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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
874+ 6.79% |
$312K - $378K
|
13.7K
$8.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
873+ 16.43% |
$311K - $377K
|
6.19K
$3.72M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
854New |
$304K - $369K
|
854
$514K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
833New |
$297K - $360K
|
833
$501K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
827+ 0.84% |
$295K - $357K
|
99.8K
$60M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
800+ 5.2% |
$285K - $346K
|
16.2K
$9.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
800New |
$285K - $346K
|
800
$481K
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
785+ 21.55% |
$280K - $339K
|
4.43K
$2.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
783+ 8.49% |
$279K - $338K
|
10K
$6.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
783+ 3.17% |
$279K - $338K
|
25.5K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
771+ 18.7% |
$275K - $333K
|
4.9K
$2.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
762+ 0.45% |
$272K - $329K
|
172K
$103M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
762+ 98.32% |
$272K - $329K
|
1.54K
$925K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
752+ 1.77% |
$268K - $325K
|
43.1K
$25.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
746New |
$266K - $322K
|
746
$449K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
741+ 32.83% |
$264K - $320K
|
3K
$1.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
733+ 1.73% |
$261K - $317K
|
43.2K
$26M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
732+ 0.97% |
$261K - $316K
|
76.4K
$46M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
722+ 10.93% |
$257K - $312K
|
7.33K
$4.41M
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
717New |
$256K - $310K
|
717
$431K
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
715New |
$255K - $309K
|
715
$430K
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
700New |
$250K - $302K
|
700
$421K
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
698New |
$249K - $302K
|
698
$420K
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
698+ 0.44% |
$249K - $302K
|
158K
$95.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
696+ 6.3% |
$248K - $301K
|
11.7K
$7.06M
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
695New |
$248K - $300K
|
695
$418K
|
|
|
Jan 24, 2023
Q4 2022
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
692New |
$247K - $299K
|
692
$416K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
692+ 48.6% |
$247K - $299K
|
2.12K
$1.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
692New |
$247K - $299K
|
692
$416K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
687New |
$245K - $297K
|
687
$413K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
679New |
$242K - $293K
|
679
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
679+ 0.36% |
$242K - $293K
|
188K
$113M
|
|
|
Jan 12, 2023
Q4 2022
|
Community Capital Management, LLC
|
BUY
|
- |
675+ 93.1% |
$241K - $292K
|
1.4K
$842K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
656New |
$234K - $283K
|
656
$395K
|
|
|
Jan 24, 2023
Q4 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
652+ 7.2% |
$232K - $282K
|
9.7K
$5.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
640+ 38.07% |
$228K - $277K
|
2.32K
$1.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
630+ 9.46% |
$225K - $272K
|
7.29K
$4.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
630+ 30.78% |
$225K - $272K
|
2.68K
$1.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
628+ 28.78% |
$224K - $271K
|
2.81K
$1.69M
|
|
|
Jan 17, 2023
Q4 2022
|
Wendell David Associates Inc
|
BUY
|
- |
626+ 1.77% |
$223K - $270K
|
36.1K
$21.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
624New |
$222K - $270K
|
624
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
620New |
$221K - $268K
|
620
$373K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
617+ 23.03% |
$220K - $267K
|
3.3K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
617New |
$220K - $267K
|
617
$371K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
616New |
$220K - $266K
|
616
$371K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
615+ 11.67% |
$219K - $266K
|
5.88K
$3.54M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
613New |
$219K - $265K
|
613
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
613+ 3.05% |
$219K - $265K
|
20.7K
$12.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
611New |
$218K - $264K
|
611
$368K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
610New |
$217K - $264K
|
610
$367K
|