Purchases and Sales Made in Q1 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.43KNew |
$836K - $954K
|
1.43K
$857K
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.4KNew |
$821K - $936K
|
1.4K
$842K
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.39K+ 23.28% |
$817K - $932K
|
7.38K
$4.44M
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.39KNew |
$815K - $930K
|
1.39K
$835K
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.38KNew |
$812K - $926K
|
1.38K
$832K
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.38K+ 8.65% |
$809K - $923K
|
17.3K
$10.4M
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.38K+ 17.76% |
$809K - $922K
|
9.14K
$5.5M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.38KNew |
$809K - $922K
|
1.38K
$829K
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.38K+ 19.4% |
$808K - $922K
|
8.48K
$5.1M
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.38KNew |
$807K - $920K
|
1.38K
$827K
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.37KNew |
$804K - $917K
|
1.37K
$824K
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.33K+ 0.27% |
$782K - $892K
|
488K
$293M
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
1.32K+ 3.31% |
$777K - $886K
|
41.3K
$24.9M
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.31K+ 3.15% |
$766K - $874K
|
42.8K
$25.7M
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.3K+ 43.7% |
$762K - $869K
|
4.27K
$2.57M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.28K+ 7.48% |
$751K - $857K
|
18.4K
$11.1M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 136.29% |
$749K - $855K
|
2.21K
$1.33M
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.28K+ 174.45% |
$749K - $855K
|
2.01K
$1.21M
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.27K+ 1.25% |
$747K - $852K
|
103K
$62M
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.27K+ 228.24% |
$745K - $849K
|
1.83K
$1.1M
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.23K+ 1.23% |
$723K - $825K
|
101K
$61M
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.23K+ 3.58% |
$722K - $823K
|
35.6K
$21.4M
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.22K+ 1.32% |
$714K - $815K
|
93.4K
$56.2M
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.21KNew |
$708K - $808K
|
1.21K
$726K
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.19K+ 8.91% |
$699K - $797K
|
14.6K
$8.76M
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.16KNew |
$681K - $776K
|
1.16K
$698K
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.16K+ 0.4% |
$680K - $775K
|
291K
$175M
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.14K+ 20.63% |
$670K - $764K
|
6.68K
$4.02M
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.14KNew |
$667K - $760K
|
1.14K
$683K
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.13KNew |
$660K - $753K
|
1.13K
$677K
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.12K+ 69.54% |
$659K - $752K
|
2.74K
$1.65M
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.12K+ 6.73% |
$658K - $751K
|
17.8K
$10.7M
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.11K+ 4.53% |
$651K - $742K
|
25.6K
$15.4M
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 13.62% |
$647K - $738K
|
9.19K
$5.53M
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.1KNew |
$643K - $734K
|
1.1K
$659K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 4.41% |
$643K - $734K
|
25.9K
$15.6M
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.09K+ 3.75% |
$641K - $731K
|
30.2K
$18.2M
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.08K+ 6.25% |
$634K - $724K
|
18.4K
$11.1M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.08KNew |
$633K - $722K
|
1.08K
$649K
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
1.07K+ 2.85% |
$630K - $718K
|
38.7K
$23.3M
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
1.06K+ 16.5% |
$623K - $710K
|
7.49K
$4.51M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.05K+ 7.33% |
$618K - $705K
|
15.4K
$9.28M
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.05KNew |
$614K - $701K
|
1.05K
$630K
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.04K+ 82.68% |
$608K - $693K
|
2.29K
$1.38M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.01K+ 5.85% |
$594K - $678K
|
18.3K
$11M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 56.1% |
$591K - $674K
|
2.8K
$1.69M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.01K+ 51.35% |
$590K - $673K
|
2.97K
$1.78M
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1K+ 200.0% |
$587K - $669K
|
1.5K
$902K
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
1KNew |
$587K - $669K
|
1K
$602K
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
979+ 230.9% |
$574K - $655K
|
1.4K
$844K
|