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 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-63- 22.83% |
$25.6K - $29K
|
213
$136K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-67- 10.57% |
$27.2K - $30.8K
|
567
$361K
|
|
|
Aug 09, 2023
Q2 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-67- 1.43% |
$27.2K - $30.8K
|
4.61K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-67- 18.56% |
$27.2K - $30.8K
|
294
$187K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-68- 0.05% |
$27.6K - $31.3K
|
136K
$86.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-69- 2.63% |
$28K - $31.7K
|
2.55K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-70- 0.04% |
$28.4K - $32.2K
|
184K
$117M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-71- 1.69% |
$28.8K - $32.6K
|
4.14K
$2.64M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-72- 8.51% |
$29.2K - $33.1K
|
774
$492K
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-72- 2.99% |
$29.2K - $33.1K
|
2.33K
$1.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-73- 1.15% |
$29.6K - $33.6K
|
6.28K
$4M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-73- 6.34% |
$29.6K - $33.6K
|
1.08K
$686K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-75- 3.36% |
$30.5K - $34.5K
|
2.16K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-75- 13.04% |
$30.5K - $34.5K
|
500
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-75- 13.04% |
$30.5K - $34.5K
|
500
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-77- 0.12% |
$31.3K - $35.4K
|
66.2K
$42.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-78- 3.64% |
$31.7K - $35.9K
|
2.07K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-79- 9.51% |
$32.1K - $36.3K
|
752
$478K
|
|
|
Jul 14, 2023
Q2 2023
|
Laurus Investment Counsel Inc.
|
SELL
|
- |
-80- 0.26% |
$32.5K - $36.8K
|
30.8K
$19.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-80- 2.98% |
$32.5K - $36.8K
|
2.61K
$1.66M
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
SELL
|
- |
-81- 0.43% |
$32.9K - $37.2K
|
18.7K
$11.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-82- 5.95% |
$33.3K - $37.7K
|
1.3K
$824K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-82- 11.8% |
$33.3K - $37.7K
|
613
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-83- 1.19% |
$33.7K - $38.1K
|
6.91K
$4.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-85- 6.16% |
$34.5K - $39.1K
|
1.29K
$823K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-85- 4.53% |
$34.5K - $39.1K
|
1.79K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-87- 4.66% |
$35.3K - $40K
|
1.78K
$1.13M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-88- 2.29% |
$35.7K - $40.4K
|
3.76K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-88- 1.54% |
$35.7K - $40.4K
|
5.64K
$3.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-90- 54.55% |
$36.5K - $41.4K
|
75
$47.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-91- 16.79% |
$37K - $41.8K
|
451
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-92- 13.67% |
$37.4K - $42.3K
|
581
$370K
|
|
|
Jul 10, 2023
Q2 2023
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-95- 0.13% |
$38.6K - $43.7K
|
71.5K
$45.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-95- 0.68% |
$38.6K - $43.7K
|
13.8K
$8.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-97- 1.06% |
$39.4K - $44.6K
|
9.08K
$5.77M
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-97- 4.35% |
$39.4K - $44.6K
|
2.14K
$1.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-98- 4.92% |
$39.8K - $45K
|
1.89K
$1.2M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-98- 4.92% |
$39.8K - $45K
|
1.89K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-99- 16.5% |
$40.2K - $45.5K
|
501
$319K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-100- 10.92% |
$40.6K - $46K
|
816
$519K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-100- 6.99% |
$40.6K - $46K
|
1.33K
$846K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-100- 8.28% |
$40.6K - $46K
|
1.11K
$705K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-102- 1.52% |
$41.4K - $46.9K
|
6.6K
$4.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-105- 1.72% |
$42.6K - $48.3K
|
6.01K
$3.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-109- 18.05% |
$44.3K - $50.1K
|
495
$315K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-110- 1.45% |
$44.7K - $50.6K
|
7.48K
$4.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-112- 19.34% |
$45.5K - $51.5K
|
467
$297K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-114- 8.03% |
$46.3K - $52.4K
|
1.31K
$830K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-117- 14.85% |
$47.5K - $53.8K
|
671
$427K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-118- 12.92% |
$47.9K - $54.2K
|
795
$506K
|