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This page summarizes the INTU holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether INTU is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing INTU Share Count |
|---|
| JGP Wealth Management LLC |
2,489 |
22,059 |
+19,570 |
+786.26% |
| Advisor Resource Council |
345 |
1,313 |
+968 |
+280.58% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
90 |
335 |
+245 |
+272.22% |
| Stablepoint Partners LLC |
958 |
3,477 |
+2,519 |
+262.94% |
| Crew Capital Management Ltd. |
424 |
1,403 |
+979 |
+230.90% |
| China Universal Asset Management Co. Ltd. |
556 |
1,825 |
+1,269 |
+228.24% |
| BNP Paribas Arbitrage SA |
228,989 |
735,739 |
+506,750 |
+221.30% |
| K.J. Harrison & Partners Inc |
500 |
1,500 |
+1,000 |
+200.00% |
| Rise Advisors LLC |
90 |
234 |
+144 |
+160.00% |
| First Citizens Bank & Trust Co. |
1,178 |
3,056 |
+1,878 |
+159.42% |
| Tradewinds Capital Management LLC |
10 |
25 |
+15 |
+150.00% |
| Mission Wealth Management LP |
3,667 |
8,774 |
+5,107 |
+139.27% |
| Assenagon Asset Management S.A. |
18,429 |
40,148 |
+21,719 |
+117.85% |
| Douglas Lane & Associates LLC |
753 |
1,509 |
+756 |
+100.40% |
| FCG Investment Co |
573 |
1,139 |
+566 |
+98.78% |
| Newbridge Financial Services Group Inc. |
424 |
840 |
+416 |
+98.11% |
| Procyon Private Wealth Partners LLC |
3,170 |
6,190 |
+3,020 |
+95.27% |
| Exchange Traded Concepts LLC |
3,514 |
6,578 |
+3,064 |
+87.19% |
| Buckingham Capital Management Inc. |
1,253 |
2,289 |
+1,036 |
+82.68% |
| West Branch Capital LLC |
24 |
43 |
+19 |
+79.17% |
| Fermata Advisors LLC |
323 |
556 |
+233 |
+72.14% |
| Argonautica Private Wealth Management Inc. |
2,574 |
4,359 |
+1,785 |
+69.35% |
| PFG Investments LLC |
917 |
1,541 |
+624 |
+68.05% |
| Compagnie Lombard Odier SCmA |
13,970 |
23,329 |
+9,359 |
+66.99% |
| Norden Group LLC |
984 |
1,607 |
+623 |
+63.31% |
| J.W. Cole Advisors Inc. |
679 |
1,099 |
+420 |
+61.86% |
| NovaPoint Capital LLC |
422 |
671 |
+249 |
+59.00% |
| Sycomore Asset Management |
16,456 |
25,514 |
+9,058 |
+55.04% |
| Hanson & Doremus Investment Management |
28 |
43 |
+15 |
+53.57% |
| RFG Advisory LLC |
1,959 |
2,965 |
+1,006 |
+51.35% |
| Independence Bank of Kentucky |
20 |
30 |
+10 |
+50.00% |
| Trust Point Inc. |
1,524 |
2,262 |
+738 |
+48.43% |
| Proequities Inc. |
235 |
347 |
+112 |
+47.66% |
| M3 Advisory Group LLC |
440 |
642 |
+202 |
+45.91% |
| Unique Wealth LLC |
1,783 |
2,589 |
+806 |
+45.20% |
| Park Avenue Securities LLC |
6,913 |
9,929 |
+3,016 |
+43.63% |
| Capstone Investment Advisors LLC |
1,941 |
2,773 |
+832 |
+42.86% |
| Valued Wealth Advisors LLC |
19 |
27 |
+8 |
+42.11% |
| GAMMA Investing LLC |
1,449 |
1,987 |
+538 |
+37.13% |
| Privium Fund Management UK Ltd |
1,704 |
2,333 |
+629 |
+36.91% |
| Hartline Investment Corp |
594 |
806 |
+212 |
+35.69% |
| MJP Associates Inc. ADV |
1,143 |
1,547 |
+404 |
+35.35% |
| Vanderbilt University |
4,572 |
6,156 |
+1,584 |
+34.65% |
| Robeco Institutional Asset Management B.V. |
261,596 |
351,884 |
+90,288 |
+34.51% |
| Rakuten Securities Inc. |
21 |
28 |
+7 |
+33.33% |
| Atticus Wealth Management LLC |
424 |
556 |
+132 |
+31.13% |
| Prosperity Consulting Group LLC |
638 |
829 |
+191 |
+29.94% |
| Aprio Wealth Management LLC |
348 |
440 |
+92 |
+26.44% |
| Wiley BROS. Aintree Capital LLC |
1,730 |
2,187 |
+457 |
+26.42% |
| Allworth Financial LP |
2,352 |
2,973 |
+621 |
+26.40% |
| Webster Bank N. A. |
65 |
81 |
+16 |
+24.62% |
| Wealthcare Advisory Partners LLC |
641 |
793 |
+152 |
+23.71% |
| Summit Trail Advisors LLC |
2,035 |
2,494 |
+459 |
+22.56% |
| Berkshire Bank |
609 |
741 |
+132 |
+21.67% |
| Spire Wealth Management |
3,055 |
3,695 |
+640 |
+20.95% |
| Harrington Investments INC |
3,345 |
4,040 |
+695 |
+20.78% |
| V Square Quantitative Management LLC |
5,536 |
6,678 |
+1,142 |
+20.63% |
| Ballentine Partners LLC |
2,802 |
3,369 |
+567 |
+20.24% |
| Naviter Wealth LLC |
2,087 |
2,506 |
+419 |
+20.08% |
| SeaCrest Wealth Management LLC |
520 |
616 |
+96 |
+18.46% |
| Vigilare Wealth Management |
492 |
582 |
+90 |
+18.29% |
| Concord Wealth Partners |
987 |
1,164 |
+177 |
+17.93% |
| Ashton Thomas Private Wealth LLC |
4,879 |
5,708 |
+829 |
+16.99% |
| Veriti Management LLC |
6,429 |
7,490 |
+1,061 |
+16.50% |
| Kathmere Capital Management LLC |
343 |
398 |
+55 |
+16.03% |
| Ritholtz Wealth Management |
3,252 |
3,752 |
+500 |
+15.38% |
| Fulton Bank N.A. |
1,350 |
1,549 |
+199 |
+14.74% |
| Chapin Davis Inc. |
949 |
1,084 |
+135 |
+14.23% |
| Stonegate Investment Group LLC |
8,091 |
9,193 |
+1,102 |
+13.62% |
| Wealth Enhancement Advisory Services LLC |
24,002 |
27,268 |
+3,266 |
+13.61% |
| Bridges Investment Management Inc. |
4,436 |
5,024 |
+588 |
+13.26% |
| CWM LLC |
14,536 |
16,407 |
+1,871 |
+12.87% |
| KG&L Capital Management LLC |
585 |
660 |
+75 |
+12.82% |
| Perigon Wealth Management LLC |
2,437 |
2,749 |
+312 |
+12.80% |
| Rockline Wealth Management LLC |
734 |
823 |
+89 |
+12.13% |
| Strategic Blueprint LLC |
875 |
980 |
+105 |
+12.00% |
| Bremer Bank National Association |
464 |
518 |
+54 |
+11.64% |
| Aspiriant LLC |
362 |
404 |
+42 |
+11.60% |
| RMR Wealth Builders |
2,004 |
2,236 |
+232 |
+11.58% |
| Ulland Investment Advisors LLC |
798 |
887 |
+89 |
+11.15% |
| Cohen Investment Advisors LLC |
5,624 |
6,245 |
+621 |
+11.04% |
| AdvisorNet Financial Inc |
295 |
327 |
+32 |
+10.85% |
| Legacy Advisors LLC |
5,772 |
6,379 |
+607 |
+10.52% |
| Strategic Planning Group LLC |
3,853 |
4,256 |
+403 |
+10.46% |
| Security Financial Services INC. |
387 |
427 |
+40 |
+10.34% |
| Hexagon Capital Partners LLC |
213 |
235 |
+22 |
+10.33% |
| MorganRosel Wealth Management LLC |
1,388 |
1,530 |
+142 |
+10.23% |
| Campbell Capital Management Inc. |
9,000 |
9,905 |
+905 |
+10.06% |
| JJJ Advisors Inc. |
716 |
788 |
+72 |
+10.06% |
| Opal Wealth Advisors LLC |
338 |
372 |
+34 |
+10.06% |
| Breakwater Capital Group |
1,026 |
1,128 |
+102 |
+9.94% |
| Amplius Wealth Advisors LLC |
406 |
446 |
+40 |
+9.85% |
| Cooper Financial Group |
1,582 |
1,737 |
+155 |
+9.80% |
| NBC Securities Inc. |
148 |
162 |
+14 |
+9.46% |
| Cyndeo Wealth Partners LLC |
4,960 |
5,429 |
+469 |
+9.46% |
| Wambolt & Associates LLC |
8,193 |
8,967 |
+774 |
+9.45% |
| Guinness Asset Management LTD |
55,000 |
60,064 |
+5,064 |
+9.21% |
| Essex Financial Services Inc. |
941 |
1,023 |
+82 |
+8.71% |
| Creative Financial Designs Inc. ADV |
35 |
38 |
+3 |
+8.57% |
| Sivia Capital Partners LLC |
532 |
577 |
+45 |
+8.46% |
| Simon Quick Advisors LLC |
1,386 |
1,499 |
+113 |
+8.15% |
| United Asset Strategies Inc. |
1,478 |
1,598 |
+120 |
+8.12% |
| Family Legacy Inc. |
2,071 |
2,235 |
+164 |
+7.92% |
| Copeland Capital Management LLC |
26,626 |
28,733 |
+2,107 |
+7.91% |
| Leavell Investment Management Inc. |
994 |
1,072 |
+78 |
+7.85% |
| FFT Wealth Management LLC |
699 |
752 |
+53 |
+7.58% |
| Transform Wealth LLC |
755 |
812 |
+57 |
+7.55% |
| Pinnacle Financial Partners Inc. |
14,372 |
15,425 |
+1,053 |
+7.33% |
| Wedmont Private Capital |
3,139 |
3,368 |
+229 |
+7.30% |
| California Public Employees Retirement System |
587,744 |
628,569 |
+40,825 |
+6.95% |
| Benjamin Edwards Inc. |
2,290 |
2,445 |
+155 |
+6.77% |
| Salem Investment Counselors Inc. |
545 |
581 |
+36 |
+6.61% |
| City Holding Co. |
7,491 |
7,961 |
+470 |
+6.27% |
| OFI Invest Asset Management |
99 |
105 |
+6 |
+6.06% |
| Scharf Investments LLC |
4,635 |
4,915 |
+280 |
+6.04% |
| Traveka Wealth LLC |
503 |
533 |
+30 |
+5.96% |
| Financial Advocates Investment Management |
935 |
990 |
+55 |
+5.88% |
| Main Street Research LLC |
36,467 |
38,590 |
+2,123 |
+5.82% |
| Valley National Advisers Inc. |
259 |
274 |
+15 |
+5.79% |
| Walkner Condon Financial Advisors LLC |
544 |
574 |
+30 |
+5.51% |
| CAPROCK Group Inc. |
4,470 |
4,715 |
+245 |
+5.48% |
| Benjamin F. Edwards & Company Inc. |
46,127 |
48,634 |
+2,507 |
+5.43% |
| BayBridge Capital Group LLC |
1,690 |
1,781 |
+91 |
+5.38% |
| Adirondack Trust Co. |
19 |
20 |
+1 |
+5.26% |
| CHICAGO TRUST Co NA |
1,026 |
1,080 |
+54 |
+5.26% |
| PDS Planning Inc |
1,087 |
1,144 |
+57 |
+5.24% |
| TrimTabs Asset Management LLC |
2,845 |
2,994 |
+149 |
+5.24% |
| Crown Wealth Group LLC |
354 |
372 |
+18 |
+5.08% |
| Catalyst Financial Partners LLC |
880 |
923 |
+43 |
+4.89% |
| Tilia Fiduciary Partners Inc. |
2,612 |
2,738 |
+126 |
+4.82% |
| Linden Thomas Advisory Services LLC |
6,131 |
6,426 |
+295 |
+4.81% |
| Brookstone Capital Management |
2,044 |
2,141 |
+97 |
+4.75% |
| Accurate Wealth Management LLC |
843 |
882 |
+39 |
+4.63% |
| Pinnacle Associates Ltd. |
1,328 |
1,389 |
+61 |
+4.59% |
| Global Retirement Partners LLC |
1,394 |
1,458 |
+64 |
+4.59% |
| Carderock Capital Management Inc. |
10,589 |
11,071 |
+482 |
+4.55% |
| Twin Peaks Wealth Advisors LLC |
661 |
691 |
+30 |
+4.54% |
| Oak Ridge Investments LLC |
13,336 |
13,928 |
+592 |
+4.44% |
| MCF Advisors LLC |
46 |
48 |
+2 |
+4.35% |
| Drive Wealth Management LLC |
695 |
725 |
+30 |
+4.32% |
| HB Wealth Management LLC |
4,061 |
4,231 |
+170 |
+4.19% |
| SYSTM Wealth Solutions LLC |
14,996 |
15,611 |
+615 |
+4.10% |
| OneAscent Financial Services LLC |
400 |
416 |
+16 |
+4.00% |
| Pinnacle Wealth Management Advisory Group LLC |
911 |
947 |
+36 |
+3.95% |
| Blue Chip Partners Inc. |
311 |
323 |
+12 |
+3.86% |
| Arkadios Wealth Advisors |
1,242 |
1,290 |
+48 |
+3.86% |
| Donaldson Capital Management LLC |
10,944 |
11,362 |
+418 |
+3.82% |
| Founders Financial Securities LLC |
693 |
719 |
+26 |
+3.75% |
| Segment Wealth Management LLC |
29,125 |
30,217 |
+1,092 |
+3.75% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
47,440 |
49,140 |
+1,700 |
+3.58% |
| Steel Peak Wealth Management LLC |
34,391 |
35,621 |
+1,230 |
+3.58% |
| Sanders Morris Harris LLC |
4,426 |
4,576 |
+150 |
+3.39% |
| McGlone Suttner Wealth Management Inc. |
356 |
368 |
+12 |
+3.37% |
| TRUE Private Wealth Advisors |
1,189 |
1,229 |
+40 |
+3.36% |
| American National Bank |
10,111 |
10,442 |
+331 |
+3.27% |
| Epic Trust Investment Advisors LLC |
863 |
891 |
+28 |
+3.24% |
| Janney Montgomery Scott LLC |
29,447 |
30,395 |
+948 |
+3.22% |
| Covenant Asset Management LLC |
4,084 |
4,210 |
+126 |
+3.09% |
| Relyea Zuckerberg Hanson LLC |
587 |
605 |
+18 |
+3.07% |
| Canal Capital Management LLC |
7,436 |
7,661 |
+225 |
+3.03% |
| Atwood & Palmer Inc. |
67 |
69 |
+2 |
+2.99% |
| Keel Point LLC |
1,331 |
1,370 |
+39 |
+2.93% |
| Stratos Wealth Partners LTD. |
8,204 |
8,443 |
+239 |
+2.91% |
| Gulf International Bank UK Ltd |
31,106 |
31,997 |
+891 |
+2.86% |
| Regatta Capital Group LLC |
1,460 |
1,499 |
+39 |
+2.67% |
| Capital Advisors Ltd. LLC |
642 |
659 |
+17 |
+2.65% |
| Legacy Bridge LLC |
787 |
807 |
+20 |
+2.54% |
| Shepherd Financial Partners LLC |
408 |
418 |
+10 |
+2.45% |
| Ignite Planners LLC |
450 |
461 |
+11 |
+2.44% |
| Liberty One Investment Management LLC |
6,413 |
6,566 |
+153 |
+2.39% |
| Ninety One North America Inc. |
141,631 |
144,968 |
+3,337 |
+2.36% |
| Petredis Investment Advisors LLC |
4,237 |
4,337 |
+100 |
+2.36% |
| Jackson Square Capital LLC |
425 |
435 |
+10 |
+2.35% |
| Miracle Mile Advisors LLC |
3,438 |
3,516 |
+78 |
+2.27% |
| Meridian Wealth Management LLC |
1,240 |
1,266 |
+26 |
+2.10% |
| Elevated Capital Advisors LLC |
1,301 |
1,328 |
+27 |
+2.08% |
| New York State Teachers Retirement System |
274,617 |
280,231 |
+5,614 |
+2.04% |
| Harbor Investment Advisory LLC |
1,155 |
1,178 |
+23 |
+1.99% |
| Money Concepts Capital Corp |
1,212 |
1,236 |
+24 |
+1.98% |
| Veracity Capital LLC |
830 |
846 |
+16 |
+1.93% |
| Meadow Creek Wealth Advisors LLC |
858 |
873 |
+15 |
+1.75% |
| Raymond James & Associates |
448,162 |
455,881 |
+7,719 |
+1.72% |
| Conning Inc. |
8,991 |
9,130 |
+139 |
+1.55% |
| Vance Wealth Inc. |
1,673 |
1,699 |
+26 |
+1.55% |
| McKinley Carter Wealth Services Inc. |
17,798 |
18,061 |
+263 |
+1.48% |
| Sapient Capital LLC |
36,426 |
36,966 |
+540 |
+1.48% |
| Proffitt & Goodson Inc. |
1,460 |
1,481 |
+21 |
+1.44% |
| Diversified Trust Co |
3,105 |
3,149 |
+44 |
+1.42% |
| Natixis Advisors L.P. |
298,939 |
303,115 |
+4,176 |
+1.40% |
| Wealthstar Advisors LLC |
971 |
984 |
+13 |
+1.34% |
| Chicago Partners Investment Group LLC |
3,956 |
4,008 |
+52 |
+1.31% |
| Archford Capital Strategies LLC |
3,950 |
4,001 |
+51 |
+1.29% |
| JFS Wealth Advisors LLC |
1,564 |
1,583 |
+19 |
+1.21% |
| Ninety One UK Ltd |
1,450,564 |
1,467,689 |
+17,125 |
+1.18% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
797 |
806 |
+9 |
+1.13% |
| Capital Advisors Inc. OK |
445 |
450 |
+5 |
+1.12% |
| Congress Wealth Management LLC DE |
27,384 |
27,636 |
+252 |
+0.92% |
| Raymond James Trust N.A. |
10,632 |
10,726 |
+94 |
+0.88% |
| Werba Rubin Papier Wealth Management |
343 |
346 |
+3 |
+0.87% |
| Azzad Asset Management Inc. ADV |
349 |
352 |
+3 |
+0.86% |
| Camden National Bank |
624 |
629 |
+5 |
+0.80% |
| Source Financial Advisors LLC |
373 |
376 |
+3 |
+0.80% |
| Hoxton Planning & Management LLC |
1,269 |
1,279 |
+10 |
+0.79% |
| Massmutual Trust Co. FSB ADV |
9,898 |
9,970 |
+72 |
+0.73% |
| Wealthfront Advisers LLC |
39,154 |
39,415 |
+261 |
+0.67% |
| Harbour Capital Advisors LLC |
8,721 |
8,776 |
+55 |
+0.63% |
| Schaper Benz & Wise Investment Counsel Inc. WI |
27,539 |
27,676 |
+137 |
+0.50% |
| Warren Street Wealth Advisors LLC |
399 |
401 |
+2 |
+0.50% |
| Wealth Management Partners LLC |
605 |
608 |
+3 |
+0.50% |
| Values Added Financial LLC |
410 |
412 |
+2 |
+0.49% |
| Bond & Devick Financial Network Inc. |
900 |
904 |
+4 |
+0.44% |
| McLean Asset Management Corp |
473 |
475 |
+2 |
+0.42% |
| Chicago Capital LLC |
139,430 |
139,991 |
+561 |
+0.40% |
| Maryland State Retirement & Pension System |
21,268 |
21,350 |
+82 |
+0.39% |
| Equitable Trust Co. |
5,113 |
5,132 |
+19 |
+0.37% |
| Regent Peak Wealth Advisors LLC |
1,123 |
1,127 |
+4 |
+0.36% |
| Sara Bay Financial |
18,710 |
18,774 |
+64 |
+0.34% |
| STF Management LP |
4,717 |
4,733 |
+16 |
+0.34% |
| Czech National Bank |
49,093 |
49,255 |
+162 |
+0.33% |
| Optas LLC |
1,683 |
1,688 |
+5 |
+0.30% |
| GoalFusion Wealth Management LLC |
350 |
351 |
+1 |
+0.29% |
| Marino Stram & Associates LLC |
362 |
363 |
+1 |
+0.28% |
| Scott & Selber Inc. |
4,254 |
4,266 |
+12 |
+0.28% |
| Abacus Planning Group Inc. |
2,642 |
2,649 |
+7 |
+0.26% |
| CVA Family Office LLC |
505 |
506 |
+1 |
+0.20% |
| Bull Oak Capital LLC |
1,003 |
1,005 |
+2 |
+0.20% |
| Cedar Mountain Advisors LLC |
583 |
584 |
+1 |
+0.17% |
| Prestige Wealth Management Group LLC |
721 |
722 |
+1 |
+0.14% |
| Nations Financial Group Inc. IA ADV |
760 |
761 |
+1 |
+0.13% |
| Family Firm Inc. |
775 |
776 |
+1 |
+0.13% |
| Cedar Brook Financial Partners LLC |
1,668 |
1,670 |
+2 |
+0.12% |
| Silicon Valley Capital Partners |
2,824 |
2,827 |
+3 |
+0.11% |
| Bath Savings Trust Co |
49,155 |
49,204 |
+49 |
+0.10% |
| Weatherly Asset Management L. P. |
1,790 |
1,791 |
+1 |
+0.06% |
| Retirement Systems of Alabama |
61,766 |
61,785 |
+19 |
+0.03% |
| 13F Filers Reporting New Positions In INTU |
|---|
| Fulton Breakefield Broenniman LLC |
0 |
310 |
+310 |
+100% |
| Westend Capital Management LLC |
0 |
14 |
+14 |
+100% |
| Northwest Investment Counselors LLC |
0 |
21 |
+21 |
+100% |
| Palisade Asset Management LLC |
0 |
100 |
+100 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
1,389 |
+1,389 |
+100% |
| WESPAC Advisors LLC |
0 |
1,384 |
+1,384 |
+100% |
| Simplex Trading LLC |
0 |
416 |
+416 |
+100% |
| Vicus Capital |
0 |
347 |
+347 |
+100% |
| LVW Advisors LLC |
0 |
327 |
+327 |
+100% |
| Riverview Trust Co |
0 |
313 |
+313 |
+100% |
| BTC Capital Management Inc. |
0 |
13,907 |
+13,907 |
+100% |
| Teamwork Financial Advisors LLC |
0 |
13,128 |
+13,128 |
+100% |
| Capital Investment Advisory Services LLC |
0 |
706 |
+706 |
+100% |
| Edmonds Duncan Registered Investment Advisors LLC |
0 |
310 |
+310 |
+100% |
| Tandem Investment Advisors Inc. |
0 |
373 |
+373 |
+100% |
| SpiderRock Advisors LLC |
0 |
6,645 |
+6,645 |
+100% |
| Fundamentun LLC |
0 |
309 |
+309 |
+100% |
| CBOE Vest Financial LLC |
0 |
958 |
+958 |
+100% |
| Trilogy Capital Inc. |
0 |
781 |
+781 |
+100% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
0 |
352 |
+352 |
+100% |
| Apexium Financial LP |
0 |
354 |
+354 |
+100% |
| Lake Street Financial LLC |
0 |
1,375 |
+1,375 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
433 |
+433 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
690 |
+690 |
+100% |
| Clear Creek Financial Management LLC |
0 |
720 |
+720 |
+100% |
| General Partner Inc. |
0 |
187 |
+187 |
+100% |
| Revolve Wealth Partners LLC |
0 |
383 |
+383 |
+100% |
| RFG Holdings Inc. |
0 |
555 |
+555 |
+100% |
| Mayflower Financial Advisors LLC |
0 |
334 |
+334 |
+100% |
| Canvas Wealth Advisors LLC |
0 |
347 |
+347 |
+100% |
| Roberts Wealth Advisors LLC |
0 |
5,643 |
+5,643 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
124 |
+124 |
+100% |
| Simplicity Wealth LLC |
0 |
5,264 |
+5,264 |
+100% |
| Andina Capital Management LLC |
0 |
524 |
+524 |
+100% |
| Global Assets Advisory LLC |
0 |
45,443 |
+45,443 |
+100% |
| MGO Private Wealth LLC |
0 |
322 |
+322 |
+100% |
| Schear Investment Advisers LLC |
0 |
1,451 |
+1,451 |
+100% |
| Longbow Finance SA |
0 |
6,855 |
+6,855 |
+100% |
| Lecap Asset Management Ltd. |
0 |
7,276 |
+7,276 |
+100% |
| Focus Financial Network Inc. |
0 |
1,425 |
+1,425 |
+100% |
| Edge Financial Advisors LLC |
0 |
761 |
+761 |
+100% |
| Triad Wealth Partners LLC |
0 |
341 |
+341 |
+100% |
| American Capital Advisory LLC |
0 |
1 |
+1 |
+100% |
| Diversify Advisory Services LLC |
0 |
5,217 |
+5,217 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Adams Diversified Equity Fund Inc. |
47,600 |
47,600 |
UNCH |
0.00% |
| Hazlett Burt & Watson Inc. |
3 |
3 |
UNCH |
0.00% |
| Stonebridge Capital Management Inc. |
11,410 |
11,410 |
UNCH |
0.00% |
| Neville Rodie & Shaw Inc. |
1,207 |
1,207 |
UNCH |
0.00% |
| State of Michigan Retirement System |
167,590 |
167,590 |
UNCH |
0.00% |
| Account Management LLC |
8,279 |
8,279 |
UNCH |
0.00% |
| Summit Financial Group Inc. |
401 |
401 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
197 |
197 |
UNCH |
0.00% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
3,740 |
3,740 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
905 |
905 |
UNCH |
0.00% |
| Barrett & Company Inc. |
65 |
65 |
UNCH |
0.00% |
| NBT Bank N A NY |
1,092 |
1,092 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
446 |
446 |
UNCH |
0.00% |
| Stephenson National Bank & Trust |
53 |
53 |
UNCH |
0.00% |
| Fishman Jay A Ltd. MI |
732 |
732 |
UNCH |
0.00% |
| Matrix Asset Advisors Inc. NY |
450 |
450 |
UNCH |
0.00% |
| Hillman Co. |
38,994 |
38,994 |
UNCH |
0.00% |
| Optimum Investment Advisors |
44 |
44 |
UNCH |
0.00% |
| Baker Boyer National Bank |
670 |
670 |
UNCH |
0.00% |
| Reinhart Partners Inc. |
500 |
500 |
UNCH |
0.00% |
| Parthenon LLC |
1,675 |
1,675 |
UNCH |
0.00% |
| Burke & Herbert Bank & Trust Co. |
890 |
890 |
UNCH |
0.00% |
| Bourne Lent Asset Management Inc. |
805 |
805 |
UNCH |
0.00% |
| Viking Fund Management LLC |
5,000 |
5,000 |
UNCH |
0.00% |
| First United Bank Trust |
74 |
74 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
190 |
190 |
UNCH |
0.00% |
| Covenant Partners LLC |
504 |
504 |
UNCH |
0.00% |
| First Financial Bank Trust Division |
1,600 |
1,600 |
UNCH |
0.00% |
| Acropolis Investment Management LLC |
435 |
435 |
UNCH |
0.00% |
| Private Capital Advisors Inc. |
6,150 |
6,150 |
UNCH |
0.00% |
| Bangor Savings Bank |
54 |
54 |
UNCH |
0.00% |
| Benin Management CORP |
407 |
407 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
180 |
180 |
UNCH |
0.00% |
| Horrell Capital Management Inc. |
1 |
1 |
UNCH |
0.00% |
| Bank of Stockton |
335 |
335 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
400 |
400 |
UNCH |
0.00% |
| Guinness Atkinson Asset Management Inc |
11,592 |
11,592 |
UNCH |
0.00% |
| Capital Investment Counsel Inc |
700 |
700 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
168 |
168 |
UNCH |
0.00% |
| Eagle Ridge Investment Management |
575 |
575 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
20,600 |
20,600 |
UNCH |
0.00% |
| Bright Rock Capital Management LLC |
15,000 |
15,000 |
UNCH |
0.00% |
| Alta Advisers Ltd |
800 |
800 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
6 |
6 |
UNCH |
0.00% |
| National Mutual Insurance Federation of Agricultural Cooperatives |
42,900 |
42,900 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
7,427 |
7,427 |
UNCH |
0.00% |
| Newman Dignan & Sheerar Inc. |
600 |
600 |
UNCH |
0.00% |
| JNBA Financial Advisors |
10 |
10 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
830 |
830 |
UNCH |
0.00% |
| New England Research & Management Inc. |
575 |
575 |
UNCH |
0.00% |
| Stanley Laman Group Ltd. |
1,151 |
1,151 |
UNCH |
0.00% |
| Schnieders Capital Management LLC |
660 |
660 |
UNCH |
0.00% |
| Triad Investment Management |
656 |
656 |
UNCH |
0.00% |
| Compass Ion Advisors LLC |
384 |
384 |
UNCH |
0.00% |
| Evanson Asset Management LLC |
1,829 |
1,829 |
UNCH |
0.00% |
| Ironwood Financial llc |
4,408 |
4,408 |
UNCH |
0.00% |
| Mirador Capital Partners LP |
2,033 |
2,033 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
60 |
60 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
4 |
4 |
UNCH |
0.00% |
| Ausdal Financial Partners Inc. |
320 |
320 |
UNCH |
0.00% |
| REDW Wealth LLC |
3,152 |
3,152 |
UNCH |
0.00% |
| Symmetry Partners LLC |
946 |
946 |
UNCH |
0.00% |
| Pinnacle Bank |
362 |
362 |
UNCH |
0.00% |
| BlueSky Wealth Advisors LLC |
766 |
766 |
UNCH |
0.00% |
| Bogart Wealth LLC |
55 |
55 |
UNCH |
0.00% |
| Successful Portfolios LLC |
358 |
358 |
UNCH |
0.00% |
| 17 Capital Partners LLC |
693 |
693 |
UNCH |
0.00% |
| Gradient Capital Advisors LLC |
567 |
567 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
36 |
36 |
UNCH |
0.00% |
| Aubrey Capital Management Ltd |
4,900 |
4,900 |
UNCH |
0.00% |
| Solstein Capital LLC |
36 |
36 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
339 |
339 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
77 |
77 |
UNCH |
0.00% |
| Versant Capital Management Inc |
190 |
190 |
UNCH |
0.00% |
| Waller Financial Planning Group Inc. |
1,633 |
1,633 |
UNCH |
0.00% |
| Pathway Financial Advisors LLC |
869 |
869 |
UNCH |
0.00% |
| Pflug Koory LLC |
700 |
700 |
UNCH |
0.00% |
| Essex Savings Bank |
615 |
615 |
UNCH |
0.00% |
| Inlet Private Wealth LLC |
3,828 |
3,828 |
UNCH |
0.00% |
| Valtinson Bruner Financial Planning LLC |
612 |
612 |
UNCH |
0.00% |
| Ellis Investment Partners LLC |
3,308 |
3,308 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
15 |
15 |
UNCH |
0.00% |
| Yarbrough Capital LLC |
1,055 |
1,055 |
UNCH |
0.00% |
| Inscription Capital LLC |
506 |
506 |
UNCH |
0.00% |
| KMG Fiduciary Partners LLC |
1,050 |
1,050 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
6,956 |
6,956 |
UNCH |
0.00% |
| Birch Capital Management LLC |
197 |
197 |
UNCH |
0.00% |
| Live Oak Private Wealth LLC |
454 |
454 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
65 |
65 |
UNCH |
0.00% |
| PFG Private Wealth Management LLC |
7 |
7 |
UNCH |
0.00% |
| LifeSteps Financial Inc. |
454 |
454 |
UNCH |
0.00% |
| Key Financial Inc |
80 |
80 |
UNCH |
0.00% |
| Powell Investment Advisors LLC |
445 |
445 |
UNCH |
0.00% |
| Hummer Financial Advisory Services Inc |
640 |
640 |
UNCH |
0.00% |
| HighMark Wealth Management LLC |
13 |
13 |
UNCH |
0.00% |
| BEAM Asset Management LLC |
371 |
371 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
115 |
115 |
UNCH |
0.00% |
| First Pacific Financial |
21 |
21 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
490 |
490 |
UNCH |
0.00% |
| Aaron Wealth Advisors |
1,012 |
1,012 |
UNCH |
0.00% |
| Sunflower Bank N.A. |
350 |
350 |
UNCH |
0.00% |
| Intelligence Driven Advisers LLC |
526 |
526 |
UNCH |
0.00% |
| Tennessee Valley Asset Management Partners |
470 |
470 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
17 |
17 |
UNCH |
0.00% |
| TFC Financial Management |
12 |
12 |
UNCH |
0.00% |
| XXEC Inc. |
17,730 |
17,730 |
UNCH |
0.00% |
| Planned Solutions Inc. |
672 |
672 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
25 |
25 |
UNCH |
0.00% |
| Harbor Group Inc. |
1,329 |
1,329 |
UNCH |
0.00% |
| Galvin Gaustad & Stein LLC |
332 |
332 |
UNCH |
0.00% |
| Johnson Bixby & Associates LLC |
725 |
725 |
UNCH |
0.00% |
| Avenue 1 Advisors LLC |
795 |
795 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
1 |
1 |
UNCH |
0.00% |
| Pacific Wealth Management |
613 |
613 |
UNCH |
0.00% |
| Bradley & Co. Private Wealth Management LLC |
8 |
8 |
UNCH |
0.00% |
| Prentice Wealth Management LLC |
335 |
335 |
UNCH |
0.00% |
| Keystone Wealth Services LLC |
729 |
729 |
UNCH |
0.00% |
| Bank of New Hampshire |
2 |
2 |
UNCH |
0.00% |
| Five Oceans Advisors |
411 |
411 |
UNCH |
0.00% |
| Twelve Points Wealth Management LLC |
355 |
355 |
UNCH |
0.00% |
| Activest Wealth Management |
87 |
87 |
UNCH |
0.00% |
| Iyo Bank Ltd. |
8,183 |
8,183 |
UNCH |
0.00% |
| Tanager Wealth Management LLP |
614 |
614 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
108 |
108 |
UNCH |
0.00% |
| PayPay Securities Corp |
8 |
8 |
UNCH |
0.00% |
| Stegent Equity Advisors Inc. |
729 |
729 |
UNCH |
0.00% |
| Axiom Advisory LLC |
897 |
897 |
UNCH |
0.00% |
| City State Bank |
50 |
50 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
12 |
12 |
UNCH |
0.00% |
| DecisionPoint Financial LLC |
100 |
100 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
1,584 |
1,584 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
566 |
566 |
UNCH |
0.00% |
| Crescent Sterling Ltd. |
583 |
583 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
24 |
24 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
50 |
50 |
UNCH |
0.00% |
| Delta Financial Group Inc. |
1,429 |
1,429 |
UNCH |
0.00% |
| Pinnacle West Asset Management Inc. |
1,320 |
1,320 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
5 |
5 |
UNCH |
0.00% |
| Union Savings Bank |
705 |
705 |
UNCH |
0.00% |
| Kingswood Wealth Advisors LLC |
5,038 |
5,038 |
UNCH |
0.00% |
| Peoples Bank KS |
200 |
200 |
UNCH |
0.00% |
| PFS Partners LLC |
13 |
13 |
UNCH |
0.00% |
| Bruce G. Allen Investments LLC |
15 |
15 |
UNCH |
0.00% |
| Naples Money Management LLC |
17 |
17 |
UNCH |
0.00% |
| Bear Mountain Capital Inc. |
25 |
25 |
UNCH |
0.00% |
| Wynn Capital LLC |
470 |
470 |
UNCH |
0.00% |
| Grunden Financial Advisory Inc. |
494 |
494 |
UNCH |
0.00% |
| Sachetta LLC |
62 |
62 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
4 |
4 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
131 |
131 |
UNCH |
0.00% |
| Planning Capital Management Corp |
293 |
293 |
UNCH |
0.00% |
| Cove Private Wealth LLC |
2,065 |
2,065 |
UNCH |
0.00% |
| Financial Synergies Wealth Advisors Inc. |
3 |
3 |
UNCH |
0.00% |
| 13F Filers Decreasing INTU Share Count |
|---|
| Hollencrest Capital Management |
499 |
31 |
-468 |
-93.79% |
| Trivant Custom Portfolio Group LLC |
8,447 |
1,125 |
-7,322 |
-86.68% |
| Fiera Capital Corp |
1,323 |
319 |
-1,004 |
-75.89% |
| Claro Advisors LLC |
1,230 |
319 |
-911 |
-74.07% |
| First Financialcorp IN |
182 |
48 |
-134 |
-73.63% |
| MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
3,529 |
1,064 |
-2,465 |
-69.85% |
| Tsfg LLC |
18 |
6 |
-12 |
-66.67% |
| Mendota Financial Group LLC |
329 |
122 |
-207 |
-62.92% |
| AMF Pensionsforsakring AB |
65,752 |
25,247 |
-40,505 |
-61.60% |
| Royal Fund Management LLC |
813 |
313 |
-500 |
-61.50% |
| Tyche Wealth Partners LLC |
796 |
310 |
-486 |
-61.06% |
| Crescent Grove Advisors LLC |
994 |
525 |
-469 |
-47.18% |
| Summit Global Investments |
5,562 |
2,944 |
-2,618 |
-47.07% |
| Laurus Investment Counsel Inc. |
26,655 |
15,050 |
-11,605 |
-43.54% |
| Ronald Blue Trust Inc. |
926 |
543 |
-383 |
-41.36% |
| Los Angeles Capital Management & Equity Research Inc. |
149,261 |
91,932 |
-57,329 |
-38.41% |
| SOA Wealth Advisors LLC. |
134 |
84 |
-50 |
-37.31% |
| Busey Wealth Management |
1,221 |
767 |
-454 |
-37.18% |
| West Paces Advisors Inc. |
114 |
72 |
-42 |
-36.84% |
| DB Fitzpatrick & Co Inc |
2,656 |
1,716 |
-940 |
-35.39% |
| Financial Management Professionals Inc. |
141 |
92 |
-49 |
-34.75% |
| Coastline Trust Co |
561 |
371 |
-190 |
-33.87% |
| Everpar Advisors LLC |
1,251 |
836 |
-415 |
-33.17% |
| Evergreen Private Wealth LLC |
10,261 |
6,954 |
-3,307 |
-32.23% |
| Impax Asset Management Group plc |
26,137 |
17,959 |
-8,178 |
-31.29% |
| Braun Bostich & Associates Inc. |
949 |
655 |
-294 |
-30.98% |
| USA Financial Portformulas Corp |
4,518 |
3,212 |
-1,306 |
-28.91% |
| Geneva Partners LLC |
576 |
416 |
-160 |
-27.78% |
| Flagship Harbor Advisors LLC |
3,336 |
2,439 |
-897 |
-26.89% |
| Sequoia Financial Advisors LLC |
15,723 |
11,571 |
-4,152 |
-26.41% |
| Legacy Trust |
6,563 |
4,861 |
-1,702 |
-25.93% |
| MV Capital Management Inc. |
5,841 |
4,358 |
-1,483 |
-25.39% |
| Altfest L J & Co. Inc. |
619 |
473 |
-146 |
-23.59% |
| DNB Asset Management AS |
92,279 |
70,599 |
-21,680 |
-23.49% |
| Gryphon Financial Partners LLC |
1,635 |
1,253 |
-382 |
-23.36% |
| Unique Wealth Strategies LLC |
1,843 |
1,430 |
-413 |
-22.41% |
| Cambridge Investment Research Advisors Inc. |
16,153 |
12,562 |
-3,591 |
-22.23% |
| Overbrook Management Corp |
36,300 |
28,336 |
-7,964 |
-21.94% |
| Cullinan Associates Inc. |
9,005 |
7,110 |
-1,895 |
-21.04% |
| ARK Investment Management LLC |
64,900 |
51,293 |
-13,607 |
-20.97% |
| First Hawaiian Bank |
11,824 |
9,435 |
-2,389 |
-20.20% |
| James Hambro & Partners |
3,648 |
2,948 |
-700 |
-19.19% |
| SeaTown Holdings Pte. Ltd. |
13,050 |
10,615 |
-2,435 |
-18.66% |
| Anderson Hoagland & Co. |
20,051 |
16,351 |
-3,700 |
-18.45% |
| Hara Capital LLC |
2,370 |
1,970 |
-400 |
-16.88% |
| Alta Wealth Advisors LLC |
1,403 |
1,175 |
-228 |
-16.25% |
| Findlay Park Partners LLP |
475,245 |
398,645 |
-76,600 |
-16.12% |
| Barlow Wealth Partners Inc. |
25,045 |
21,020 |
-4,025 |
-16.07% |
| Piscataqua Savings Bank |
107 |
90 |
-17 |
-15.89% |
| Mn Services Vermogensbeheer B.V. |
133,305 |
112,205 |
-21,100 |
-15.83% |
| MONECO Advisors LLC |
974 |
824 |
-150 |
-15.40% |
| Moloney Securities Asset Management LLC |
2,772 |
2,347 |
-425 |
-15.33% |
| Handelsinvest Investeringsforvaltning |
2,636 |
2,232 |
-404 |
-15.33% |
| Fortune Financial Advisors LLC |
892 |
756 |
-136 |
-15.25% |
| Sunbelt Securities Inc. |
3,396 |
2,906 |
-490 |
-14.43% |
| Symphony Financial Ltd. Co. |
1,626 |
1,394 |
-232 |
-14.27% |
| West Coast Financial LLC |
497 |
427 |
-70 |
-14.08% |
| Thrive Wealth Management LLC |
2,352 |
2,034 |
-318 |
-13.52% |
| Venturi Wealth Management LLC |
2,754 |
2,382 |
-372 |
-13.51% |
| Legal Advantage Investments Inc. |
8,723 |
7,553 |
-1,170 |
-13.41% |
| Integrated Investment Consultants LLC |
1,065 |
923 |
-142 |
-13.33% |
| Amalgamated Bank |
69,895 |
60,582 |
-9,313 |
-13.32% |
| OLD National Bancorp IN |
5,252 |
4,558 |
-694 |
-13.21% |
| Congress Park Capital LLC |
975 |
850 |
-125 |
-12.82% |
| True North Advisors LLC |
493 |
430 |
-63 |
-12.78% |
| KFG Wealth Management LLC |
920 |
809 |
-111 |
-12.07% |
| AustralianSuper Pty Ltd |
416,913 |
367,438 |
-49,475 |
-11.87% |
| Capital Investment Advisors LLC |
2,364 |
2,084 |
-280 |
-11.84% |
| Clarius Group LLC |
3,036 |
2,679 |
-357 |
-11.76% |
| Advanced Asset Management Advisors Inc |
425 |
375 |
-50 |
-11.76% |
| Toth Financial Advisory Corp |
102 |
90 |
-12 |
-11.76% |
| Oliver Luxxe Assets LLC |
1,475 |
1,302 |
-173 |
-11.73% |
| Gateway Investment Advisers LLC |
54,548 |
48,389 |
-6,159 |
-11.29% |
| EFG Asset Management Americas Corp. |
9,542 |
8,476 |
-1,066 |
-11.17% |
| Triasima Portfolio Management inc. |
1,204 |
1,074 |
-130 |
-10.80% |
| Portside Wealth Group LLC |
526 |
470 |
-56 |
-10.65% |
| Mirae Asset Global Investments Co. Ltd. |
486,523 |
435,321 |
-51,202 |
-10.52% |
| Cary Street Partners Investment Advisory LLC |
27,239 |
24,429 |
-2,810 |
-10.32% |
| Lateef Investment Management L.P. |
50,315 |
45,135 |
-5,180 |
-10.30% |
| UMB Bank N A MO |
103,206 |
92,599 |
-10,607 |
-10.28% |
| Asset Dedication LLC |
5,793 |
5,203 |
-590 |
-10.18% |
| Childress Capital Advisors LLC |
1,289 |
1,159 |
-130 |
-10.09% |
| Fort Pitt Capital Group LLC |
1,621 |
1,461 |
-160 |
-9.87% |
| Cottonwood Capital Advisors LLC |
436 |
395 |
-41 |
-9.40% |
| Riverwater Partners LLC |
721 |
654 |
-67 |
-9.29% |
| Park Place Capital Corp |
358 |
325 |
-33 |
-9.22% |
| Elk River Wealth Management LLC |
15,309 |
13,912 |
-1,397 |
-9.13% |
| Sendero Wealth Management LLC |
9,537 |
8,690 |
-847 |
-8.88% |
| Boston Common Asset Management LLC |
57,645 |
52,609 |
-5,036 |
-8.74% |
| Central Bank & Trust Co. |
18,329 |
16,745 |
-1,584 |
-8.64% |
| Woodstock Corp |
923 |
844 |
-79 |
-8.56% |
| Greenleaf Trust |
10,112 |
9,255 |
-857 |
-8.48% |
| Brown Advisory Inc. |
3,548,119 |
3,248,344 |
-299,775 |
-8.45% |
| Appleton Partners Inc. MA |
27,309 |
25,027 |
-2,282 |
-8.36% |
| Telos Capital Management Inc. |
900 |
825 |
-75 |
-8.33% |
| Summit Financial LLC |
1,369 |
1,256 |
-113 |
-8.25% |
| Wallace Advisory Group LLC |
1,112 |
1,024 |
-88 |
-7.91% |
| Banque Cantonale Vaudoise |
19,145 |
17,677 |
-1,468 |
-7.67% |
| Farmers & Merchants Trust Co of Chambersburg PA |
162 |
150 |
-12 |
-7.41% |
| Albion Financial Group UT |
54 |
50 |
-4 |
-7.41% |
| Raub Brock Capital Management LP |
34,718 |
32,162 |
-2,556 |
-7.36% |
| Kovack Advisors Inc. |
478 |
443 |
-35 |
-7.32% |
| Van ECK Associates Corp |
27,644 |
25,621 |
-2,023 |
-7.32% |
| Adviser Investments LLC |
3,088 |
2,863 |
-225 |
-7.29% |
| Apeiron RIA LLC |
873 |
810 |
-63 |
-7.22% |
| Securian Asset Management Inc |
17,752 |
16,489 |
-1,263 |
-7.11% |
| International Assets Investment Management LLC |
757 |
704 |
-53 |
-7.00% |
| Allspring Global Investments Holdings LLC |
76,738 |
71,454 |
-5,284 |
-6.89% |
| Sage Rhino Capital LLC |
480 |
447 |
-33 |
-6.88% |
| Ninety One SA PTY Ltd |
8,671 |
8,088 |
-583 |
-6.72% |
| Gemmer Asset Management LLC |
463 |
432 |
-31 |
-6.70% |
| Corundum Group Inc. |
511 |
477 |
-34 |
-6.65% |
| Heritage Investors Management Corp |
1,660 |
1,550 |
-110 |
-6.63% |
| JB Capital LLC |
520 |
486 |
-34 |
-6.54% |
| Trueblood Wealth Management LLC |
1,738 |
1,625 |
-113 |
-6.50% |
| Outfitter Financial LLC |
4,087 |
3,822 |
-265 |
-6.48% |
| West Bancorporation Inc. |
412 |
386 |
-26 |
-6.31% |
| Hennion & Walsh Asset Management Inc. |
6,778 |
6,352 |
-426 |
-6.29% |
| State of Alaska Department of Revenue |
40,659 |
38,124 |
-2,535 |
-6.23% |
| Marietta Wealth Management LLC |
12,242 |
11,484 |
-758 |
-6.19% |
| BOK Financial Private Wealth Inc. |
8,253 |
7,748 |
-505 |
-6.12% |
| Boston Trust Walden Corp |
3,365 |
3,161 |
-204 |
-6.06% |
| Addenda Capital Inc. |
16,144 |
15,168 |
-976 |
-6.05% |
| BSW Wealth Partners |
1,805 |
1,697 |
-108 |
-5.98% |
| Stratos Wealth Advisors LLC |
2,213 |
2,081 |
-132 |
-5.96% |
| Dakota Wealth Management |
4,113 |
3,872 |
-241 |
-5.86% |
| Turtle Creek Wealth Advisors LLC |
1,539 |
1,449 |
-90 |
-5.85% |
| Tritonpoint Wealth LLC |
1,618 |
1,525 |
-93 |
-5.75% |
| New Century Financial Group LLC |
797 |
755 |
-42 |
-5.27% |
| Horizon Bancorp Inc. IN |
98 |
93 |
-5 |
-5.10% |
| Onyx Bridge Wealth Group LLC |
366 |
348 |
-18 |
-4.92% |
| Sumitomo Mitsui Trust Holdings Inc. |
903,655 |
859,888 |
-43,767 |
-4.84% |
| Parkside Financial Bank & Trust |
1,123 |
1,069 |
-54 |
-4.81% |
| Mather Group LLC. |
2,729 |
2,599 |
-130 |
-4.76% |
| Mckinley Capital Management LLC Delaware |
12,191 |
11,611 |
-580 |
-4.76% |
| Duncker Streett & Co. Inc. |
10,523 |
10,023 |
-500 |
-4.75% |
| RHS Financial LLC |
530 |
505 |
-25 |
-4.72% |
| Jacobsen Capital Management |
616 |
587 |
-29 |
-4.71% |
| NorthCrest Asset Manangement LLC |
70,020 |
66,731 |
-3,289 |
-4.70% |
| S.A. Mason LLC |
5,640 |
5,389 |
-251 |
-4.45% |
| Mechanics Bank Trust Department |
697 |
666 |
-31 |
-4.45% |
| Commonwealth Equity Services LLC |
63,162 |
60,355 |
-2,807 |
-4.44% |
| Artemis Investment Management LLP |
78,210 |
74,781 |
-3,429 |
-4.38% |
| Rockland Trust Co. |
36,450 |
34,857 |
-1,593 |
-4.37% |
| Private Trust Co. NA |
1,055 |
1,009 |
-46 |
-4.36% |
| Alta Capital Management LLC |
75,624 |
72,338 |
-3,286 |
-4.35% |
| Diversified Investment Strategies LLC |
675 |
646 |
-29 |
-4.30% |
| CX Institutional |
1,946 |
1,864 |
-82 |
-4.21% |
| Hartford Investment Management Co. |
18,886 |
18,098 |
-788 |
-4.17% |
| Manning & Napier Group LLC |
46,934 |
44,992 |
-1,942 |
-4.14% |
| Baldwin Brothers Inc. MA |
1,283 |
1,230 |
-53 |
-4.13% |
| Pegasus Partners Ltd. |
4,550 |
4,367 |
-183 |
-4.02% |
| Monumental Financial Group Inc. |
2,571 |
2,470 |
-101 |
-3.93% |
| Emerald Advisors LLC |
331 |
318 |
-13 |
-3.93% |
| ACT Wealth Management LLC |
1,315 |
1,265 |
-50 |
-3.80% |
| Perpetual Ltd |
141,432 |
136,158 |
-5,274 |
-3.73% |
| Davy Global Fund Management Ltd |
431 |
415 |
-16 |
-3.71% |
| Krueger & Catalano Capital Partners LLC |
4,174 |
4,021 |
-153 |
-3.67% |
| Catalyst Private Wealth LLC |
1,038 |
1,001 |
-37 |
-3.56% |
| Bfsg LLC |
1,655 |
1,597 |
-58 |
-3.50% |
| New Mexico Educational Retirement Board |
14,578 |
14,078 |
-500 |
-3.43% |
| Zurcher Kantonalbank Zurich Cantonalbank |
164,823 |
159,194 |
-5,629 |
-3.42% |
| MEMBERS Trust Co |
354 |
342 |
-12 |
-3.39% |
| Contravisory Investment Management Inc. |
804 |
777 |
-27 |
-3.36% |
| Liberty Capital Management Inc. |
21,573 |
20,850 |
-723 |
-3.35% |
| First Personal Financial Services |
5,072 |
4,905 |
-167 |
-3.29% |
| Princeton Global Asset Management LLC |
127 |
123 |
-4 |
-3.15% |
| Baxter Bros Inc. |
64,942 |
63,009 |
-1,933 |
-2.98% |
| Conestoga Capital Advisors LLC |
1,360 |
1,320 |
-40 |
-2.94% |
| Winthrop Advisory Group LLC |
719 |
698 |
-21 |
-2.92% |
| Nichols & Pratt Advisers LLP MA |
52,890 |
51,374 |
-1,516 |
-2.87% |
| Bank of New York Mellon Corp |
2,463,065 |
2,393,115 |
-69,950 |
-2.84% |
| Fifth Third Wealth Advisors LLC |
472 |
459 |
-13 |
-2.75% |
| Valeo Financial Advisors LLC |
2,373 |
2,309 |
-64 |
-2.70% |
| Montag & Caldwell LLC |
32,461 |
31,586 |
-875 |
-2.70% |
| Northern Financial Advisors Inc |
1,408 |
1,371 |
-37 |
-2.63% |
| Sumitomo Life Insurance Co. |
8,034 |
7,824 |
-210 |
-2.61% |
| Cornerstone Wealth Management LLC |
359 |
350 |
-9 |
-2.51% |
| Red Spruce Capital LLC |
2,003 |
1,953 |
-50 |
-2.50% |
| Sage Mountain Advisors LLC |
966 |
942 |
-24 |
-2.48% |
| Wedge Capital Management L L P NC |
128,893 |
125,706 |
-3,187 |
-2.47% |
| North Star Investment Management Corp. |
1,240 |
1,210 |
-30 |
-2.42% |
| Fluent Financial LLC |
933 |
911 |
-22 |
-2.36% |
| DekaBank Deutsche Girozentrale |
321,927 |
314,315 |
-7,612 |
-2.36% |
| Connecticut Wealth Management LLC |
1,941 |
1,896 |
-45 |
-2.32% |
| Etesian Wealth Advisors Inc. |
432 |
422 |
-10 |
-2.31% |
| Fifth Third Bancorp |
50,401 |
49,243 |
-1,158 |
-2.30% |
| First Horizon Advisors Inc. |
22,821 |
22,303 |
-518 |
-2.27% |
| Raymond James Financial Services Advisors Inc. |
31,937 |
31,216 |
-721 |
-2.26% |
| Quantum Financial Advisors LLC |
401 |
392 |
-9 |
-2.24% |
| Capital Asset Advisory Services LLC |
3,364 |
3,289 |
-75 |
-2.23% |
| Dohj LLC |
3,707 |
3,631 |
-76 |
-2.05% |
| Louisiana State Employees Retirement System |
39,100 |
38,300 |
-800 |
-2.05% |
| First Bank & Trust |
5,672 |
5,557 |
-115 |
-2.03% |
| Stiles Financial Services Inc |
3,469 |
3,399 |
-70 |
-2.02% |
| Jessup Wealth Management Inc |
11,519 |
11,291 |
-228 |
-1.98% |
| Institute for Wealth Management LLC. |
1,089 |
1,068 |
-21 |
-1.93% |
| CENTRAL TRUST Co |
8,686 |
8,523 |
-163 |
-1.88% |
| Berger Financial Group Inc |
3,950 |
3,876 |
-74 |
-1.87% |
| Principal Financial Group Inc. |
1,377,312 |
1,351,492 |
-25,820 |
-1.87% |
| Compass Wealth Management LLC |
5,363 |
5,263 |
-100 |
-1.86% |
| Thomasville National Bank |
655 |
643 |
-12 |
-1.83% |
| Alpha Omega Wealth Management LLC |
834 |
819 |
-15 |
-1.80% |
| Naples Global Advisors LLC |
333 |
327 |
-6 |
-1.80% |
| Yousif Capital Management LLC |
38,714 |
38,035 |
-679 |
-1.75% |
| Signature Wealth Management Group |
2,796 |
2,747 |
-49 |
-1.75% |
| Jacobs & Co. CA |
11,902 |
11,700 |
-202 |
-1.70% |
| Wetzel Investment Advisors Inc. |
60 |
59 |
-1 |
-1.67% |
| Clifford Swan Investment Counsel LLC |
46,000 |
45,275 |
-725 |
-1.58% |
| Parsons Capital Management Inc. RI |
7,852 |
7,728 |
-124 |
-1.58% |
| Eads & Heald Wealth Management |
2,987 |
2,940 |
-47 |
-1.57% |
| Austin Private Wealth LLC |
913 |
899 |
-14 |
-1.53% |
| Traynor Capital Management Inc. |
982 |
967 |
-15 |
-1.53% |
| First Affirmative Financial Network |
1,325 |
1,305 |
-20 |
-1.51% |
| Catalyst Capital Advisors LLC |
4,963 |
4,888 |
-75 |
-1.51% |
| GHP Investment Advisors Inc. |
17,414 |
17,152 |
-262 |
-1.50% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
966,928 |
952,530 |
-14,398 |
-1.49% |
| Gradient Investments LLC |
20,225 |
19,945 |
-280 |
-1.38% |
| Mcrae Capital Management Inc. |
2,196 |
2,166 |
-30 |
-1.37% |
| Mogy Joel R Investment Counsel Inc. |
71,864 |
70,888 |
-976 |
-1.36% |
| Baillie Gifford & Co. |
133,975 |
132,150 |
-1,825 |
-1.36% |
| WBH Advisory Inc. |
1,729 |
1,706 |
-23 |
-1.33% |
| Abner Herrman & Brock LLC |
29,616 |
29,226 |
-390 |
-1.32% |
| Regions Financial Corp |
78,620 |
77,596 |
-1,024 |
-1.30% |
| WASHINGTON TRUST Co |
154 |
152 |
-2 |
-1.30% |
| First National Trust Co |
975 |
963 |
-12 |
-1.23% |
| Echo45 Advisors LLC |
416 |
411 |
-5 |
-1.20% |
| Jeppson Wealth Management LLC |
418 |
413 |
-5 |
-1.20% |
| Arcadia Investment Management Corp MI |
19,959 |
19,734 |
-225 |
-1.13% |
| Argus Investors Counsel Inc. |
1,070 |
1,058 |
-12 |
-1.12% |
| Chesley Taft & Associates LLC |
7,380 |
7,300 |
-80 |
-1.08% |
| Wendell David Associates Inc. |
40,542 |
40,121 |
-421 |
-1.04% |
| New Hampshire Trust |
1,272 |
1,259 |
-13 |
-1.02% |
| Forbes J M & Co. LLP |
1,963 |
1,943 |
-20 |
-1.02% |
| AFT Forsyth & Company Inc. |
493 |
488 |
-5 |
-1.01% |
| Community Bank & Trust Waco Texas |
1,463 |
1,449 |
-14 |
-0.96% |
| Fulcrum Capital LLC |
12,667 |
12,548 |
-119 |
-0.94% |
| Moody Lynn & Lieberson LLC |
7,044 |
6,979 |
-65 |
-0.92% |
| Perkins Coie Trust Co |
1,000 |
992 |
-8 |
-0.80% |
| Verdence Capital Advisors LLC |
1,388 |
1,377 |
-11 |
-0.79% |
| Eagle Capital Management LLC LA |
12,762 |
12,663 |
-99 |
-0.78% |
| CLARET ASSET MANAGEMENT Corp |
388 |
385 |
-3 |
-0.77% |
| YHB Investment Advisors Inc. |
21,690 |
21,527 |
-163 |
-0.75% |
| Ferguson Wellman Capital Management Inc. |
15,368 |
15,257 |
-111 |
-0.72% |
| BKD Wealth Advisors LLC |
3,449 |
3,425 |
-24 |
-0.70% |
| IFM Investors Pty Ltd |
58,178 |
57,785 |
-393 |
-0.68% |
| 180 Wealth Advisors LLC |
463 |
460 |
-3 |
-0.65% |
| Lindbrook Capital LLC |
12,368 |
12,289 |
-79 |
-0.64% |
| Dynamic Advisor Solutions LLC |
10,446 |
10,381 |
-65 |
-0.62% |
| Clarus Wealth Advisors |
334 |
332 |
-2 |
-0.60% |
| DGS Capital Management LLC |
1,179 |
1,172 |
-7 |
-0.59% |
| Premier Path Wealth Partners LLC |
1,930 |
1,919 |
-11 |
-0.57% |
| Arlington Trust Co LLC |
2,037 |
2,026 |
-11 |
-0.54% |
| Papp L Roy & Associates |
8,096 |
8,055 |
-41 |
-0.51% |
| Private Advisor Group LLC |
7,236 |
7,200 |
-36 |
-0.50% |
| Bouvel Investment Partners LLC |
9,716 |
9,668 |
-48 |
-0.49% |
| Cigna Investments Inc. New |
2,927 |
2,913 |
-14 |
-0.48% |
| Vista Wealth Management Group LLC |
3,143 |
3,129 |
-14 |
-0.45% |
| Park Edge Advisors LLC |
899 |
895 |
-4 |
-0.44% |
| Checchi Capital Advisers LLC |
4,112 |
4,094 |
-18 |
-0.44% |
| Plimoth Trust Co. LLC |
1,245 |
1,240 |
-5 |
-0.40% |
| Cookson Peirce & Co. Inc. |
45,116 |
44,942 |
-174 |
-0.39% |
| Avitas Wealth Management LLC |
1,216 |
1,212 |
-4 |
-0.33% |
| Kinneret Advisory LLC |
10,502 |
10,469 |
-33 |
-0.31% |
| Aurum Wealth Management Group LLC |
1,664 |
1,659 |
-5 |
-0.30% |
| RVW Wealth LLC |
5,576 |
5,559 |
-17 |
-0.30% |
| Talbot Financial LLC |
33,288 |
33,194 |
-94 |
-0.28% |
| Grove Bank & Trust |
1,455 |
1,451 |
-4 |
-0.27% |
| Carret Asset Management LLC |
401 |
400 |
-1 |
-0.25% |
| Trust Co. of Virginia VA |
10,809 |
10,788 |
-21 |
-0.19% |
| Mcdaniel Terry & Co. |
39,115 |
39,039 |
-76 |
-0.19% |
| Congress Asset Management Co. MA |
211,244 |
210,869 |
-375 |
-0.18% |
| Principle Wealth Partners LLC |
1,210 |
1,208 |
-2 |
-0.17% |
| Martin Capital Advisors LLP |
5,577 |
5,568 |
-9 |
-0.16% |
| Troy Asset Management Ltd |
40,934 |
40,877 |
-57 |
-0.14% |
| Ellsworth Advisors LLC |
9,552 |
9,540 |
-12 |
-0.13% |
| Harel Insurance Investments & Financial Services Ltd. |
763 |
762 |
-1 |
-0.13% |
| Stock Yards Bank & Trust Co. |
3,430 |
3,426 |
-4 |
-0.12% |
| 13F Filers Exiting INTU |
|---|
| Fairman Group LLC |
160 |
0 |
-160 |
-100.00% |
| Cooksen Wealth LLC |
8 |
0 |
-8 |
-100.00% |
| BlueChip Wealth Advisors LLC |
426 |
0 |
-426 |
-100.00% |
| Ables Iannone Moore & Associates Inc. |
130 |
0 |
-130 |
-100.00% |
| BKM Wealth Management LLC |
114 |
0 |
-114 |
-100.00% |
| Financial Perspectives Inc |
1 |
0 |
-1 |
-100.00% |
| Applied Capital LLC FL |
1,237 |
0 |
-1,237 |
-100.00% |
| Paul Damon & Associates Inc. |
382 |
0 |
-382 |
-100.00% |
| Dakota Community Bank & Trust NA |
5 |
0 |
-5 |
-100.00% |
| Eagle Strategies LLC |
501 |
0 |
-501 |
-100.00% |
| Independent Wealth Network Inc. |
347 |
0 |
-347 |
-100.00% |
| Annapolis Financial Services LLC |
195 |
0 |
-195 |
-100.00% |
| Windmill Hill Asset Management Ltd |
594 |
0 |
-594 |
-100.00% |
| Hixon Zuercher LLC |
2,067 |
0 |
-2,067 |
-100.00% |
| Paragon Advisors LLC |
1,829 |
0 |
-1,829 |
-100.00% |
| Monticello Wealth Management LLC |
1,408 |
0 |
-1,408 |
-100.00% |
| Curated Wealth Partners LLC |
1,517 |
0 |
-1,517 |
-100.00% |
| Main Street Financial Solutions LLC |
1,539 |
0 |
-1,539 |
-100.00% |
| Little House Capital LLC |
1,629 |
0 |
-1,629 |
-100.00% |
| Founders Capital Management |
9 |
0 |
-9 |
-100.00% |
| Harfst & Associates Inc. |
4,832 |
0 |
-4,832 |
-100.00% |
| Horan Capital Advisors LLC. |
883 |
0 |
-883 |
-100.00% |
| Carlson Capital Management |
476 |
0 |
-476 |
-100.00% |
| Krane Funds Advisors LLC |
1,011 |
0 |
-1,011 |
-100.00% |
| Cutler Group LP |
27 |
0 |
-27 |
-100.00% |
| Centre Asset Management LLC |
15,997 |
0 |
-15,997 |
-100.00% |
| Meitav Dash Investments Ltd. |
1,092 |
0 |
-1,092 |
-100.00% |
| Arlington Partners LLC |
110 |
0 |
-110 |
-100.00% |
| Country Trust Bank |
7 |
0 |
-7 |
-100.00% |
| Rational Advisors LLC |
4,963 |
0 |
-4,963 |
-100.00% |
| Bourgeon Capital Management LLC |
34 |
0 |
-34 |
-100.00% |
| Trust Co. of Oklahoma |
334 |
0 |
-334 |
-100.00% |
| Caldwell Sutter Capital Inc. |
7 |
0 |
-7 |
-100.00% |
See Summary: Institutional Holders of INTU
See Details: Top 10 Hedge Funds Holding INTU
Also See: INTU Insider Buying
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