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 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 6.33% |
$2.4K - $3.15K
|
74
$44.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5- 0.3% |
$2.4K - $3.15K
|
1.67K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-5- 0.43% |
$2.4K - $3.15K
|
1.15K
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.88% |
$2.4K - $3.15K
|
563
$339K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6- 0.74% |
$2.88K - $3.77K
|
804
$484K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-6- 0.23% |
$2.88K - $3.77K
|
2.61K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6- 0.31% |
$2.88K - $3.77K
|
1.96K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6- 0.73% |
$2.88K - $3.77K
|
817
$491K
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-6- 0.11% |
$2.88K - $3.77K
|
5.58K
$3.35M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-6- 0.36% |
$2.88K - $3.77K
|
1.64K
$988K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 1.9% |
$3.36K - $4.4K
|
362
$218K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-7- 30.43% |
$3.36K - $4.4K
|
16
$9.62K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-7- 1.56% |
$3.36K - $4.4K
|
441
$265K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7- 0.35% |
$3.36K - $4.4K
|
2K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-7- 6.6% |
$3.36K - $4.4K
|
99
$59.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 10.13% |
$3.84K - $5.03K
|
71
$42.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-8- 1.51% |
$3.84K - $5.03K
|
523
$315K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-8- 0.09% |
$3.84K - $5.03K
|
9.01K
$5.42M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 4.52% |
$4.32K - $5.66K
|
190
$114K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-9- 1.52% |
$4.32K - $5.66K
|
583
$351K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-9- 2.11% |
$4.32K - $5.66K
|
418
$251K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-9- 1.7% |
$4.32K - $5.66K
|
520
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-9- 3.14% |
$4.32K - $5.66K
|
278
$167K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-9- 29.03% |
$4.32K - $5.66K
|
22
$13.2K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-10- 0.78% |
$4.79K - $6.29K
|
1.27K
$765K
|
|
|
Jan 26, 2024
Q4 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-10- 0.73% |
$4.79K - $6.29K
|
1.36K
$818K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10- 0.51% |
$4.79K - $6.29K
|
1.95K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-10- 1.92% |
$4.79K - $6.29K
|
510
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-10- 23.81% |
$4.79K - $6.29K
|
32
$19.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-11- 0.83% |
$5.27K - $6.92K
|
1.32K
$791K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-11- 0.79% |
$5.27K - $6.92K
|
1.39K
$835K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11- 2.61% |
$5.27K - $6.92K
|
411
$247K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11- 0.55% |
$5.27K - $6.92K
|
2K
$1.2M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-11- 1.65% |
$5.27K - $6.92K
|
657
$395K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-12- 1.33% |
$5.75K - $7.55K
|
890
$535K
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-12- 1.62% |
$5.75K - $7.55K
|
729
$439K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-12- 0.73% |
$5.75K - $7.55K
|
1.64K
$985K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-13- 65.0% |
$6.23K - $8.18K
|
7
$4.21K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-14- 1.83% |
$6.71K - $8.81K
|
753
$453K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-14- 0.31% |
$6.71K - $8.81K
|
4.53K
$2.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-14- 30.43% |
$6.71K - $8.81K
|
32
$19.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-14- 3.03% |
$6.71K - $8.81K
|
448
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-14- 1.25% |
$6.71K - $8.81K
|
1.11K
$666K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-15- 1.48% |
$7.19K - $9.44K
|
1K
$602K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-15- 1.11% |
$7.19K - $9.44K
|
1.34K
$803K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-15- 2.92% |
$7.19K - $9.44K
|
498
$300K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-15- 3.05% |
$7.19K - $9.44K
|
476
$286K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-15- 2.75% |
$7.19K - $9.44K
|
530
$319K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-15- 12.0% |
$7.19K - $9.44K
|
110
$66.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-15- 1.01% |
$7.19K - $9.44K
|
1.47K
$886K
|