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 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14+ 33.33% |
$6.71K - $8.81K
|
56
$35.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
14+ 0.87% |
$6.71K - $8.81K
|
1.63K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
14+ 0.68% |
$6.71K - $8.81K
|
2.08K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
14New |
$6.71K - $8.81K
|
14
$8.91K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
14New |
$6.71K - $8.81K
|
14
$8.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
14+ 1.3% |
$6.71K - $8.81K
|
1.09K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
14New |
$6.71K - $8.81K
|
14
$8.91K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
13+ 0.99% |
$6.23K - $8.18K
|
1.33K
$843K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
13+ 118.18% |
$6.23K - $8.18K
|
24
$15.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
13+ 0.36% |
$6.23K - $8.18K
|
3.67K
$2.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13+ 10.66% |
$6.23K - $8.18K
|
135
$85.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
13New |
$6.23K - $8.18K
|
13
$8.27K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
13+ 1.2% |
$6.23K - $8.18K
|
1.09K
$696K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
13+ 4.5% |
$6.23K - $8.18K
|
302
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
13New |
$6.23K - $8.18K
|
13
$8.27K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11+ 0.68% |
$5.27K - $6.92K
|
1.63K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.49% |
$5.27K - $6.92K
|
2.24K
$1.43M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
11New |
$5.27K - $6.92K
|
11
$7K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.45% |
$5.27K - $6.92K
|
2.45K
$1.56M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
10+ 0.18% |
$4.79K - $6.29K
|
5.67K
$3.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 2.02% |
$4.79K - $6.29K
|
505
$321K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10New |
$4.79K - $6.29K
|
10
$6.36K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.55% |
$4.79K - $6.29K
|
1.84K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
10+ 0.89% |
$4.79K - $6.29K
|
1.13K
$719K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10+ 1.61% |
$4.79K - $6.29K
|
630
$401K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10+ 2.5% |
$4.79K - $6.29K
|
410
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9+ 1.56% |
$4.32K - $5.66K
|
587
$373K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
9+ 2.06% |
$4.32K - $5.66K
|
445
$283K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9+ 0.97% |
$4.32K - $5.66K
|
935
$595K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
9New |
$4.32K - $5.66K
|
9
$5.73K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 2.11% |
$4.32K - $5.66K
|
435
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
9+ 2.26% |
$4.32K - $5.66K
|
408
$260K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9+ 1.56% |
$4.32K - $5.66K
|
587
$373K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 12.12% |
$3.84K - $5.03K
|
74
$47.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
8+ 0.25% |
$3.84K - $5.03K
|
3.26K
$2.07M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
8New |
$3.84K - $5.03K
|
8
$5.09K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
7New |
$3.36K - $4.4K
|
7
$4.45K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7+ 1.78% |
$3.36K - $4.4K
|
401
$255K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
7+ 0.72% |
$3.36K - $4.4K
|
982
$625K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
7+ 1.39% |
$3.36K - $4.4K
|
511
$325K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7+ 0.16% |
$3.36K - $4.4K
|
4.25K
$2.71M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7+ 6.54% |
$3.36K - $4.4K
|
114
$72.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
7+ 0.39% |
$3.36K - $4.4K
|
1.81K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
7+ 1.16% |
$3.36K - $4.4K
|
612
$389K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
7New |
$3.36K - $4.4K
|
7
$4.45K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
7+ 0.14% |
$3.36K - $4.4K
|
5.04K
$3.2M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7New |
$3.36K - $4.4K
|
7
$4.45K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
6New |
$2.88K - $3.77K
|
6
$3.82K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6+ 1.2% |
$2.88K - $3.77K
|
506
$322K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
6+ 1.35% |
$2.88K - $3.77K
|
449
$286K
|