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 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.69KNew |
$810K - $1.06M
|
1.69K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
1.69K+ 3.56% |
$810K - $1.06M
|
49.2K
$31.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
1.69K+ 0.52% |
$809K - $1.06M
|
324K
$206M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.68KNew |
$803K - $1.05M
|
1.68K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.67K+ 4.04% |
$802K - $1.05M
|
43K
$27.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.67K+ 46.97% |
$799K - $1.05M
|
5.21K
$3.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
1.66KNew |
$796K - $1.04M
|
1.66K
$1.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.62KNew |
$776K - $1.02M
|
1.62K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.58KNew |
$759K - $997K
|
1.58K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.56K+ 38.27% |
$747K - $980K
|
5.63K
$3.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.54KNew |
$738K - $968K
|
1.54K
$979K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.52KNew |
$731K - $959K
|
1.52K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.52K+ 20.62% |
$727K - $954K
|
8.87K
$5.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.51K+ 1.22% |
$722K - $947K
|
125K
$79.6M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.5K+ 22.09% |
$718K - $942K
|
8.28K
$5.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.49K+ 242.41% |
$712K - $935K
|
2.1K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.46K+ 3.19% |
$698K - $915K
|
47K
$29.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.45KNew |
$695K - $912K
|
1.45K
$922K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.42KNew |
$683K - $896K
|
1.42K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.41K+ 7.12% |
$677K - $889K
|
21.3K
$13.5M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.41KNew |
$677K - $888K
|
1.41K
$898K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$665K - $873K
|
1.39K
$883K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.39K+ 75.07% |
$665K - $873K
|
3.24K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
1.38KNew |
$660K - $866K
|
1.38K
$876K
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
1.38KNew |
$659K - $865K
|
1.38K
$875K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.35K+ 221.6% |
$649K - $852K
|
1.97K
$1.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.35K+ 39.13% |
$647K - $849K
|
4.8K
$3.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.35K+ 159.41% |
$646K - $847K
|
2.19K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.33K+ 5.46% |
$638K - $837K
|
25.7K
$16.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.31KNew |
$629K - $825K
|
1.31K
$834K
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.31KNew |
$629K - $825K
|
1.31K
$834K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
1.3K+ 3.32% |
$625K - $820K
|
40.5K
$25.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.3K+ 122.18% |
$623K - $818K
|
2.36K
$1.5M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.29KNew |
$619K - $812K
|
1.29K
$821K
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.29K+ 67.68% |
$618K - $810K
|
3.19K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.27KNew |
$609K - $799K
|
1.27K
$808K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.27K+ 314.93% |
$607K - $796K
|
1.67K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.25KNew |
$600K - $787K
|
1.25K
$796K
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.24KNew |
$595K - $781K
|
1.24K
$790K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.24KNew |
$594K - $779K
|
1.24K
$788K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.23KNew |
$589K - $773K
|
1.23K
$781K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.23K+ 0.96% |
$587K - $771K
|
129K
$82M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
1.22KNew |
$585K - $768K
|
1.22K
$777K
|
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.21K+ 3.78% |
$581K - $762K
|
33.3K
$21.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.19K+ 0.41% |
$570K - $748K
|
290K
$185M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.16K+ 36.01% |
$557K - $731K
|
4.39K
$2.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.16K+ 11.18% |
$554K - $727K
|
11.5K
$7.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.14K+ 93.01% |
$548K - $720K
|
2.37K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
1.14K+ 246.54% |
$546K - $717K
|
1.6K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.13KNew |
$542K - $712K
|
1.13K
$720K
|