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 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
109New |
$44.3K - $50.1K
|
109
$69.3K
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
108+ 10.61% |
$43.9K - $49.6K
|
1.13K
$716K
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
107+ 2.33% |
$43.5K - $49.2K
|
4.7K
$2.99M
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
106+ 10.74% |
$43K - $48.7K
|
1.09K
$695K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
103+ 2.72% |
$41.8K - $47.3K
|
3.9K
$2.48M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
103+ 0.75% |
$41.8K - $47.3K
|
13.9K
$8.82M
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
101+ 0.66% |
$41K - $46.4K
|
15.5K
$9.86M
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
101+ 12.83% |
$41K - $46.4K
|
888
$565K
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
101+ 7.58% |
$41K - $46.4K
|
1.43K
$912K
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
100+ 50.0% |
$40.6K - $46K
|
300
$191K
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
100+ 8.14% |
$40.6K - $46K
|
1.33K
$845K
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
100+ 5.78% |
$40.6K - $46K
|
1.83K
$1.16M
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
100+ 10000.0% |
$40.6K - $46K
|
101
$64.3K
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
95+ 16.67% |
$38.6K - $43.7K
|
665
$423K
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
95+ 0.51% |
$38.6K - $43.7K
|
18.7K
$11.9M
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
94+ 7.56% |
$38.2K - $43.2K
|
1.34K
$851K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
94+ 11.23% |
$38.2K - $43.2K
|
931
$592K
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
94+ 15.24% |
$38.2K - $43.2K
|
711
$452K
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
93+ 3.59% |
$37.8K - $42.7K
|
2.68K
$1.71M
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
93+ 0.83% |
$37.8K - $42.7K
|
11.3K
$7.18M
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
92+ 6.77% |
$37.4K - $42.3K
|
1.45K
$922K
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
92+ 5.26% |
$37.4K - $42.3K
|
1.84K
$1.17M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
92+ 1.96% |
$37.4K - $42.3K
|
4.78K
$3.04M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
91+ 3.01% |
$37K - $41.8K
|
3.11K
$1.98M
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
90+ 20.83% |
$36.5K - $41.4K
|
522
$332K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
88+ 1257.14% |
$35.7K - $40.4K
|
95
$60.4K
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
87+ 7.95% |
$35.3K - $40K
|
1.18K
$751K
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
87+ 12.65% |
$35.3K - $40K
|
775
$493K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
86New |
$34.9K - $39.5K
|
86
$54.7K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
86+ 73.5% |
$34.9K - $39.5K
|
203
$129K
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
86+ 0.64% |
$34.9K - $39.5K
|
13.6K
$8.64M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
85+ 0.6% |
$34.5K - $39.1K
|
14.3K
$9.09M
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
85+ 4.49% |
$34.5K - $39.1K
|
1.98K
$1.26M
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
85+ 6.04% |
$34.5K - $39.1K
|
1.49K
$950K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
84+ 29.47% |
$34.1K - $38.6K
|
369
$235K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
82+ 1.58% |
$33.3K - $37.7K
|
5.26K
$3.35M
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
81+ 2.71% |
$32.9K - $37.2K
|
3.07K
$1.96M
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
81+ 6.77% |
$32.9K - $37.2K
|
1.28K
$812K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 12.21% |
$32.5K - $36.8K
|
735
$468K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
80New |
$32.5K - $36.8K
|
80
$50.9K
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
79+ 10.03% |
$32.1K - $36.3K
|
867
$552K
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
78+ 13.93% |
$31.7K - $35.9K
|
638
$406K
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
78+ 6.19% |
$31.7K - $35.9K
|
1.34K
$851K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
76+ 5.78% |
$30.9K - $34.9K
|
1.39K
$885K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
75+ 0.75% |
$30.5K - $34.5K
|
10.1K
$6.41M
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
75+ 4.35% |
$30.5K - $34.5K
|
1.8K
$1.15M
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
75+ 6.12% |
$30.5K - $34.5K
|
1.3K
$827K
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
73+ 121.67% |
$29.6K - $33.6K
|
133
$84.6K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
72+ 9.1% |
$29.2K - $33.1K
|
863
$549K
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
72+ 13.56% |
$29.2K - $33.1K
|
603
$384K
|