Purchases and Sales Made in Q2 2023 in Intuit Inc (INTU)

INTU Quotes by TradingView

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 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
307
+ 5.66%
$125K - $141K
5.73K $3.65M
Jul 21, 2023 Q2 2023
Mcrae Capital Management Inc

BUY
 -
305
+ 14.98%
$124K - $140K
2.34K $1.49M
Aug 09, 2023 Q2 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
304
+ 23.84%
$123K - $140K
1.58K $1M
Jul 18, 2023 Q2 2023
Marietta Wealth Management, LLC

BUY
 -
301
+ 2.45%
$122K - $138K
12.6K $7.99M
Aug 10, 2023 Q2 2023
Yhb Investment Advisors, Inc.

BUY
 -
298
+ 1.15%
$121K - $137K
26.2K $16.7M
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
293
+ 20.0%
$119K - $135K
1.76K $1.12M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
285
+ 2.49%
$116K - $131K
11.7K $7.46M
Aug 07, 2023 Q2 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
280
+ 12.64%
$114K - $129K
2.5K $1.59M
Aug 11, 2023 Q2 2023
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
279
+ 3.08%
$113K - $128K
9.33K $5.93M
Jul 27, 2023 Q2 2023
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
277
+ 5.58%
$112K - $127K
5.24K $3.33M
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
275
+ 13.01%
$112K - $126K
2.39K $1.52M
Jul 26, 2023 Q2 2023
Strengthening Families & Communities, LLC

BUY
 -
274
+ 516.98%
$111K - $126K
327 $208K
Jul 12, 2023 Q2 2023
First Bank & Trust

BUY
 -
270
+ 5.0%
$110K - $124K
5.67K $3.61M
Jul 20, 2023 Q2 2023
Sather Financial Group Inc

BUY
 -
268
+ 0.29%
$109K - $123K
92.6K $58.9M
Jul 10, 2023 Q2 2023
First Affirmative Financial Network

BUY
 -
267
+ 29.05%
$108K - $123K
1.19K $754K
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
267
+ 3.6%
$108K - $123K
7.69K $4.89M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
266
New
$108K - $122K
266 $169K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
265
+ 39.97%
$108K - $122K
928 $590K
Aug 07, 2023 Q2 2023
Texas Permanent School Fund

Austin, TX
BUY
 -
264
+ 0.45%
$107K - $121K
58.8K $37.4M
Aug 14, 2023 Q2 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
256
New
$104K - $118K
256 $163K
Jul 06, 2023 Q2 2023
Fulton Bank, N.A.

BUY
 -
254
+ 24.59%
$103K - $117K
1.29K $819K
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
248
+ 6.66%
$101K - $114K
3.97K $2.53M
Jul 05, 2023 Q2 2023
Red Spruce Capital, LLC

BUY
 -
247
+ 13.9%
$100K - $114K
2.02K $1.29M
Aug 10, 2023 Q2 2023
Caprock Group, Inc.

BUY
 -
247
+ 4.98%
$100K - $114K
5.2K $3.31M
Aug 14, 2023 Q2 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
246
+ 7.22%
$99.9K - $113K
3.65K $2.32M
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
240
+ 4.69%
$97.5K - $110K
5.35K $3.41M
Jul 28, 2023 Q2 2023
First Personal Financial Services

BUY
 -
234
+ 4.68%
$95K - $108K
5.23K $3.33M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
232
+ 12.46%
$94.2K - $107K
2.09K $1.33M
Jul 27, 2023 Q2 2023
China Universal Asset Management Co., Ltd.

Shanghai, F4
BUY
 -
231
+ 271.76%
$93.8K - $106K
316 $201K
Aug 14, 2023 Q2 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
231
+ 2.33%
$93.8K - $106K
10.1K $6.44M
May 21, 2024 Q2 2023
China Universal Asset Management Co., Ltd.

Shanghai, F4
BUY
 -
231
+ 271.76%
$93.8K - $106K
316 $201K
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
226
+ 1.49%
$91.8K - $104K
15.4K $9.78M
Jul 14, 2023 Q2 2023
Bouvel Investment Partners, LLC

BUY
 -
225
+ 2.47%
$91.4K - $103K
9.34K $5.94M
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
223
+ 12.81%
$90.6K - $102K
1.96K $1.25M
Jul 10, 2023 Q2 2023
Mechanics Bank Trust Department

BUY
 -
217
+ 43.4%
$88.1K - $99.7K
717 $456K
Aug 08, 2023 Q2 2023
Bank Of Marin

Novato, CA
BUY
 -
217
+ 39.82%
$88.1K - $99.7K
762 $485K
Aug 11, 2023 Q2 2023
Cyrus J. Lawrence, LLC

BUY
 -
216
+ 1.6%
$87.7K - $99.3K
13.7K $8.73M
Aug 01, 2023 Q2 2023
Avestar Capital, LLC

BUY
 -
215
+ 8.51%
$87.3K - $98.8K
2.74K $1.74M
Aug 14, 2023 Q2 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
214
+ 20.54%
$86.9K - $98.4K
1.26K $799K
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
213
+ 7.42%
$86.5K - $97.9K
3.08K $1.96M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
210
+ 10.15%
$85.3K - $96.5K
2.28K $1.45M
Aug 10, 2023 Q2 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
210
+ 17.43%
$85.3K - $96.5K
1.42K $900K
Aug 04, 2023 Q2 2023
Motco

BUY
 -
207
+ 1.19%
$84.1K - $95.1K
17.7K $11.2M
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
206
+ 2.38%
$83.7K - $94.7K
8.87K $5.64M
Aug 11, 2023 Q2 2023
Capital World Investors

Los Angeles, CA
BUY
 -
205
+ 0.03%
$83.2K - $94.2K
709K $451M
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
204
+ 3.57%
$82.8K - $93.8K
5.92K $3.77M
Aug 14, 2023 Q2 2023
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
204
+ 0.16%
$82.8K - $93.8K
126K $80.1M
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

BUY
 -
203
+ 26.5%
$82.4K - $93.3K
969 $616K
Jul 21, 2023 Q2 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
200
+ 31.75%
$81.2K - $91.9K
830 $528K

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