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 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-385- 8.19% |
$232K - $258K
|
4.32K
$2.45M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-386- 0.82% |
$233K - $259K
|
46.8K
$26.5M
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-387- 1.36% |
$233K - $259K
|
28.1K
$15.9M
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-391- 6.38% |
$236K - $262K
|
5.73K
$3.25M
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-394- 9.85% |
$238K - $264K
|
3.61K
$2.04M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-397- 89.62% |
$239K - $266K
|
46
$26.1K
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-400- 44.44% |
$241K - $268K
|
500
$284K
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.84% |
$241K - $268K
|
13.7K
$7.76M
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-406- 40.52% |
$245K - $272K
|
596
$338K
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-410- 17.7% |
$247K - $275K
|
1.91K
$1.08M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-433- 25.29% |
$261K - $290K
|
1.28K
$725K
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-437- 41.03% |
$263K - $293K
|
628
$356K
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-437- 6.85% |
$263K - $293K
|
5.94K
$3.37M
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-437- 46.39% |
$263K - $293K
|
505
$286K
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-439- 0.86% |
$265K - $294K
|
50.8K
$28.8M
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-447- 47.71% |
$270K - $300K
|
490
$278K
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-455- 4.28% |
$274K - $305K
|
10.2K
$5.78M
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-456- 4.72% |
$275K - $306K
|
9.21K
$5.23M
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-458- 2.78% |
$276K - $307K
|
16K
$9.09M
|
|
Nov 12, 2024
Q3 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-460- 10.22% |
$277K - $308K
|
4.04K
$2.29M
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-461- 3.34% |
$278K - $309K
|
13.3K
$7.57M
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-481- 7.67% |
$290K - $323K
|
5.79K
$3.28M
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-493- 3.52% |
$297K - $331K
|
13.5K
$7.66M
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-500- 13.37% |
$301K - $335K
|
3.24K
$1.84M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-505- 20.71% |
$304K - $339K
|
1.93K
$1.1M
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-505- 4.19% |
$304K - $339K
|
11.5K
$6.54M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-511- 35.39% |
$308K - $343K
|
933
$529K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-519- 5.2% |
$313K - $348K
|
9.47K
$5.37M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-521- 2.9% |
$314K - $349K
|
17.4K
$9.89M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-523- 14.61% |
$315K - $351K
|
3.06K
$1.73M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-534- 19.11% |
$322K - $358K
|
2.26K
$1.28M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-535- 53.23% |
$323K - $359K
|
470
$267K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-543- 2.07% |
$327K - $364K
|
25.6K
$14.5M
|
|
Nov 12, 2024
Q3 2024
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-546- 3.29% |
$329K - $366K
|
16.1K
$9.12M
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-547- 2.82% |
$330K - $367K
|
18.9K
$10.7M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-562- 3.06% |
$339K - $377K
|
17.8K
$10.1M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-564- 57.03% |
$340K - $378K
|
425
$241K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-572- 6.61% |
$345K - $384K
|
8.08K
$4.59M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-576- 4.78% |
$347K - $386K
|
11.5K
$6.52M
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-591- 47.09% |
$356K - $396K
|
664
$377K
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-597- 1.33% |
$360K - $400K
|
44.4K
$25.2M
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.78% |
$362K - $402K
|
76.1K
$43.2M
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-607- 4.75% |
$366K - $407K
|
12.2K
$6.91M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-608- 14.25% |
$367K - $408K
|
3.66K
$2.08M
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-617- 4.14% |
$372K - $414K
|
14.3K
$8.1M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-622- 51.4% |
$375K - $417K
|
588
$334K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-623- 7.14% |
$376K - $418K
|
8.1K
$4.6M
|
|
Nov 12, 2024
Q3 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-632- 13.93% |
$381K - $424K
|
3.91K
$2.22M
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-632- 30.11% |
$381K - $424K
|
1.47K
$832K
|
|
Nov 13, 2024
Q3 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-636- 0.39% |
$383K - $426K
|
162K
$92M
|