Purchases and Sales Made in Q1 2023 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-73- 5.16% |
$27.4K - $33K
|
1.34K
$821K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-78- 4.48% |
$29.3K - $35.3K
|
1.66K
$1.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-79- 4.09% |
$29.7K - $35.7K
|
1.85K
$1.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-79- 4.04% |
$29.7K - $35.7K
|
1.88K
$1.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-79- 5.16% |
$29.7K - $35.7K
|
1.45K
$888K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-80- 4.87% |
$30K - $36.2K
|
1.56K
$956K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-82- 0.11% |
$30.8K - $37.1K
|
76.3K
$46.7M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-82- 0.6% |
$30.8K - $37.1K
|
13.7K
$8.38M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-82- 9.82% |
$30.8K - $37.1K
|
753
$461K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-82- 38.5% |
$30.8K - $37.1K
|
131
$80.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-84- 0.6% |
$31.6K - $38K
|
13.8K
$8.45M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-85- 3.41% |
$31.9K - $38.4K
|
2.41K
$1.47M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-85- 2.69% |
$31.9K - $38.4K
|
3.08K
$1.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-86- 93.48% |
$32.3K - $38.9K
|
6
$3.67K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-86- 0.47% |
$32.3K - $38.9K
|
18.4K
$11.3M
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-86- 8.12% |
$32.3K - $38.9K
|
973
$595K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-88- 3.29% |
$33.1K - $39.8K
|
2.59K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-90- 9.91% |
$33.8K - $40.7K
|
818
$500K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-91- 8.03% |
$34.2K - $41.1K
|
1.04K
$637K
|
|
|
Apr 13, 2023
Q1 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-92- 0.68% |
$34.6K - $41.6K
|
13.4K
$8.19M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-93- 6.45% |
$34.9K - $42.1K
|
1.35K
$825K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-94- 2.78% |
$35.3K - $42.5K
|
3.29K
$2.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-95- 6.15% |
$35.7K - $43K
|
1.45K
$886K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-95- 0.53% |
$35.7K - $43K
|
17.7K
$10.8M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-96- 1.51% |
$36.1K - $43.4K
|
6.25K
$3.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-97- 10.45% |
$36.4K - $43.9K
|
831
$508K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-100- 6.15% |
$37.6K - $45.2K
|
1.53K
$933K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-101- 2.59% |
$37.9K - $45.7K
|
3.79K
$2.32M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-102- 0.32% |
$38.3K - $46.1K
|
31.8K
$19.4M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-102- 14.15% |
$38.3K - $46.1K
|
619
$379K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-107- 7.05% |
$40.2K - $48.4K
|
1.41K
$862K
|
|
|
May 15, 2023
Q1 2023
|
Unio Capital LLC
|
SELL
|
- |
-109- 0.71% |
$40.9K - $49.3K
|
15.2K
$9.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-110- 2.66% |
$41.3K - $49.7K
|
4.02K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-110- 3.32% |
$41.3K - $49.7K
|
3.2K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-112- 7.61% |
$42.1K - $50.6K
|
1.36K
$832K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-113- 2.13% |
$42.4K - $51.1K
|
5.19K
$3.18M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-113- 1.12% |
$42.4K - $51.1K
|
10K
$6.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-118- 10.02% |
$44.3K - $53.4K
|
1.06K
$648K
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-120- 5.04% |
$45.1K - $54.3K
|
2.26K
$1.38M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-120- 36.92% |
$45.1K - $54.3K
|
205
$125K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-122- 2.82% |
$45.8K - $55.2K
|
4.21K
$2.57M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-123- 2.93% |
$46.2K - $55.6K
|
4.07K
$2.49M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-123- 42.71% |
$46.2K - $55.6K
|
165
$101K
|
|
|
Apr 12, 2023
Q1 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-124- 1.65% |
$46.6K - $56.1K
|
7.41K
$4.53M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-124- 3.74% |
$46.6K - $56.1K
|
3.19K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-125- 0.4% |
$47K - $56.5K
|
31.4K
$19.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-128- 9.26% |
$48.1K - $57.9K
|
1.26K
$768K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-128- 10.78% |
$48.1K - $57.9K
|
1.06K
$648K
|
|
|
Apr 14, 2023
Q1 2023
|
Milestone Resources Group LTD
|
SELL
|
- |
-132- 0.08% |
$49.6K - $59.7K
|
160K
$97.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-132- 4.41% |
$49.6K - $59.7K
|
2.86K
$1.75M
|