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 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
71+ 1.06% |
$28.8K - $32.6K
|
6.75K
$4.33M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
70+ 0.95% |
$28.4K - $32.2K
|
7.45K
$4.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
69+ 3.86% |
$28K - $31.7K
|
1.86K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
69+ 3.2% |
$28K - $31.7K
|
2.23K
$1.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
67+ 11.9% |
$27.2K - $30.8K
|
630
$404K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
65+ 9.35% |
$26.4K - $29.9K
|
760
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
65+ 0.18% |
$26.4K - $29.9K
|
37K
$23.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
63+ 4.05% |
$25.6K - $29K
|
1.62K
$1.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
62+ 10.11% |
$25.2K - $28.5K
|
675
$433K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
60+ 1.49% |
$24.4K - $27.6K
|
4.08K
$2.62M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
60+ 2.95% |
$24.4K - $27.6K
|
2.1K
$1.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
59+ 3.0% |
$24K - $27.1K
|
2.03K
$1.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
59+ 0.55% |
$24K - $27.1K
|
10.9K
$6.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
57+ 0.62% |
$23.1K - $26.2K
|
9.18K
$5.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
57+ 0.7% |
$23.1K - $26.2K
|
8.25K
$5.29M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
55+ 61.8% |
$22.3K - $25.3K
|
144
$92.4K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
52+ 2.58% |
$21.1K - $23.9K
|
2.07K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
51+ 7.8% |
$20.7K - $23.4K
|
705
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
50+ 0.91% |
$20.3K - $23K
|
5.57K
$3.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
49+ 4.09% |
$19.9K - $22.5K
|
1.25K
$800K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
49+ 0.12% |
$19.9K - $22.5K
|
41.3K
$26.5M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49+ 16.01% |
$19.9K - $22.5K
|
355
$228K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49+ 16.01% |
$19.9K - $22.5K
|
355
$228K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
48+ 6.89% |
$19.5K - $22.1K
|
745
$478K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
48+ 3.04% |
$19.5K - $22.1K
|
1.63K
$1.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
47+ 3.69% |
$19.1K - $21.6K
|
1.32K
$846K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
46+ 1.21% |
$18.7K - $21.1K
|
3.86K
$2.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
46+ 0.64% |
$18.7K - $21.1K
|
7.2K
$4.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
46+ 4.62% |
$18.7K - $21.1K
|
1.04K
$669K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
45+ 4.48% |
$18.3K - $20.7K
|
1.05K
$673K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
45+ 2.84% |
$18.3K - $20.7K
|
1.63K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
45+ 2.8% |
$18.3K - $20.7K
|
1.66K
$1.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
44+ 6.59% |
$17.9K - $20.2K
|
712
$457K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
44New |
$17.9K - $20.2K
|
44
$28.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
44+ 0.12% |
$17.9K - $20.2K
|
36.3K
$23.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
43+ 1.24% |
$17.5K - $19.8K
|
3.51K
$2.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
42+ 4.54% |
$17.1K - $19.3K
|
968
$621K
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
42+ 7.62% |
$17.1K - $19.3K
|
593
$381K
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
41+ 5.12% |
$16.6K - $18.8K
|
842
$540K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
41+ 2.71% |
$16.6K - $18.8K
|
1.55K
$997K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
41New |
$16.6K - $18.8K
|
41
$26.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
40New |
$16.2K - $18.4K
|
40
$25.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
40+ 1.12% |
$16.2K - $18.4K
|
3.62K
$2.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
40New |
$16.2K - $18.4K
|
40
$25.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
40+ 1.44% |
$16.2K - $18.4K
|
2.82K
$1.81M
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
40+ 25.81% |
$16.2K - $18.4K
|
195
$125K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
39+ 95.12% |
$15.8K - $17.9K
|
80
$51.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
38+ 1.62% |
$15.4K - $17.5K
|
2.38K
$1.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
38+ 1.68% |
$15.4K - $17.5K
|
2.3K
$1.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
37+ 1.9% |
$15K - $17K
|
1.99K
$1.28M
|