Purchases and Sales Made in Q4 2023 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q4 2023. 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 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
400New |
$192K - $252K
|
400
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
399+ 0.39% |
$191K - $251K
|
104K
$65.9M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
399New |
$191K - $251K
|
399
$254K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
397New |
$190K - $250K
|
397
$253K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
396New |
$190K - $249K
|
396
$252K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
394New |
$189K - $248K
|
394
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
393+ 31.64% |
$188K - $247K
|
1.64K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
393New |
$188K - $247K
|
393
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
390New |
$187K - $245K
|
390
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
389+ 7.59% |
$187K - $245K
|
5.51K
$3.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
388New |
$186K - $244K
|
388
$247K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
387New |
$186K - $243K
|
387
$246K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
387New |
$186K - $243K
|
387
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
384+ 5.07% |
$184K - $242K
|
7.95K
$5.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
383New |
$184K - $241K
|
383
$244K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
382New |
$183K - $240K
|
382
$243K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
381New |
$183K - $240K
|
381
$242K
|
|
|
Feb 02, 2024
Q4 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
380New |
$182K - $239K
|
380
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
380New |
$182K - $239K
|
380
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
378+ 0.21% |
$181K - $238K
|
183K
$116M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
378New |
$181K - $238K
|
378
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
378New |
$181K - $238K
|
378
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
376New |
$180K - $237K
|
376
$239K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
376+ 62.46% |
$180K - $237K
|
978
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
375New |
$180K - $236K
|
375
$239K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
373New |
$179K - $235K
|
373
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
371New |
$178K - $233K
|
371
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
371+ 17.52% |
$178K - $233K
|
2.49K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
370New |
$177K - $233K
|
370
$235K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
368New |
$176K - $232K
|
368
$234K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
368+ 18.35% |
$176K - $232K
|
2.37K
$1.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
366New |
$175K - $230K
|
366
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
366+ 6.74% |
$175K - $230K
|
5.8K
$3.69M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
364New |
$175K - $229K
|
364
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
363+ 2.83% |
$174K - $228K
|
13.2K
$8.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
362New |
$174K - $228K
|
362
$230K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
362New |
$174K - $228K
|
362
$230K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
362New |
$174K - $228K
|
362
$230K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
361New |
$173K - $227K
|
361
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
361New |
$173K - $227K
|
361
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
360+ 12.28% |
$173K - $226K
|
3.29K
$2.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
359+ 3.51% |
$172K - $226K
|
10.6K
$6.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
359+ 7.79% |
$172K - $226K
|
4.97K
$3.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
358New |
$172K - $225K
|
358
$228K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
357+ 2.02% |
$171K - $225K
|
18K
$11.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
357New |
$171K - $225K
|
357
$227K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
356New |
$171K - $224K
|
356
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
356New |
$171K - $224K
|
356
$226K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
356+ 7.22% |
$171K - $224K
|
5.29K
$3.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
355New |
$170K - $223K
|
355
$226K
|