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 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
4New |
$2.25K - $2.68K
|
4
$2.54K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
4+ 0.01% |
$2.25K - $2.68K
|
49.2K
$31.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
4+ 0.09% |
$2.25K - $2.68K
|
4.41K
$2.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.37% |
$2.25K - $2.68K
|
1.07K
$682K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4+ 0.35% |
$2.25K - $2.68K
|
1.13K
$720K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
4+ 0.89% |
$2.25K - $2.68K
|
451
$287K
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
4+ 0.28% |
$2.25K - $2.68K
|
1.45K
$922K
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
4+ 0.23% |
$2.25K - $2.68K
|
1.77K
$1.13M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.14% |
$2.25K - $2.68K
|
2.83K
$1.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.42% |
$1.69K - $2.01K
|
722
$459K
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
3+ 0.12% |
$1.69K - $2.01K
|
2.41K
$1.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 100.0% |
$1.69K - $2.01K
|
6
$3.82K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
3+ 0.14% |
$1.69K - $2.01K
|
2.12K
$1.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3+ 0.7% |
$1.69K - $2.01K
|
430
$274K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 25.0% |
$1.69K - $2.01K
|
15
$9.54K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3+ 0.27% |
$1.69K - $2.01K
|
1.11K
$707K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3+ 0.43% |
$1.69K - $2.01K
|
707
$450K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3+ 0.73% |
$1.69K - $2.01K
|
415
$264K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
3+ 0.07% |
$1.69K - $2.01K
|
4.21K
$2.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 6.25% |
$1.69K - $2.01K
|
51
$32.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3+ 0.18% |
$1.69K - $2.01K
|
1.72K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
3New |
$1.69K - $2.01K
|
3
$1.91K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 2.29% |
$1.69K - $2.01K
|
134
$85.2K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2+ 0.13% |
$1.13K - $1.34K
|
1.6K
$1.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2+ 1.85% |
$1.13K - $1.34K
|
110
$70K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 2.17% |
$1.13K - $1.34K
|
94
$59.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
2+ 0.24% |
$1.13K - $1.34K
|
823
$524K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2+ 0.26% |
$1.13K - $1.34K
|
769
$489K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
2+ 0.33% |
$1.13K - $1.34K
|
602
$383K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2+ 0.37% |
$1.13K - $1.34K
|
538
$342K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2New |
$1.13K - $1.34K
|
2
$1.27K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2+ 0.52% |
$1.13K - $1.34K
|
389
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2+ 0.03% |
$1.13K - $1.34K
|
5.84K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
2+ 1.53% |
$1.13K - $1.34K
|
133
$84.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2+ 16.67% |
$1.13K - $1.34K
|
14
$8.91K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1+ 0.21% |
$563 - $670
|
471
$300K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1New |
$563 - $670
|
1
$636
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.62% |
$563 - $670
|
163
$104K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$563 - $670
|
585
$372K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.27% |
$563 - $670
|
370
$235K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1New |
$563 - $670
|
1
$636
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1+ 0.28% |
$563 - $670
|
363
$231K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.13% |
$563 - $670
|
777
$494K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$563 - $670
|
5.43K
$3.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$563 - $670
|
722
$459K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$563 - $670
|
348
$221K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1+ 0.18% |
$563 - $670
|
556
$354K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1+ 0.09% |
$563 - $670
|
1.13K
$719K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1+ 0.15% |
$563 - $670
|
649
$413K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1+ 0.13% |
$563 - $670
|
797
$507K
|