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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
124+ 6.06% |
$59.5K - $78K
|
2.17K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
118+ 8.7% |
$56.6K - $74.2K
|
1.47K
$938K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
115New |
$55.1K - $72.3K
|
115
$73.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
114+ 6.18% |
$54.7K - $71.7K
|
1.96K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
108+ 8.48% |
$51.8K - $67.9K
|
1.38K
$879K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
107+ 4.71% |
$51.3K - $67.3K
|
2.38K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
106+ 10.18% |
$50.8K - $66.7K
|
1.15K
$730K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
105+ 12.79% |
$50.3K - $66.1K
|
926
$589K
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
BUY
|
- |
105+ 20.67% |
$50.3K - $66.1K
|
613
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
105+ 4.6% |
$50.3K - $66.1K
|
2.39K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
105+ 11.89% |
$50.3K - $66.1K
|
988
$629K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
104+ 7.36% |
$49.9K - $65.4K
|
1.52K
$965K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
104+ 8.22% |
$49.9K - $65.4K
|
1.37K
$871K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
104+ 90.43% |
$49.9K - $65.4K
|
219
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
103+ 17.28% |
$49.4K - $64.8K
|
699
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
103+ 0.29% |
$49.4K - $64.8K
|
35.9K
$22.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
102+ 1700.0% |
$48.9K - $64.2K
|
108
$68.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
BUY
|
- |
100+ 2.51% |
$47.9K - $62.9K
|
4.09K
$2.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
98+ 12.53% |
$47K - $61.7K
|
880
$560K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
95+ 3.16% |
$45.5K - $59.8K
|
3.11K
$1.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
95+ 452.38% |
$45.5K - $59.8K
|
116
$73.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
95+ 6.58% |
$45.5K - $59.8K
|
1.54K
$979K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
95+ 15.03% |
$45.5K - $59.8K
|
727
$462K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
94+ 8.86% |
$45.1K - $59.1K
|
1.16K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
94+ 3.28% |
$45.1K - $59.1K
|
2.96K
$1.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
93+ 4.2% |
$44.6K - $58.5K
|
2.31K
$1.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
92+ 7.2% |
$44.1K - $57.9K
|
1.37K
$871K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
92+ 8.72% |
$44.1K - $57.9K
|
1.15K
$730K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
91+ 5.36% |
$43.6K - $57.2K
|
1.79K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
90+ 12.73% |
$43.2K - $56.6K
|
797
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
89+ 14.15% |
$42.7K - $56K
|
718
$457K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
88+ 1.55% |
$42.2K - $55.4K
|
5.77K
$3.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
87+ 9.48% |
$41.7K - $54.7K
|
1.01K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
87+ 6.15% |
$41.7K - $54.7K
|
1.5K
$955K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
85+ 10.84% |
$40.8K - $53.5K
|
869
$553K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
84+ 9.43% |
$40.3K - $52.8K
|
975
$620K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
84+ 15.08% |
$40.3K - $52.8K
|
641
$408K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
83+ 10.91% |
$39.8K - $52.2K
|
844
$537K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
80+ 1.84% |
$38.4K - $50.3K
|
4.43K
$2.82M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
80New |
$38.4K - $50.3K
|
80
$50.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
79+ 0.18% |
$37.9K - $49.7K
|
43.4K
$27.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
79+ 3.3% |
$37.9K - $49.7K
|
2.48K
$1.58M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
78+ 18.8% |
$37.4K - $49.1K
|
493
$314K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
77+ 5.56% |
$36.9K - $48.4K
|
1.46K
$931K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
77+ 32.91% |
$36.9K - $48.4K
|
311
$198K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
76+ 12.4% |
$36.4K - $47.8K
|
689
$438K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
75+ 1.01% |
$36K - $47.2K
|
7.49K
$4.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
75+ 62.5% |
$36K - $47.2K
|
195
$124K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
75+ 0.1% |
$36K - $47.2K
|
78K
$49.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
75+ 7.68% |
$36K - $47.2K
|
1.05K
$669K
|