 102.7% |
$20K - $26.4K
|
75
$44.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
37+ 2.4% |
$19.4K - $25.7K
|
1.58K
$929K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
37New |
$19.4K - $25.7K
|
37
$21.7K
|
|
|
Feb 12, 2025
Q4 2021
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
36New |
$18.9K - $25K
|
36
$21.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
35+ 1.16% |
$18.4K - $24.3K
|
3.06K
$1.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
35+ 2.08% |
$18.4K - $24.3K
|
1.72K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
35+ 0.02% |
$18.4K - $24.3K
|
183K
$108M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
35New |
$18.4K - $24.3K
|
35
$20.6K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
35+ 2.88% |
$18.4K - $24.3K
|
1.25K
$735K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
34+ 0.99% |
$17.9K - $23.6K
|
3.46K
$2.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
34New |
$17.9K - $23.6K
|
34
$20K
|