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 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
961New |
$505K - $668K
|
961
$611K
|
|
|
Feb 14, 2022
Q4 2021
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
955New |
$502K - $663K
|
955
$608K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
942New |
$495K - $654K
|
942
$599K
|
|
|
Jan 25, 2022
Q4 2021
|
Oak Thistle LLC
|
BUY
|
- |
930New |
$489K - $646K
|
930
$592K
|
|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
922+ 4.74% |
$484K - $640K
|
20.4K
$13M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
908+ 62.45% |
$477K - $631K
|
2.36K
$1.5M
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
905New |
$475K - $629K
|
905
$576K
|
|
|
Feb 10, 2022
Q4 2021
|
Tredje Ap Fonden
|
BUY
|
- |
901+ 2.15% |
$473K - $626K
|
42.9K
$27.3M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
898New |
$472K - $624K
|
898
$571K
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
894New |
$470K - $621K
|
894
$569K
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
887New |
$466K - $616K
|
887
$564K
|
|
|
Feb 11, 2022
Q4 2021
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
863+ 198.85% |
$453K - $599K
|
1.3K
$825K
|
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
854+ 5.97% |
$449K - $593K
|
15.2K
$9.65M
|
|
|
Feb 03, 2022
Q4 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
854New |
$449K - $593K
|
854
$543K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
844New |
$443K - $586K
|
844
$537K
|
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
844+ 2.5% |
$443K - $586K
|
34.6K
$22M
|
|
|
Feb 15, 2022
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
844+ 1.37% |
$443K - $586K
|
62.6K
$39.8M
|
|
|
Mar 22, 2023
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
844+ 1.37% |
$443K - $586K
|
62.6K
$39.8M
|
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
844+ 1.37% |
$443K - $586K
|
62.6K
$39.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
834New |
$438K - $579K
|
834
$531K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
833+ 9.4% |
$438K - $579K
|
9.7K
$6.17M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
831New |
$437K - $577K
|
831
$529K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
829New |
$436K - $576K
|
829
$527K
|
|
|
Feb 14, 2022
Q4 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
816New |
$429K - $567K
|
816
$519K
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
808New |
$424K - $561K
|
808
$514K
|
|
|
Feb 03, 2022
Q4 2021
|
Gouws Capital LLC
|
BUY
|
- |
800New |
$420K - $556K
|
800
$509K
|
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
800+ 6.46% |
$420K - $556K
|
13.2K
$8.39M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
792+ 8.31% |
$416K - $550K
|
10.3K
$6.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Bamco Inc
New York, NY |
BUY
|
- |
785+ 9.83% |
$412K - $545K
|
8.77K
$5.58M
|
|
|
Jan 28, 2022
Q4 2021
|
Everence Capital Management Inc
|
BUY
|
- |
780+ 9.75% |
$410K - $542K
|
8.78K
$5.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
778+ 11.46% |
$409K - $540K
|
7.57K
$4.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Finance, LLC
|
BUY
|
- |
777New |
$408K - $540K
|
777
$494K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
777New |
$408K - $540K
|
777
$494K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
776New |
$408K - $539K
|
776
$494K
|
|
|
Feb 14, 2022
Q4 2021
|
Wildcat Capital Management, LLC
|
BUY
|
- |
769New |
$404K - $534K
|
769
$489K
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
761New |
$400K - $529K
|
761
$484K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
752New |
$395K - $522K
|
752
$478K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
742+ 3.05% |
$390K - $515K
|
25K
$15.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
740+ 11.14% |
$389K - $514K
|
7.38K
$4.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ossiam
Paris, I0 |
BUY
|
- |
739+ 46.3% |
$388K - $513K
|
2.34K
$1.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
738New |
$388K - $513K
|
738
$469K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
738New |
$388K - $513K
|
738
$469K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
736New |
$387K - $511K
|
736
$468K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
734+ 502.74% |
$386K - $510K
|
880
$560K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
728+ 67.35% |
$382K - $506K
|
1.81K
$1.15M
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
725+ 14.63% |
$381K - $504K
|
5.68K
$3.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
717+ 3.03% |
$377K - $498K
|
24.4K
$15.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
712+ 46.72% |
$374K - $495K
|
2.24K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
704+ 1.38% |
$370K - $489K
|
51.7K
$32.9M
|
|
|
Feb 14, 2022
Q4 2021
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
700+ 5.26% |
$368K - $486K
|
14K
$8.91M
|