Purchases and Sales Made in Q2 2022 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
41+ 1.99% |
$14.5K - $20.7K
|
2.1K
$1.34M
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
40+ 3.08% |
$14.1K - $20.2K
|
1.34K
$856K
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
40+ 4.54% |
$14.1K - $20.2K
|
921
$590K
|
|
Aug 15, 2022
Q2 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
40+ 1.09% |
$14.1K - $20.2K
|
3.7K
$2.37M
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
38+ 15.83% |
$13.4K - $19.2K
|
278
$178K
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
38+ 0.11% |
$13.4K - $19.2K
|
33.4K
$21.4M
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
BUY
|
- |
38+ 2.36% |
$13.4K - $19.2K
|
1.65K
$1.05M
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 0.49% |
$13.1K - $18.7K
|
7.66K
$4.9M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
37+ 0.5% |
$13.1K - $18.7K
|
7.44K
$4.76M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
37+ 2.15% |
$13.1K - $18.7K
|
1.76K
$1.13M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
37+ 4.53% |
$13.1K - $18.7K
|
853
$546K
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
37+ 2.39% |
$13.1K - $18.7K
|
1.59K
$1.02M
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
36New |
$12.7K - $18.2K
|
36
$23K
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
34+ 3.83% |
$12K - $17.2K
|
921
$590K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34+ 80.95% |
$12K - $17.2K
|
76
$48.6K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
33+ 71.74% |
$11.7K - $16.7K
|
79
$50.6K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
33New |
$11.7K - $16.7K
|
33
$21.1K
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
32+ 1.32% |
$11.3K - $16.2K
|
2.45K
$1.57M
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
31+ 155.0% |
$11K - $15.7K
|
51
$32.6K
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
31+ 15.9% |
$11K - $15.7K
|
226
$145K
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
29+ 0.46% |
$10.2K - $14.7K
|
6.36K
$4.07M
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
29+ 1.41% |
$10.2K - $14.7K
|
2.09K
$1.34M
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
28+ 0.92% |
$9.89K - $14.2K
|
3.09K
$1.98M
|
|
Jul 06, 2022
Q2 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
27+ 5.08% |
$9.54K - $13.7K
|
559
$358K
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
27+ 3.95% |
$9.54K - $13.7K
|
710
$454K
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
27+ 7.67% |
$9.54K - $13.7K
|
379
$243K
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
27+ 8.57% |
$9.54K - $13.7K
|
342
$219K
|
|
Aug 05, 2022
Q2 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
27+ 3.32% |
$9.54K - $13.7K
|
841
$538K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
26New |
$9.19K - $13.1K
|
26
$16.6K
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
25+ 0.89% |
$8.83K - $12.6K
|
2.83K
$1.81M
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
25+ 0.79% |
$8.83K - $12.6K
|
3.21K
$2.05M
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
25+ 14.97% |
$8.83K - $12.6K
|
192
$123K
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
25New |
$8.83K - $12.6K
|
25
$16K
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
24New |
$8.48K - $12.1K
|
24
$15.4K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23+ 1.95% |
$8.13K - $11.6K
|
1.2K
$769K
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
22+ 3.55% |
$7.77K - $11.1K
|
642
$411K
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
22+ 81.48% |
$7.77K - $11.1K
|
49
$31.4K
|
|
Jul 19, 2022
Q2 2022
|
Sycomore Asset Management
|
BUY
|
- |
22+ 0.21% |
$7.77K - $11.1K
|
10.5K
$6.71M
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 9.48% |
$7.77K - $11.1K
|
254
$163K
|
|
Jul 22, 2022
Q2 2022
|
Freedom Day Solutions, LLC
|
BUY
|
- |
22+ 0.48% |
$7.77K - $11.1K
|
4.65K
$2.98M
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
22+ 20.37% |
$7.77K - $11.1K
|
130
$83.2K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22+ 14.47% |
$7.77K - $11.1K
|
174
$111K
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
22+ 3.18% |
$7.77K - $11.1K
|
713
$456K
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
21+ 2.65% |
$7.42K - $10.6K
|
813
$520K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21+ 2.32% |
$7.42K - $10.6K
|
927
$593K
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
21+ 1.39% |
$7.42K - $10.6K
|
1.53K
$978K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20New |
$7.07K - $10.1K
|
20
$12.8K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.52% |
$7.07K - $10.1K
|
3.9K
$2.5M
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
20+ 0.12% |
$7.07K - $10.1K
|
16.3K
$10.4M
|
|
Aug 11, 2022
Q2 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
19+ 1.36% |
$6.71K - $9.61K
|
1.42K
$906K
|