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 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
146+ 14.75% |
$82.2K - $97.9K
|
1.14K
$723K
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
145+ 6.38% |
$81.6K - $97.2K
|
2.42K
$1.54M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
143+ 19.89% |
$80.5K - $95.8K
|
862
$548K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
141+ 2.8% |
$79.4K - $94.5K
|
5.18K
$3.29M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
139+ 30.68% |
$78.3K - $93.2K
|
592
$377K
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
137+ 21.68% |
$77.1K - $91.8K
|
769
$489K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
136+ 6.14% |
$76.6K - $91.2K
|
2.35K
$1.49M
|
|
Aug 14, 2024
Q2 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
136+ 2.77% |
$76.6K - $91.2K
|
5.05K
$3.21M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
135+ 3.85% |
$76K - $90.5K
|
3.64K
$2.31M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
135+ 6.65% |
$76K - $90.5K
|
2.16K
$1.38M
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
133New |
$74.9K - $89.1K
|
133
$84.6K
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
132+ 11.11% |
$74.3K - $88.5K
|
1.32K
$840K
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
131+ 3.73% |
$73.7K - $87.8K
|
3.65K
$2.32M
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
131+ 2.86% |
$73.7K - $87.8K
|
4.72K
$3M
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
130+ 6.99% |
$73.2K - $87.1K
|
1.99K
$1.27M
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
129+ 0.5% |
$72.6K - $86.5K
|
25.7K
$16.4M
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
128+ 1.34% |
$72.1K - $85.8K
|
9.67K
$6.15M
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
127+ 2.65% |
$71.5K - $85.1K
|
4.93K
$3.14M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
126+ 4.58% |
$70.9K - $84.5K
|
2.88K
$1.83M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
123+ 6150.0% |
$69.2K - $82.4K
|
125
$79.5K
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
122+ 1.9% |
$68.7K - $81.8K
|
6.55K
$4.17M
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
122+ 8.42% |
$68.7K - $81.8K
|
1.57K
$999K
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
121+ 9.11% |
$68.1K - $81.1K
|
1.45K
$922K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
120+ 16.6% |
$67.6K - $80.4K
|
843
$536K
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
120+ 0.86% |
$67.6K - $80.4K
|
14K
$8.93M
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
120+ 31.83% |
$67.6K - $80.4K
|
497
$316K
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
118+ 7.82% |
$66.4K - $79.1K
|
1.63K
$1.04M
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
117+ 1.68% |
$65.9K - $78.4K
|
7.07K
$4.5M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
116+ 3.65% |
$65.3K - $77.8K
|
3.3K
$2.1M
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
115+ 6.62% |
$64.7K - $77.1K
|
1.85K
$1.18M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
115+ 14.27% |
$64.7K - $77.1K
|
921
$586K
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
115+ 5.54% |
$64.7K - $77.1K
|
2.19K
$1.39M
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
113+ 17.6% |
$63.6K - $75.7K
|
755
$480K
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
112+ 34.15% |
$63.1K - $75.1K
|
440
$280K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
106+ 30.55% |
$59.7K - $71K
|
453
$288K
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
105+ 11.17% |
$59.1K - $70.4K
|
1.05K
$665K
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
103+ 19.47% |
$58K - $69K
|
632
$402K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
101New |
$56.9K - $67.7K
|
101
$64.3K
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
100+ 9.26% |
$56.3K - $67K
|
1.18K
$751K
|
|
Jul 25, 2024
Q2 2024
|
Alta Capital Management LLC
|
BUY
|
- |
100+ 0.14% |
$56.3K - $67K
|
72.4K
$46.1M
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
100+ 83.33% |
$56.3K - $67K
|
220
$140K
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
99+ 4.93% |
$55.7K - $66.4K
|
2.11K
$1.34M
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
97+ 3.92% |
$54.6K - $65K
|
2.57K
$1.64M
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
96+ 27.43% |
$54K - $64.3K
|
446
$284K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
96+ 79.34% |
$54K - $64.3K
|
217
$138K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
96+ 12.11% |
$54K - $64.3K
|
889
$566K
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
96+ 19.01% |
$54K - $64.3K
|
601
$382K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
96+ 6.05% |
$54K - $64.3K
|
1.68K
$1.07M
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
95+ 0.4% |
$53.5K - $63.7K
|
24K
$15.3M
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
93+ 27.11% |
$52.4K - $62.3K
|
436
$277K
|