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 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-10- 2.37% |
$6.03K - $6.7K
|
412
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-10- 0.91% |
$6.03K - $6.7K
|
1.09K
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-10- 0.67% |
$6.03K - $6.7K
|
1.48K
$841K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10- 16.67% |
$6.03K - $6.7K
|
50
$28.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-10- 0.06% |
$6.03K - $6.7K
|
16.9K
$9.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-10- 0.67% |
$6.03K - $6.7K
|
1.48K
$841K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-10- 0.13% |
$6.03K - $6.7K
|
7.48K
$4.25M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-10- 62.5% |
$6.03K - $6.7K
|
6
$3.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-11- 0.08% |
$6.63K - $7.38K
|
13K
$7.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11- 1.79% |
$6.63K - $7.38K
|
604
$343K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-11- 73.33% |
$6.63K - $7.38K
|
4
$2.27K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-11- 0.79% |
$6.63K - $7.38K
|
1.38K
$785K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-11- 1.25% |
$6.63K - $7.38K
|
870
$493K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-12- 2.68% |
$7.24K - $8.05K
|
435
$247K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-12- 32.43% |
$7.24K - $8.05K
|
25
$14.2K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-12- 1.85% |
$7.24K - $8.05K
|
637
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-12- 0.03% |
$7.24K - $8.05K
|
39K
$22.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-13- 0.49% |
$7.84K - $8.72K
|
2.63K
$1.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-13- 3.78% |
$7.84K - $8.72K
|
331
$188K
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-13- 2.64% |
$7.84K - $8.72K
|
479
$272K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-13- 1.65% |
$7.84K - $8.72K
|
773
$438K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-13- 1.24% |
$7.84K - $8.72K
|
1.04K
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14- 1.72% |
$8.44K - $9.39K
|
798
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-14- 0.08% |
$8.44K - $9.39K
|
17.6K
$10M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-15- 0.6% |
$9.04K - $10.1K
|
2.49K
$1.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-15- 2.06% |
$9.04K - $10.1K
|
712
$404K
|
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-15- 0.27% |
$9.04K - $10.1K
|
5.49K
$3.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.7% |
$9.04K - $10.1K
|
2.12K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-15- 2.33% |
$9.04K - $10.1K
|
629
$357K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-16- 1.2% |
$9.65K - $10.7K
|
1.32K
$748K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-16- 2.26% |
$9.65K - $10.7K
|
692
$393K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-16- 0.7% |
$9.65K - $10.7K
|
2.28K
$1.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-16- 0.36% |
$9.65K - $10.7K
|
4.39K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-16- 0.04% |
$9.65K - $10.7K
|
41.7K
$23.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-17- 0.47% |
$10.3K - $11.4K
|
3.62K
$2.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-17- 3.16% |
$10.3K - $11.4K
|
521
$296K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-17- 3.06% |
$10.3K - $11.4K
|
539
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-17- 0.91% |
$10.3K - $11.4K
|
1.85K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-17- 4.09% |
$10.3K - $11.4K
|
399
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17- 0.03% |
$10.3K - $11.4K
|
58.2K
$33M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-18- 1.45% |
$10.9K - $12.1K
|
1.23K
$695K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-19- 1.05% |
$11.5K - $12.7K
|
1.79K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-19- 0.44% |
$11.5K - $12.7K
|
4.32K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-19- 5.12% |
$11.5K - $12.7K
|
352
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-20- 1.19% |
$12.1K - $13.4K
|
1.66K
$939K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-20- 1.2% |
$12.1K - $13.4K
|
1.65K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-20- 1.74% |
$12.1K - $13.4K
|
1.13K
$640K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-21- 5.02% |
$12.7K - $14.1K
|
397
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-21- 3.4% |
$12.7K - $14.1K
|
596
$338K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-22- 6.34% |
$13.3K - $14.8K
|
325
$184K
|