Purchases and Sales Made in Q3 2023 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
325+ 6.2% |
$146K - $180K
|
5.57K
$3.41M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
324+ 4.69% |
$145K - $179K
|
7.24K
$4.43M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
305+ 1.55% |
$137K - $169K
|
20K
$12.2M
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
299+ 42.41% |
$134K - $166K
|
1K
$614K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
292+ 46.06% |
$131K - $162K
|
926
$566K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
287+ 7.63% |
$129K - $159K
|
4.05K
$2.48M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
285+ 14.34% |
$128K - $158K
|
2.27K
$1.39M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
285+ 47.03% |
$128K - $158K
|
891
$545K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
285+ 4.74% |
$128K - $158K
|
6.29K
$3.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
284+ 4.8% |
$127K - $157K
|
6.2K
$3.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
275+ 3.42% |
$123K - $152K
|
8.32K
$5.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
272+ 4.12% |
$122K - $151K
|
6.88K
$4.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
271+ 2.09% |
$121K - $150K
|
13.3K
$8.12M
|
|
|
Dec 02, 2024
Q3 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
270+ 7.93% |
$121K - $149K
|
3.68K
$2.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
266+ 24.77% |
$119K - $147K
|
1.34K
$820K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
257+ 11.28% |
$115K - $142K
|
2.54K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
254+ 0.36% |
$114K - $141K
|
70.8K
$43.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
252+ 3.12% |
$113K - $140K
|
8.33K
$5.09M
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
250+ 3.77% |
$112K - $138K
|
6.88K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
247+ 14.92% |
$111K - $137K
|
1.9K
$1.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
246+ 6.6% |
$110K - $136K
|
3.97K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
241+ 0.04% |
$108K - $133K
|
554K
$339M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
238+ 3.64% |
$107K - $132K
|
6.78K
$4.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
234+ 5.26% |
$105K - $130K
|
4.68K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
234+ 0.5% |
$105K - $130K
|
47.1K
$28.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
233+ 101.75% |
$104K - $129K
|
462
$283K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
231+ 58.33% |
$104K - $128K
|
627
$384K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
227+ 1.01% |
$102K - $126K
|
22.8K
$13.9M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
225+ 3.01% |
$101K - $125K
|
7.71K
$4.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
224+ 25.84% |
$100K - $124K
|
1.09K
$667K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
222+ 17.4% |
$99.5K - $123K
|
1.5K
$916K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
220+ 2.4% |
$98.6K - $122K
|
9.4K
$5.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
215+ 12.2% |
$96.4K - $119K
|
1.98K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
208+ 22.49% |
$93.2K - $115K
|
1.13K
$693K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
207+ 29.11% |
$92.8K - $115K
|
918
$562K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
206+ 12.47% |
$92.3K - $114K
|
1.86K
$1.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
205+ 36.87% |
$91.9K - $113K
|
761
$465K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
204New |
$91.4K - $113K
|
204
$125K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
200New |
$89.6K - $111K
|
200
$122K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
200New |
$89.6K - $111K
|
200
$122K
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
196+ 8.09% |
$87.8K - $109K
|
2.62K
$1.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
196+ 17.93% |
$87.8K - $109K
|
1.29K
$788K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
193+ 24.78% |
$86.5K - $107K
|
972
$595K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
193+ 4.44% |
$86.5K - $107K
|
4.54K
$2.78M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
190+ 6.93% |
$85.2K - $105K
|
2.93K
$1.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
186+ 2.11% |
$83.4K - $103K
|
8.99K
$5.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
183+ 0.04% |
$82K - $101K
|
513K
$314M
|
|
|
Oct 23, 2023
Q3 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
182+ 1.81% |
$81.6K - $101K
|
10.2K
$6.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
181+ 5.82% |
$81.1K - $100K
|
3.29K
$2.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
180New |
$80.7K - $99.6K
|
180
$110K
|