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 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-38- 3.39% |
$18.2K - $23.9K
|
1.08K
$688K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-39- 0.76% |
$18.7K - $24.5K
|
5.12K
$3.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-40- 2.37% |
$19.2K - $25.2K
|
1.65K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-41- 26.45% |
$19.7K - $25.8K
|
114
$72.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-41- 27.52% |
$19.7K - $25.8K
|
108
$68.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-41- 10.22% |
$19.7K - $25.8K
|
360
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-42- 9.23% |
$20.1K - $26.4K
|
413
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-44- 5.94% |
$21.1K - $27.7K
|
697
$443K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-45- 0.61% |
$21.6K - $28.3K
|
7.38K
$4.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-45- 12.03% |
$21.6K - $28.3K
|
329
$209K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-46- 1.24% |
$22.1K - $28.9K
|
3.67K
$2.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-47- 1.75% |
$22.5K - $29.6K
|
2.64K
$1.68M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-47- 13.24% |
$22.5K - $29.6K
|
308
$196K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-48- 11.74% |
$23K - $30.2K
|
361
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-48- 1.58% |
$23K - $30.2K
|
2.99K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-49- 0.33% |
$23.5K - $30.8K
|
14.9K
$9.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-50- 2.51% |
$24K - $31.5K
|
1.95K
$1.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-50- 6.93% |
$24K - $31.5K
|
672
$428K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 2.09% |
$24K - $31.5K
|
2.34K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-50- 3.28% |
$24K - $31.5K
|
1.48K
$938K
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-50- 0.44% |
$24K - $31.5K
|
11.4K
$7.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-51- 5.61% |
$24.5K - $32.1K
|
858
$546K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-51- 1.68% |
$24.5K - $32.1K
|
2.99K
$1.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-51- 77.27% |
$24.5K - $32.1K
|
15
$9.54K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-52- 3.33% |
$24.9K - $32.7K
|
1.51K
$961K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-52- 1.84% |
$24.9K - $32.7K
|
2.78K
$1.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-53- 6.75% |
$25.4K - $33.3K
|
732
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-55- 4.34% |
$26.4K - $34.6K
|
1.21K
$771K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-56- 1.96% |
$26.8K - $35.2K
|
2.8K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
SELL
|
- |
-57- 1.31% |
$27.3K - $35.9K
|
4.29K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-57- 1.07% |
$27.3K - $35.9K
|
5.26K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-57- 5.57% |
$27.3K - $35.9K
|
967
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-57- 0.75% |
$27.3K - $35.9K
|
7.55K
$4.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-58- 14.5% |
$27.8K - $36.5K
|
342
$218K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-60- 6.64% |
$28.8K - $37.7K
|
843
$536K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-60- 2.39% |
$28.8K - $37.7K
|
2.45K
$1.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-60- 4.6% |
$28.8K - $37.7K
|
1.25K
$792K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-60- 1.39% |
$28.8K - $37.7K
|
4.25K
$2.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-60- 1.5% |
$28.8K - $37.7K
|
3.95K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-60- 4.65% |
$28.8K - $37.7K
|
1.23K
$782K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-62- 1.77% |
$29.7K - $39K
|
3.45K
$2.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-63- 1.97% |
$30.2K - $39.6K
|
3.13K
$1.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-64- 3.75% |
$30.7K - $40.3K
|
1.64K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-64- 1.07% |
$30.7K - $40.3K
|
5.93K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-64- 1.07% |
$30.7K - $40.3K
|
5.89K
$3.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-65- 1.32% |
$31.2K - $40.9K
|
4.85K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-65- 0.78% |
$31.2K - $40.9K
|
8.25K
$5.25M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-65- 11.42% |
$31.2K - $40.9K
|
504
$321K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-66- 9.15% |
$31.6K - $41.5K
|
655
$417K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-68- 0.49% |
$32.6K - $42.8K
|
13.8K
$8.75M
|