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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
97+ 0.44% |
$34.6K - $41.9K
|
22.2K
$13.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
97+ 14.24% |
$34.6K - $41.9K
|
778
$468K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
94+ 12.48% |
$33.5K - $40.6K
|
847
$509K
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
91+ 5.79% |
$32.4K - $39.3K
|
1.66K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
91+ 6.33% |
$32.4K - $39.3K
|
1.53K
$919K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
89New |
$31.7K - $38.5K
|
89
$53.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
88+ 2200.0% |
$31.4K - $38K
|
92
$55.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
87+ 12.52% |
$31K - $37.6K
|
782
$470K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
87+ 14.5% |
$31K - $37.6K
|
687
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
87New |
$31K - $37.6K
|
87
$52.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
85+ 6.77% |
$30.3K - $36.7K
|
1.34K
$807K
|
|
|
Feb 01, 2023
Q4 2022
|
William Allan, LLC
|
BUY
|
- |
84+ 9.69% |
$29.9K - $36.3K
|
951
$572K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
84+ 2.97% |
$29.9K - $36.3K
|
2.91K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
81+ 4.17% |
$28.9K - $35K
|
2.02K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79+ 5.82% |
$28.2K - $34.1K
|
1.44K
$864K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
79+ 19.27% |
$28.2K - $34.1K
|
489
$294K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
78+ 3.87% |
$27.8K - $33.7K
|
2.09K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
75+ 13.61% |
$26.7K - $32.4K
|
626
$377K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
75+ 93.75% |
$26.7K - $32.4K
|
155
$93.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
74+ 8.55% |
$26.4K - $32K
|
939
$565K
|
|
|
Feb 13, 2023
Q4 2022
|
Martin Capital Advisors, LLP
|
BUY
|
- |
74+ 1.36% |
$26.4K - $32K
|
5.5K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
74+ 0.2% |
$26.4K - $32K
|
36.8K
$22.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
70+ 5.2% |
$25K - $30.2K
|
1.42K
$851K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
69+ 9.01% |
$24.6K - $29.8K
|
835
$502K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 26.8% |
$23.9K - $28.9K
|
317
$191K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
65+ 4.02% |
$23.2K - $28.1K
|
1.68K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
64+ 1.55% |
$22.8K - $27.7K
|
4.19K
$2.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
64+ 2.91% |
$22.8K - $27.7K
|
2.26K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
64+ 1.08% |
$22.8K - $27.7K
|
5.97K
$3.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
63+ 2.91% |
$22.5K - $27.2K
|
2.23K
$1.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
61New |
$21.7K - $26.4K
|
61
$36.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
61+ 0.35% |
$21.7K - $26.4K
|
17.6K
$10.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
60New |
$21.4K - $25.9K
|
60
$36.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
57+ 8.19% |
$20.3K - $24.6K
|
753
$453K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
56+ 8.93% |
$20K - $24.2K
|
683
$411K
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
56+ 3.93% |
$20K - $24.2K
|
1.48K
$891K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
55+ 275.0% |
$19.6K - $23.8K
|
75
$45.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
55+ 1.77% |
$19.6K - $23.8K
|
3.16K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
55New |
$19.6K - $23.8K
|
55
$33.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
55+ 0.59% |
$19.6K - $23.8K
|
9.34K
$5.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
54+ 2.54% |
$19.2K - $23.3K
|
2.18K
$1.31M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.99% |
$18.9K - $22.9K
|
5.38K
$3.24M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
53+ 8.97% |
$18.9K - $22.9K
|
644
$387K
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
52+ 0.14% |
$18.5K - $22.5K
|
38.1K
$22.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
52+ 1.1% |
$18.5K - $22.5K
|
4.79K
$2.88M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
51+ 2.56% |
$18.2K - $22K
|
2.04K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
51+ 12.17% |
$18.2K - $22K
|
470
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
50New |
$17.8K - $21.6K
|
50
$30.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
49New |
$17.5K - $21.2K
|
49
$29.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
48+ 4.41% |
$17.1K - $20.7K
|
1.14K
$683K
|