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
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-228- 21.09% |
$92.6K - $105K
|
853
$474K
|
|
|
Jul 28, 2023
Q2 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-230- 0.33% |
$93.4K - $106K
|
70.5K
$39.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-230- 0.71% |
$93.4K - $106K
|
32.2K
$17.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-233- 27.94% |
$94.6K - $107K
|
601
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-233- 9.25% |
$94.6K - $107K
|
2.29K
$1.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-235- 8.95% |
$95.4K - $108K
|
2.39K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-235- 1.0% |
$95.4K - $108K
|
23.4K
$13M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-255- 14.83% |
$104K - $117K
|
1.47K
$814K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-256- 0.98% |
$104K - $118K
|
25.9K
$14.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-257- 2.3% |
$104K - $118K
|
10.9K
$6.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-260- 10.88% |
$106K - $120K
|
2.13K
$1.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-263- 11.38% |
$107K - $121K
|
2.05K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-263- 6.86% |
$107K - $121K
|
3.57K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-265- 62.8% |
$108K - $122K
|
157
$87.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-269- 4.26% |
$109K - $124K
|
6.05K
$3.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-274- 35.54% |
$111K - $126K
|
497
$276K
|
|
|
Aug 02, 2023
Q2 2023
|
Xxec, Inc.
|
SELL
|
- |
-275- 1.41% |
$112K - $126K
|
19.2K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-275- 4.64% |
$112K - $126K
|
5.66K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-278- 20.06% |
$113K - $128K
|
1.11K
$616K
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-281- 2.32% |
$114K - $129K
|
11.8K
$6.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-282- 2.73% |
$115K - $130K
|
10K
$5.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-286- 2.27% |
$116K - $131K
|
12.3K
$6.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-289- 13.18% |
$117K - $133K
|
1.9K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-293- 2.15% |
$119K - $135K
|
13.4K
$7.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-295- 15.89% |
$120K - $136K
|
1.56K
$867K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-295- 47.05% |
$120K - $136K
|
332
$184K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-298- 4.54% |
$121K - $137K
|
6.26K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-300- 6.38% |
$122K - $138K
|
4.4K
$2.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-307- 1.93% |
$125K - $141K
|
15.6K
$8.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-307- 0.68% |
$125K - $141K
|
44.8K
$24.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-312- 3.08% |
$127K - $143K
|
9.81K
$5.45M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-312- 22.03% |
$127K - $143K
|
1.1K
$613K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-315- 3.25% |
$128K - $145K
|
9.39K
$5.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-318- 32.45% |
$129K - $146K
|
662
$368K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-319- 7.84% |
$130K - $147K
|
3.75K
$2.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-319- 15.29% |
$130K - $147K
|
1.77K
$982K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-325- 38.69% |
$132K - $149K
|
515
$286K
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-330- 20.97% |
$134K - $152K
|
1.24K
$691K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-336- 20.18% |
$136K - $154K
|
1.33K
$738K
|
|
|
Aug 14, 2023
Q2 2023
|
Unio Capital LLC
|
SELL
|
- |
-337- 2.22% |
$137K - $155K
|
14.9K
$8.26M
|
|
|
Aug 10, 2023
Q2 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-338- 0.09% |
$137K - $155K
|
394K
$219M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-339- 2.7% |
$138K - $156K
|
12.2K
$6.79M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-343- 1.82% |
$139K - $158K
|
18.5K
$10.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-345- 2.85% |
$140K - $159K
|
11.8K
$6.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-350- 5.57% |
$142K - $161K
|
5.93K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-351- 89.31% |
$143K - $161K
|
42
$23.3K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-367- 0.45% |
$149K - $169K
|
81.6K
$45.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-370- 44.15% |
$150K - $170K
|
468
$260K
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-371- 4.91% |
$151K - $171K
|
7.18K
$3.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-376- 1.36% |
$153K - $173K
|
27.3K
$15.2M
|