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 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-174- 1.81% |
$98K - $117K
|
9.46K
$7.14M
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-175- 23.78% |
$98.5K - $117K
|
561
$424K
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-175- 7.9% |
$98.5K - $117K
|
2.04K
$1.54M
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-175- 10.7% |
$98.5K - $117K
|
1.46K
$1.1M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-178- 5.99% |
$100K - $119K
|
2.8K
$2.11M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-178- 1.42% |
$100K - $119K
|
12.4K
$9.35M
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-179- 3.93% |
$101K - $120K
|
4.38K
$3.31M
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-182- 17.69% |
$102K - $122K
|
847
$640K
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-186- 21.99% |
$105K - $125K
|
660
$499K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-189- 10.36% |
$106K - $127K
|
1.64K
$1.24M
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-194- 20.51% |
$109K - $130K
|
752
$568K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-196- 17.92% |
$110K - $131K
|
898
$678K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-196- 0.8% |
$110K - $131K
|
24.2K
$18.3M
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-204- 1.61% |
$115K - $137K
|
12.5K
$9.41M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-205- 3.89% |
$115K - $137K
|
5.06K
$3.82M
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-205- 2.7% |
$115K - $137K
|
7.38K
$5.58M
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-207- 2.89% |
$117K - $139K
|
6.96K
$5.26M
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-208- 2.25% |
$117K - $139K
|
9.03K
$6.82M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-213- 37.11% |
$120K - $143K
|
361
$273K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-214- 7.72% |
$120K - $143K
|
2.56K
$1.93M
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-216- 4.53% |
$122K - $145K
|
4.56K
$3.44M
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-217- 1.3% |
$122K - $145K
|
16.5K
$12.5M
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-222- 9.81% |
$125K - $149K
|
2.04K
$1.54M
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-222- 2.24% |
$125K - $149K
|
9.68K
$7.31M
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-222- 6.72% |
$125K - $149K
|
3.08K
$2.33M
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-224- 1.31% |
$126K - $150K
|
16.9K
$12.8M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-225- 9.58% |
$127K - $151K
|
2.12K
$1.6M
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-228- 18.2% |
$128K - $153K
|
1.03K
$774K
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-229- 0.51% |
$129K - $153K
|
45K
$34M
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-232- 30.25% |
$131K - $156K
|
535
$404K
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-233- 2.19% |
$131K - $156K
|
10.4K
$7.84M
|
|
Aug 09, 2024
Q2 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-234- 4.94% |
$132K - $157K
|
4.5K
$3.4M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-235- 0.55% |
$132K - $158K
|
42.2K
$31.9M
|
|
Jul 31, 2024
Q2 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-236- 0.08% |
$133K - $158K
|
298K
$225M
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-238- 98.76% |
$134K - $160K
|
3
$2.27K
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-240- 16.14% |
$135K - $161K
|
1.25K
$942K
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-250- 23.81% |
$141K - $168K
|
800
$604K
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-250- 7.82% |
$141K - $168K
|
2.95K
$2.23M
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-250- 37.31% |
$141K - $168K
|
420
$317K
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-250- 17.02% |
$141K - $168K
|
1.22K
$921K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-251- 2.71% |
$141K - $168K
|
9K
$6.8M
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-256- 1.3% |
$144K - $172K
|
19.4K
$14.6M
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-257- 5.35% |
$145K - $172K
|
4.55K
$3.44M
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-264- 0.36% |
$149K - $177K
|
73.8K
$55.8M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-270- 0.85% |
$152K - $181K
|
31.6K
$23.9M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-273- 7.39% |
$154K - $183K
|
3.42K
$2.58M
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-275- 3.77% |
$155K - $184K
|
7.03K
$5.31M
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-278- 15.92% |
$157K - $186K
|
1.47K
$1.11M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-282- 5.42% |
$159K - $189K
|
4.92K
$3.72M
|
|
Aug 05, 2024
Q2 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-286- 11.58% |
$161K - $192K
|
2.18K
$1.65M
|