Purchases and Sales Made in Q4 2022 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q4 2022. 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 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
378+ 2.79% |
$135K - $163K
|
13.9K
$8.36M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
376+ 5.14% |
$134K - $162K
|
7.7K
$4.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
375+ 36.23% |
$134K - $162K
|
1.41K
$848K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
362New |
$129K - $156K
|
362
$218K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
359+ 10.6% |
$128K - $155K
|
3.75K
$2.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Carderock Capital Management Inc
|
BUY
|
- |
359+ 5.6% |
$128K - $155K
|
6.77K
$4.07M
|
|
|
Jan 18, 2023
Q4 2022
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
354+ 8.1% |
$126K - $153K
|
4.72K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
347+ 8.78% |
$124K - $150K
|
4.3K
$2.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
345+ 4.64% |
$123K - $149K
|
7.79K
$4.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
344+ 18.7% |
$123K - $149K
|
2.18K
$1.31M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
336+ 8.89% |
$120K - $145K
|
4.12K
$2.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
336+ 2800.0% |
$120K - $145K
|
348
$209K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
336+ 1.88% |
$120K - $145K
|
18.2K
$11M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
335+ 3045.45% |
$119K - $145K
|
346
$208K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
328New |
$117K - $142K
|
328
$197K
|
|
|
Feb 03, 2023
Q4 2022
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
325+ 7.23% |
$116K - $140K
|
4.82K
$2.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
323+ 8.26% |
$115K - $140K
|
4.23K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
308+ 8.81% |
$110K - $133K
|
3.8K
$2.29M
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
305+ 2.7% |
$109K - $132K
|
11.6K
$6.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
302+ 227.07% |
$108K - $130K
|
435
$262K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
300New |
$107K - $130K
|
300
$180K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
300New |
$107K - $130K
|
300
$180K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
296+ 4.01% |
$106K - $128K
|
7.68K
$4.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
292+ 32.55% |
$104K - $126K
|
1.19K
$715K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
290+ 3.57% |
$103K - $125K
|
8.42K
$5.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
285+ 1900.0% |
$102K - $123K
|
300
$180K
|
|
|
Jan 09, 2023
Q4 2022
|
Value Partners Investments Inc.
|
BUY
|
- |
279+ 13.74% |
$99.5K - $121K
|
2.31K
$1.39M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
266New |
$94.8K - $115K
|
266
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
264+ 41.64% |
$94.1K - $114K
|
898
$540K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
262+ 5.28% |
$93.4K - $113K
|
5.22K
$3.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
261+ 1.82% |
$93K - $113K
|
14.6K
$8.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
260+ 35.09% |
$92.7K - $112K
|
1K
$602K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
258+ 19.31% |
$92K - $111K
|
1.59K
$959K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
253+ 49.9% |
$90.2K - $109K
|
760
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
250+ 18.52% |
$89.1K - $108K
|
1.6K
$962K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
241+ 1.46% |
$85.9K - $104K
|
16.7K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
238+ 7.75% |
$84.8K - $103K
|
3.31K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
228New |
$81.3K - $98.5K
|
228
$137K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
225+ 7.17% |
$80.2K - $97.2K
|
3.37K
$2.02M
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
215+ 32.87% |
$76.6K - $92.9K
|
869
$523K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
212+ 5.96% |
$75.6K - $91.6K
|
3.77K
$2.27M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
211+ 33.12% |
$75.2K - $91.2K
|
848
$510K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
211+ 7.15% |
$75.2K - $91.2K
|
3.16K
$1.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
209+ 3.24% |
$74.5K - $90.3K
|
6.65K
$4M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
207+ 0.63% |
$73.8K - $89.4K
|
33K
$19.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
207+ 5.62% |
$73.8K - $89.4K
|
3.89K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
203New |
$72.4K - $87.7K
|
203
$122K
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
202+ 34.35% |
$72K - $87.3K
|
790
$475K
|
|
|
Feb 09, 2023
Q4 2022
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
200New |
$71.3K - $86.4K
|
200
$120K
|
|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
199+ 2.37% |
$70.9K - $86K
|
8.61K
$5.18M
|