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 |
---|---|---|---|---|---|---|---|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-25- 1.38% |
$13.1K - $17.4K
|
1.79K
$1.02M
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-25- 0.66% |
$13.1K - $17.4K
|
3.79K
$2.15M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-25- 5.57% |
$13.1K - $17.4K
|
424
$241K
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-26- 0.37% |
$13.7K - $18.1K
|
6.92K
$3.93M
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-26- 11.45% |
$13.7K - $18.1K
|
201
$114K
|
|
Feb 14, 2022
Q4 2021
|
Unigestion Holding Sa
|
SELL
|
- |
-26- 0.61% |
$13.7K - $18.1K
|
4.26K
$2.42M
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-26- 4.45% |
$13.7K - $18.1K
|
558
$317K
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-28- 7.18% |
$14.7K - $19.5K
|
362
$206K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-28Closed |
$14.7K - $19.5K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-28- 1.65% |
$14.7K - $19.5K
|
1.67K
$948K
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-30- 0.28% |
$15.8K - $20.8K
|
10.9K
$6.18M
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-30- 0.2% |
$15.8K - $20.8K
|
15.3K
$8.69M
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-30- 3.25% |
$15.8K - $20.8K
|
892
$507K
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-30- 3.88% |
$15.8K - $20.8K
|
743
$423K
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-30- 0.69% |
$15.8K - $20.8K
|
4.35K
$2.47M
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-30- 27.27% |
$15.8K - $20.8K
|
80
$45.5K
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
SELL
|
- |
-32- 0.51% |
$16.8K - $22.2K
|
6.27K
$3.56M
|
|
Jan 21, 2022
Q4 2021
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-33- 0.34% |
$17.3K - $22.9K
|
9.61K
$5.47M
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-35- 0.16% |
$18.4K - $24.3K
|
22.1K
$12.6M
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
SELL
|
- |
-37- 0.27% |
$19.4K - $25.7K
|
13.9K
$7.9M
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-37Closed |
$19.4K - $25.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-37- 3.82% |
$19.4K - $25.7K
|
931
$530K
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-40- 3.24% |
$21K - $27.8K
|
1.2K
$680K
|
|
Jan 20, 2022
Q4 2021
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-40- 4.65% |
$21K - $27.8K
|
820
$466K
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
SELL
|
- |
-41- 8.01% |
$21.5K - $28.5K
|
471
$268K
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-41- 5.93% |
$21.5K - $28.5K
|
650
$370K
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-41Closed |
$21.5K - $28.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-41- 7.06% |
$21.5K - $28.5K
|
540
$307K
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-43- 5.94% |
$22.6K - $29.9K
|
681
$387K
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-43- 0.48% |
$22.6K - $29.9K
|
9.01K
$5.12M
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-43- 1.06% |
$22.6K - $29.9K
|
4.02K
$2.29M
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
SELL
|
- |
-44- 4.8% |
$23.1K - $30.6K
|
873
$497K
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-45- 0.21% |
$23.6K - $31.3K
|
20.9K
$11.9M
|
|
Feb 08, 2022
Q4 2021
|
Amica Retiree Medical Trust
|
SELL
|
- |
-45- 2.79% |
$23.6K - $31.3K
|
1.57K
$893K
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-45- 3.26% |
$23.6K - $31.3K
|
1.34K
$761K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-45- 4.48% |
$23.6K - $31.3K
|
960
$546K
|
|
Jan 31, 2022
Q4 2021
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-48- 1.24% |
$25.2K - $33.3K
|
3.84K
$2.18M
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-48- 2.36% |
$25.2K - $33.3K
|
1.99K
$1.13M
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-49- 28.16% |
$25.7K - $34K
|
125
$71.1K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-49- 1.34% |
$25.7K - $34K
|
3.61K
$2.06M
|
|
Jan 31, 2022
Q4 2021
|
Act Wealth Management, LLC
|
SELL
|
- |
-50- 3.57% |
$26.3K - $34.7K
|
1.35K
$768K
|
|
Jan 19, 2022
Q4 2021
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-50- 7.81% |
$26.3K - $34.7K
|
590
$336K
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-50- 2.48% |
$26.3K - $34.7K
|
1.97K
$1.12M
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-51- 2.56% |
$26.8K - $35.4K
|
1.94K
$1.11M
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-51- 4.05% |
$26.8K - $35.4K
|
1.21K
$687K
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-53- 5.62% |
$27.8K - $36.8K
|
890
$506K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-54Closed |
$28.4K - $37.5K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-55- 1.09% |
$28.9K - $38.2K
|
5.01K
$2.85M
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-56- 6.33% |
$29.4K - $38.9K
|
829
$472K
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-59- 11.07% |
$31K - $41K
|
474
$270K
|