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 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
74New |
$35.5K - $46.6K
|
74
$47.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
74+ 7.66% |
$35.5K - $46.6K
|
1.04K
$667K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
74+ 21.14% |
$35.5K - $46.6K
|
424
$272K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
72+ 7.66% |
$34.5K - $45.3K
|
1.01K
$649K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
72+ 6.49% |
$34.5K - $45.3K
|
1.18K
$759K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
72New |
$34.5K - $45.3K
|
72
$46.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
71+ 1.05% |
$34K - $44.7K
|
6.81K
$4.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
69+ 0.52% |
$33.1K - $43.4K
|
13.3K
$8.56M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
68+ 59.65% |
$32.6K - $42.8K
|
182
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
68New |
$32.6K - $42.8K
|
68
$43.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
66+ 7.54% |
$31.6K - $41.5K
|
941
$604K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
65New |
$31.2K - $40.9K
|
65
$41.7K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
65+ 4.6% |
$31.2K - $40.9K
|
1.48K
$948K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
65+ 2.52% |
$31.2K - $40.9K
|
2.65K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
65+ 11.11% |
$31.2K - $40.9K
|
650
$417K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
65New |
$31.2K - $40.9K
|
65
$41.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
64+ 6.04% |
$30.7K - $40.3K
|
1.12K
$721K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
62+ 63.27% |
$29.7K - $39K
|
160
$103K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
62+ 0.63% |
$29.7K - $39K
|
9.96K
$6.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
62New |
$29.7K - $39K
|
62
$39.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
62+ 0.17% |
$29.7K - $39K
|
37.1K
$23.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
61+ 0.16% |
$29.2K - $38.4K
|
39.1K
$25.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
61+ 0.73% |
$29.2K - $38.4K
|
8.38K
$5.38M
|
|
|
May 02, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
61+ 2.64% |
$29.2K - $38.4K
|
2.37K
$1.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
60New |
$28.8K - $37.7K
|
60
$38.5K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
58+ 0.04% |
$27.8K - $36.5K
|
164K
$105M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
57+ 4.26% |
$27.3K - $35.9K
|
1.39K
$895K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
57+ 8.58% |
$27.3K - $35.9K
|
721
$463K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
57+ 8.58% |
$27.3K - $35.9K
|
721
$463K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
56+ 2.35% |
$26.8K - $35.2K
|
2.44K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
55+ 0.98% |
$26.4K - $34.6K
|
5.69K
$3.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
54+ 9.8% |
$25.9K - $34K
|
605
$388K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
54+ 0.52% |
$25.9K - $34K
|
10.4K
$6.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
53+ 8.28% |
$25.4K - $33.3K
|
693
$445K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
53New |
$25.4K - $33.3K
|
53
$34K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
52+ 4.77% |
$24.9K - $32.7K
|
1.14K
$733K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
52+ 6.41% |
$24.9K - $32.7K
|
863
$554K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
52+ 11.9% |
$24.9K - $32.7K
|
489
$314K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
52+ 0.91% |
$24.9K - $32.7K
|
5.79K
$3.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
51+ 3.82% |
$24.5K - $32.1K
|
1.39K
$889K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
51+ 4.33% |
$24.5K - $32.1K
|
1.23K
$789K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
50+ 59.52% |
$24K - $31.5K
|
134
$86K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
50+ 9.45% |
$24K - $31.5K
|
579
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
50+ 9.62% |
$24K - $31.5K
|
570
$366K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
49+ 12.1% |
$23.5K - $30.8K
|
454
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
49+ 0.03% |
$23.5K - $30.8K
|
184K
$118M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
48+ 0.95% |
$23K - $30.2K
|
5.11K
$3.28M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
47+ 31.33% |
$22.5K - $29.6K
|
197
$126K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
47+ 0.31% |
$22.5K - $29.6K
|
15.3K
$9.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47+ 10.47% |
$22.5K - $29.6K
|
496
$318K
|