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 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
57+ 5.11% |
$32.1K - $38.2K
|
1.17K
$746K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
56+ 2.55% |
$31.5K - $37.5K
|
2.25K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
56+ 9.32% |
$31.5K - $37.5K
|
657
$418K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
55+ 15.24% |
$31K - $36.9K
|
416
$265K
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
55+ 3.09% |
$31K - $36.9K
|
1.84K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
55+ 5.46% |
$31K - $36.9K
|
1.06K
$676K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
55+ 0.96% |
$31K - $36.9K
|
5.76K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
55+ 0.15% |
$31K - $36.9K
|
37.2K
$23.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
BUY
|
- |
54+ 8.26% |
$30.4K - $36.2K
|
708
$450K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
54+ 2.59% |
$30.4K - $36.2K
|
2.14K
$1.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
54+ 6.99% |
$30.4K - $36.2K
|
826
$525K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
54+ 7.4% |
$30.4K - $36.2K
|
784
$499K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
53+ 3.19% |
$29.8K - $35.5K
|
1.71K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
53+ 3.58% |
$29.8K - $35.5K
|
1.54K
$977K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
53+ 6.21% |
$29.8K - $35.5K
|
907
$577K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
52+ 12.09% |
$29.3K - $34.9K
|
482
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
52+ 0.2% |
$29.3K - $34.9K
|
26.1K
$16.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
51+ 5.41% |
$28.7K - $34.2K
|
993
$632K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
50+ 2.13% |
$28.1K - $33.5K
|
2.4K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 3.59% |
$28.1K - $33.5K
|
1.44K
$918K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
49+ 3.99% |
$27.6K - $32.8K
|
1.28K
$813K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
49+ 1.2% |
$27.6K - $32.8K
|
4.14K
$2.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Ycg, LLC
|
BUY
|
- |
49+ 0.08% |
$27.6K - $32.8K
|
61.5K
$39.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
48+ 3.73% |
$27K - $32.2K
|
1.33K
$849K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
47+ 3.14% |
$26.5K - $31.5K
|
1.55K
$984K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
47+ 4.52% |
$26.5K - $31.5K
|
1.09K
$692K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
46+ 5.12% |
$25.9K - $30.8K
|
945
$601K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
46+ 15.7% |
$25.9K - $30.8K
|
339
$216K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
46+ 1.06% |
$25.9K - $30.8K
|
4.4K
$2.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
46+ 4.99% |
$25.9K - $30.8K
|
967
$615K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
46+ 0.03% |
$25.9K - $30.8K
|
184K
$117M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
44+ 1.97% |
$24.8K - $29.5K
|
2.28K
$1.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
44+ 275.0% |
$24.8K - $29.5K
|
60
$38.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
44+ 2.75% |
$24.8K - $29.5K
|
1.64K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
44+ 0.07% |
$24.8K - $29.5K
|
61.5K
$39.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
44+ 0.26% |
$24.8K - $29.5K
|
16.9K
$10.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
43+ 1.07% |
$24.2K - $28.8K
|
4.04K
$2.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
43+ 13.48% |
$24.2K - $28.8K
|
362
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
43+ 12.99% |
$24.2K - $28.8K
|
374
$238K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
42+ 11.17% |
$23.6K - $28.2K
|
418
$266K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
42+ 6.82% |
$23.6K - $28.2K
|
658
$419K
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
42+ 1.1% |
$23.6K - $28.2K
|
3.87K
$2.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
40New |
$22.5K - $26.8K
|
40
$25.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
40+ 3.03% |
$22.5K - $26.8K
|
1.36K
$865K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
40New |
$22.5K - $26.8K
|
40
$25.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 41.49% |
$22K - $26.1K
|
133
$84.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
39+ 6.34% |
$22K - $26.1K
|
654
$416K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
39+ 0.86% |
$22K - $26.1K
|
4.58K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.69% |
$22K - $26.1K
|
5.68K
$3.61M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
38+ 2.77% |
$21.4K - $25.5K
|
1.41K
$898K
|