Purchases and Sales Made in Q4 2022 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q4 2022. 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 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.33K+ 5.87% |
$472K - $573K
|
23.9K
$14.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
1.31K+ 4.31% |
$467K - $566K
|
31.7K
$19.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
1.31KNew |
$466K - $565K
|
1.31K
$787K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
1.3K+ 0.49% |
$462K - $560K
|
267K
$160M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.29KNew |
$461K - $559K
|
1.29K
$778K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.29K+ 8.67% |
$461K - $559K
|
16.2K
$9.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.29KNew |
$461K - $558K
|
1.29K
$777K
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
1.29KNew |
$458K - $556K
|
1.29K
$774K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.24KNew |
$443K - $538K
|
1.24K
$748K
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.24KNew |
$443K - $537K
|
1.24K
$747K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.21K+ 3.1% |
$431K - $523K
|
40.3K
$24.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Jacobs & CO
|
BUY
|
- |
1.21K+ 12.1% |
$430K - $522K
|
11.2K
$6.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.19K+ 77.93% |
$424K - $514K
|
2.72K
$1.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Scharf Investments, LLC
|
BUY
|
- |
1.18K+ 41.53% |
$420K - $509K
|
4.02K
$2.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
1.17K+ 208.53% |
$418K - $507K
|
1.74K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 2.83% |
$417K - $505K
|
42.5K
$25.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
1.15K+ 9.23% |
$411K - $498K
|
13.6K
$8.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.14K+ 0.74% |
$407K - $493K
|
154K
$92.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.13K+ 18.75% |
$404K - $490K
|
7.18K
$4.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.13K+ 63.02% |
$402K - $487K
|
2.92K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.12K+ 2.34% |
$399K - $483K
|
49K
$29.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1.1KNew |
$393K - $477K
|
1.1K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.08K+ 64.18% |
$386K - $468K
|
2.77K
$1.67M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.07K+ 1.28% |
$381K - $462K
|
84.5K
$50.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.05KNew |
$376K - $455K
|
1.05K
$634K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.05K+ 13.39% |
$373K - $452K
|
8.86K
$5.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 177.08% |
$372K - $451K
|
1.63K
$982K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 40.3% |
$368K - $446K
|
3.59K
$2.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.03KNew |
$365K - $443K
|
1.03K
$617K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.01K+ 1.09% |
$361K - $438K
|
93.8K
$56.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1K+ 13.06% |
$356K - $432K
|
8.66K
$5.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
998+ 3.09% |
$356K - $431K
|
33.3K
$20.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
996+ 76.85% |
$355K - $430K
|
2.29K
$1.38M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
987+ 2.88% |
$352K - $426K
|
35.2K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
980+ 6.1% |
$349K - $423K
|
17K
$10.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
970+ 2.17% |
$346K - $419K
|
45.6K
$27.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
963+ 147.25% |
$343K - $416K
|
1.62K
$973K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
946New |
$337K - $409K
|
946
$569K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
944+ 7.24% |
$337K - $408K
|
14K
$8.41M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
941New |
$335K - $407K
|
941
$566K
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
933New |
$333K - $403K
|
933
$561K
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
932New |
$332K - $403K
|
932
$561K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
926+ 46.46% |
$330K - $400K
|
2.92K
$1.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
913New |
$325K - $394K
|
913
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
894New |
$319K - $386K
|
894
$538K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
892+ 38.88% |
$318K - $385K
|
3.19K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
891+ 0.94% |
$318K - $385K
|
95.4K
$57.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
878+ 42.39% |
$313K - $379K
|
2.95K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
877+ 48.21% |
$313K - $379K
|
2.7K
$1.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
875New |
$312K - $378K
|
875
$526K
|