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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
213+ 14.68% |
$120K - $143K
|
1.66K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
213+ 8.53% |
$120K - $143K
|
2.71K
$1.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
207+ 41.24% |
$117K - $139K
|
709
$451K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
206+ 14.78% |
$116K - $138K
|
1.6K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
205+ 45.35% |
$115K - $137K
|
657
$418K
|
|
|
Jul 23, 2024
Q2 2024
|
Scharf Investments, LLC
|
BUY
|
- |
203+ 4.13% |
$114K - $136K
|
5.12K
$3.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
201+ 5.37% |
$113K - $135K
|
3.95K
$2.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
199+ 22.33% |
$112K - $133K
|
1.09K
$693K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
198+ 0.58% |
$111K - $133K
|
34K
$21.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
195+ 22.97% |
$110K - $131K
|
1.04K
$664K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
191+ 31.83% |
$108K - $128K
|
791
$503K
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
190+ 13.48% |
$107K - $127K
|
1.6K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
189+ 1.76% |
$106K - $127K
|
10.9K
$6.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
189+ 19.73% |
$106K - $127K
|
1.15K
$730K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
188+ 98.95% |
$106K - $126K
|
378
$240K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
187+ 5.06% |
$105K - $125K
|
3.88K
$2.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
186+ 1.48% |
$105K - $125K
|
12.7K
$8.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
186+ 14.24% |
$105K - $125K
|
1.49K
$949K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
186+ 1.31% |
$105K - $125K
|
14.3K
$9.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
186+ 0.64% |
$105K - $125K
|
29.2K
$18.6M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
185+ 1.32% |
$104K - $124K
|
14.2K
$9.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
182+ 6.65% |
$102K - $122K
|
2.92K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
182+ 7.61% |
$102K - $122K
|
2.57K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
181+ 7.96% |
$102K - $121K
|
2.46K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
181+ 15.16% |
$102K - $121K
|
1.38K
$875K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
179+ 0.33% |
$101K - $120K
|
54.3K
$34.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
177+ 1.96% |
$99.6K - $119K
|
9.19K
$5.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
177+ 29.02% |
$99.6K - $119K
|
787
$501K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
169+ 4.5% |
$95.1K - $113K
|
3.92K
$2.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
167+ 1.61% |
$94K - $112K
|
10.5K
$6.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
167+ 12.95% |
$94K - $112K
|
1.46K
$927K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
167+ 8.62% |
$94K - $112K
|
2.1K
$1.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
165+ 16.84% |
$92.9K - $111K
|
1.15K
$728K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
163+ 18.21% |
$91.8K - $109K
|
1.06K
$673K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
161+ 1.32% |
$90.6K - $108K
|
12.4K
$7.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
160+ 13.58% |
$90.1K - $107K
|
1.34K
$851K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
160+ 49.38% |
$90.1K - $107K
|
484
$308K
|
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
159+ 0.48% |
$89.5K - $107K
|
33.4K
$21.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
158+ 0.87% |
$88.9K - $106K
|
18.2K
$11.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
155+ 2214.29% |
$87.3K - $104K
|
162
$103K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
154+ 165.59% |
$86.7K - $103K
|
247
$157K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
153+ 9.89% |
$86.1K - $103K
|
1.7K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
153+ 18.28% |
$86.1K - $103K
|
990
$630K
|
|
|
Aug 13, 2024
Q2 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
152+ 20.62% |
$85.6K - $102K
|
889
$566K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
151+ 31.13% |
$85K - $101K
|
636
$405K
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
BUY
|
- |
149+ 24.31% |
$83.9K - $99.9K
|
762
$485K
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
148+ 3.68% |
$83.3K - $99.2K
|
4.17K
$2.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
147+ 21.78% |
$82.8K - $98.5K
|
822
$523K
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
147+ 0.83% |
$82.8K - $98.5K
|
18K
$11.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
146+ 6.53% |
$82.2K - $97.9K
|
2.38K
$1.52M
|