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
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
754+ 70.53% |
$362K - $474K
|
1.82K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
752New |
$361K - $473K
|
752
$483K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
749+ 24.39% |
$359K - $471K
|
3.82K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
746+ 4.93% |
$358K - $469K
|
15.9K
$10.2M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
741New |
$355K - $466K
|
741
$476K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
740+ 64.35% |
$355K - $466K
|
1.89K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
734New |
$352K - $462K
|
734
$471K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
733+ 2.55% |
$351K - $461K
|
29.4K
$18.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
732+ 19.06% |
$351K - $461K
|
4.57K
$2.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
732New |
$351K - $461K
|
732
$470K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
729New |
$350K - $459K
|
729
$468K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
727+ 4.26% |
$349K - $457K
|
17.8K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
721+ 5.15% |
$346K - $454K
|
14.7K
$9.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
719New |
$345K - $452K
|
719
$461K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
715+ 86.67% |
$343K - $450K
|
1.54K
$988K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
700+ 26.7% |
$336K - $440K
|
3.32K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
697+ 143.12% |
$334K - $438K
|
1.18K
$760K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
693+ 1.87% |
$332K - $436K
|
37.7K
$24.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
689+ 8.63% |
$330K - $433K
|
8.67K
$5.56M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
679New |
$326K - $427K
|
679
$436K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
678+ 2.82% |
$325K - $427K
|
24.8K
$15.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
674+ 101.66% |
$323K - $424K
|
1.34K
$858K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
666+ 6.92% |
$319K - $419K
|
10.3K
$6.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
662+ 3.57% |
$317K - $416K
|
19.2K
$12.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
661New |
$317K - $416K
|
661
$424K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
650+ 1300.0% |
$312K - $409K
|
700
$449K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
632+ 14.51% |
$303K - $398K
|
4.99K
$3.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
624New |
$299K - $393K
|
624
$400K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
618+ 3.36% |
$296K - $389K
|
19K
$12.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
617+ 2.31% |
$296K - $388K
|
27.4K
$17.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
615+ 11.46% |
$295K - $387K
|
5.98K
$3.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
BUY
|
- |
613+ 22.44% |
$294K - $386K
|
3.35K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
611+ 25.0% |
$293K - $384K
|
3.06K
$1.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
606+ 59.41% |
$291K - $381K
|
1.63K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
606New |
$291K - $381K
|
606
$389K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
600+ 1.57% |
$288K - $377K
|
38.7K
$24.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
594New |
$285K - $374K
|
594
$381K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
594+ 72.53% |
$285K - $374K
|
1.41K
$907K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
594+ 4.56% |
$285K - $374K
|
13.6K
$8.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
590+ 4.28% |
$283K - $371K
|
14.4K
$9.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
585New |
$280K - $368K
|
585
$375K
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
576New |
$276K - $362K
|
576
$370K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
575New |
$276K - $362K
|
575
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
573New |
$275K - $360K
|
573
$368K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
566New |
$271K - $356K
|
566
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
566+ 7.42% |
$271K - $356K
|
8.19K
$5.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
564+ 10.13% |
$270K - $355K
|
6.13K
$3.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
544+ 7.9% |
$261K - $342K
|
7.43K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
543New |
$260K - $342K
|
543
$348K
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
534+ 122.76% |
$256K - $336K
|
969
$622K
|