Purchases and Sales Made in Q4 2021 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
335+ 1.15% |
$176K - $233K
|
29.4K
$17M
|
|
Feb 14, 2022
Q4 2021
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
332New |
$174K - $231K
|
332
$192K
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
331+ 0.95% |
$174K - $230K
|
35.2K
$20.4M
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
330New |
$173K - $229K
|
330
$191K
|
|
Feb 11, 2022
Q4 2021
|
Palladiem, LLC
|
BUY
|
- |
329New |
$173K - $229K
|
329
$190K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
329New |
$173K - $229K
|
329
$190K
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
328New |
$172K - $228K
|
328
$190K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
323+ 6.22% |
$170K - $224K
|
5.51K
$3.19M
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
321New |
$169K - $223K
|
321
$186K
|
|
Feb 11, 2022
Q4 2021
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
321New |
$169K - $223K
|
321
$186K
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
321New |
$169K - $223K
|
321
$186K
|
|
Feb 14, 2022
Q4 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
320New |
$168K - $222K
|
320
$185K
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
320New |
$168K - $222K
|
320
$185K
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
316New |
$166K - $220K
|
316
$183K
|
|
Feb 14, 2022
Q4 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
315New |
$165K - $219K
|
315
$182K
|
|
Apr 25, 2022
Q4 2021
|
Manteio Capital LLC
|
BUY
|
- |
315New |
$165K - $219K
|
315
$182K
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
315New |
$165K - $219K
|
315
$182K
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
314New |
$165K - $218K
|
314
$182K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
314+ 365.12% |
$165K - $218K
|
400
$232K
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
314+ 365.12% |
$165K - $218K
|
400
$232K
|
|
Feb 11, 2022
Q4 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
300+ 32.33% |
$158K - $208K
|
1.23K
$711K
|
|
Feb 02, 2022
Q4 2021
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
297+ 10.71% |
$156K - $206K
|
3.07K
$1.78M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
296New |
$156K - $206K
|
296
$171K
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
293+ 9.47% |
$154K - $204K
|
3.39K
$1.96M
|
|
Jan 14, 2022
Q4 2021
|
Sara Bay Financial
|
BUY
|
- |
291+ 1.52% |
$153K - $202K
|
19.4K
$11.2M
|
|
Feb 14, 2022
Q4 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
291+ 13.84% |
$153K - $202K
|
2.39K
$1.39M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
287+ 15.5% |
$151K - $199K
|
2.14K
$1.24M
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
274+ 52.39% |
$144K - $190K
|
797
$461K
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
272+ 49.01% |
$143K - $189K
|
827
$479K
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
263+ 8.31% |
$138K - $183K
|
3.43K
$1.98M
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
261+ 17.04% |
$137K - $181K
|
1.79K
$1.04M
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
259+ 0.1% |
$136K - $180K
|
261K
$151M
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
259New |
$136K - $180K
|
259
$150K
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
BUY
|
- |
257+ 0.85% |
$135K - $179K
|
30.5K
$17.6M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
256+ 1.92% |
$134K - $178K
|
13.6K
$7.88M
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
248+ 1.91% |
$130K - $172K
|
13.2K
$7.66M
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
240+ 4.17% |
$126K - $167K
|
5.99K
$3.47M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
237New |
$125K - $165K
|
237
$137K
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
235+ 16.64% |
$123K - $163K
|
1.65K
$953K
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
229New |
$120K - $159K
|
229
$133K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
229+ 5.54% |
$120K - $159K
|
4.36K
$2.52M
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
224+ 21.94% |
$118K - $156K
|
1.25K
$721K
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
223+ 4.94% |
$117K - $155K
|
4.74K
$2.74M
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
221+ 28.05% |
$116K - $154K
|
1.01K
$584K
|
|
Jan 12, 2022
Q4 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
220+ 22.73% |
$116K - $153K
|
1.19K
$688K
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
213+ 51.08% |
$112K - $148K
|
630
$365K
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
211+ 25.42% |
$111K - $147K
|
1.04K
$603K
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
207+ 42.24% |
$109K - $144K
|
697
$403K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
203+ 36.91% |
$107K - $141K
|
753
$436K
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
202+ 7.3% |
$106K - $140K
|
2.97K
$1.72M
|