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 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-30- 2.29% |
$12.2K - $13.8K
|
1.28K
$814K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-30- 1.11% |
$12.2K - $13.8K
|
2.68K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30- 3.38% |
$12.2K - $13.8K
|
858
$546K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-30- 5.75% |
$12.2K - $13.8K
|
492
$313K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-31- 5.12% |
$12.6K - $14.2K
|
575
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-31- 2.09% |
$12.6K - $14.2K
|
1.45K
$923K
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-31- 1.08% |
$12.6K - $14.2K
|
2.83K
$1.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-33- 25.19% |
$13.4K - $15.2K
|
98
$62.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-34- 75.56% |
$13.8K - $15.6K
|
11
$7K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-35- 29.41% |
$14.2K - $16.1K
|
84
$53.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-35- 2.57% |
$14.2K - $16.1K
|
1.33K
$844K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-35- 8.08% |
$14.2K - $16.1K
|
398
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-35- 3.46% |
$14.2K - $16.1K
|
976
$621K
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-36- 0.85% |
$14.6K - $16.5K
|
4.2K
$2.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-36- 1.42% |
$14.6K - $16.5K
|
2.5K
$1.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-37- 3.2% |
$15K - $17K
|
1.12K
$712K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-37- 4.9% |
$15K - $17K
|
718
$457K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-37- 66.07% |
$15K - $17K
|
19
$12.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-37- 2.49% |
$15K - $17K
|
1.45K
$922K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-39- 5.46% |
$15.8K - $17.9K
|
675
$429K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-40- 2.26% |
$16.2K - $18.4K
|
1.73K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-40- 0.45% |
$16.2K - $18.4K
|
8.91K
$5.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-42- 0.98% |
$17.1K - $19.3K
|
4.26K
$2.71M
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-42- 1.13% |
$17.1K - $19.3K
|
3.67K
$2.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-43- 0.83% |
$17.5K - $19.8K
|
5.15K
$3.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-43- 3.5% |
$17.5K - $19.8K
|
1.19K
$754K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-45- 2.21% |
$18.3K - $20.7K
|
1.99K
$1.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-46- 0.18% |
$18.7K - $21.1K
|
25.9K
$16.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-47- 3.5% |
$19.1K - $21.6K
|
1.29K
$823K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-47- 6.69% |
$19.1K - $21.6K
|
656
$417K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-48- 4.28% |
$19.5K - $22.1K
|
1.07K
$683K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-48- 1.15% |
$19.5K - $22.1K
|
4.12K
$2.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 0.88% |
$20.3K - $23K
|
5.62K
$3.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-50- 0.38% |
$20.3K - $23K
|
13K
$8.27M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-50- 33.33% |
$20.3K - $23K
|
100
$63.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-53- 3.62% |
$21.5K - $24.4K
|
1.41K
$898K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-55- 9.75% |
$22.3K - $25.3K
|
509
$324K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-55- 9.14% |
$22.3K - $25.3K
|
547
$348K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-55- 4.04% |
$22.3K - $25.3K
|
1.31K
$830K
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-55- 3.0% |
$22.3K - $25.3K
|
1.78K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-55- 8.16% |
$22.3K - $25.3K
|
619
$394K
|
|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
SELL
|
- |
-56- 1.39% |
$22.7K - $25.7K
|
3.96K
$2.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-56- 42.75% |
$22.7K - $25.7K
|
75
$47.7K
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-58- 2.93% |
$23.6K - $26.7K
|
1.92K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-59- 1.31% |
$24K - $27.1K
|
4.45K
$2.83M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-59- 4.12% |
$24K - $27.1K
|
1.37K
$874K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-60- 7.41% |
$24.4K - $27.6K
|
750
$477K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-60- 1.22% |
$24.4K - $27.6K
|
4.85K
$3.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-61- 10.27% |
$24.8K - $28K
|
533
$339K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-61- 1.32% |
$24.8K - $28K
|
4.55K
$2.89M
|