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 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 68.8% |
$785K - $951K
|
5.4K
$3.25M
|
|
Feb 14, 2023
Q4 2022
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.2KNew |
$784K - $951K
|
2.2K
$1.32M
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
2.2K+ 14.65% |
$783K - $949K
|
17.2K
$10.3M
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.17K+ 6.3% |
$774K - $938K
|
36.7K
$22.1M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.16K+ 4.67% |
$769K - $932K
|
48.3K
$29M
|
|
Feb 02, 2023
Q4 2022
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
2.16KNew |
$768K - $931K
|
2.16K
$1.3M
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.12K+ 2.67% |
$755K - $915K
|
81.5K
$49M
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
2.12KNew |
$754K - $914K
|
2.12K
$1.27M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.03K+ 12.19% |
$725K - $878K
|
18.7K
$11.3M
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2KNew |
$712K - $863K
|
2K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.99K+ 129.93% |
$709K - $859K
|
3.52K
$2.12M
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.89K+ 19.42% |
$674K - $817K
|
11.6K
$7M
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.89K+ 0.22% |
$674K - $817K
|
848K
$510M
|
|
Feb 14, 2023
Q4 2022
|
Stf Management LP
Frisco, TX |
BUY
|
- |
1.87KNew |
$668K - $809K
|
1.87K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.85KNew |
$658K - $797K
|
1.85K
$1.11M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.84K+ 5.89% |
$656K - $795K
|
33.1K
$19.9M
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1.78KNew |
$635K - $770K
|
1.78K
$1.07M
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.75K+ 171.46% |
$625K - $758K
|
2.78K
$1.67M
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
BUY
|
- |
1.74K+ 19.6% |
$620K - $752K
|
10.6K
$6.39M
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
1.74K+ 4.26% |
$619K - $750K
|
42.4K
$25.5M
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.73K+ 10.33% |
$617K - $747K
|
18.5K
$11.1M
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.72K+ 12.8% |
$613K - $744K
|
15.2K
$9.12M
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.65K+ 32.01% |
$589K - $713K
|
6.81K
$4.1M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.63K+ 2.16% |
$582K - $706K
|
77.3K
$46.5M
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
1.62K+ 13.69% |
$577K - $700K
|
13.4K
$8.09M
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.6KNew |
$569K - $690K
|
1.6K
$961K
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
BUY
|
- |
1.58KNew |
$562K - $681K
|
1.58K
$949K
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.56K+ 10.61% |
$555K - $673K
|
16.2K
$9.77M
|
|
Feb 10, 2023
Q4 2022
|
Ns Partners LTD
|
BUY
|
- |
1.54K+ 1.61% |
$548K - $664K
|
96.7K
$58.2M
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.53KNew |
$545K - $661K
|
1.53K
$920K
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.51KNew |
$538K - $652K
|
1.51K
$908K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.49K+ 190.9% |
$531K - $643K
|
2.27K
$1.36M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.47KNew |
$525K - $636K
|
1.47K
$885K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.46K+ 18.72% |
$519K - $629K
|
9.23K
$5.55M
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.45KNew |
$517K - $627K
|
1.45K
$873K
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
BUY
|
- |
1.45KNew |
$517K - $627K
|
1.45K
$872K
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
1.44KNew |
$513K - $622K
|
1.44K
$866K
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.41K+ 4.68% |
$502K - $608K
|
31.5K
$18.9M
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.41KNew |
$502K - $608K
|
1.41K
$847K
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
1.41KNew |
$502K - $608K
|
1.41K
$846K
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$501K - $607K
|
1.41K
$845K
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
1.4K+ 41.03% |
$499K - $604K
|
4.81K
$2.89M
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.4K+ 56.33% |
$498K - $604K
|
3.88K
$2.33M
|
|
Feb 13, 2023
Q4 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
1.39K+ 3.68% |
$494K - $599K
|
39K
$23.5M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.37K+ 28.36% |
$489K - $593K
|
6.21K
$3.74M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.37K+ 92.25% |
$488K - $592K
|
2.85K
$1.72M
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
1.37K+ 10.26% |
$487K - $590K
|
14.7K
$8.83M
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.36K+ 23.83% |
$483K - $586K
|
7.05K
$4.24M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.35K+ 7.03% |
$483K - $585K
|
20.6K
$12.4M
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.34KNew |
$476K - $577K
|
1.34K
$804K
|