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 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-114- 7.49% |
$68.7K - $76.4K
|
1.41K
$799K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-115- 1.23% |
$69.3K - $77.1K
|
9.21K
$5.22M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-117- 13.16% |
$70.5K - $78.4K
|
772
$438K
|
|
Nov 14, 2024
Q3 2024
|
Unio Capital LLC
|
SELL
|
- |
-118- 0.82% |
$71.2K - $79.1K
|
14.2K
$8.06M
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-119- 0.86% |
$71.8K - $79.8K
|
13.7K
$7.79M
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-120- 7.49% |
$72.4K - $80.5K
|
1.48K
$841K
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-120- 0.33% |
$72.4K - $80.5K
|
36.5K
$20.7M
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-123- 19.01% |
$74.2K - $82.5K
|
524
$297K
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-124- 12.02% |
$74.8K - $83.1K
|
908
$515K
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-125- 9.12% |
$75.4K - $83.8K
|
1.25K
$706K
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-129- 6.7% |
$77.8K - $86.5K
|
1.8K
$1.02M
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-131- 10.64% |
$79K - $87.8K
|
1.1K
$624K
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-134- 13.33% |
$80.8K - $89.8K
|
871
$494K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-134- 16.69% |
$80.8K - $89.8K
|
669
$379K
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-135- 0.39% |
$81.4K - $90.5K
|
34.4K
$19.5M
|
|
Nov 05, 2024
Q3 2024
|
Xxec, Inc.
|
SELL
|
- |
-137- 0.8% |
$82.6K - $91.9K
|
17K
$9.65M
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-137- 4.78% |
$82.6K - $91.9K
|
2.73K
$1.55M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-138- 36.51% |
$83.2K - $92.5K
|
240
$136K
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-140- 1.73% |
$84.4K - $93.9K
|
7.96K
$4.52M
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-142- 0.38% |
$85.6K - $95.2K
|
37.6K
$21.3M
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-143- 0.32% |
$86.2K - $95.9K
|
44.1K
$25M
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-143- 3.46% |
$86.2K - $95.9K
|
3.99K
$2.26M
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-145- 3.18% |
$87.4K - $97.2K
|
4.41K
$2.5M
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-146- 16.42% |
$88K - $97.9K
|
743
$421K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-147- 34.67% |
$88.6K - $98.6K
|
277
$157K
|
|
Oct 28, 2024
Q3 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-150- 16.39% |
$90.4K - $101K
|
765
$434K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-150- 89.29% |
$90.4K - $101K
|
18
$10.2K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-151- 31.01% |
$91K - $101K
|
336
$191K
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-151- 6.62% |
$91K - $101K
|
2.13K
$1.21M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-154- 14.42% |
$92.9K - $103K
|
914
$518K
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-154- 16.58% |
$92.9K - $103K
|
775
$440K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-158- 5.27% |
$95.3K - $106K
|
2.84K
$1.61M
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-160- 0.5% |
$96.5K - $107K
|
31.8K
$18.1M
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-161- 4.24% |
$97.1K - $108K
|
3.64K
$2.06M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-161- 1.5% |
$97.1K - $108K
|
10.6K
$5.99M
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-162- 0.67% |
$97.7K - $109K
|
23.9K
$13.5M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-167- 19.17% |
$101K - $112K
|
704
$399K
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-169- 25.07% |
$102K - $113K
|
505
$286K
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-170- 9.86% |
$103K - $114K
|
1.55K
$881K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-171- 16.68% |
$103K - $115K
|
854
$484K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-174- 8.99% |
$105K - $117K
|
1.76K
$999K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-177- 1.61% |
$107K - $119K
|
10.8K
$6.15M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-182- 9.41% |
$110K - $122K
|
1.75K
$994K
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-183- 24.9% |
$110K - $123K
|
552
$313K
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-190- 11.88% |
$115K - $127K
|
1.41K
$800K
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-192- 4.97% |
$116K - $129K
|
3.68K
$2.08M
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-193- 2.1% |
$116K - $129K
|
8.99K
$5.1M
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-193- 5.08% |
$116K - $129K
|
3.61K
$2.05M
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-195- 8.46% |
$118K - $131K
|
2.11K
$1.2M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-201- 5.89% |
$121K - $135K
|
3.21K
$1.82M
|