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 |
---|---|---|---|---|---|---|---|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-13- 0.66% |
$5.28K - $5.98K
|
1.95K
$1.24M
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-13- 2.04% |
$5.28K - $5.98K
|
624
$397K
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-13- 1.42% |
$5.28K - $5.98K
|
905
$576K
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-13- 10.16% |
$5.28K - $5.98K
|
115
$73.2K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-13- 0.66% |
$5.28K - $5.98K
|
1.95K
$1.24M
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-14- 0.32% |
$5.69K - $6.43K
|
4.33K
$2.75M
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-14- 1.92% |
$5.69K - $6.43K
|
715
$455K
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-14- 0.66% |
$5.69K - $6.43K
|
2.09K
$1.33M
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-15- 13.27% |
$6.09K - $6.89K
|
98
$62.3K
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-15- 0.1% |
$6.09K - $6.89K
|
15.1K
$9.61M
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-15- 0.61% |
$6.09K - $6.89K
|
2.43K
$1.55M
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-15- 0.39% |
$6.09K - $6.89K
|
3.82K
$2.43M
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-16- 1.97% |
$6.5K - $7.35K
|
796
$506K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-16- 22.54% |
$6.5K - $7.35K
|
55
$35K
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-17- 1.77% |
$6.9K - $7.81K
|
944
$601K
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-17- 0.54% |
$6.9K - $7.81K
|
3.16K
$2.01M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-18- 0.35% |
$7.31K - $8.27K
|
5.18K
$3.29M
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-18- 1.0% |
$7.31K - $8.27K
|
1.78K
$1.13M
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-18- 3.91% |
$7.31K - $8.27K
|
442
$281K
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-19- 1.31% |
$7.72K - $8.73K
|
1.43K
$911K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 8.81% |
$8.12K - $9.19K
|
207
$132K
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-20- 0.19% |
$8.12K - $9.19K
|
10.3K
$6.58M
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-20- 8.03% |
$8.12K - $9.19K
|
229
$146K
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-20- 2.95% |
$8.12K - $9.19K
|
657
$418K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-20- 3.92% |
$8.12K - $9.19K
|
490
$312K
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-20- 2.95% |
$8.12K - $9.19K
|
657
$418K
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-21- 2.46% |
$8.53K - $9.65K
|
831
$529K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21- 0.08% |
$8.53K - $9.65K
|
24.7K
$15.7M
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-22- 4.46% |
$8.93K - $10.1K
|
471
$300K
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-22- 1.69% |
$8.93K - $10.1K
|
1.28K
$812K
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-23- 1.95% |
$9.34K - $10.6K
|
1.16K
$737K
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-24- 5.03% |
$9.75K - $11K
|
453
$288K
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-25- 0.95% |
$10.2K - $11.5K
|
2.61K
$1.66M
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-25- 2.28% |
$10.2K - $11.5K
|
1.07K
$681K
|
|
Aug 01, 2023
Q2 2023
|
Troy Asset Management LTD
|
SELL
|
- |
-25- 0.03% |
$10.2K - $11.5K
|
73K
$46.5M
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-25- 0.43% |
$10.2K - $11.5K
|
5.78K
$3.68M
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-25- 0.88% |
$10.2K - $11.5K
|
2.8K
$1.78M
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-25- 2.33% |
$10.2K - $11.5K
|
1.05K
$668K
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-26- 0.14% |
$10.6K - $12K
|
19.2K
$12.2M
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-26- 0.35% |
$10.6K - $12K
|
7.38K
$4.7M
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-26- 0.78% |
$10.6K - $12K
|
3.31K
$2.11M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-26- 5.33% |
$10.6K - $12K
|
462
$294K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-26- 50.98% |
$10.6K - $12K
|
25
$15.9K
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-27- 5.35% |
$11K - $12.4K
|
478
$304K
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-27- 0.65% |
$11K - $12.4K
|
4.15K
$2.64M
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-28- 1.28% |
$11.4K - $12.9K
|
2.16K
$1.37M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-28- 57.14% |
$11.4K - $12.9K
|
21
$13.4K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-29- 3.21% |
$11.8K - $13.3K
|
874
$556K
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-29- 1.86% |
$11.8K - $13.3K
|
1.53K
$976K
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-29- 0.69% |
$11.8K - $13.3K
|
4.18K
$2.66M
|