Purchases and Sales Made in Q2 2023 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q2 2023. 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 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
470+ 28.31% |
$191K - $216K
|
2.13K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
469+ 3.07% |
$190K - $216K
|
15.8K
$10.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
465New |
$189K - $214K
|
465
$298K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
465New |
$189K - $214K
|
465
$298K
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
464New |
$188K - $213K
|
464
$298K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
463+ 3.31% |
$188K - $213K
|
14.5K
$9.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
462+ 87.83% |
$188K - $212K
|
988
$634K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
462+ 13.63% |
$188K - $212K
|
3.85K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
462New |
$188K - $212K
|
462
$296K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
454+ 21.48% |
$184K - $209K
|
2.57K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
454New |
$184K - $209K
|
454
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
454New |
$184K - $209K
|
454
$291K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
454+ 4.7% |
$184K - $209K
|
10.1K
$6.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
448+ 57.44% |
$182K - $206K
|
1.23K
$788K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
447New |
$182K - $205K
|
447
$287K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
446New |
$181K - $205K
|
446
$286K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
441New |
$179K - $203K
|
441
$283K
|
|
|
Jul 28, 2023
Q2 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
439New |
$178K - $202K
|
439
$282K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
439New |
$178K - $202K
|
439
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
439New |
$178K - $202K
|
439
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
439+ 0.81% |
$178K - $202K
|
54.8K
$35.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
439+ 5.17% |
$178K - $202K
|
8.92K
$5.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
432+ 62.52% |
$175K - $199K
|
1.12K
$721K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
429+ 24.86% |
$174K - $197K
|
2.16K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
427+ 1.81% |
$173K - $196K
|
24K
$15.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
419+ 42.49% |
$170K - $193K
|
1.41K
$902K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
419+ 3.03% |
$170K - $193K
|
14.3K
$9.15M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
416New |
$169K - $191K
|
416
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
414+ 5.78% |
$168K - $190K
|
7.58K
$4.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
411+ 8.86% |
$167K - $189K
|
5.05K
$3.24M
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
405+ 3.34% |
$164K - $186K
|
12.5K
$8.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
404New |
$164K - $186K
|
404
$259K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
395+ 4.94% |
$160K - $182K
|
8.4K
$5.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
387+ 8.45% |
$157K - $178K
|
4.97K
$3.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Scharf Investments, LLC
|
BUY
|
- |
384+ 9.67% |
$156K - $176K
|
4.36K
$2.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
382+ 4.76% |
$155K - $176K
|
8.41K
$5.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
376+ 2.42% |
$153K - $173K
|
15.9K
$10.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
374New |
$152K - $172K
|
374
$240K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
362+ 10.58% |
$147K - $166K
|
3.78K
$2.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
346+ 5.89% |
$141K - $159K
|
6.22K
$3.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
345+ 1.55% |
$140K - $159K
|
22.6K
$14.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
341+ 64.71% |
$138K - $157K
|
868
$557K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
341+ 6.93% |
$138K - $157K
|
5.26K
$3.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
338+ 37.47% |
$137K - $155K
|
1.24K
$796K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
333+ 13.31% |
$135K - $153K
|
2.84K
$1.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
332+ 76.32% |
$135K - $153K
|
767
$492K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
325+ 0.06% |
$132K - $149K
|
554K
$355M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
325+ 10.64% |
$132K - $149K
|
3.38K
$2.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
315+ 4.16% |
$128K - $145K
|
7.89K
$5.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
310+ 23.1% |
$126K - $142K
|
1.65K
$1.06M
|