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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
2.82K+ 142.5% |
$1.35M - $1.77M
|
4.8K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.72K+ 316.63% |
$1.31M - $1.71M
|
3.58K
$2.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
2.7K+ 44.05% |
$1.29M - $1.7M
|
8.83K
$5.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.6KNew |
$1.25M - $1.63M
|
2.6K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.54K+ 17.44% |
$1.22M - $1.6M
|
17.1K
$10.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.53K+ 27.05% |
$1.21M - $1.59M
|
11.9K
$7.15M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
2.5KNew |
$1.2M - $1.57M
|
2.5K
$1.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.49KNew |
$1.19M - $1.57M
|
2.49K
$1.5M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.49K+ 81.51% |
$1.19M - $1.56M
|
5.54K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.45K+ 35.78% |
$1.18M - $1.54M
|
9.3K
$5.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
2.43KNew |
$1.16M - $1.53M
|
2.43K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.41K+ 9.95% |
$1.15M - $1.51M
|
26.6K
$16M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.4K+ 12.97% |
$1.15M - $1.51M
|
20.9K
$12.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.37KNew |
$1.14M - $1.49M
|
2.37K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.35KNew |
$1.13M - $1.48M
|
2.35K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.34KNew |
$1.12M - $1.47M
|
2.34K
$1.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.34K+ 32.42% |
$1.12M - $1.47M
|
9.54K
$5.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.27K+ 3.19% |
$1.09M - $1.43M
|
73.3K
$44.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
2.26KNew |
$1.08M - $1.42M
|
2.26K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.26K+ 7.6% |
$1.08M - $1.42M
|
31.9K
$19.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.25K+ 83.23% |
$1.08M - $1.42M
|
4.96K
$2.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.21K+ 196.01% |
$1.06M - $1.39M
|
3.34K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.21KNew |
$1.06M - $1.39M
|
2.21K
$1.33M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.08K+ 27.02% |
$998K - $1.31M
|
9.79K
$5.89M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.08KNew |
$997K - $1.31M
|
2.08K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.07KNew |
$994K - $1.3M
|
2.07K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.07KNew |
$991K - $1.3M
|
2.07K
$1.24M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.07KNew |
$990K - $1.3M
|
2.07K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 4.58% |
$986K - $1.29M
|
47K
$28.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.04K+ 3.72% |
$977K - $1.28M
|
56.9K
$34.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
2.04K+ 1.35% |
$976K - $1.28M
|
153K
$92M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
2.03K+ 3.22% |
$973K - $1.28M
|
65K
$39.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.99K+ 1.12% |
$954K - $1.25M
|
180K
$108M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.99K+ 172.63% |
$953K - $1.25M
|
3.14K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
1.98K+ 8.83% |
$950K - $1.25M
|
24.4K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
1.97KNew |
$946K - $1.24M
|
1.97K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.96K+ 1.59% |
$937K - $1.23M
|
125K
$74.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.93KNew |
$925K - $1.21M
|
1.93K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.87KNew |
$894K - $1.17M
|
1.87K
$1.12M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.86K+ 0.89% |
$892K - $1.17M
|
211K
$127M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.84KNew |
$884K - $1.16M
|
1.84K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.83K+ 898.53% |
$879K - $1.15M
|
2.04K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
1.83KNew |
$877K - $1.15M
|
1.83K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.8K+ 1.46% |
$863K - $1.13M
|
125K
$75M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.8KNew |
$861K - $1.13M
|
1.8K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.74KNew |
$833K - $1.09M
|
1.74K
$1.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.73KNew |
$829K - $1.09M
|
1.73K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.72KNew |
$825K - $1.08M
|
1.72K
$1.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.7K+ 2.03% |
$817K - $1.07M
|
85.5K
$51.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
1.7KNew |
$817K - $1.07M
|
1.7K
$1.02M
|