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 08, 2024
Q2 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
26+ 3.57% |
$14.6K - $17.4K
|
754
$578K
|
|
|
Aug 13, 2024
Q2 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
26+ 0.11% |
$14.6K - $17.4K
|
23.3K
$17.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25+ 3.22% |
$14.1K - $16.8K
|
802
$615K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25+ 100.0% |
$14.1K - $16.8K
|
50
$38.3K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
25New |
$14.1K - $16.8K
|
25
$19.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
25+ 7.46% |
$14.1K - $16.8K
|
360
$276K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
25+ 2.64% |
$14.1K - $16.8K
|
972
$745K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
25+ 2.71% |
$14.1K - $16.8K
|
948
$727K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
25New |
$14.1K - $16.8K
|
25
$19.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
25+ 6.23% |
$14.1K - $16.8K
|
426
$327K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
25+ 3.45% |
$14.1K - $16.8K
|
750
$575K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24+ 114.29% |
$13.5K - $16.1K
|
45
$34.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
24+ 2.22% |
$13.5K - $16.1K
|
1.11K
$848K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
23+ 28.4% |
$12.9K - $15.4K
|
104
$79.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
23+ 7.08% |
$12.9K - $15.4K
|
348
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 9.36% |
$12.4K - $14.7K
|
257
$197K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
22New |
$12.4K - $14.7K
|
22
$16.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22+ 0.9% |
$12.4K - $14.7K
|
2.47K
$1.89M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
21+ 0.65% |
$11.8K - $14.1K
|
3.27K
$2.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21+ 27.27% |
$11.8K - $14.1K
|
98
$75.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
20+ 6.29% |
$11.3K - $13.4K
|
338
$259K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
20+ 3.5% |
$11.3K - $13.4K
|
591
$453K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
20+ 1.35% |
$11.3K - $13.4K
|
1.5K
$1.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
20+ 1.18% |
$11.3K - $13.4K
|
1.71K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
20+ 5.38% |
$11.3K - $13.4K
|
392
$301K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
20New |
$11.3K - $13.4K
|
20
$15.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
20+ 1.11% |
$11.3K - $13.4K
|
1.83K
$1.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
20+ 0.25% |
$11.3K - $13.4K
|
8.1K
$6.21M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
18+ 33.33% |
$10.1K - $12.1K
|
72
$55.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18+ 0.14% |
$10.1K - $12.1K
|
13.3K
$10.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
18+ 3.76% |
$10.1K - $12.1K
|
497
$381K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
18+ 0.63% |
$10.1K - $12.1K
|
2.88K
$2.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17+ 1.1% |
$9.57K - $11.4K
|
1.56K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
17+ 1.97% |
$9.57K - $11.4K
|
881
$676K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
17+ 4.93% |
$9.57K - $11.4K
|
362
$278K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 2.83% |
$9.01K - $10.7K
|
582
$446K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
16New |
$9.01K - $10.7K
|
16
$12.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
16+ 10.53% |
$9.01K - $10.7K
|
168
$129K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
16+ 3.7% |
$9.01K - $10.7K
|
448
$344K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16+ 4.66% |
$9.01K - $10.7K
|
359
$275K
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
15+ 3.14% |
$8.44K - $10.1K
|
492
$377K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
15+ 2.16% |
$8.44K - $10.1K
|
708
$543K
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
15+ 1.43% |
$8.44K - $10.1K
|
1.07K
$817K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
15+ 0.93% |
$8.44K - $10.1K
|
1.62K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
15+ 2.57% |
$8.44K - $10.1K
|
599
$459K
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
14+ 2.67% |
$7.88K - $9.38K
|
538
$413K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
14+ 1.03% |
$7.88K - $9.38K
|
1.37K
$1.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
14+ 1.6% |
$7.88K - $9.38K
|
889
$682K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
14New |
$7.88K - $9.38K
|
14
$10.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
14+ 3.44% |
$7.88K - $9.38K
|
421
$323K
|