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 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
25+ 4.53% |
$12K - $15.7K
|
577
$367K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
25New |
$12K - $15.7K
|
25
$15.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
25+ 4.27% |
$12K - $15.7K
|
611
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
25+ 4.17% |
$12K - $15.7K
|
625
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25New |
$12K - $15.7K
|
25
$15.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
25New |
$12K - $15.7K
|
25
$15.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24+ 3.58% |
$11.5K - $15.1K
|
695
$442K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
24+ 1.45% |
$11.5K - $15.1K
|
1.68K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
24+ 0.23% |
$11.5K - $15.1K
|
10.6K
$6.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
24+ 3.87% |
$11.5K - $15.1K
|
644
$410K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 11.37% |
$11.5K - $15.1K
|
235
$149K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
24+ 1.56% |
$11.5K - $15.1K
|
1.56K
$991K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
23+ 1.8% |
$11K - $14.5K
|
1.3K
$828K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
23+ 1.12% |
$11K - $14.5K
|
2.07K
$1.32M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22+ 20.56% |
$10.5K - $13.8K
|
129
$82.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
21+ 0.24% |
$10.1K - $13.2K
|
8.69K
$5.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
21New |
$10.1K - $13.2K
|
21
$13.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
20+ 14.93% |
$9.59K - $12.6K
|
154
$98K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
20+ 1.93% |
$9.59K - $12.6K
|
1.06K
$671K
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
20New |
$9.59K - $12.6K
|
20
$12.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
20+ 2.95% |
$9.59K - $12.6K
|
699
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
20+ 1.01% |
$9.59K - $12.6K
|
2K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20New |
$9.59K - $12.6K
|
20
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20+ 0.48% |
$9.59K - $12.6K
|
4.18K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
20+ 1.69% |
$9.59K - $12.6K
|
1.2K
$765K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
19New |
$9.11K - $12K
|
19
$12.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
18+ 0.37% |
$8.63K - $11.3K
|
4.84K
$3.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
18+ 5.07% |
$8.63K - $11.3K
|
373
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18+ 1.35% |
$8.63K - $11.3K
|
1.35K
$861K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
18+ 0.0% |
$8.63K - $11.3K
|
3.11M
$1.98B
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
BUY
|
- |
17+ 0.29% |
$8.15K - $10.7K
|
5.87K
$3.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
17+ 2.43% |
$8.15K - $10.7K
|
716
$455K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
17New |
$8.15K - $10.7K
|
17
$10.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
17+ 0.94% |
$8.15K - $10.7K
|
1.82K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.71% |
$8.15K - $10.7K
|
2.4K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
17+ 2.07% |
$8.15K - $10.7K
|
837
$532K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
16+ 0.18% |
$7.67K - $10.1K
|
8.72K
$5.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
16+ 1.37% |
$7.67K - $10.1K
|
1.18K
$751K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.03% |
$7.67K - $10.1K
|
1.56K
$995K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 3.7% |
$7.67K - $10.1K
|
449
$286K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 4.63% |
$7.19K - $9.44K
|
339
$216K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
15+ 0.14% |
$7.19K - $9.44K
|
10.6K
$6.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15New |
$7.19K - $9.44K
|
15
$9.54K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
15+ 2.53% |
$7.19K - $9.44K
|
609
$387K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
15+ 166.67% |
$7.19K - $9.44K
|
24
$15.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
15+ 2.33% |
$7.19K - $9.44K
|
659
$419K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15+ 40.54% |
$7.19K - $9.44K
|
52
$33.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
15+ 44.12% |
$7.19K - $9.44K
|
49
$31.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15+ 1.36% |
$7.19K - $9.44K
|
1.12K
$714K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
14+ 2.33% |
$6.71K - $8.81K
|
616
$392K
|