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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16- 1.47% |
$5.7K - $6.91K
|
1.07K
$620K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-17- 3.17% |
$6.06K - $7.35K
|
520
$301K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-17- 8.81% |
$6.06K - $7.35K
|
176
$102K
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-17- 0.39% |
$6.06K - $7.35K
|
4.34K
$2.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-17- 2.24% |
$6.06K - $7.35K
|
741
$429K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17- 1.08% |
$6.06K - $7.35K
|
1.56K
$903K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-18- 58.06% |
$6.42K - $7.78K
|
13
$7.53K
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-19- 1.58% |
$6.77K - $8.21K
|
1.18K
$684K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 2.4% |
$7.13K - $8.64K
|
815
$472K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-20- 66.67% |
$7.13K - $8.64K
|
10
$5.79K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-20- 2.89% |
$7.13K - $8.64K
|
672
$389K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-21- 7.55% |
$7.49K - $9.07K
|
257
$149K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-21- 2.6% |
$7.49K - $9.07K
|
788
$456K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-22- 3.05% |
$7.84K - $9.51K
|
700
$405K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-23- 0.13% |
$8.2K - $9.94K
|
17.9K
$10.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-23- 2.09% |
$8.2K - $9.94K
|
1.08K
$625K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-23- 24.73% |
$8.2K - $9.94K
|
70
$40.5K
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-25- 4.17% |
$8.91K - $10.8K
|
575
$333K
|
|
|
Jan 12, 2023
Q4 2022
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-25- 0.08% |
$8.91K - $10.8K
|
31.2K
$18M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-25- 1.74% |
$8.91K - $10.8K
|
1.41K
$818K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-25- 0.79% |
$8.91K - $10.8K
|
3.14K
$1.82M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-25- 45.45% |
$8.91K - $10.8K
|
30
$17.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-26- 68.42% |
$9.27K - $11.2K
|
12
$6.95K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-26- 4.71% |
$9.27K - $11.2K
|
526
$304K
|
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
SELL
|
- |
-26- 0.45% |
$9.27K - $11.2K
|
5.78K
$3.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-27- 3.82% |
$9.62K - $11.7K
|
679
$393K
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-27- 4.07% |
$9.62K - $11.7K
|
637
$369K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-27- 2.85% |
$9.62K - $11.7K
|
919
$532K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-28- 0.92% |
$9.98K - $12.1K
|
3.03K
$1.75M
|
|
|
Feb 03, 2023
Q4 2022
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-29- 3.81% |
$10.3K - $12.5K
|
733
$424K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-30- 1.69% |
$10.7K - $13K
|
1.75K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-30- 16.22% |
$10.7K - $13K
|
155
$89.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
SELL
|
- |
-31- 3.92% |
$11.1K - $13.4K
|
760
$440K
|
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-32- 0.35% |
$11.4K - $13.8K
|
9.14K
$5.29M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-33- 2.69% |
$11.8K - $14.3K
|
1.2K
$692K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-33- 17.46% |
$11.8K - $14.3K
|
156
$90.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-33- 0.22% |
$11.8K - $14.3K
|
15.1K
$8.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-34- 2.31% |
$12.1K - $14.7K
|
1.44K
$832K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-35- 3.44% |
$12.5K - $15.1K
|
981
$568K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-36- 0.32% |
$12.8K - $15.6K
|
11.1K
$6.42M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-37- 2.74% |
$13.2K - $16K
|
1.31K
$759K
|
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-38- 6.38% |
$13.5K - $16.4K
|
558
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-38- 6.91% |
$13.5K - $16.4K
|
512
$296K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-39- 66.1% |
$13.9K - $16.9K
|
20
$11.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-40- 2.9% |
$14.3K - $17.3K
|
1.34K
$776K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-40- 52.63% |
$14.3K - $17.3K
|
36
$20.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-40- 0.46% |
$14.3K - $17.3K
|
8.67K
$5.02M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-40- 4.86% |
$14.3K - $17.3K
|
783
$453K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-42- 7.17% |
$15K - $18.1K
|
544
$315K
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-42- 0.28% |
$15K - $18.1K
|
15.2K
$8.77M
|