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 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
30+ 1.45% |
$15.8K - $20.8K
|
2.11K
$1.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
30+ 1.73% |
$15.8K - $20.8K
|
1.77K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
30+ 13.45% |
$15.8K - $20.8K
|
253
$162K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
30New |
$15.8K - $20.8K
|
30
$19.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
30+ 3.73% |
$15.8K - $20.8K
|
834
$534K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
30+ 1.58% |
$15.8K - $20.8K
|
1.93K
$1.24M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
29New |
$15.2K - $20.1K
|
29
$18.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
28+ 2.27% |
$14.7K - $19.5K
|
1.26K
$806K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
27+ 17.76% |
$14.2K - $18.8K
|
179
$115K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
27+ 3.51% |
$14.2K - $18.8K
|
797
$510K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
27+ 3.0% |
$14.2K - $18.8K
|
926
$593K
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
26+ 0.15% |
$13.7K - $18.1K
|
17.9K
$11.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
25+ 0.92% |
$13.1K - $17.4K
|
2.73K
$1.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
25+ 1.34% |
$13.1K - $17.4K
|
1.9K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25+ 4.27% |
$13.1K - $17.4K
|
611
$391K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
25+ 1.67% |
$13.1K - $17.4K
|
1.52K
$972K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
24+ 0.99% |
$12.6K - $16.7K
|
2.45K
$1.57M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23New |
$12.1K - $16K
|
23
$14.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
23New |
$12.1K - $16K
|
23
$14.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
22+ 2.29% |
$11.6K - $15.3K
|
982
$629K
|
|
|
Jan 24, 2022
Q4 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
20+ 2.41% |
$10.5K - $13.9K
|
850
$544K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
20New |
$10.5K - $13.9K
|
20
$12.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
20+ 2.13% |
$10.5K - $13.9K
|
959
$614K
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
19+ 2.9% |
$9.98K - $13.2K
|
675
$432K
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
19+ 0.74% |
$9.98K - $13.2K
|
2.6K
$1.66M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
19New |
$9.98K - $13.2K
|
19
$12.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
18+ 5.23% |
$9.46K - $12.5K
|
362
$232K
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
18+ 2.93% |
$9.46K - $12.5K
|
633
$405K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
17+ 4.24% |
$8.93K - $11.8K
|
418
$268K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
17+ 188.89% |
$8.93K - $11.8K
|
26
$16.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
17+ 4.49% |
$8.93K - $11.8K
|
396
$253K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
17+ 2.39% |
$8.93K - $11.8K
|
728
$466K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
17New |
$8.93K - $11.8K
|
17
$10.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
17+ 11.26% |
$8.93K - $11.8K
|
168
$108K
|
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
15New |
$7.88K - $10.4K
|
15
$9.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
15+ 100.0% |
$7.88K - $10.4K
|
30
$19.2K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
15New |
$7.88K - $10.4K
|
15
$9.6K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
15+ 3.94% |
$7.88K - $10.4K
|
396
$253K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
15New |
$7.88K - $10.4K
|
15
$9.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
15+ 1.92% |
$7.88K - $10.4K
|
796
$510K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15+ 5.93% |
$7.88K - $10.4K
|
268
$172K
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
15+ 2.22% |
$7.88K - $10.4K
|
692
$443K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
15+ 3.85% |
$7.88K - $10.4K
|
405
$259K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
14+ 0.26% |
$7.35K - $9.73K
|
5.46K
$3.49M
|
|
|
Jan 20, 2022
Q4 2021
|
Scharf Investments, LLC
|
BUY
|
- |
14+ 0.49% |
$7.35K - $9.73K
|
2.86K
$1.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
14+ 155.56% |
$7.35K - $9.73K
|
23
$14.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
14+ 2.3% |
$7.35K - $9.73K
|
622
$398K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
14New |
$7.35K - $9.73K
|
14
$8.96K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 7.53% |
$7.35K - $9.73K
|
200
$128K
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
13New |
$6.83K - $9.03K
|
13
$8.32K
|