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 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6+ 0.24% |
$2.14K - $2.59K
|
2.51K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 1.8% |
$2.14K - $2.59K
|
339
$196K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5+ 0.83% |
$1.78K - $2.16K
|
605
$350K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
5+ 0.36% |
$1.78K - $2.16K
|
1.38K
$801K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 33.33% |
$1.78K - $2.16K
|
20
$11.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
5+ 0.34% |
$1.78K - $2.16K
|
1.49K
$865K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$1.78K - $2.16K
|
2.93K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.21% |
$1.78K - $2.16K
|
2.37K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.87% |
$1.78K - $2.16K
|
582
$337K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5+ 4.63% |
$1.78K - $2.16K
|
113
$65.4K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 22.22% |
$1.43K - $1.73K
|
22
$12.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4+ 2.9% |
$1.43K - $1.73K
|
142
$82.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4+ 0.69% |
$1.43K - $1.73K
|
581
$336K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4+ 0.38% |
$1.43K - $1.73K
|
1.06K
$612K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4+ 0.16% |
$1.43K - $1.73K
|
2.56K
$1.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
4New |
$1.43K - $1.73K
|
4
$2.32K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4New |
$1.43K - $1.73K
|
4
$2.32K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4+ 0.75% |
$1.43K - $1.73K
|
537
$311K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 100.0% |
$1.07K - $1.3K
|
6
$3.47K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 30.0% |
$1.07K - $1.3K
|
13
$7.53K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3New |
$1.07K - $1.3K
|
3
$1.74K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3+ 0.09% |
$1.07K - $1.3K
|
3.25K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.2% |
$1.07K - $1.3K
|
1.52K
$878K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.37% |
$1.07K - $1.3K
|
812
$470K
|
|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2+ 0.17% |
$713 - $864
|
1.2K
$692K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.74% |
$713 - $864
|
274
$159K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
2+ 25.0% |
$713 - $864
|
10
$5.79K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2+ 0.23% |
$713 - $864
|
863
$500K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.22% |
$713 - $864
|
911
$527K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$713 - $864
|
1.55K
$898K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$713 - $864
|
2
$1.16K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
1+ 0.11% |
$356 - $432
|
943
$546K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$356 - $432
|
579
$335K
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
1+ 0.17% |
$356 - $432
|
576
$333K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$356 - $432
|
610
$353K
|
|
|
Jan 23, 2023
Q4 2022
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1+ 0.12% |
$356 - $432
|
805
$466K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.51% |
$356 - $432
|
198
$115K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.12% |
$356 - $432
|
860
$498K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 12.5% |
$356 - $432
|
9
$5.21K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1+ 0.09% |
$356 - $432
|
1.09K
$629K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.13% |
$356 - $432
|
743
$430K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.53% |
$356 - $432
|
188
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
1+ 0.05% |
$356 - $432
|
2.16K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
1+ 0.11% |
$356 - $432
|
873
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 7.69% |
$356 - $432
|
14
$8.1K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.19% |
$356 - $432
|
536
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1- 0.03% |
$356 - $432
|
3.44K
$1.99M
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-1- 0.01% |
$356 - $432
|
17.1K
$9.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1- 0.06% |
$356 - $432
|
1.81K
$1.05M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 0.22% |
$356 - $432
|
449
$260K
|