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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17New |
$7.62K - $9.41K
|
17
$10.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
16+ 0.74% |
$7.17K - $8.86K
|
2.17K
$1.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
16+ 1.14% |
$7.17K - $8.86K
|
1.42K
$850K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
16+ 1.22% |
$7.17K - $8.86K
|
1.33K
$793K
|
|
|
Nov 08, 2023
Q3 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
16+ 2.21% |
$7.17K - $8.86K
|
741
$443K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
16+ 15.09% |
$7.17K - $8.86K
|
122
$73K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
15+ 1.43% |
$6.72K - $8.3K
|
1.06K
$637K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15+ 3.18% |
$6.72K - $8.3K
|
487
$291K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
15+ 0.17% |
$6.72K - $8.3K
|
9.08K
$5.43M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15+ 125.0% |
$6.72K - $8.3K
|
27
$16.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
14+ 0.48% |
$6.27K - $7.75K
|
2.93K
$1.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
14+ 2.87% |
$6.27K - $7.75K
|
501
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14+ 0.38% |
$6.27K - $7.75K
|
3.72K
$2.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
13+ 4.74% |
$5.83K - $7.2K
|
287
$172K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
12+ 13.33% |
$5.38K - $6.64K
|
102
$61K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
12+ 0.86% |
$5.38K - $6.64K
|
1.41K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
12+ 1.08% |
$5.38K - $6.64K
|
1.12K
$670K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
11+ 1.42% |
$4.93K - $6.09K
|
785
$470K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
11New |
$4.93K - $6.09K
|
11
$6.58K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 0.19% |
$4.93K - $6.09K
|
5.74K
$3.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
10+ 100.0% |
$4.48K - $5.54K
|
20
$12K
|
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
10+ 0.18% |
$4.48K - $5.54K
|
5.58K
$3.34M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10+ 1.74% |
$4.48K - $5.54K
|
585
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.42% |
$4.48K - $5.54K
|
2.39K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
9New |
$4.03K - $4.98K
|
9
$5.38K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9+ 75.0% |
$4.03K - $4.98K
|
21
$12.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
9+ 1.52% |
$4.03K - $4.98K
|
602
$360K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
9+ 0.29% |
$4.03K - $4.98K
|
3.15K
$1.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
9+ 1.0% |
$4.03K - $4.98K
|
907
$543K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
9+ 0.28% |
$4.03K - $4.98K
|
3.18K
$1.9M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
9+ 0.92% |
$4.03K - $4.98K
|
989
$592K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8New |
$3.59K - $4.43K
|
8
$4.79K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 53.33% |
$3.59K - $4.43K
|
23
$13.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
8+ 0.65% |
$3.59K - $4.43K
|
1.24K
$743K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7+ 1.25% |
$3.14K - $3.88K
|
569
$340K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.96% |
$3.14K - $3.88K
|
739
$442K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
7+ 10.77% |
$3.14K - $3.88K
|
72
$43.1K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
7+ 1.59% |
$3.14K - $3.88K
|
448
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7+ 1.07% |
$3.14K - $3.88K
|
664
$397K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7+ 1.07% |
$3.14K - $3.88K
|
664
$397K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6+ 4.17% |
$2.69K - $3.32K
|
150
$89.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
6+ 0.94% |
$2.69K - $3.32K
|
644
$385K
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
6+ 0.14% |
$2.69K - $3.32K
|
4.34K
$2.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6+ 0.62% |
$2.69K - $3.32K
|
973
$582K
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
BUY
|
- |
6+ 0.37% |
$2.69K - $3.32K
|
1.65K
$986K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6+ 0.62% |
$2.69K - $3.32K
|
975
$583K
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
6+ 0.14% |
$2.69K - $3.32K
|
4.34K
$2.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 4.67% |
$2.24K - $2.77K
|
112
$67K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
5+ 0.46% |
$2.24K - $2.77K
|
1.1K
$659K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5+ 125.0% |
$2.24K - $2.77K
|
9
$5.38K
|