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 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
20+ 1.75% |
$7.13K - $8.64K
|
1.16K
$674K
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
20+ 1.67% |
$7.13K - $8.64K
|
1.22K
$704K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20+ 0.97% |
$7.13K - $8.64K
|
2.09K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
20+ 3.91% |
$7.13K - $8.64K
|
531
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20+ 2.01% |
$7.13K - $8.64K
|
1.02K
$588K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
20New |
$7.13K - $8.64K
|
20
$11.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
19+ 0.26% |
$6.77K - $8.21K
|
7.32K
$4.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
19+ 1.63% |
$6.77K - $8.21K
|
1.19K
$688K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
19+ 8.33% |
$6.77K - $8.21K
|
247
$143K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
18+ 0.93% |
$6.42K - $7.78K
|
1.96K
$1.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
18+ 0.53% |
$6.42K - $7.78K
|
3.42K
$1.98M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18+ 3.32% |
$6.42K - $7.78K
|
560
$324K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
17+ 2.3% |
$6.06K - $7.35K
|
756
$438K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 0.01% |
$6.06K - $7.35K
|
130K
$75.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
16New |
$5.7K - $6.91K
|
16
$9.26K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15+ 3.16% |
$5.35K - $6.48K
|
490
$284K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
BUY
|
- |
15+ 1.89% |
$5.35K - $6.48K
|
810
$469K
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
15+ 71.43% |
$5.35K - $6.48K
|
36
$20.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
14New |
$4.99K - $6.05K
|
14
$8.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
14+ 1.83% |
$4.99K - $6.05K
|
780
$452K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
14+ 6.22% |
$4.99K - $6.05K
|
239
$138K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
13+ 1.71% |
$4.63K - $5.62K
|
775
$449K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.53% |
$4.28K - $5.18K
|
795
$460K
|
|
|
Feb 02, 2023
Q4 2022
|
Xxec, Inc.
|
BUY
|
- |
12+ 0.06% |
$4.28K - $5.18K
|
19.9K
$11.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
11New |
$3.92K - $4.75K
|
11
$6.37K
|
|
|
Jan 20, 2023
Q4 2022
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
11+ 5.76% |
$3.92K - $4.75K
|
202
$117K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
11New |
$3.92K - $4.75K
|
11
$6.37K
|
|
|
Feb 14, 2023
Q4 2022
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
11New |
$3.92K - $4.75K
|
11
$6.37K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
10New |
$3.56K - $4.32K
|
10
$5.79K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 0.81% |
$3.56K - $4.32K
|
1.24K
$718K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
10+ 1.22% |
$3.56K - $4.32K
|
830
$480K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 52.63% |
$3.56K - $4.32K
|
29
$16.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
10+ 0.01% |
$3.56K - $4.32K
|
72.8K
$42.1M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10+ 1.57% |
$3.56K - $4.32K
|
647
$375K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
9New |
$3.21K - $3.89K
|
9
$5.21K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
9+ 112.5% |
$3.21K - $3.89K
|
17
$9.84K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
9+ 0.37% |
$3.21K - $3.89K
|
2.42K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
9+ 4.05% |
$3.21K - $3.89K
|
231
$134K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
9+ 0.26% |
$3.21K - $3.89K
|
3.41K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 1.37% |
$3.21K - $3.89K
|
667
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.17% |
$3.21K - $3.89K
|
5.32K
$3.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 100.0% |
$2.85K - $3.46K
|
16
$9.26K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
8+ 0.36% |
$2.85K - $3.46K
|
2.26K
$1.31M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
7+ 1.27% |
$2.5K - $3.02K
|
557
$322K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
7+ 1.02% |
$2.5K - $3.02K
|
693
$401K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7+ 1.15% |
$2.5K - $3.02K
|
618
$358K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6+ 15.38% |
$2.14K - $2.59K
|
45
$26K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.95% |
$2.14K - $2.59K
|
638
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
6+ 0.79% |
$2.14K - $2.59K
|
764
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6+ 11.11% |
$2.14K - $2.59K
|
60
$34.7K
|