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 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.54K+ 32.41% |
$624K - $706K
|
6.28K
$3.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.53K+ 2.08% |
$621K - $703K
|
75K
$47.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.47K+ 0.72% |
$596K - $674K
|
204K
$130M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.46K+ 29.69% |
$593K - $671K
|
6.38K
$4.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
1.44KNew |
$586K - $663K
|
1.44K
$917K
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
1.43KNew |
$581K - $658K
|
1.43K
$910K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.43K+ 22.41% |
$581K - $657K
|
7.81K
$4.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.41K+ 7.66% |
$571K - $646K
|
19.7K
$12.6M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.4KNew |
$569K - $644K
|
1.4K
$891K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.37K+ 21.34% |
$557K - $630K
|
7.8K
$4.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.37K+ 30.19% |
$557K - $630K
|
5.91K
$3.76M
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.36K+ 838.27% |
$551K - $624K
|
1.52K
$967K
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.35K+ 234.78% |
$548K - $621K
|
1.93K
$1.22M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.33KNew |
$539K - $610K
|
1.33K
$845K
|
|
|
Sep 10, 2024
Q2 2023
|
Troy Asset Management LTD
|
BUY
|
- |
1.32K+ 1.84% |
$537K - $608K
|
73K
$46.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.32K+ 10.37% |
$536K - $606K
|
14K
$8.93M
|
|
|
Aug 14, 2023
Q2 2023
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1.31K+ 5.02% |
$532K - $602K
|
27.4K
$17.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.3K+ 2.74% |
$530K - $599K
|
48.9K
$31.1M
|
|
|
Aug 08, 2023
Q2 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
1.3K+ 6.81% |
$528K - $598K
|
20.4K
$13M
|
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
1.28K+ 1.81% |
$519K - $587K
|
71.9K
$45.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.27K+ 120.59% |
$514K - $581K
|
2.31K
$1.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.26K+ 38.5% |
$513K - $581K
|
4.55K
$2.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.24KNew |
$504K - $570K
|
1.24K
$789K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.22K+ 22.64% |
$495K - $561K
|
6.61K
$4.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.22K+ 9.85% |
$495K - $560K
|
13.6K
$8.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.22KNew |
$494K - $559K
|
1.22K
$774K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.18K+ 11.92% |
$478K - $541K
|
11K
$7.02M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
1.13K+ 9.32% |
$460K - $521K
|
13.3K
$8.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
1.12KNew |
$455K - $515K
|
1.12K
$713K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.11K+ 5.38% |
$450K - $510K
|
21.7K
$13.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.11K+ 94.05% |
$449K - $508K
|
2.28K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.1K+ 9.19% |
$445K - $504K
|
13K
$8.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Sycomore Asset Management
|
BUY
|
- |
1.07K+ 3.8% |
$434K - $491K
|
29.2K
$18.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.05K+ 179.49% |
$426K - $483K
|
1.64K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.04K+ 2.03% |
$423K - $478K
|
52.2K
$33.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.03K+ 2.93% |
$418K - $473K
|
36.2K
$23M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.03K+ 119.26% |
$417K - $472K
|
1.89K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.01KNew |
$411K - $465K
|
1.01K
$644K
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
1.01K+ 27.55% |
$409K - $463K
|
4.67K
$2.97M
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
1.01K+ 57.56% |
$408K - $462K
|
2.75K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.01K+ 64.01% |
$408K - $462K
|
2.58K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1KNew |
$407K - $461K
|
1K
$638K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
1KNew |
$407K - $461K
|
1K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
Lts One Management LP
|
BUY
|
- |
1K+ 2.04% |
$406K - $460K
|
50K
$31.8M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1K+ 8.41% |
$406K - $460K
|
12.9K
$8.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
999New |
$406K - $459K
|
999
$636K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
998+ 75.26% |
$405K - $459K
|
2.32K
$1.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
993+ 11.36% |
$403K - $456K
|
9.73K
$6.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
985+ 266.94% |
$400K - $453K
|
1.35K
$861K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
956+ 59.9% |
$388K - $439K
|
2.55K
$1.62M
|