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 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.06% |
$47.9K - $62.9K
|
168K
$108M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-101- 0.47% |
$48.4K - $63.5K
|
21.4K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-103- 1.66% |
$49.4K - $64.8K
|
6.1K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-104- 2.4% |
$49.9K - $65.4K
|
4.24K
$2.72M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-105- 3.78% |
$50.3K - $66.1K
|
2.67K
$1.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-107- 2.64% |
$51.3K - $67.3K
|
3.94K
$2.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-108- 6.13% |
$51.8K - $67.9K
|
1.66K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
SELL
|
- |
-108- 0.11% |
$51.8K - $67.9K
|
95.3K
$61.2M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-108- 4.76% |
$51.8K - $67.9K
|
2.16K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-110- 0.26% |
$52.7K - $69.2K
|
41.8K
$26.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-111- 0.59% |
$53.2K - $69.8K
|
18.7K
$12M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-112- 5.22% |
$53.7K - $70.5K
|
2.03K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-112- 13.76% |
$53.7K - $70.5K
|
702
$450K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-113- 8.75% |
$54.2K - $71.1K
|
1.18K
$757K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-114- 0.51% |
$54.7K - $71.7K
|
22.3K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-116- 95.08% |
$55.6K - $73K
|
6
$3.85K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-117- 6.02% |
$56.1K - $73.6K
|
1.83K
$1.17M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-117- 6.02% |
$56.1K - $73.6K
|
1.83K
$1.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-118- 0.8% |
$56.6K - $74.2K
|
14.6K
$9.34M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-118- 8.39% |
$56.6K - $74.2K
|
1.29K
$827K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-121- 14.99% |
$58K - $76.1K
|
686
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-123- 1.21% |
$59K - $77.4K
|
10K
$6.42M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-124- 12.54% |
$59.5K - $78K
|
865
$555K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-125- 9.91% |
$59.9K - $78.6K
|
1.14K
$729K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-128- 6.72% |
$61.4K - $80.5K
|
1.78K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-131- 0.33% |
$62.8K - $82.4K
|
39.3K
$25.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-132- 1.86% |
$63.3K - $83K
|
6.96K
$4.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-132- 12.22% |
$63.3K - $83K
|
948
$608K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-132- 7.37% |
$63.3K - $83K
|
1.66K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-132- 19.1% |
$63.3K - $83K
|
559
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-136- 12.31% |
$65.2K - $85.6K
|
969
$622K
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-138- 13.75% |
$66.2K - $86.8K
|
866
$556K
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-139- 3.2% |
$66.6K - $87.4K
|
4.2K
$2.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-140- 10.02% |
$67.1K - $88.1K
|
1.26K
$807K
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-143- 0.88% |
$68.6K - $90K
|
16.1K
$10.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-143- 0.11% |
$68.6K - $90K
|
134K
$86M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-144- 3.99% |
$69K - $90.6K
|
3.47K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-144- 1.17% |
$69K - $90.6K
|
12.2K
$7.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-144- 1.6% |
$69K - $90.6K
|
8.84K
$5.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-145- 10.49% |
$69.5K - $91.2K
|
1.24K
$794K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-145- 2.11% |
$69.5K - $91.2K
|
6.74K
$4.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-145- 3.04% |
$69.5K - $91.2K
|
4.63K
$2.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-148- 0.24% |
$71K - $93.1K
|
62K
$39.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-148- 26.71% |
$71K - $93.1K
|
406
$261K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-150- 12.76% |
$71.9K - $94.4K
|
1.03K
$658K
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-150- 6.34% |
$71.9K - $94.4K
|
2.22K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-150- 14.44% |
$71.9K - $94.4K
|
889
$570K
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-153- 3.54% |
$73.4K - $96.3K
|
4.17K
$2.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-156- 0.86% |
$74.8K - $98.1K
|
18K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-156- 27.56% |
$74.8K - $98.1K
|
410
$263K
|