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 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
605+ 150.5% |
$216K - $261K
|
1.01K
$606K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
600New |
$214K - $259K
|
600
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
600+ 20.0% |
$214K - $259K
|
3.6K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
592+ 36.61% |
$211K - $256K
|
2.21K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
590New |
$210K - $255K
|
590
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
589New |
$210K - $254K
|
589
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
587New |
$209K - $254K
|
587
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
BUY
|
- |
581+ 3.95% |
$207K - $251K
|
15.3K
$9.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
578+ 0.19% |
$206K - $250K
|
306K
$184M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
576+ 17.92% |
$205K - $249K
|
3.79K
$2.28M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
566New |
$202K - $245K
|
566
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
564+ 69.29% |
$201K - $244K
|
1.38K
$829K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
560+ 1217.39% |
$200K - $242K
|
606
$365K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
556+ 2.11% |
$198K - $240K
|
26.9K
$16.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
555New |
$198K - $240K
|
555
$334K
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
BUY
|
- |
553New |
$197K - $239K
|
553
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
552+ 11.03% |
$197K - $239K
|
5.56K
$3.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
544New |
$194K - $235K
|
544
$327K
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
540+ 9.66% |
$192K - $233K
|
6.13K
$3.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
535New |
$191K - $231K
|
535
$322K
|
|
|
Feb 02, 2023
Q4 2022
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
526+ 1.11% |
$188K - $227K
|
48.1K
$28.9M
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
524+ 17.33% |
$187K - $226K
|
3.55K
$2.13M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
524New |
$187K - $226K
|
524
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
521+ 11.27% |
$186K - $225K
|
5.14K
$3.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
518New |
$185K - $224K
|
518
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
518+ 3.95% |
$185K - $224K
|
13.6K
$8.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
517+ 132.23% |
$184K - $223K
|
908
$546K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
512+ 18.79% |
$183K - $221K
|
3.24K
$1.95M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
505+ 11.52% |
$180K - $218K
|
4.89K
$2.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
505+ 1.63% |
$180K - $218K
|
31.5K
$19M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
492+ 9.37% |
$175K - $213K
|
5.74K
$3.45M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
479New |
$171K - $207K
|
479
$288K
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
475+ 0.16% |
$169K - $205K
|
304K
$183M
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
470+ 4.04% |
$168K - $203K
|
12.1K
$7.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
469+ 2.94% |
$167K - $203K
|
16.4K
$9.87M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
464+ 299.35% |
$165K - $200K
|
619
$372K
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
461+ 27.29% |
$164K - $199K
|
2.15K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
443New |
$158K - $191K
|
443
$266K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
435+ 10.5% |
$155K - $188K
|
4.58K
$2.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
427+ 3.06% |
$152K - $184K
|
14.4K
$8.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
425+ 72.4% |
$151K - $184K
|
1.01K
$609K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
425New |
$151K - $184K
|
425
$256K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
421+ 53.91% |
$150K - $182K
|
1.2K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
416New |
$148K - $180K
|
416
$250K
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
399+ 0.74% |
$142K - $172K
|
54.4K
$32.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
397+ 31.33% |
$142K - $172K
|
1.66K
$1M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
391+ 5.34% |
$139K - $169K
|
7.71K
$4.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
391New |
$139K - $169K
|
391
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
391+ 14.42% |
$139K - $169K
|
3.1K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
385+ 5.89% |
$137K - $166K
|
6.92K
$4.16M
|