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 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
532New |
$255K - $335K
|
532
$341K
|
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
BUY
|
- |
528+ 0.72% |
$253K - $332K
|
73.7K
$47.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
510+ 7.09% |
$245K - $321K
|
7.71K
$4.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
508New |
$244K - $320K
|
508
$326K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
507+ 37.84% |
$243K - $319K
|
1.85K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
503New |
$241K - $316K
|
503
$323K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
500New |
$240K - $315K
|
500
$321K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
499+ 21.67% |
$239K - $314K
|
2.8K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
498New |
$239K - $313K
|
498
$320K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
494+ 1.37% |
$237K - $311K
|
36.5K
$23.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
494New |
$237K - $311K
|
494
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
493New |
$236K - $310K
|
493
$316K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
489+ 115.33% |
$234K - $308K
|
913
$586K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
488+ 1807.41% |
$234K - $307K
|
515
$330K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
484+ 23.36% |
$232K - $304K
|
2.56K
$1.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
481+ 43.69% |
$231K - $303K
|
1.58K
$1.02M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
480New |
$230K - $302K
|
480
$308K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
478New |
$229K - $301K
|
478
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
477New |
$229K - $300K
|
477
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
474New |
$227K - $298K
|
474
$304K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
474New |
$227K - $298K
|
474
$304K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
472New |
$226K - $297K
|
472
$303K
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
470New |
$225K - $296K
|
470
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
466+ 1.82% |
$223K - $293K
|
26.1K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
456+ 10.12% |
$219K - $287K
|
4.96K
$3.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
452+ 8.61% |
$217K - $284K
|
5.7K
$3.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
445+ 32.08% |
$213K - $280K
|
1.83K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
442+ 102.08% |
$212K - $278K
|
875
$562K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
440New |
$211K - $277K
|
440
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
436New |
$209K - $274K
|
436
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
436New |
$209K - $274K
|
436
$280K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
434New |
$208K - $273K
|
434
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
432+ 22.21% |
$207K - $272K
|
2.38K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
431+ 6.33% |
$207K - $271K
|
7.24K
$4.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
431New |
$207K - $271K
|
431
$277K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
431New |
$207K - $271K
|
431
$277K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
426New |
$204K - $268K
|
426
$273K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
423+ 8.97% |
$203K - $266K
|
5.14K
$3.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
423+ 4.19% |
$203K - $266K
|
10.5K
$6.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
423+ 6.35% |
$203K - $266K
|
7.09K
$4.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
422New |
$202K - $265K
|
422
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
422+ 25.35% |
$202K - $265K
|
2.09K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
421+ 12.46% |
$202K - $265K
|
3.8K
$2.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
418+ 9.7% |
$200K - $263K
|
4.73K
$3.03M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
418New |
$200K - $263K
|
418
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
416+ 0.91% |
$199K - $262K
|
45.9K
$29.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
414+ 0.76% |
$198K - $260K
|
55K
$35.3M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
412New |
$198K - $259K
|
412
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
405+ 0.93% |
$194K - $255K
|
43.9K
$28.2M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
401New |
$192K - $252K
|
401
$257K
|