Purchases and Sales Made in Q3 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 9.06% |
$16.3K - $18.1K
|
325
$184K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
27+ 8.6% |
$16.3K - $18.1K
|
341
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
27+ 7.67% |
$16.3K - $18.1K
|
379
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
26+ 4.66% |
$15.7K - $17.4K
|
584
$331K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26+ 7.67% |
$15.7K - $17.4K
|
365
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
26+ 0.97% |
$15.7K - $17.4K
|
2.69K
$1.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 7.24% |
$15.7K - $17.4K
|
385
$218K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
25+ 4.61% |
$15.1K - $16.8K
|
567
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
25+ 1.62% |
$15.1K - $16.8K
|
1.57K
$891K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
25+ 2.21% |
$15.1K - $16.8K
|
1.16K
$655K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
25+ 1.88% |
$15.1K - $16.8K
|
1.36K
$769K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
25+ 0.32% |
$15.1K - $16.8K
|
7.77K
$4.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
25+ 7.29% |
$15.1K - $16.8K
|
368
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 4.76% |
$15.1K - $16.8K
|
550
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
24+ 1.23% |
$14.5K - $16.1K
|
1.98K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 4.12% |
$14.5K - $16.1K
|
606
$344K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
24New |
$14.5K - $16.1K
|
24
$13.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
23+ 6.8% |
$13.9K - $15.4K
|
361
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
23+ 0.75% |
$13.9K - $15.4K
|
3.08K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
23+ 2.89% |
$13.9K - $15.4K
|
818
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
23+ 1.67% |
$13.9K - $15.4K
|
1.4K
$793K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
22+ 3.23% |
$13.3K - $14.8K
|
703
$399K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22+ 1.92% |
$13.3K - $14.8K
|
1.17K
$662K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
22+ 1.68% |
$13.3K - $14.8K
|
1.33K
$753K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
22+ 4.45% |
$13.3K - $14.8K
|
516
$293K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22+ 6.51% |
$13.3K - $14.8K
|
360
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
21+ 1.19% |
$12.7K - $14.1K
|
1.78K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
21+ 1.43% |
$12.7K - $14.1K
|
1.49K
$845K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
20+ 0.17% |
$12.1K - $13.4K
|
11.6K
$6.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
20+ 0.23% |
$12.1K - $13.4K
|
8.74K
$4.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
19+ 2.2% |
$11.5K - $12.7K
|
884
$501K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
19+ 2.31% |
$11.5K - $12.7K
|
842
$478K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
19+ 0.27% |
$11.5K - $12.7K
|
7.07K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
19+ 1.16% |
$11.5K - $12.7K
|
1.66K
$943K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
18+ 2.69% |
$10.9K - $12.1K
|
686
$389K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
18New |
$10.9K - $12.1K
|
18
$10.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
18+ 3.56% |
$10.9K - $12.1K
|
523
$297K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
18+ 4.8% |
$10.9K - $12.1K
|
393
$223K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
18+ 1.82% |
$10.9K - $12.1K
|
1.01K
$572K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
18+ 0.57% |
$10.9K - $12.1K
|
3.17K
$1.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 3.31% |
$10.3K - $11.4K
|
531
$301K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
17+ 1.13% |
$10.3K - $11.4K
|
1.52K
$862K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
17+ 1.78% |
$10.3K - $11.4K
|
973
$552K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
17+ 0.41% |
$10.3K - $11.4K
|
4.19K
$2.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
17+ 3.37% |
$10.3K - $11.4K
|
521
$296K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
16+ 114.29% |
$9.65K - $10.7K
|
30
$17K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
16+ 1.04% |
$9.65K - $10.7K
|
1.55K
$880K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
16+ 1.51% |
$9.65K - $10.7K
|
1.08K
$611K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
16+ 1.9% |
$9.65K - $10.7K
|
859
$487K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
15+ 3.36% |
$9.04K - $10.1K
|
461
$261K
|