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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-22- 1.84% |
$13.3K - $14.8K
|
1.17K
$665K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-23- 22.12% |
$13.9K - $15.4K
|
81
$45.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-23- 14.2% |
$13.9K - $15.4K
|
139
$78.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-23- 4.81% |
$13.9K - $15.4K
|
455
$258K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-24- 1.86% |
$14.5K - $16.1K
|
1.27K
$719K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-24- 6.86% |
$14.5K - $16.1K
|
326
$185K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-25- 38.46% |
$15.1K - $16.8K
|
40
$22.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-25- 6.72% |
$15.1K - $16.8K
|
347
$197K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-25- 0.16% |
$15.1K - $16.8K
|
16K
$9.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-25- 2.61% |
$15.1K - $16.8K
|
934
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-25- 2.54% |
$15.1K - $16.8K
|
961
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-25- 6.65% |
$15.1K - $16.8K
|
351
$199K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-26- 2.97% |
$15.7K - $17.4K
|
849
$482K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-26- 2.97% |
$15.7K - $17.4K
|
850
$482K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-26- 3.31% |
$15.7K - $17.4K
|
759
$431K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27- 7.09% |
$16.3K - $18.1K
|
354
$201K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-27- 4.41% |
$16.3K - $18.1K
|
585
$332K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-28- 2.32% |
$16.9K - $18.8K
|
1.18K
$669K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-28- 9.46% |
$16.9K - $18.8K
|
268
$152K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-28- 1.18% |
$16.9K - $18.8K
|
2.35K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-29- 2.8% |
$17.5K - $19.4K
|
1.01K
$571K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-29- 0.29% |
$17.5K - $19.4K
|
10.1K
$5.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-30- 4.59% |
$18.1K - $20.1K
|
624
$354K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-30- 6.82% |
$18.1K - $20.1K
|
410
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-30- 0.43% |
$18.1K - $20.1K
|
6.88K
$3.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-31- 3.13% |
$18.7K - $20.8K
|
958
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-32- 0.32% |
$19.3K - $21.5K
|
9.84K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-32- 1.73% |
$19.3K - $21.5K
|
1.82K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-33- 0.7% |
$19.9K - $22.1K
|
4.68K
$2.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-33- 1.38% |
$19.9K - $22.1K
|
2.37K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-33- 4.22% |
$19.9K - $22.1K
|
749
$425K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-33- 1.15% |
$19.9K - $22.1K
|
2.83K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-33- 13.1% |
$19.9K - $22.1K
|
219
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-33- 10.34% |
$19.9K - $22.1K
|
286
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-34- 0.2% |
$20.5K - $22.8K
|
17.3K
$9.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-34- 0.69% |
$20.5K - $22.8K
|
4.89K
$2.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-35- 0.67% |
$21.1K - $23.5K
|
5.23K
$2.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-35- 2.86% |
$21.1K - $23.5K
|
1.19K
$675K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-35- 4.02% |
$21.1K - $23.5K
|
835
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-35- 58.33% |
$21.1K - $23.5K
|
25
$14.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-35- 1.58% |
$21.1K - $23.5K
|
2.18K
$1.23M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-35- 0.2% |
$21.1K - $23.5K
|
17.8K
$10.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-36- 1.43% |
$21.7K - $24.1K
|
2.47K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-37- 10.31% |
$22.3K - $24.8K
|
322
$183K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38- 0.7% |
$22.9K - $25.5K
|
5.37K
$3.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-38- 2.03% |
$22.9K - $25.5K
|
1.83K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-39- 0.21% |
$23.5K - $26.1K
|
18.2K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-39- 3.35% |
$23.5K - $26.1K
|
1.12K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-39- 1.73% |
$23.5K - $26.1K
|
2.22K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-40- 10.39% |
$24.1K - $26.8K
|
345
$196K
|