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 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-43- 5.5% |
$15.3K - $18.6K
|
739
$445K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-48- 2.12% |
$17.1K - $20.7K
|
2.22K
$1.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-49- 0.53% |
$17.5K - $21.2K
|
9.22K
$5.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-49- 1.15% |
$17.5K - $21.2K
|
4.2K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
SELL
|
- |
-50- 1.08% |
$17.8K - $21.6K
|
4.58K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-51- 6.72% |
$18.2K - $22K
|
708
$426K
|
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-52- 1.2% |
$18.5K - $22.5K
|
4.29K
$2.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-53- 5.84% |
$18.9K - $22.9K
|
854
$514K
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-54- 3.87% |
$19.2K - $23.3K
|
1.34K
$808K
|
|
|
Jan 11, 2023
Q4 2022
|
Sara Bay Financial
|
SELL
|
- |
-54- 0.28% |
$19.2K - $23.3K
|
19.3K
$11.6M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-55- 0.93% |
$19.6K - $23.8K
|
5.84K
$3.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-55- 1.22% |
$19.6K - $23.8K
|
4.45K
$2.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-55- 9.39% |
$19.6K - $23.8K
|
531
$319K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-57- 0.97% |
$20.3K - $24.6K
|
5.8K
$3.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Ocean Capital Management, LLC
|
SELL
|
- |
-58- 0.76% |
$20.7K - $25.1K
|
7.54K
$4.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-58- 0.24% |
$20.7K - $25.1K
|
23.8K
$14.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-58- 5.67% |
$20.7K - $25.1K
|
965
$580K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-58- 4.25% |
$20.7K - $25.1K
|
1.31K
$786K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-60- 0.72% |
$21.4K - $25.9K
|
8.29K
$4.98M
|
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-60- 1.25% |
$21.4K - $25.9K
|
4.76K
$2.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-60- 8.7% |
$21.4K - $25.9K
|
630
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-60- 6.7% |
$21.4K - $25.9K
|
835
$502K
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
SELL
|
- |
-61- 3.41% |
$21.7K - $26.4K
|
1.73K
$1.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-62- 4.86% |
$22.1K - $26.8K
|
1.22K
$731K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-62- 8.47% |
$22.1K - $26.8K
|
670
$403K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-63- 3.16% |
$22.5K - $27.2K
|
1.93K
$1.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-63- 45.32% |
$22.5K - $27.2K
|
76
$45.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-64- 2.95% |
$22.8K - $27.7K
|
2.11K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-65- 12.75% |
$23.2K - $28.1K
|
445
$268K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-66- 10.82% |
$23.5K - $28.5K
|
544
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-66- 4.09% |
$23.5K - $28.5K
|
1.55K
$932K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-67- 0.42% |
$23.9K - $28.9K
|
15.8K
$9.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-70- 6.29% |
$25K - $30.2K
|
1.04K
$627K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-70- 5.75% |
$25K - $30.2K
|
1.15K
$691K
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-75- 7.58% |
$26.7K - $32.4K
|
915
$550K
|
|
|
Feb 15, 2023
Q4 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-76- 4.19% |
$27.1K - $32.8K
|
1.74K
$1.05M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-79- 0.82% |
$28.2K - $34.1K
|
9.56K
$5.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-80- 3.2% |
$28.5K - $34.6K
|
2.42K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-81- 6.83% |
$28.9K - $35K
|
1.11K
$665K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-84- 12.1% |
$29.9K - $36.3K
|
610
$367K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-87- 5.33% |
$31K - $37.6K
|
1.54K
$929K
|
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-88- 11.83% |
$31.4K - $38K
|
656
$395K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-91- 20.5% |
$32.4K - $39.3K
|
353
$212K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-92- 8.16% |
$32.8K - $39.8K
|
1.04K
$623K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-92- 1.05% |
$32.8K - $39.8K
|
8.7K
$5.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-92- 5.9% |
$32.8K - $39.8K
|
1.47K
$883K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-93- 11.1% |
$33.2K - $40.2K
|
745
$448K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-94- 13.22% |
$33.5K - $40.6K
|
617
$371K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-94- 8.33% |
$33.5K - $40.6K
|
1.03K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-94- 3.53% |
$33.5K - $40.6K
|
2.57K
$1.54M
|