Purchases and Sales Made in Q4 2023 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q4 2023. 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 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
47+ 31.33% |
$22.5K - $29.6K
|
197
$114K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
47+ 0.31% |
$22.5K - $29.6K
|
15.3K
$8.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47+ 10.47% |
$22.5K - $29.6K
|
496
$287K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
44+ 5.04% |
$21.1K - $27.7K
|
917
$531K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
43+ 1.86% |
$20.6K - $27.1K
|
2.35K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
43+ 4.37% |
$20.6K - $27.1K
|
1.03K
$594K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
43+ 2.31% |
$20.6K - $27.1K
|
1.9K
$1.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
42+ 5.05% |
$20.1K - $26.4K
|
873
$505K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
41+ 5.13% |
$19.7K - $25.8K
|
841
$487K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
40New |
$19.2K - $25.2K
|
40
$23.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
40+ 2.05% |
$19.2K - $25.2K
|
1.99K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
39+ 4.93% |
$18.7K - $24.5K
|
830
$480K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
39+ 5.04% |
$18.7K - $24.5K
|
813
$471K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
39+ 0.96% |
$18.7K - $24.5K
|
4.11K
$2.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
38+ 0.65% |
$18.2K - $23.9K
|
5.84K
$3.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
38+ 9.34% |
$18.2K - $23.9K
|
445
$258K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
37+ 6.76% |
$17.7K - $23.3K
|
584
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
37+ 2.05% |
$17.7K - $23.3K
|
1.84K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
37+ 1.78% |
$17.7K - $23.3K
|
2.11K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
36+ 4.14% |
$17.3K - $22.6K
|
906
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
36+ 1.36% |
$17.3K - $22.6K
|
2.68K
$1.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
35+ 1.05% |
$16.8K - $22K
|
3.36K
$1.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
35+ 1.98% |
$16.8K - $22K
|
1.81K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
35+ 0.96% |
$16.8K - $22K
|
3.7K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
35+ 583.33% |
$16.8K - $22K
|
41
$23.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
34+ 1.07% |
$16.3K - $21.4K
|
3.21K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
33+ 2.8% |
$15.8K - $20.8K
|
1.21K
$700K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
33New |
$15.8K - $20.8K
|
33
$19.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
32+ 6.48% |
$15.3K - $20.1K
|
526
$304K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
32+ 14.1% |
$15.3K - $20.1K
|
259
$150K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
32New |
$15.3K - $20.1K
|
32
$18.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
32+ 0.36% |
$15.3K - $20.1K
|
8.87K
$5.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31+ 5.07% |
$14.9K - $19.5K
|
642
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
31New |
$14.9K - $19.5K
|
31
$17.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
31+ 7.65% |
$14.9K - $19.5K
|
436
$252K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
31+ 0.64% |
$14.9K - $19.5K
|
4.84K
$2.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
30+ 5.84% |
$14.4K - $18.9K
|
544
$315K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
30+ 2.82% |
$14.4K - $18.9K
|
1.09K
$633K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
30+ 1.71% |
$14.4K - $18.9K
|
1.79K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
29+ 1.06% |
$13.9K - $18.2K
|
2.76K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
29+ 4.84% |
$13.9K - $18.2K
|
628
$364K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
28+ 2.23% |
$13.4K - $17.6K
|
1.28K
$743K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
28+ 10.49% |
$13.4K - $17.6K
|
295
$171K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
28New |
$13.4K - $17.6K
|
28
$16.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
28+ 3.09% |
$13.4K - $17.6K
|
935
$541K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
27New |
$12.9K - $17K
|
27
$15.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
27+ 0.53% |
$12.9K - $17K
|
5.08K
$2.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
27+ 0.01% |
$12.9K - $17K
|
298K
$173M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
27+ 4.4% |
$12.9K - $17K
|
640
$370K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
27New |
$12.9K - $17K
|
27
$15.6K
|