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 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
91+ 7.99% |
$51.2K - $61K
|
1.23K
$787K
|
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
91+ 0.93% |
$51.2K - $61K
|
9.88K
$6.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
91+ 27.83% |
$51.2K - $61K
|
418
$268K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
90+ 3.87% |
$50.7K - $60.3K
|
2.42K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
90+ 23.94% |
$50.7K - $60.3K
|
466
$298K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
89+ 14.31% |
$50.1K - $59.7K
|
711
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
89+ 8.12% |
$50.1K - $59.7K
|
1.19K
$759K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
86+ 5.38% |
$48.4K - $57.6K
|
1.68K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
85+ 5.79% |
$47.9K - $57K
|
1.55K
$993K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
81+ 3.8% |
$45.6K - $54.3K
|
2.22K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
80+ 11.19% |
$45K - $53.6K
|
795
$509K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
79+ 1.18% |
$44.5K - $53K
|
6.76K
$4.33M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
79+ 6.85% |
$44.5K - $53K
|
1.23K
$789K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
77+ 22.19% |
$43.3K - $51.6K
|
424
$271K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
77+ 23.69% |
$43.3K - $51.6K
|
402
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
77+ 6.89% |
$43.3K - $51.6K
|
1.2K
$765K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
76+ 2.5% |
$42.8K - $50.9K
|
3.12K
$1.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
76+ 5.74% |
$42.8K - $50.9K
|
1.4K
$896K
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
75+ 5.74% |
$42.2K - $50.3K
|
1.38K
$884K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
75+ 3.33% |
$42.2K - $50.3K
|
2.33K
$1.49M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
75New |
$42.2K - $50.3K
|
75
$48K
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
74+ 23.79% |
$41.7K - $49.6K
|
385
$246K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
73+ 12.65% |
$41.1K - $48.9K
|
650
$416K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
73+ 1.71% |
$41.1K - $48.9K
|
4.33K
$2.77M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
72+ 9.46% |
$40.5K - $48.3K
|
833
$533K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
72New |
$40.5K - $48.3K
|
72
$46.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
72+ 5.83% |
$40.5K - $48.3K
|
1.31K
$837K
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
70+ 3.58% |
$39.4K - $46.9K
|
2.02K
$1.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
70+ 1.64% |
$39.4K - $46.9K
|
4.34K
$2.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
70+ 1.42% |
$39.4K - $46.9K
|
5K
$3.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
69+ 2.85% |
$38.8K - $46.2K
|
2.49K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
69+ 2.83% |
$38.8K - $46.2K
|
2.51K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
68+ 14.88% |
$38.3K - $45.6K
|
525
$336K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
67+ 2.44% |
$37.7K - $44.9K
|
2.81K
$1.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
67+ 20.49% |
$37.7K - $44.9K
|
394
$252K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
67+ 9.38% |
$37.7K - $44.9K
|
781
$500K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
67+ 268.0% |
$37.7K - $44.9K
|
92
$58.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
66+ 5.22% |
$37.2K - $44.2K
|
1.33K
$851K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
65New |
$36.6K - $43.6K
|
65
$41.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
65+ 36.11% |
$36.6K - $43.6K
|
245
$157K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
65New |
$36.6K - $43.6K
|
65
$41.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
64+ 2.35% |
$36K - $42.9K
|
2.78K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
63+ 1.9% |
$35.5K - $42.2K
|
3.37K
$2.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
62+ 5.33% |
$34.9K - $41.6K
|
1.23K
$785K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
60New |
$33.8K - $40.2K
|
60
$38.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
60+ 13.48% |
$33.8K - $40.2K
|
505
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
60+ 0.72% |
$33.8K - $40.2K
|
8.41K
$5.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
59+ 0.64% |
$33.2K - $39.5K
|
9.32K
$5.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
58+ 5.07% |
$32.7K - $38.9K
|
1.2K
$769K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
57+ 1.57% |
$32.1K - $38.2K
|
3.69K
$2.36M
|