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 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
17+ 1.23% |
$6.9K - $7.81K
|
1.4K
$891K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
16+ 2.18% |
$6.5K - $7.35K
|
750
$477K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
16+ 1.24% |
$6.5K - $7.35K
|
1.31K
$833K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
16+ 0.51% |
$6.5K - $7.35K
|
3.17K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16+ 1.59% |
$6.5K - $7.35K
|
1.02K
$650K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
16+ 1.63% |
$6.5K - $7.35K
|
996
$634K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
15+ 30.0% |
$6.09K - $6.89K
|
65
$41.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
15+ 1.27% |
$6.09K - $6.89K
|
1.19K
$758K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15+ 1.22% |
$6.09K - $6.89K
|
1.24K
$789K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
15+ 0.75% |
$6.09K - $6.89K
|
2K
$1.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
15+ 1.23% |
$6.09K - $6.89K
|
1.23K
$785K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
15+ 0.23% |
$6.09K - $6.89K
|
6.4K
$4.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15+ 1.42% |
$6.09K - $6.89K
|
1.07K
$683K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
14+ 1.11% |
$5.69K - $6.43K
|
1.28K
$812K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
14+ 0.38% |
$5.69K - $6.43K
|
3.73K
$2.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
14+ 9.21% |
$5.69K - $6.43K
|
166
$106K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
14+ 1.68% |
$5.69K - $6.43K
|
847
$539K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
14+ 1.06% |
$5.69K - $6.43K
|
1.34K
$852K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 2.92% |
$5.28K - $5.98K
|
458
$291K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13+ 650.0% |
$5.28K - $5.98K
|
15
$9.54K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
13New |
$5.28K - $5.98K
|
13
$8.27K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
12+ 8.0% |
$4.87K - $5.52K
|
162
$103K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12+ 2.4% |
$4.87K - $5.52K
|
513
$326K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12New |
$4.87K - $5.52K
|
12
$7.63K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11+ 0.1% |
$4.47K - $5.06K
|
11.3K
$7.17M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
11+ 122.22% |
$4.47K - $5.06K
|
20
$12.7K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
11New |
$4.47K - $5.06K
|
11
$7K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
11+ 0.43% |
$4.47K - $5.06K
|
2.56K
$1.63M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
10New |
$4.06K - $4.6K
|
10
$6.36K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
10+ 11.63% |
$4.06K - $4.6K
|
96
$61.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10+ 1.04% |
$4.06K - $4.6K
|
967
$615K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
10New |
$4.06K - $4.6K
|
10
$6.36K
|
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
10+ 0.73% |
$4.06K - $4.6K
|
1.38K
$879K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
10+ 1.78% |
$4.06K - $4.6K
|
572
$364K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9+ 1.65% |
$3.65K - $4.14K
|
554
$352K
|
|
|
Aug 07, 2023
Q2 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
9+ 0.04% |
$3.65K - $4.14K
|
23.8K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
9New |
$3.65K - $4.14K
|
9
$5.73K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
8+ 800.0% |
$3.25K - $3.68K
|
9
$5.73K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.85% |
$3.25K - $3.68K
|
946
$602K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8+ 0.15% |
$3.25K - $3.68K
|
5.2K
$3.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.48% |
$3.25K - $3.68K
|
1.67K
$1.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 8.08% |
$3.25K - $3.68K
|
107
$68.1K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7+ 0.26% |
$2.84K - $3.22K
|
2.69K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7+ 1.46% |
$2.84K - $3.22K
|
485
$309K
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7+ 0.77% |
$2.84K - $3.22K
|
922
$587K
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
7+ 1.41% |
$2.84K - $3.22K
|
503
$320K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7+ 0.3% |
$2.84K - $3.22K
|
2.33K
$1.48M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
6+ 50.0% |
$2.44K - $2.76K
|
18
$11.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
6+ 0.5% |
$2.44K - $2.76K
|
1.21K
$769K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6+ 0.46% |
$2.44K - $2.76K
|
1.32K
$840K
|