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 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
314+ 46.66% |
$151K - $198K
|
987
$633K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
314+ 19.96% |
$151K - $198K
|
1.89K
$1.21M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
314+ 46.66% |
$151K - $198K
|
987
$633K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
308+ 20.88% |
$148K - $194K
|
1.78K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
306+ 1.17% |
$147K - $193K
|
26.5K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
300+ 0.64% |
$144K - $189K
|
47.4K
$30.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
298+ 2.28% |
$143K - $187K
|
13.4K
$8.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
297+ 22.43% |
$142K - $187K
|
1.62K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
295+ 6.3% |
$141K - $186K
|
4.98K
$3.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
293New |
$140K - $184K
|
293
$188K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
293+ 3.76% |
$140K - $184K
|
8.08K
$5.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
293+ 36.67% |
$140K - $184K
|
1.09K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
293New |
$140K - $184K
|
293
$188K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
289+ 19.61% |
$139K - $182K
|
1.76K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
288New |
$138K - $181K
|
288
$185K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
287New |
$138K - $181K
|
287
$184K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
277+ 0.14% |
$133K - $174K
|
193K
$124M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
276+ 0.75% |
$132K - $174K
|
36.9K
$23.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
272+ 2.33% |
$130K - $171K
|
12K
$7.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
272+ 2.48% |
$130K - $171K
|
11.3K
$7.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
260+ 25.22% |
$125K - $164K
|
1.29K
$828K
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
258+ 3.12% |
$124K - $162K
|
8.53K
$5.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
256+ 2.71% |
$123K - $161K
|
9.72K
$6.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
251+ 1.53% |
$120K - $158K
|
16.7K
$10.7M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
244+ 21.2% |
$117K - $154K
|
1.4K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
239+ 12.17% |
$115K - $150K
|
2.2K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
237+ 0.92% |
$114K - $149K
|
25.9K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
229+ 1.29% |
$110K - $144K
|
17.9K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
226+ 1.07% |
$108K - $142K
|
21.3K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
226+ 3.0% |
$108K - $142K
|
7.76K
$4.98M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
226New |
$108K - $142K
|
226
$145K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
225+ 3.36% |
$108K - $142K
|
6.91K
$4.44M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
225New |
$108K - $142K
|
225
$144K
|
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
224+ 8.99% |
$107K - $141K
|
2.72K
$1.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
224+ 1.31% |
$107K - $141K
|
17.3K
$11.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
223+ 14.53% |
$107K - $140K
|
1.76K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
220+ 51.16% |
$105K - $138K
|
650
$417K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
215+ 0.31% |
$103K - $135K
|
70K
$44.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
214+ 1.45% |
$103K - $135K
|
15K
$9.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
212+ 5.67% |
$102K - $133K
|
3.95K
$2.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
210+ 5.38% |
$101K - $132K
|
4.11K
$2.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
210+ 2.12% |
$101K - $132K
|
10.1K
$6.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
205+ 0.95% |
$98.3K - $129K
|
21.9K
$14M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
203+ 6.28% |
$97.3K - $128K
|
3.44K
$2.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
201+ 15.97% |
$96.4K - $126K
|
1.46K
$937K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
193+ 4.38% |
$92.5K - $121K
|
4.6K
$2.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
BUY
|
- |
188+ 4.23% |
$90.1K - $118K
|
4.64K
$2.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
187+ 30.66% |
$89.7K - $118K
|
797
$511K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
186+ 18.54% |
$89.2K - $117K
|
1.19K
$763K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
185+ 27.53% |
$88.7K - $116K
|
857
$550K
|