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 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-17- 4.24% |
$8.15K - $10.7K
|
384
$244K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-17- 2.21% |
$8.15K - $10.7K
|
752
$478K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-17- 4.33% |
$8.15K - $10.7K
|
376
$239K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-18- 2.44% |
$8.63K - $11.3K
|
721
$459K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-18- 25.0% |
$8.63K - $11.3K
|
54
$34.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-18- 1.97% |
$8.63K - $11.3K
|
897
$571K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-18- 1.52% |
$8.63K - $11.3K
|
1.17K
$744K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-18- 2.99% |
$8.63K - $11.3K
|
584
$372K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-18- 0.75% |
$8.63K - $11.3K
|
2.37K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-18- 2.67% |
$8.63K - $11.3K
|
657
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-18- 0.48% |
$8.63K - $11.3K
|
3.7K
$2.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-19- 0.29% |
$9.11K - $12K
|
6.56K
$4.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-20- 2.79% |
$9.59K - $12.6K
|
697
$443K
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-20- 0.57% |
$9.59K - $12.6K
|
3.47K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-20- 0.49% |
$9.59K - $12.6K
|
4.05K
$2.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-20- 0.33% |
$9.59K - $12.6K
|
5.96K
$3.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-20- 3.44% |
$9.59K - $12.6K
|
561
$357K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-20- 4.65% |
$9.59K - $12.6K
|
410
$261K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 1.8% |
$9.59K - $12.6K
|
1.09K
$693K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-21- 2.22% |
$10.1K - $13.2K
|
923
$587K
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-21- 4.81% |
$10.1K - $13.2K
|
416
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-21- 0.08% |
$10.1K - $13.2K
|
25K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-21- 1.21% |
$10.1K - $13.2K
|
1.71K
$1.09M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-22- 1.6% |
$10.5K - $13.8K
|
1.35K
$859K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-23- 0.86% |
$11K - $14.5K
|
2.66K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-24- 2.41% |
$11.5K - $15.1K
|
972
$618K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-25- 0.3% |
$12K - $15.7K
|
8.31K
$5.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-25- 5.59% |
$12K - $15.7K
|
422
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-25- 0.16% |
$12K - $15.7K
|
15.7K
$9.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-25- 2.9% |
$12K - $15.7K
|
836
$532K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-25- 3.21% |
$12K - $15.7K
|
754
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-25- 4.0% |
$12K - $15.7K
|
600
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-26- 17.69% |
$12.5K - $16.4K
|
121
$77K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-26- 0.26% |
$12.5K - $16.4K
|
10.2K
$6.46M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-27- 5.66% |
$12.9K - $17K
|
450
$286K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.21% |
$12.9K - $17K
|
2.21K
$1.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-28- 6.39% |
$13.4K - $17.6K
|
410
$261K
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-28- 2.55% |
$13.4K - $17.6K
|
1.07K
$681K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-29- 17.26% |
$13.9K - $18.2K
|
139
$88.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-30- 2.43% |
$14.4K - $18.9K
|
1.2K
$766K
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-31- 0.34% |
$14.9K - $19.5K
|
9.01K
$5.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-31- 20.26% |
$14.9K - $19.5K
|
122
$77.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-33- 1.04% |
$15.8K - $20.8K
|
3.14K
$2M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-34- 85.0% |
$16.3K - $21.4K
|
6
$3.82K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-34- 6.65% |
$16.3K - $21.4K
|
477
$303K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-35- 3.51% |
$16.8K - $22K
|
963
$613K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-36- 1.08% |
$17.3K - $22.6K
|
3.29K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-37- 0.02% |
$17.7K - $23.3K
|
233K
$148M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-38- 0.88% |
$18.2K - $23.9K
|
4.28K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-38- 1.58% |
$18.2K - $23.9K
|
2.37K
$1.51M
|