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 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-125- 10.57% |
$50.8K - $57.5K
|
1.06K
$673K
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-127- 5.61% |
$51.6K - $58.4K
|
2.14K
$1.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-128- 6.77% |
$52K - $58.8K
|
1.76K
$1.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-129- 12.93% |
$52.4K - $59.3K
|
869
$553K
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-132- 9.36% |
$53.6K - $60.7K
|
1.28K
$813K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-134- 4.11% |
$54.4K - $61.6K
|
3.13K
$1.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-135- 11.59% |
$54.8K - $62.1K
|
1.03K
$655K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-136- 0.59% |
$55.2K - $62.5K
|
22.9K
$14.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-139- 9.97% |
$56.4K - $63.9K
|
1.26K
$798K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-139- 12.5% |
$56.4K - $63.9K
|
973
$619K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-140- 2.35% |
$56.9K - $64.3K
|
5.83K
$3.71M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-140- 5.86% |
$56.9K - $64.3K
|
2.25K
$1.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-144- 8.55% |
$58.5K - $66.2K
|
1.54K
$980K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-146- 0.75% |
$59.3K - $67.1K
|
19.4K
$12.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-147- 5.27% |
$59.7K - $67.6K
|
2.64K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-148- 6.0% |
$60.1K - $68K
|
2.32K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-152- 9.54% |
$61.7K - $69.9K
|
1.44K
$917K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-154- 0.89% |
$62.5K - $70.8K
|
17.2K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-157- 3.13% |
$63.8K - $72.2K
|
4.85K
$3.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-160- 15.49% |
$65K - $73.5K
|
873
$555K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-160- 86.96% |
$65K - $73.5K
|
24
$15.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-162- 1.97% |
$65.8K - $74.5K
|
8.08K
$5.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-163- 5.41% |
$66.2K - $74.9K
|
2.85K
$1.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-165- 10.68% |
$67K - $75.8K
|
1.38K
$878K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-165- 4.25% |
$67K - $75.8K
|
3.71K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-169- 14.08% |
$68.6K - $77.7K
|
1.03K
$656K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-172- 9.71% |
$69.8K - $79.1K
|
1.6K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-175- 1.87% |
$71.1K - $80.4K
|
9.2K
$5.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-177- 2.39% |
$71.9K - $81.4K
|
7.24K
$4.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-180- 6.19% |
$73.1K - $82.7K
|
2.73K
$1.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-183- 1.73% |
$74.3K - $84.1K
|
10.4K
$6.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-192- 26.56% |
$78K - $88.2K
|
531
$338K
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-193- 5.74% |
$78.4K - $88.7K
|
3.17K
$2.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-197- 30.5% |
$80K - $90.5K
|
449
$286K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-198- 61.88% |
$80.4K - $91K
|
122
$77.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-199- 24.33% |
$80.8K - $91.5K
|
619
$394K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-199- 2.47% |
$80.8K - $91.5K
|
7.86K
$5M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-200- 15.35% |
$81.2K - $91.9K
|
1.1K
$702K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-205- 97.16% |
$83.2K - $94.2K
|
6
$3.82K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-205- 3.72% |
$83.2K - $94.2K
|
5.3K
$3.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-215- 0.6% |
$87.3K - $98.8K
|
35.9K
$22.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-217- 0.56% |
$88.1K - $99.7K
|
38.5K
$24.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-224- 35.78% |
$91K - $103K
|
402
$256K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-225- 22.41% |
$91.4K - $103K
|
779
$496K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-227- 12.5% |
$92.2K - $104K
|
1.59K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-227- 0.92% |
$92.2K - $104K
|
24.5K
$15.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-228- 21.09% |
$92.6K - $105K
|
853
$543K
|
|
|
Jul 28, 2023
Q2 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-230- 0.33% |
$93.4K - $106K
|
70.5K
$44.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-230- 0.71% |
$93.4K - $106K
|
32.2K
$20.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-233- 27.94% |
$94.6K - $107K
|
601
$382K
|