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 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
624+ 133.33% |
$253K - $287K
|
1.09K
$701K
|
|
|
Jul 28, 2023
Q2 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
601+ 1.91% |
$244K - $276K
|
32K
$20.5M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
600+ 4.59% |
$244K - $276K
|
13.7K
$8.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
600+ 0.45% |
$244K - $276K
|
135K
$86.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
600New |
$244K - $276K
|
600
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
600+ 9.84% |
$244K - $276K
|
6.7K
$4.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
594New |
$241K - $273K
|
594
$381K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
588+ 44.21% |
$239K - $270K
|
1.92K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
584+ 0.96% |
$237K - $268K
|
61.2K
$39.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
584New |
$237K - $268K
|
584
$375K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
576+ 0.58% |
$234K - $265K
|
101K
$64.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
576+ 116.36% |
$234K - $265K
|
1.07K
$687K
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
572+ 0.78% |
$232K - $263K
|
73.7K
$47.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
572New |
$232K - $263K
|
572
$367K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
570+ 10.86% |
$231K - $262K
|
5.82K
$3.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
565+ 4.81% |
$229K - $260K
|
12.3K
$7.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
560New |
$227K - $257K
|
560
$359K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
558New |
$227K - $256K
|
558
$358K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
558+ 32.42% |
$227K - $256K
|
2.28K
$1.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
556New |
$226K - $256K
|
556
$357K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
549+ 4.54% |
$223K - $252K
|
12.6K
$8.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
545New |
$221K - $250K
|
545
$350K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
540New |
$219K - $248K
|
540
$347K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
529+ 3.76% |
$215K - $243K
|
14.6K
$9.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
525+ 15.01% |
$213K - $241K
|
4.02K
$2.58M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
522New |
$212K - $240K
|
522
$335K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
522+ 15.2% |
$212K - $240K
|
3.96K
$2.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
521+ 53.55% |
$212K - $239K
|
1.49K
$959K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
518New |
$210K - $238K
|
518
$332K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
517New |
$210K - $238K
|
517
$332K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
515New |
$209K - $237K
|
515
$330K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
512+ 6.79% |
$208K - $235K
|
8.06K
$5.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
511+ 1.63% |
$208K - $235K
|
31.8K
$20.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
511New |
$208K - $235K
|
511
$328K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
510New |
$207K - $234K
|
510
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
507New |
$206K - $233K
|
507
$325K
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
504New |
$205K - $232K
|
504
$323K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
502New |
$204K - $231K
|
502
$322K
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
500+ 1.09% |
$203K - $230K
|
46.3K
$29.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
500+ 35.39% |
$203K - $230K
|
1.91K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
499New |
$203K - $229K
|
499
$320K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
498+ 7.27% |
$202K - $229K
|
7.35K
$4.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
491+ 1.12% |
$199K - $226K
|
44.3K
$28.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
490+ 0.05% |
$199K - $225K
|
988K
$634M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
487New |
$198K - $224K
|
487
$313K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
478New |
$194K - $220K
|
478
$307K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
478+ 23.37% |
$194K - $220K
|
2.52K
$1.62M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
477+ 1.46% |
$194K - $219K
|
33K
$21.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
472New |
$192K - $217K
|
472
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
472+ 50.16% |
$192K - $217K
|
1.41K
$907K
|