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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
355New |
$170K - $223K
|
355
$226K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
354New |
$170K - $223K
|
354
$225K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
354New |
$170K - $223K
|
354
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
351New |
$168K - $221K
|
351
$223K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
350New |
$168K - $220K
|
350
$223K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
350New |
$168K - $220K
|
350
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
350New |
$168K - $220K
|
350
$223K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
350+ 1.54% |
$168K - $220K
|
23.1K
$14.7M
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
349New |
$167K - $220K
|
349
$222K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
348New |
$167K - $219K
|
348
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
348New |
$167K - $219K
|
348
$221K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
347New |
$166K - $218K
|
347
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
346+ 0.73% |
$166K - $218K
|
47.4K
$30.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
346New |
$166K - $218K
|
346
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
345New |
$165K - $217K
|
345
$219K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
343New |
$164K - $216K
|
343
$218K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
343New |
$164K - $216K
|
343
$218K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
341+ 5.48% |
$163K - $215K
|
6.56K
$4.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
340New |
$163K - $214K
|
340
$216K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
338New |
$162K - $213K
|
338
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
338New |
$162K - $213K
|
338
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
337New |
$162K - $212K
|
337
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
337+ 6.37% |
$162K - $212K
|
5.62K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
337New |
$162K - $212K
|
337
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
336New |
$161K - $211K
|
336
$214K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
335New |
$161K - $211K
|
335
$213K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
335+ 38.02% |
$161K - $211K
|
1.22K
$774K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
335New |
$161K - $211K
|
335
$213K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
334New |
$160K - $210K
|
334
$212K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
333New |
$160K - $209K
|
333
$212K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
332New |
$159K - $209K
|
332
$211K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
331New |
$159K - $208K
|
331
$211K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
330New |
$158K - $208K
|
330
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
330+ 25.9% |
$158K - $208K
|
1.6K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
328New |
$157K - $206K
|
328
$209K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
326+ 4.59% |
$156K - $205K
|
7.44K
$4.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
326New |
$156K - $205K
|
326
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
325+ 5.42% |
$156K - $204K
|
6.32K
$4.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
324New |
$155K - $204K
|
324
$206K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
323New |
$155K - $203K
|
323
$205K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
321New |
$154K - $202K
|
321
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
321+ 3.17% |
$154K - $202K
|
10.5K
$6.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
320New |
$153K - $201K
|
320
$204K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
320New |
$153K - $201K
|
320
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
320+ 1.77% |
$153K - $201K
|
18.4K
$11.7M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
320New |
$153K - $201K
|
320
$204K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
319+ 18.82% |
$153K - $201K
|
2.01K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
319+ 5.1% |
$153K - $201K
|
6.57K
$4.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
318New |
$152K - $200K
|
318
$202K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
317+ 11.19% |
$152K - $199K
|
3.15K
$2M
|