Purchases and Sales Made in Q2 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2- 4.55% |
$1.13K - $1.34K
|
42
$31.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-3- 0.07% |
$1.69K - $2.01K
|
4.33K
$3.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3- 0.86% |
$1.69K - $2.01K
|
345
$261K
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-3- 0.95% |
$1.69K - $2.01K
|
312
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-3- 6.98% |
$1.69K - $2.01K
|
40
$30.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3- 0.93% |
$1.69K - $2.01K
|
320
$242K
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-3- 0.15% |
$1.69K - $2.01K
|
1.97K
$1.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 0.39% |
$1.69K - $2.01K
|
774
$585K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-3- 0.67% |
$1.69K - $2.01K
|
447
$338K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 3.41% |
$1.69K - $2.01K
|
85
$64.2K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.87% |
$2.25K - $2.68K
|
456
$344K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4- 0.57% |
$2.25K - $2.68K
|
694
$524K
|
|
|
Jul 19, 2024
Q2 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-4- 0.09% |
$2.25K - $2.68K
|
4.33K
$3.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 3.36% |
$2.25K - $2.68K
|
115
$86.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-4- 0.23% |
$2.25K - $2.68K
|
1.77K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-4- 0.24% |
$2.25K - $2.68K
|
1.67K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.4% |
$2.25K - $2.68K
|
1K
$758K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4- 0.32% |
$2.25K - $2.68K
|
1.24K
$940K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-5- 0.45% |
$2.81K - $3.35K
|
1.11K
$839K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-5- 0.93% |
$2.81K - $3.35K
|
535
$404K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-5- 1.16% |
$2.81K - $3.35K
|
427
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 6.02% |
$2.81K - $3.35K
|
78
$58.9K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 3.45% |
$2.81K - $3.35K
|
140
$106K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-5- 0.43% |
$2.81K - $3.35K
|
1.17K
$882K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-6- 1.3% |
$3.38K - $4.02K
|
455
$344K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-6- 40.0% |
$3.38K - $4.02K
|
9
$6.8K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-6- 1.04% |
$3.38K - $4.02K
|
573
$433K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-6- 1.27% |
$3.38K - $4.02K
|
467
$353K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6- 1.44% |
$3.38K - $4.02K
|
412
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-6- 1.39% |
$3.38K - $4.02K
|
426
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-6- 1.3% |
$3.38K - $4.02K
|
454
$343K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-7- 2.99% |
$3.94K - $4.69K
|
227
$171K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-7- 0.48% |
$3.94K - $4.69K
|
1.44K
$1.09M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-7- 1.81% |
$3.94K - $4.69K
|
379
$286K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-7- 0.7% |
$3.94K - $4.69K
|
989
$747K
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-7- 1.88% |
$3.94K - $4.69K
|
366
$276K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-7- 0.45% |
$3.94K - $4.69K
|
1.54K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-7- 1.15% |
$3.94K - $4.69K
|
604
$456K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-7- 0.45% |
$3.94K - $4.69K
|
1.54K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8- 2.36% |
$4.5K - $5.36K
|
331
$250K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8- 0.32% |
$4.5K - $5.36K
|
2.52K
$1.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-8- 0.98% |
$4.5K - $5.36K
|
811
$613K
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-8- 1.86% |
$4.5K - $5.36K
|
422
$319K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-8- 2.38% |
$4.5K - $5.36K
|
328
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8- 17.78% |
$4.5K - $5.36K
|
37
$27.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-9- 1.55% |
$5.07K - $6.03K
|
573
$433K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-9- 0.39% |
$5.07K - $6.03K
|
2.28K
$1.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-9- 1.59% |
$5.07K - $6.03K
|
558
$421K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-9- 0.27% |
$5.07K - $6.03K
|
3.27K
$2.47M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-9- 1.57% |
$5.07K - $6.03K
|
566
$428K
|