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
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1- 0.1% |
$406 - $460
|
976
$621K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.04% |
$406 - $460
|
2.61K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1- 0.68% |
$406 - $460
|
147
$93.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-2- 8.33% |
$812 - $919
|
22
$14K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 28.57% |
$812 - $919
|
5
$3.18K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-2- 0.28% |
$812 - $919
|
718
$457K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 0.08% |
$812 - $919
|
2.44K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.63% |
$812 - $919
|
314
$200K
|
|
|
Aug 14, 2023
Q2 2023
|
Ycg, LLC
|
SELL
|
- |
-2- -0.0% |
$812 - $919
|
63.4K
$40.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2- 0.06% |
$812 - $919
|
3.25K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2- 5.56% |
$812 - $919
|
34
$21.6K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 1.89% |
$812 - $919
|
104
$66.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 33.33% |
$1.22K - $1.38K
|
6
$3.82K
|
|
|
Aug 03, 2023
Q2 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-3- 0.01% |
$1.22K - $1.38K
|
26.1K
$16.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3- 1.9% |
$1.22K - $1.38K
|
155
$98.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3- 0.56% |
$1.22K - $1.38K
|
535
$340K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3- 0.12% |
$1.22K - $1.38K
|
2.41K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3- 0.6% |
$1.22K - $1.38K
|
500
$318K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3- 0.31% |
$1.22K - $1.38K
|
969
$616K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4- 0.64% |
$1.62K - $1.84K
|
618
$393K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 1.15% |
$2.03K - $2.3K
|
430
$274K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5- 4.5% |
$2.03K - $2.3K
|
106
$67.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-5- 0.77% |
$2.03K - $2.3K
|
644
$410K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-5- 0.33% |
$2.03K - $2.3K
|
1.49K
$947K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5- 0.8% |
$2.03K - $2.3K
|
617
$393K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-5- 0.18% |
$2.03K - $2.3K
|
2.85K
$1.81M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 2.93% |
$2.44K - $2.76K
|
199
$127K
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-6- 0.53% |
$2.44K - $2.76K
|
1.12K
$714K
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-6- 0.1% |
$2.44K - $2.76K
|
5.85K
$3.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-6- 0.44% |
$2.44K - $2.76K
|
1.34K
$854K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-6- 0.14% |
$2.44K - $2.76K
|
4.34K
$2.76M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-6- 1.08% |
$2.44K - $2.76K
|
547
$348K
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-6- 0.14% |
$2.44K - $2.76K
|
4.34K
$2.76M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 4.14% |
$2.44K - $2.76K
|
139
$88.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7- 12.07% |
$2.84K - $3.22K
|
51
$32.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8- 0.71% |
$3.25K - $3.68K
|
1.13K
$716K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-8- 0.56% |
$3.25K - $3.68K
|
1.41K
$900K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8- 4.55% |
$3.25K - $3.68K
|
168
$107K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-9- 0.1% |
$3.65K - $4.14K
|
8.75K
$5.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-9- 0.07% |
$3.65K - $4.14K
|
13.4K
$8.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9- 0.65% |
$3.65K - $4.14K
|
1.39K
$881K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-9- 0.13% |
$3.65K - $4.14K
|
6.9K
$4.39M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-9- 0.28% |
$3.65K - $4.14K
|
3.17K
$2.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-10- 0.94% |
$4.06K - $4.6K
|
1.05K
$668K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 10.0% |
$4.06K - $4.6K
|
90
$57.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-10- 3.52% |
$4.06K - $4.6K
|
274
$174K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10- 0.11% |
$4.06K - $4.6K
|
9.44K
$6.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11- 0.96% |
$4.47K - $5.06K
|
1.13K
$719K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-11- 0.43% |
$4.47K - $5.06K
|
2.57K
$1.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-12- 2.51% |
$4.87K - $5.52K
|
466
$296K
|