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 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.17% |
$448 - $554
|
573
$343K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.72% |
$448 - $554
|
139
$83.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1- 3.03% |
$448 - $554
|
32
$19.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-1- 0.12% |
$448 - $554
|
827
$495K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1- 11.11% |
$448 - $554
|
8
$4.79K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 16.67% |
$448 - $554
|
5
$2.99K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1- 0.09% |
$448 - $554
|
1.16K
$692K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1- 7.69% |
$448 - $554
|
12
$7.18K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1- 0.05% |
$448 - $554
|
2.07K
$1.24M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.15% |
$448 - $554
|
668
$400K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-2- 0.27% |
$896 - $1.11K
|
739
$442K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-2- 0.24% |
$896 - $1.11K
|
831
$497K
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-2- 0.35% |
$896 - $1.11K
|
575
$344K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2- 6.45% |
$896 - $1.11K
|
29
$17.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2- 0.42% |
$896 - $1.11K
|
476
$285K
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-2- 0.28% |
$896 - $1.11K
|
722
$432K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2- 10.53% |
$896 - $1.11K
|
17
$10.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2- 33.33% |
$896 - $1.11K
|
4
$2.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2- 33.33% |
$896 - $1.11K
|
4
$2.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2- 0.04% |
$896 - $1.11K
|
5.63K
$3.37M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3- 0.27% |
$1.34K - $1.66K
|
1.13K
$674K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 3.23% |
$1.34K - $1.66K
|
90
$53.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3- 0.2% |
$1.34K - $1.66K
|
1.47K
$877K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3- 0.67% |
$1.34K - $1.66K
|
446
$267K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.64% |
$1.34K - $1.66K
|
468
$280K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3- 15.79% |
$1.34K - $1.66K
|
16
$9.57K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3- 33.33% |
$1.34K - $1.66K
|
6
$3.59K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4- 0.56% |
$1.79K - $2.21K
|
711
$425K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4- 1.11% |
$1.79K - $2.21K
|
355
$212K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4- 0.23% |
$1.79K - $2.21K
|
1.76K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-4- 0.01% |
$1.79K - $2.21K
|
53.2K
$31.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 1.27% |
$1.79K - $2.21K
|
310
$185K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4- 0.82% |
$1.79K - $2.21K
|
485
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4- 0.7% |
$1.79K - $2.21K
|
568
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4- 2.33% |
$1.79K - $2.21K
|
168
$101K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5- 0.81% |
$2.24K - $2.77K
|
613
$367K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-5- 0.7% |
$2.24K - $2.77K
|
707
$423K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 0.21% |
$2.24K - $2.77K
|
2.39K
$1.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 0.04% |
$2.24K - $2.77K
|
11.3K
$6.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5- 0.32% |
$2.24K - $2.77K
|
1.56K
$930K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-5- 0.35% |
$2.24K - $2.77K
|
1.43K
$854K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5- 0.21% |
$2.24K - $2.77K
|
2.41K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5- 1.1% |
$2.24K - $2.77K
|
449
$269K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5- 19.23% |
$2.24K - $2.77K
|
21
$12.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6- 0.97% |
$2.69K - $3.32K
|
613
$367K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-6- 0.16% |
$2.69K - $3.32K
|
3.69K
$2.21M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 5.77% |
$2.69K - $3.32K
|
98
$58.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7- 0.27% |
$3.14K - $3.88K
|
2.57K
$1.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-7- 8.14% |
$3.14K - $3.88K
|
79
$47.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7- 1.31% |
$3.14K - $3.88K
|
526
$315K
|