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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.32% |
$1.77K - $2.53K
|
1.55K
$993K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5New |
$1.77K - $2.53K
|
5
$3.2K
|
|
|
Aug 07, 2024
Q2 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
5+ 0.63% |
$1.77K - $2.53K
|
805
$515K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4+ 0.26% |
$1.41K - $2.02K
|
1.52K
$972K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4+ 0.14% |
$1.41K - $2.02K
|
2.92K
$1.87M
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
4+ 0.49% |
$1.41K - $2.02K
|
815
$522K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
3+ 3.37% |
$1.06K - $1.52K
|
92
$58.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 20.0% |
$1.06K - $1.52K
|
18
$11.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.35% |
$1.06K - $1.52K
|
866
$554K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$707 - $1.01K
|
2
$1.28K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2+ 0.13% |
$707 - $1.01K
|
1.51K
$969K
|
|
|
Aug 02, 2022
Q2 2022
|
Twin Capital Management Inc
|
BUY
|
- |
2+ 0.04% |
$707 - $1.01K
|
4.59K
$2.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.22% |
$707 - $1.01K
|
908
$581K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$707 - $1.01K
|
2
$1.28K
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.12% |
$707 - $1.01K
|
1.71K
$1.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2+ 0.33% |
$707 - $1.01K
|
611
$391K
|
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$353 - $506
|
608
$389K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$353 - $506
|
1
$640
|
|
|
Jul 27, 2022
Q2 2022
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1+ 0.12% |
$353 - $506
|
803
$514K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$353 - $506
|
3
$1.92K
|
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1+ 0.16% |
$353 - $506
|
621
$398K
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.12% |
$353 - $506
|
806
$516K
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 33.33% |
$353 - $506
|
4
$2.56K
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1+ 0.16% |
$353 - $506
|
616
$394K
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1+ 2.38% |
$353 - $506
|
43
$27.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1+ 7.14% |
$353 - $506
|
15
$9.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-1- 0.15% |
$353 - $506
|
648
$415K
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 6.25% |
$353 - $506
|
15
$9.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-1- 0.13% |
$353 - $506
|
759
$486K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 2.17% |
$707 - $1.01K
|
90
$57.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
SELL
|
- |
-2- 0.25% |
$707 - $1.01K
|
791
$506K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2- 0.07% |
$707 - $1.01K
|
3.06K
$1.96M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2- 0.05% |
$707 - $1.01K
|
4.2K
$2.69M
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2- 0.14% |
$707 - $1.01K
|
1.41K
$901K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-3- 60.0% |
$1.06K - $1.52K
|
2
$1.28K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-3- 0.06% |
$1.06K - $1.52K
|
5.14K
$3.29M
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3- 0.24% |
$1.06K - $1.52K
|
1.25K
$798K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4- 0.14% |
$1.41K - $2.02K
|
2.93K
$1.87M
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4- 50.0% |
$1.41K - $2.02K
|
4
$2.56K
|
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-4- 0.32% |
$1.41K - $2.02K
|
1.25K
$803K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4- 0.46% |
$1.41K - $2.02K
|
861
$551K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 30.77% |
$1.41K - $2.02K
|
9
$5.76K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 0.13% |
$1.77K - $2.53K
|
3.95K
$2.53M
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-5- 0.33% |
$1.77K - $2.53K
|
1.53K
$981K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-5Closed |
$1.77K - $2.53K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-5- 0.46% |
$1.77K - $2.53K
|
1.09K
$697K
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5- 0.05% |
$1.77K - $2.53K
|
9.23K
$5.91M
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5- 0.72% |
$1.77K - $2.53K
|
690
$442K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-6Closed |
$2.12K - $3.03K
|
0
$0
|