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 24, 2023
Q4 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-152- 1.15% |
$54.2K - $65.7K
|
13.1K
$7.88M
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-162- 0.9% |
$57.7K - $70K
|
17.8K
$10.7M
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-163- 1.89% |
$58.1K - $70.4K
|
8.45K
$5.09M
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-167- 0.89% |
$59.5K - $72.2K
|
18.5K
$11.1M
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-167- 3.34% |
$59.5K - $72.2K
|
4.83K
$2.91M
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-168- 10.43% |
$59.9K - $72.6K
|
1.44K
$867K
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-169- 12.67% |
$60.2K - $73K
|
1.17K
$701K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-175- 15.6% |
$62.4K - $75.6K
|
947
$570K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-176- 7.28% |
$62.7K - $76K
|
2.24K
$1.35M
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-177- 16.19% |
$63.1K - $76.5K
|
916
$551K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-180- 1.69% |
$64.2K - $77.8K
|
10.5K
$6.32M
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-183- 1.37% |
$65.2K - $79.1K
|
13.2K
$7.94M
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-184- 3.24% |
$65.6K - $79.5K
|
5.49K
$3.3M
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-186- 10.92% |
$66.3K - $80.4K
|
1.52K
$912K
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-187- 6.94% |
$66.7K - $80.8K
|
2.51K
$1.51M
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-187- 5.06% |
$66.7K - $80.8K
|
3.51K
$2.11M
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-192- 1.86% |
$68.4K - $83K
|
10.2K
$6.11M
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-192- 6.36% |
$68.4K - $83K
|
2.83K
$1.7M
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-194- 1.92% |
$69.2K - $83.8K
|
9.89K
$5.95M
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-198- 3.97% |
$70.6K - $85.6K
|
4.79K
$2.88M
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-200- 4.42% |
$71.3K - $86.4K
|
4.33K
$2.6M
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
SELL
|
- |
-200- 0.3% |
$71.3K - $86.4K
|
67.4K
$40.5M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-201- 33.39% |
$71.7K - $86.8K
|
401
$241K
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-203- 14.65% |
$72.4K - $87.7K
|
1.18K
$712K
|
|
Jan 27, 2023
Q4 2022
|
Nat West Group PLC
|
SELL
|
- |
-210- 3.42% |
$74.9K - $90.7K
|
5.93K
$3.57M
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-212- 28.92% |
$75.6K - $91.6K
|
521
$313K
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-213- 2.38% |
$75.9K - $92K
|
8.75K
$5.26M
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-213- 1.48% |
$75.9K - $92K
|
14.2K
$8.54M
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-218- 1.52% |
$77.7K - $94.2K
|
14.2K
$8.51M
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-219- 20.98% |
$78.1K - $94.6K
|
825
$496K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-221- 4.97% |
$78.8K - $95.5K
|
4.23K
$2.54M
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-223- 36.2% |
$79.5K - $96.4K
|
393
$236K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-234- 5.91% |
$83.4K - $101K
|
3.73K
$2.24M
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-238- 15.62% |
$84.8K - $103K
|
1.29K
$774K
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-240- 4.78% |
$85.6K - $104K
|
4.79K
$2.88M
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-243- 11.71% |
$86.6K - $105K
|
1.83K
$1.1M
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-245- 1.51% |
$87.3K - $106K
|
16K
$9.6M
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-245- 1.51% |
$87.3K - $106K
|
16K
$9.6M
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-248- 18.95% |
$88.4K - $107K
|
1.06K
$638K
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-250- 0.43% |
$89.1K - $108K
|
58.2K
$35M
|
|
Feb 02, 2023
Q4 2022
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-251- 7.56% |
$89.5K - $108K
|
3.07K
$1.85M
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-260- 6.56% |
$92.7K - $112K
|
3.7K
$2.23M
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-260- 25.62% |
$92.7K - $112K
|
755
$454K
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-263- 2.29% |
$93.8K - $114K
|
11.2K
$6.76M
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-263- 2.37% |
$93.8K - $114K
|
10.8K
$6.51M
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-270- 4.16% |
$96.2K - $117K
|
6.22K
$3.74M
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-271- 4.08% |
$96.6K - $117K
|
6.37K
$3.83M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-274- 3.7% |
$97.7K - $118K
|
7.13K
$4.29M
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-275- 28.5% |
$98K - $119K
|
690
$415K
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-275- 14.0% |
$98K - $119K
|
1.69K
$1.02M
|