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 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
36+ 1.17% |
$14.6K - $16.5K
|
3.11K
$1.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
36+ 0.4% |
$14.6K - $16.5K
|
9.07K
$5.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
35+ 0.43% |
$14.2K - $16.1K
|
8.1K
$5.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
35+ 5.34% |
$14.2K - $16.1K
|
691
$440K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
34+ 5.02% |
$13.8K - $15.6K
|
711
$452K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
34+ 0.76% |
$13.8K - $15.6K
|
4.53K
$2.88M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
34+ 0.76% |
$13.8K - $15.6K
|
4.53K
$2.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
32+ 71.11% |
$13K - $14.7K
|
77
$49K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
32+ 0.66% |
$13K - $14.7K
|
4.87K
$3.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
32New |
$13K - $14.7K
|
32
$20.4K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
32+ 400.0% |
$13K - $14.7K
|
40
$25.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
31+ 3.89% |
$12.6K - $14.2K
|
828
$527K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
31+ 3.93% |
$12.6K - $14.2K
|
819
$521K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
31New |
$12.6K - $14.2K
|
31
$19.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
31+ 0.06% |
$12.6K - $14.2K
|
49.2K
$31.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
31+ 14.16% |
$12.6K - $14.2K
|
250
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
31+ 2.71% |
$12.6K - $14.2K
|
1.18K
$748K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
30+ 0.54% |
$12.2K - $13.8K
|
5.61K
$3.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
30+ 3.74% |
$12.2K - $13.8K
|
833
$530K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30+ 0.14% |
$12.2K - $13.8K
|
21.8K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30+ 130.43% |
$12.2K - $13.8K
|
53
$33.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
29+ 0.14% |
$11.8K - $13.3K
|
20.6K
$13.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
28+ 2.0% |
$11.4K - $12.9K
|
1.43K
$910K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
28New |
$11.4K - $12.9K
|
28
$17.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
27+ 3.55% |
$11K - $12.4K
|
787
$501K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 4.87% |
$11K - $12.4K
|
581
$370K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
26+ 3.5% |
$10.6K - $12K
|
769
$489K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
25+ 4.11% |
$10.2K - $11.5K
|
633
$403K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
25New |
$10.2K - $11.5K
|
25
$15.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25+ 0.96% |
$10.2K - $11.5K
|
2.62K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
25+ 2.07% |
$10.2K - $11.5K
|
1.23K
$782K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
24+ 0.87% |
$9.75K - $11K
|
2.77K
$1.76M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
23+ 2.16% |
$9.34K - $10.6K
|
1.09K
$692K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
23+ 3.39% |
$9.34K - $10.6K
|
702
$447K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
23+ 2.56% |
$9.34K - $10.6K
|
923
$587K
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
22+ 0.69% |
$8.93K - $10.1K
|
3.21K
$2.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
22+ 15.6% |
$8.93K - $10.1K
|
163
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
22+ 0.12% |
$8.93K - $10.1K
|
17.7K
$11.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
21New |
$8.53K - $9.65K
|
21
$13.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
20+ 4.31% |
$8.12K - $9.19K
|
484
$308K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
20+ 1.05% |
$8.12K - $9.19K
|
1.93K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
20+ 0.53% |
$8.12K - $9.19K
|
3.76K
$2.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
20+ 2.28% |
$8.12K - $9.19K
|
898
$571K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
19+ 1.31% |
$7.72K - $8.73K
|
1.47K
$934K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 118.75% |
$7.72K - $8.73K
|
35
$22.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
BUY
|
- |
19+ 0.11% |
$7.72K - $8.73K
|
17.3K
$11M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
19New |
$7.72K - $8.73K
|
19
$12.1K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
19+ 22.35% |
$7.72K - $8.73K
|
104
$66.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
18+ 0.2% |
$7.31K - $8.27K
|
8.85K
$5.63M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18New |
$7.31K - $8.27K
|
18
$11.5K
|