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
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1- 0.09% |
$356 - $432
|
1.15K
$665K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1- 0.14% |
$356 - $432
|
721
$417K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1- 0.16% |
$356 - $432
|
620
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-1- 0.05% |
$356 - $432
|
2.17K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-1- 0.18% |
$356 - $432
|
561
$325K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 1.57% |
$713 - $864
|
125
$72.4K
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2- -0.0% |
$713 - $864
|
989K
$573M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-3- 0.02% |
$1.07K - $1.3K
|
19.7K
$11.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3- 0.5% |
$1.07K - $1.3K
|
600
$347K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-3- 0.41% |
$1.07K - $1.3K
|
721
$417K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4- 1.84% |
$1.43K - $1.73K
|
213
$123K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-4- 0.5% |
$1.43K - $1.73K
|
791
$458K
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-4- 0.46% |
$1.43K - $1.73K
|
865
$501K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4- 0.25% |
$1.43K - $1.73K
|
1.62K
$935K
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.33% |
$1.43K - $1.73K
|
1.22K
$706K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5- 0.8% |
$1.78K - $2.16K
|
620
$359K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5- 0.51% |
$1.78K - $2.16K
|
974
$564K
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-5- 0.78% |
$1.78K - $2.16K
|
632
$366K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-6- 75.0% |
$2.14K - $2.59K
|
2
$1.16K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-6- 46.15% |
$2.14K - $2.59K
|
7
$4.05K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-6- 2.67% |
$2.14K - $2.59K
|
219
$127K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7- 1.13% |
$2.5K - $3.02K
|
611
$354K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-8- 0.3% |
$2.85K - $3.46K
|
2.68K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-8- 0.69% |
$2.85K - $3.46K
|
1.15K
$665K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8- 5.52% |
$2.85K - $3.46K
|
137
$79.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-9- 0.46% |
$3.21K - $3.89K
|
1.95K
$1.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-9- 3.03% |
$3.21K - $3.89K
|
288
$167K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-9- 30.0% |
$3.21K - $3.89K
|
21
$12.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9- 0.59% |
$3.21K - $3.89K
|
1.52K
$878K
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-9- 1.23% |
$3.21K - $3.89K
|
722
$418K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9- 0.87% |
$3.21K - $3.89K
|
1.02K
$592K
|
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-9- 0.56% |
$3.21K - $3.89K
|
1.58K
$917K
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
SELL
|
- |
-10- 1.0% |
$3.56K - $4.32K
|
993
$575K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-10- 0.33% |
$3.56K - $4.32K
|
2.99K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-10- 0.68% |
$3.56K - $4.32K
|
1.47K
$849K
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-10- 0.75% |
$3.56K - $4.32K
|
1.32K
$765K
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-11- 0.8% |
$3.92K - $4.75K
|
1.36K
$785K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-12- 0.22% |
$4.28K - $5.18K
|
5.53K
$3.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-12- 26.09% |
$4.28K - $5.18K
|
34
$19.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-12- 0.3% |
$4.28K - $5.18K
|
3.94K
$2.28M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-13- 4.83% |
$4.63K - $5.62K
|
256
$148K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-14- 66.67% |
$4.99K - $6.05K
|
7
$4.05K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-14- 0.84% |
$4.99K - $6.05K
|
1.65K
$956K
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-15- 2.4% |
$5.35K - $6.48K
|
611
$354K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-15- 0.57% |
$5.35K - $6.48K
|
2.63K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-15- 2.62% |
$5.35K - $6.48K
|
558
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-15- 8.82% |
$5.35K - $6.48K
|
155
$89.7K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-16- 0.99% |
$5.7K - $6.91K
|
1.6K
$926K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-16- 0.39% |
$5.7K - $6.91K
|
4.13K
$2.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-16- 0.78% |
$5.7K - $6.91K
|
2.04K
$1.18M
|