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 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-62- 1.25% |
$32.6K - $43.1K
|
4.88K
$3.1M
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
SELL
|
- |
-62- 1.28% |
$32.6K - $43.1K
|
4.78K
$3.04M
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-62- 16.02% |
$32.6K - $43.1K
|
325
$207K
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-63- 1.15% |
$33.1K - $43.8K
|
5.42K
$3.45M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-64- 12.43% |
$33.6K - $44.5K
|
451
$287K
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-66- 2.1% |
$34.7K - $45.8K
|
3.07K
$1.95M
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-67- 11.43% |
$35.2K - $46.5K
|
519
$330K
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-68- 10.48% |
$35.7K - $47.2K
|
581
$370K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-68- 1.83% |
$35.7K - $47.2K
|
3.65K
$2.32M
|
|
Feb 10, 2022
Q4 2021
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-70- 2.11% |
$36.8K - $48.6K
|
3.24K
$2.06M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-70Closed |
$36.8K - $48.6K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-70- 4.67% |
$36.8K - $48.6K
|
1.43K
$910K
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-71- 10.29% |
$37.3K - $49.3K
|
619
$394K
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-73- 1.36% |
$38.4K - $50.7K
|
5.29K
$3.37M
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-73- 2.11% |
$38.4K - $50.7K
|
3.39K
$2.16M
|
|
Jan 21, 2022
Q4 2021
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-75- 4.72% |
$39.4K - $52.1K
|
1.52K
$964K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-75- 82.42% |
$39.4K - $52.1K
|
16
$10.2K
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-75- 2.15% |
$39.4K - $52.1K
|
3.42K
$2.17M
|
|
Feb 14, 2022
Q4 2021
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-76- 3.96% |
$39.9K - $52.8K
|
1.84K
$1.17M
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-76- 11.01% |
$39.9K - $52.8K
|
614
$391K
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-76- 1.6% |
$39.9K - $52.8K
|
4.68K
$2.98M
|
|
Feb 14, 2022
Q4 2021
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-76- 0.01% |
$39.9K - $52.8K
|
577K
$367M
|
|
Feb 02, 2022
Q4 2021
|
Xxec, Inc.
|
SELL
|
- |
-77- 0.48% |
$40.5K - $53.5K
|
16.1K
$10.2M
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-78Closed |
$41K - $54.2K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-78- 1.57% |
$41K - $54.2K
|
4.88K
$3.1M
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-79- 17.03% |
$41.5K - $54.9K
|
385
$245K
|
|
Jan 25, 2022
Q4 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-80- 15.47% |
$42K - $55.6K
|
437
$278K
|
|
Feb 11, 2022
Q4 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-80- 2.9% |
$42K - $55.6K
|
2.68K
$1.7M
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-80- 5.85% |
$42K - $55.6K
|
1.29K
$819K
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-80- 51.61% |
$42K - $55.6K
|
75
$47.7K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-82- 2.26% |
$43.1K - $57K
|
3.55K
$2.26M
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-83- 0.3% |
$43.6K - $57.7K
|
28K
$17.8M
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-83- 2.22% |
$43.6K - $57.7K
|
3.65K
$2.32M
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-85- 2.1% |
$44.7K - $59K
|
3.96K
$2.52M
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-87- 2.83% |
$45.7K - $60.4K
|
2.99K
$1.9M
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-87- 6.45% |
$45.7K - $60.4K
|
1.26K
$802K
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-87- 71.31% |
$45.7K - $60.4K
|
35
$22.3K
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-89- 14.38% |
$46.8K - $61.8K
|
530
$337K
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-90- 50.28% |
$47.3K - $62.5K
|
89
$56.6K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-90- 1.84% |
$47.3K - $62.5K
|
4.81K
$3.06M
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-93- 18.79% |
$48.9K - $64.6K
|
402
$256K
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-93- 9.32% |
$48.9K - $64.6K
|
905
$576K
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-93- 1.05% |
$48.9K - $64.6K
|
8.75K
$5.57M
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-93- 9.32% |
$48.9K - $64.6K
|
905
$576K
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-94- 3.53% |
$49.4K - $65.3K
|
2.57K
$1.64M
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-94- 11.52% |
$49.4K - $65.3K
|
722
$459K
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-94- 4.16% |
$49.4K - $65.3K
|
2.17K
$1.38M
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-95- 25.89% |
$49.9K - $66K
|
272
$173K
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-97- 17.05% |
$51K - $67.4K
|
472
$300K
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-97- 14.65% |
$51K - $67.4K
|
565
$359K
|