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 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-69- 4.97% |
$33.1K - $43.4K
|
1.32K
$839K
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-70- 6.32% |
$33.6K - $44K
|
1.04K
$660K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-70- 5.92% |
$33.6K - $44K
|
1.11K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-70- 2.04% |
$33.6K - $44K
|
3.36K
$2.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-71- 2.69% |
$34K - $44.7K
|
2.57K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-71- 2.92% |
$34K - $44.7K
|
2.36K
$1.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-72- 3.04% |
$34.5K - $45.3K
|
2.29K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-72- 3.42% |
$34.5K - $45.3K
|
2.04K
$1.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-73- 0.92% |
$35K - $45.9K
|
7.85K
$5M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-74- 0.68% |
$35.5K - $46.6K
|
10.8K
$6.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-74- 7.44% |
$35.5K - $46.6K
|
920
$585K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-74- 0.46% |
$35.5K - $46.6K
|
15.9K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-74- 14.07% |
$35.5K - $46.6K
|
452
$288K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-75- 10.55% |
$36K - $47.2K
|
636
$405K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-77- 12.56% |
$36.9K - $48.4K
|
536
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-77- 4.91% |
$36.9K - $48.4K
|
1.49K
$948K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-77- 3.13% |
$36.9K - $48.4K
|
2.38K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-78- 1.24% |
$37.4K - $49.1K
|
6.19K
$3.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-79- 9.47% |
$37.9K - $49.7K
|
755
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-80- 16.0% |
$38.4K - $50.3K
|
420
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-81- 6.38% |
$38.8K - $51K
|
1.19K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-81- 5.93% |
$38.8K - $51K
|
1.29K
$817K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-81- 2.01% |
$38.8K - $51K
|
3.96K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-82- 0.56% |
$39.3K - $51.6K
|
14.7K
$9.34M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-82- 13.53% |
$39.3K - $51.6K
|
524
$333K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-83- 14.93% |
$39.8K - $52.2K
|
473
$301K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-84- 5.4% |
$40.3K - $52.8K
|
1.47K
$936K
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-84- 0.36% |
$40.3K - $52.8K
|
23.4K
$14.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-85- 6.21% |
$40.8K - $53.5K
|
1.28K
$817K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-86- 2.68% |
$41.2K - $54.1K
|
3.12K
$1.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-86- 6.13% |
$41.2K - $54.1K
|
1.32K
$837K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-88- 8.59% |
$42.2K - $55.4K
|
937
$596K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-89- 1.55% |
$42.7K - $56K
|
5.64K
$3.59M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-89- 1.72% |
$42.7K - $56K
|
5.07K
$3.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-89- 3.27% |
$42.7K - $56K
|
2.63K
$1.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-90- 17.24% |
$43.2K - $56.6K
|
432
$275K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-90- 17.24% |
$43.2K - $56.6K
|
432
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-90- 3.54% |
$43.2K - $56.6K
|
2.45K
$1.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-92- 2.22% |
$44.1K - $57.9K
|
4.06K
$2.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-92- 10.34% |
$44.1K - $57.9K
|
798
$508K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-93- 8.95% |
$44.6K - $58.5K
|
946
$602K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-94- 0.82% |
$45.1K - $59.1K
|
11.4K
$7.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-94- 46.08% |
$45.1K - $59.1K
|
110
$70K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-95- 15.22% |
$45.5K - $59.8K
|
529
$337K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-95- 6.34% |
$45.5K - $59.8K
|
1.4K
$893K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-96- 11.31% |
$46K - $60.4K
|
753
$479K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-97- 1.07% |
$46.5K - $61K
|
8.99K
$5.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-97- 0.51% |
$46.5K - $61K
|
18.8K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-98- 2.72% |
$47K - $61.7K
|
3.5K
$2.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-99- 3.9% |
$47.5K - $62.3K
|
2.44K
$1.55M
|