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 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-400- 8.32% |
$162K - $184K
|
4.41K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-417- 35.92% |
$169K - $192K
|
744
$473K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-425- 4.45% |
$173K - $195K
|
9.12K
$5.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-448- 7.17% |
$182K - $206K
|
5.8K
$3.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-454- 14.19% |
$184K - $209K
|
2.75K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-466- 5.32% |
$189K - $214K
|
8.29K
$5.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-478- 5.61% |
$194K - $220K
|
8.04K
$5.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-487- 13.16% |
$198K - $224K
|
3.21K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-489- 2.52% |
$199K - $225K
|
19K
$12.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-500- 11.63% |
$203K - $230K
|
3.8K
$2.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-507- 6.42% |
$206K - $233K
|
7.39K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-509- 5.79% |
$207K - $234K
|
8.28K
$5.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-515- 2.71% |
$209K - $237K
|
18.5K
$11.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-525- 13.62% |
$213K - $241K
|
3.33K
$2.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-527- 96.52% |
$214K - $242K
|
19
$12.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-547- 49.68% |
$222K - $251K
|
554
$352K
|
|
|
Jul 27, 2023
Q2 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-548- 12.28% |
$223K - $252K
|
3.92K
$2.49M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-555- 13.78% |
$225K - $255K
|
3.47K
$2.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-564- 3.81% |
$229K - $259K
|
14.3K
$9.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-574- 6.37% |
$233K - $264K
|
8.44K
$5.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-574- 21.47% |
$233K - $264K
|
2.1K
$1.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-576- 13.7% |
$234K - $265K
|
3.63K
$2.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-591- 1.25% |
$240K - $272K
|
46.6K
$29.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-592- 4.04% |
$240K - $272K
|
14.1K
$8.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-599- 1.89% |
$243K - $275K
|
31.2K
$19.8M
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-601Closed |
$244K - $276K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Ns Partners LTD
|
SELL
|
- |
-613- 0.63% |
$249K - $282K
|
96.3K
$61.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-625- 6.68% |
$254K - $287K
|
8.73K
$5.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-634- 0.72% |
$257K - $291K
|
87.2K
$55.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-635- 13.8% |
$258K - $292K
|
3.97K
$2.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-656- 1.86% |
$266K - $302K
|
34.5K
$22M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-668- 52.43% |
$271K - $307K
|
606
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-669- 80.51% |
$272K - $307K
|
162
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-677- 53.27% |
$275K - $311K
|
594
$378K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-677- 53.27% |
$275K - $311K
|
594
$378K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-680- 64.09% |
$276K - $313K
|
381
$242K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-689- 3.75% |
$280K - $317K
|
17.7K
$11.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-700- 34.15% |
$284K - $322K
|
1.35K
$859K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-733- 9.94% |
$298K - $337K
|
6.64K
$4.22M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-750- 13.56% |
$305K - $345K
|
4.78K
$3.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-752- 1.87% |
$305K - $346K
|
39.5K
$25.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-791- 9.2% |
$321K - $364K
|
7.81K
$4.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-798- 4.14% |
$324K - $367K
|
18.5K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-800- 8.75% |
$325K - $368K
|
8.34K
$5.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-814- 3.54% |
$331K - $374K
|
22.2K
$14.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-814- 2.04% |
$331K - $374K
|
39.1K
$24.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-818- 3.87% |
$332K - $376K
|
20.3K
$12.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-826- 0.99% |
$335K - $380K
|
82.3K
$52.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-828- 35.64% |
$336K - $381K
|
1.5K
$951K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-833- 29.56% |
$338K - $383K
|
1.99K
$1.26M
|