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 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-5- 0.46% |
$1.77K - $2.53K
|
1.09K
$640K
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5- 0.05% |
$1.77K - $2.53K
|
9.23K
$5.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5- 0.72% |
$1.77K - $2.53K
|
690
$405K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-6Closed |
$2.12K - $3.03K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-6- 9.84% |
$2.12K - $3.03K
|
55
$32.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6- 2.32% |
$2.12K - $3.03K
|
253
$149K
|
|
|
Jul 20, 2022
Q2 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-7Closed |
$2.47K - $3.54K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-7Closed |
$2.47K - $3.54K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-7- 0.99% |
$2.47K - $3.54K
|
697
$409K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8- 0.42% |
$2.83K - $4.05K
|
1.91K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8- 3.1% |
$2.83K - $4.05K
|
250
$147K
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-9- 1.19% |
$3.18K - $4.55K
|
745
$438K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9- 0.66% |
$3.18K - $4.55K
|
1.35K
$792K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-10- 0.16% |
$3.53K - $5.06K
|
6.09K
$3.58M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-10- 8.0% |
$3.53K - $5.06K
|
115
$67.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-10- 1.55% |
$3.53K - $5.06K
|
635
$373K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10- 1.77% |
$3.53K - $5.06K
|
554
$325K
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-10- 0.17% |
$3.53K - $5.06K
|
5.88K
$3.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-11- 1.22% |
$3.89K - $5.56K
|
892
$524K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-12Closed |
$4.24K - $6.07K
|
0
$0
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-12- 44.44% |
$4.24K - $6.07K
|
15
$8.81K
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
SELL
|
- |
-12- 1.62% |
$4.24K - $6.07K
|
730
$429K
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-13Closed |
$4.59K - $6.57K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-13- 1.18% |
$4.59K - $6.57K
|
1.09K
$638K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-14- 1.45% |
$4.95K - $7.08K
|
953
$560K
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-14- 1.52% |
$4.95K - $7.08K
|
909
$534K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
SELL
|
- |
-14- 0.02% |
$4.95K - $7.08K
|
73.8K
$43.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-14- 10.61% |
$4.95K - $7.08K
|
118
$69.3K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-14- 2.36% |
$4.95K - $7.08K
|
580
$341K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-14- 6.73% |
$4.95K - $7.08K
|
194
$114K
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-15- 1.61% |
$5.3K - $7.58K
|
918
$539K
|
|
|
Jul 26, 2022
Q2 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-15- 0.29% |
$5.3K - $7.58K
|
5.22K
$3.06M
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-15- 1.1% |
$5.3K - $7.58K
|
1.34K
$789K
|
|
|
Jul 29, 2022
Q2 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-15- 2.46% |
$5.3K - $7.58K
|
595
$349K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15- 1.14% |
$5.3K - $7.58K
|
1.31K
$767K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-16- 0.61% |
$5.65K - $8.09K
|
2.62K
$1.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-16- 2.32% |
$5.65K - $8.09K
|
673
$395K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-16Closed |
$5.65K - $8.09K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-17- 1.38% |
$6.01K - $8.6K
|
1.22K
$715K
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-17- 0.13% |
$6.01K - $8.6K
|
13.2K
$7.77M
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-18- 2.38% |
$6.36K - $9.1K
|
738
$433K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-18- 2.36% |
$6.36K - $9.1K
|
744
$437K
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-18- 0.53% |
$6.36K - $9.1K
|
3.38K
$1.99M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-19- 5.25% |
$6.71K - $9.61K
|
343
$201K
|
|
|
Jul 13, 2022
Q2 2022
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-19- 0.21% |
$6.71K - $9.61K
|
8.94K
$5.25M
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-19- 0.98% |
$6.71K - $9.61K
|
1.92K
$1.13M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-19- 0.78% |
$6.71K - $9.61K
|
2.41K
$1.42M
|
|
|
Aug 01, 2022
Q2 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-20- 2.69% |
$7.07K - $10.1K
|
723
$425K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-20- 2.91% |
$7.07K - $10.1K
|
668
$392K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-21- 1.6% |
$7.42K - $10.6K
|
1.29K
$758K
|