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 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-203- 28.55% |
$122K - $136K
|
508
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-203- 2.56% |
$122K - $136K
|
7.73K
$4.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-205- 1.88% |
$124K - $137K
|
10.7K
$6.08M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-207- 28.09% |
$125K - $139K
|
530
$301K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-208- 21.4% |
$125K - $139K
|
764
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-208- 5.46% |
$125K - $139K
|
3.6K
$2.04M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-212- 6.45% |
$128K - $142K
|
3.08K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-218- 82.89% |
$131K - $146K
|
45
$25.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-223- 16.39% |
$134K - $150K
|
1.14K
$646K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-228- 8.05% |
$137K - $153K
|
2.6K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-230- 0.44% |
$139K - $154K
|
52.5K
$29.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-231- 78.84% |
$139K - $155K
|
62
$35.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-236- 3.94% |
$142K - $158K
|
5.75K
$3.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-242- 3.28% |
$146K - $162K
|
7.14K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-248- 19.89% |
$150K - $166K
|
999
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-248- 4.12% |
$150K - $166K
|
5.77K
$3.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-249- 42.56% |
$150K - $167K
|
336
$191K
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
SELL
|
- |
-253- 11.23% |
$153K - $170K
|
2K
$1.13M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-253- 0.47% |
$153K - $170K
|
53.8K
$30.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-262- 44.33% |
$158K - $176K
|
329
$187K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-268- 0.76% |
$162K - $180K
|
35.2K
$20M
|
|
|
Nov 13, 2024
Q3 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-269- 4.77% |
$162K - $180K
|
5.37K
$3.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-276- 6.53% |
$166K - $185K
|
3.95K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-280- 7.93% |
$169K - $188K
|
3.25K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-283- 9.61% |
$171K - $190K
|
2.66K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-286- 2.05% |
$172K - $192K
|
13.7K
$7.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-288- 3.81% |
$174K - $193K
|
7.26K
$4.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-289- 7.04% |
$174K - $194K
|
3.82K
$2.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-291- 13.32% |
$175K - $195K
|
1.89K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-293- 3.98% |
$177K - $196K
|
7.06K
$4.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-294- 18.87% |
$177K - $197K
|
1.26K
$717K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-294- 37.5% |
$177K - $197K
|
490
$278K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-295- 3.0% |
$178K - $198K
|
9.53K
$5.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-311- 4.13% |
$188K - $209K
|
7.23K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-321- 1.95% |
$194K - $215K
|
16.1K
$9.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-322- 0.31% |
$194K - $216K
|
103K
$58.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-346- 31.14% |
$209K - $232K
|
765
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-350- 0.46% |
$211K - $235K
|
75K
$42.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-351- 3.87% |
$212K - $235K
|
8.71K
$4.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-352- 1.82% |
$212K - $236K
|
19K
$10.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-354- 1.97% |
$213K - $237K
|
17.6K
$9.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-357- 1.47% |
$215K - $239K
|
23.9K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-359- 5.86% |
$216K - $241K
|
5.77K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-360- 16.19% |
$217K - $241K
|
1.86K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-362- 7.74% |
$218K - $243K
|
4.31K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-363- 16.12% |
$219K - $243K
|
1.89K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-369- 4.76% |
$222K - $247K
|
7.38K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-377- 6.29% |
$227K - $253K
|
5.62K
$3.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-380- 14.69% |
$229K - $255K
|
2.21K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-380- 16.69% |
$229K - $255K
|
1.9K
$1.08M
|