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 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
13New |
$6.83K - $9.03K
|
13
$8.32K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.59% |
$6.83K - $9.03K
|
2.23K
$1.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
13New |
$6.83K - $9.03K
|
13
$8.32K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
13+ 15.12% |
$6.83K - $9.03K
|
99
$63.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
13+ 1.04% |
$6.83K - $9.03K
|
1.27K
$812K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
12+ 1.54% |
$6.3K - $8.34K
|
791
$506K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
12New |
$6.3K - $8.34K
|
12
$7.68K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
12+ 1.45% |
$6.3K - $8.34K
|
839
$537K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
11+ 0.88% |
$5.78K - $7.64K
|
1.27K
$810K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
11New |
$5.78K - $7.64K
|
11
$7.04K
|
|
|
Feb 14, 2022
Q4 2021
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
11+ 0.08% |
$5.78K - $7.64K
|
13.1K
$8.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
10+ 10.31% |
$5.25K - $6.95K
|
107
$68.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10+ 6.54% |
$5.25K - $6.95K
|
163
$104K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
10New |
$5.25K - $6.95K
|
10
$6.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10+ 20.0% |
$5.25K - $6.95K
|
60
$38.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
10+ 0.19% |
$5.25K - $6.95K
|
5.37K
$3.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10+ 1.62% |
$5.25K - $6.95K
|
627
$401K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10New |
$5.25K - $6.95K
|
10
$6.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 14.29% |
$4.73K - $6.25K
|
72
$46.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
9+ 0.6% |
$4.73K - $6.25K
|
1.52K
$973K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 800.0% |
$4.2K - $5.56K
|
9
$5.76K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8+ 1.72% |
$4.2K - $5.56K
|
473
$303K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8New |
$4.2K - $5.56K
|
8
$5.12K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
8+ 160.0% |
$4.2K - $5.56K
|
13
$8.32K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.24% |
$4.2K - $5.56K
|
3.33K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
7New |
$3.68K - $4.86K
|
7
$4.48K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
7New |
$3.68K - $4.86K
|
7
$4.48K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
7+ 1.36% |
$3.68K - $4.86K
|
523
$335K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7+ 0.55% |
$3.68K - $4.86K
|
1.29K
$825K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 4.07% |
$3.68K - $4.86K
|
179
$115K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
6+ 0.53% |
$3.15K - $4.17K
|
1.14K
$729K
|
|
|
Jan 13, 2022
Q4 2021
|
Abner Herrman & Brock LLC
|
BUY
|
- |
6+ 0.25% |
$3.15K - $4.17K
|
2.42K
$1.55M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6+ 0.57% |
$3.15K - $4.17K
|
1.06K
$680K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
6+ 0.4% |
$3.15K - $4.17K
|
1.51K
$969K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.43% |
$3.15K - $4.17K
|
1.39K
$887K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6New |
$3.15K - $4.17K
|
6
$3.84K
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.12% |
$2.63K - $3.47K
|
4.32K
$2.76M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
5New |
$2.63K - $3.47K
|
5
$3.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Pettee Investors, Inc.
|
BUY
|
- |
5+ 0.28% |
$2.63K - $3.47K
|
1.81K
$1.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
5+ 1.02% |
$2.63K - $3.47K
|
494
$316K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
5New |
$2.63K - $3.47K
|
5
$3.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.33% |
$2.63K - $3.47K
|
1.53K
$977K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4+ 0.04% |
$2.1K - $2.78K
|
9.37K
$5.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.23% |
$2.1K - $2.78K
|
1.75K
$1.12M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.16% |
$2.1K - $2.78K
|
2.49K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4+ 0.4% |
$2.1K - $2.78K
|
995
$637K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4New |
$2.1K - $2.78K
|
4
$2.56K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
4+ 0.31% |
$2.1K - $2.78K
|
1.3K
$829K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4+ 66.67% |
$2.1K - $2.78K
|
10
$6.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.19% |
$2.1K - $2.78K
|
2.06K
$1.32M
|