Purchases and Sales Made in Q2 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q2 2024. 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 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
312New |
$176K - $209K
|
312
$200K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
310+ 9.2% |
$175K - $208K
|
3.68K
$2.35M
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
308New |
$173K - $206K
|
308
$197K
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
307New |
$173K - $206K
|
307
$197K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
307New |
$173K - $206K
|
307
$197K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
307+ 6.83% |
$173K - $206K
|
4.8K
$3.07M
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
306New |
$172K - $205K
|
306
$196K
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
305New |
$172K - $204K
|
305
$195K
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
305New |
$172K - $204K
|
305
$195K
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
305New |
$172K - $204K
|
305
$195K
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
300New |
$169K - $201K
|
300
$192K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
300+ 79.79% |
$169K - $201K
|
676
$433K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
298+ 27.8% |
$168K - $200K
|
1.37K
$877K
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
296+ 3.24% |
$167K - $198K
|
9.43K
$6.03M
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
291+ 15.95% |
$164K - $195K
|
2.12K
$1.35M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
291+ 15.13% |
$164K - $195K
|
2.21K
$1.42M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
290+ 17.63% |
$163K - $194K
|
1.94K
$1.24M
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
290+ 10.47% |
$163K - $194K
|
3.06K
$1.96M
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
286+ 4.62% |
$161K - $192K
|
6.48K
$4.15M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
285+ 34.59% |
$160K - $191K
|
1.11K
$710K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
285+ 19.55% |
$160K - $191K
|
1.74K
$1.12M
|
|
Jul 22, 2024
Q2 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
283+ 10.15% |
$159K - $190K
|
3.07K
$1.97M
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
277+ 0.39% |
$156K - $186K
|
71.2K
$45.6M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
276+ 1.68% |
$155K - $185K
|
16.7K
$10.7M
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
275+ 0.47% |
$155K - $184K
|
58.4K
$37.4M
|
|
Aug 06, 2024
Q2 2024
|
Harrington Investments, Inc
|
BUY
|
- |
275+ 6.81% |
$155K - $184K
|
4.32K
$2.76M
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
270+ 17.43% |
$152K - $181K
|
1.82K
$1.16M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
270+ 3.08% |
$152K - $181K
|
9.04K
$5.79M
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
268+ 4.22% |
$151K - $180K
|
6.62K
$4.24M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
267+ 13.2% |
$150K - $179K
|
2.29K
$1.47M
|
|
Aug 14, 2024
Q2 2024
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
265+ 1.56% |
$149K - $178K
|
17.2K
$11M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
260+ 0.95% |
$146K - $174K
|
27.5K
$17.6M
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
255+ 28.91% |
$144K - $171K
|
1.14K
$728K
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
247+ 0.28% |
$139K - $166K
|
87.9K
$56.3M
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
245+ 1.25% |
$138K - $164K
|
19.9K
$12.7M
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
241+ 23.56% |
$136K - $162K
|
1.26K
$809K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
241+ 1.44% |
$136K - $162K
|
17K
$10.9M
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
237+ 28.59% |
$133K - $159K
|
1.07K
$682K
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
235+ 54.27% |
$132K - $158K
|
668
$428K
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
231+ 7.56% |
$130K - $155K
|
3.29K
$2.1M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
229+ 2.71% |
$129K - $153K
|
8.67K
$5.55M
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
229+ 164.75% |
$129K - $153K
|
368
$236K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
226+ 66.28% |
$127K - $151K
|
567
$363K
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
226+ 6.99% |
$127K - $151K
|
3.46K
$2.22M
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
223+ 8.9% |
$126K - $149K
|
2.73K
$1.75M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
221+ 16.32% |
$124K - $148K
|
1.58K
$1.01M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
218+ 1.5% |
$123K - $146K
|
14.7K
$9.41M
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
217+ 21.44% |
$122K - $145K
|
1.23K
$787K
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
217+ 15.47% |
$122K - $145K
|
1.62K
$1.04M
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
215+ 13.84% |
$121K - $144K
|
1.77K
$1.13M
|