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 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
183+ 12.82% |
$87.7K - $115K
|
1.61K
$1.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
182+ 4.66% |
$87.3K - $114K
|
4.08K
$2.62M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
180+ 3.83% |
$86.3K - $113K
|
4.88K
$3.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
176+ 9.63% |
$84.4K - $111K
|
2K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
174+ 4.15% |
$83.4K - $109K
|
4.36K
$2.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
174+ 18.89% |
$83.4K - $109K
|
1.1K
$703K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
170+ 17.84% |
$81.5K - $107K
|
1.12K
$721K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
169+ 5.69% |
$81K - $106K
|
3.14K
$2.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
169+ 582.76% |
$81K - $106K
|
198
$127K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
168+ 30.22% |
$80.5K - $106K
|
724
$465K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
165+ 36.67% |
$79.1K - $104K
|
615
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
163+ 34.32% |
$78.2K - $103K
|
638
$409K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
160New |
$76.7K - $101K
|
160
$103K
|
|
|
Jan 11, 2024
Q4 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
158+ 5.88% |
$75.8K - $99.4K
|
2.84K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
156+ 0.79% |
$74.8K - $98.1K
|
19.8K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
156+ 3.42% |
$74.8K - $98.1K
|
4.72K
$3.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
155New |
$74.3K - $97.5K
|
155
$99.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
155+ 39.44% |
$74.3K - $97.5K
|
548
$352K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
153+ 4.94% |
$73.4K - $96.3K
|
3.25K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
153+ 21.86% |
$73.4K - $96.3K
|
853
$547K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
151New |
$72.4K - $95K
|
151
$96.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
150+ 1.6% |
$71.9K - $94.4K
|
9.55K
$6.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
149+ 1.06% |
$71.4K - $93.7K
|
14.2K
$9.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
147+ 3.12% |
$70.5K - $92.5K
|
4.86K
$3.12M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
146+ 28.97% |
$70K - $91.9K
|
650
$417K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
145+ 24.83% |
$69.5K - $91.2K
|
729
$468K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
145+ 9.23% |
$69.5K - $91.2K
|
1.72K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
144+ 1.73% |
$69K - $90.6K
|
8.45K
$5.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
144+ 17.52% |
$69K - $90.6K
|
966
$620K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
143+ 1.01% |
$68.6K - $90K
|
14.3K
$9.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
141+ 1.15% |
$67.6K - $88.7K
|
12.4K
$7.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
140+ 38.67% |
$67.1K - $88.1K
|
502
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
140+ 1.41% |
$67.1K - $88.1K
|
10.1K
$6.46M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
139+ 0.28% |
$66.6K - $87.4K
|
49.1K
$31.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
139+ 1.75% |
$66.6K - $87.4K
|
8.09K
$5.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
138+ 2.58% |
$66.2K - $86.8K
|
5.49K
$3.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
136+ 1.23% |
$65.2K - $85.6K
|
11.2K
$7.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
133+ 15.45% |
$63.8K - $83.7K
|
994
$638K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
133+ 2.36% |
$63.8K - $83.7K
|
5.76K
$3.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
132+ 5.95% |
$63.3K - $83K
|
2.35K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
131+ 10.92% |
$62.8K - $82.4K
|
1.33K
$854K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
131+ 0.02% |
$62.8K - $82.4K
|
549K
$352M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
131New |
$62.8K - $82.4K
|
131
$84.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
130+ 10.92% |
$62.3K - $81.8K
|
1.32K
$847K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
130New |
$62.3K - $81.8K
|
130
$83.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
129+ 31.85% |
$61.8K - $81.2K
|
534
$343K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
127+ 1.35% |
$60.9K - $79.9K
|
9.54K
$6.12M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
127+ 4.83% |
$60.9K - $79.9K
|
2.76K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
126+ 5.9% |
$60.4K - $79.3K
|
2.26K
$1.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
124+ 6.06% |
$59.5K - $78K
|
2.17K
$1.39M
|