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
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6- 0.97% |
$3.15K - $4.17K
|
612
$359K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-7Closed |
$3.68K - $4.86K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-7- 0.16% |
$3.68K - $4.86K
|
4.45K
$2.61M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8- 1.14% |
$4.2K - $5.56K
|
692
$406K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-8- 0.61% |
$4.2K - $5.56K
|
1.31K
$772K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8- 0.71% |
$4.2K - $5.56K
|
1.11K
$653K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8- 0.53% |
$4.2K - $5.56K
|
1.5K
$882K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-9- 3.06% |
$4.73K - $6.25K
|
285
$167K
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
SELL
|
- |
-9- 1.28% |
$4.73K - $6.25K
|
694
$408K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9- 0.87% |
$4.73K - $6.25K
|
1.02K
$601K
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-10- 0.92% |
$5.25K - $6.95K
|
1.08K
$634K
|
|
|
Jan 25, 2022
Q4 2021
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-10- 0.92% |
$5.25K - $6.95K
|
1.08K
$631K
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10- 0.35% |
$5.25K - $6.95K
|
2.81K
$1.65M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-10- 2.53% |
$5.25K - $6.95K
|
385
$226K
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-10- 22.73% |
$5.25K - $6.95K
|
34
$20K
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
SELL
|
- |
-10- 0.46% |
$5.25K - $6.95K
|
2.15K
$1.26M
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-10- 0.86% |
$5.25K - $6.95K
|
1.16K
$680K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10Closed |
$5.25K - $6.95K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-11- 2.25% |
$5.78K - $7.64K
|
477
$280K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-12- 0.94% |
$6.3K - $8.34K
|
1.27K
$744K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13- 1.03% |
$6.83K - $9.03K
|
1.25K
$735K
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-13- 7.93% |
$6.83K - $9.03K
|
151
$88.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-14Closed |
$7.35K - $9.73K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-14- 7.14% |
$7.35K - $9.73K
|
182
$107K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-14Closed |
$7.35K - $9.73K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-15- 0.41% |
$7.88K - $10.4K
|
3.61K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-15- 0.82% |
$7.88K - $10.4K
|
1.82K
$1.07M
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-15Closed |
$7.88K - $10.4K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-15- 50.0% |
$7.88K - $10.4K
|
15
$8.81K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-15- 19.48% |
$7.88K - $10.4K
|
62
$36.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16- 2.58% |
$8.41K - $11.1K
|
603
$354K
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-17- 1.61% |
$8.93K - $11.8K
|
1.04K
$611K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-17- 2.05% |
$8.93K - $11.8K
|
814
$478K
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-18- 2.5% |
$9.46K - $12.5K
|
702
$412K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-19- 4.67% |
$9.98K - $13.2K
|
388
$228K
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-19- 5.72% |
$9.98K - $13.2K
|
313
$184K
|
|
|
Feb 15, 2022
Q4 2021
|
University Of Texas
|
SELL
|
- |
-19Closed |
$9.98K - $13.2K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-20Closed |
$10.5K - $13.9K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
SELL
|
- |
-20- 0.38% |
$10.5K - $13.9K
|
5.24K
$3.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-20- 3.92% |
$10.5K - $13.9K
|
490
$288K
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-20- 4.76% |
$10.5K - $13.9K
|
400
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-20- 0.92% |
$10.5K - $13.9K
|
2.15K
$1.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-21- 3.65% |
$11K - $14.6K
|
554
$325K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-21- 0.49% |
$11K - $14.6K
|
4.23K
$2.48M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 10.0% |
$11K - $14.6K
|
189
$111K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-22- 3.22% |
$11.6K - $15.3K
|
661
$388K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-23- 2.75% |
$12.1K - $16K
|
813
$478K
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
SELL
|
- |
-23- 11.5% |
$12.1K - $16K
|
177
$104K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-24- 4.17% |
$12.6K - $16.7K
|
551
$324K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-25- 1.38% |
$13.1K - $17.4K
|
1.79K
$1.05M
|