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
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
200+ 102.04% |
$81.2K - $91.9K
|
396
$254K
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
197+ 4.02% |
$80K - $90.5K
|
5.09K
$3.27M
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
196+ 22.84% |
$79.6K - $90.1K
|
1.05K
$676K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
196+ 3920.0% |
$79.6K - $90.1K
|
201
$129K
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
195+ 0.76% |
$79.2K - $89.6K
|
25.9K
$16.6M
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
BUY
|
- |
184+ 3.2% |
$74.7K - $84.6K
|
5.93K
$3.8M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
179+ 5.72% |
$72.7K - $82.3K
|
3.31K
$2.12M
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
176+ 1.44% |
$71.5K - $80.9K
|
12.4K
$7.98M
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
176+ 2.12% |
$71.5K - $80.9K
|
8.49K
$5.45M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
175New |
$71.1K - $80.4K
|
175
$112K
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
170+ 1.17% |
$69K - $78.1K
|
14.7K
$9.43M
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
167+ 12.01% |
$67.8K - $76.8K
|
1.56K
$1M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
167+ 4.23% |
$67.8K - $76.8K
|
4.12K
$2.64M
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
167+ 4.36% |
$67.8K - $76.8K
|
4K
$2.57M
|
|
Aug 14, 2023
Q2 2023
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
163+ 1.88% |
$66.2K - $74.9K
|
8.84K
$5.67M
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
162+ 10.84% |
$65.8K - $74.5K
|
1.66K
$1.06M
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
161+ 9.48% |
$65.4K - $74K
|
1.86K
$1.19M
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
159+ 4.49% |
$64.6K - $73.1K
|
3.7K
$2.38M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
158+ 4.99% |
$64.2K - $72.6K
|
3.32K
$2.13M
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
158+ 35.03% |
$64.2K - $72.6K
|
609
$391K
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
156+ 0.39% |
$63.4K - $71.7K
|
39.8K
$25.5M
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
154+ 0.38% |
$62.5K - $70.8K
|
40.4K
$25.9M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
152+ 41.87% |
$61.7K - $69.9K
|
515
$330K
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
150+ 5.43% |
$60.9K - $68.9K
|
2.91K
$1.87M
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
150+ 10.97% |
$60.9K - $68.9K
|
1.52K
$974K
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
148+ 31.9% |
$60.1K - $68K
|
612
$393K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
146+ 14.0% |
$59.3K - $67.1K
|
1.19K
$763K
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
145+ 9.43% |
$58.9K - $66.6K
|
1.68K
$1.08M
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
140+ 5.81% |
$56.9K - $64.3K
|
2.55K
$1.64M
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
140+ 24.91% |
$56.9K - $64.3K
|
702
$450K
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
140+ 3.89% |
$56.9K - $64.3K
|
3.74K
$2.4M
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
138+ 0.45% |
$56K - $63.4K
|
30.9K
$19.8M
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
137+ 15.91% |
$55.6K - $63K
|
998
$640K
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
136+ 0.6% |
$55.2K - $62.5K
|
22.8K
$14.6M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
136+ 0.11% |
$55.2K - $62.5K
|
123K
$79M
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
134+ 21.72% |
$54.4K - $61.6K
|
751
$482K
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
134+ 23.97% |
$54.4K - $61.6K
|
693
$445K
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
131+ 13.58% |
$53.2K - $60.2K
|
1.1K
$703K
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
131+ 17.99% |
$53.2K - $60.2K
|
859
$551K
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
129+ 10.63% |
$52.4K - $59.3K
|
1.34K
$861K
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
126+ 0.16% |
$51.2K - $57.9K
|
77K
$49.4M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
125+ 3.82% |
$50.8K - $57.5K
|
3.39K
$2.18M
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
122+ 1.53% |
$49.5K - $56.1K
|
8.1K
$5.2M
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
120New |
$48.7K - $55.2K
|
120
$77K
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
117+ 2.14% |
$47.5K - $53.8K
|
5.58K
$3.58M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
117+ 3.09% |
$47.5K - $53.8K
|
3.9K
$2.5M
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
116+ 1.83% |
$47.1K - $53.3K
|
6.45K
$4.14M
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
112+ 0.34% |
$45.5K - $51.5K
|
33.2K
$21.3M
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
110+ 15.17% |
$44.7K - $50.6K
|
835
$536K
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
109+ 17.64% |
$44.3K - $50.1K
|
727
$467K
|