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
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 3.36% |
$2.25K - $2.68K
|
115
$73.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-4- 0.23% |
$2.25K - $2.68K
|
1.77K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-4- 0.24% |
$2.25K - $2.68K
|
1.67K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-4- 0.4% |
$2.25K - $2.68K
|
1K
$638K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4- 0.32% |
$2.25K - $2.68K
|
1.24K
$791K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-5- 0.45% |
$2.81K - $3.35K
|
1.11K
$707K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-5- 0.93% |
$2.81K - $3.35K
|
535
$340K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-5- 1.16% |
$2.81K - $3.35K
|
427
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 6.02% |
$2.81K - $3.35K
|
78
$49.6K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 3.45% |
$2.81K - $3.35K
|
140
$89.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-6- 1.3% |
$3.38K - $4.02K
|
455
$289K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-6- 40.0% |
$3.38K - $4.02K
|
9
$5.73K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-6- 1.04% |
$3.38K - $4.02K
|
573
$365K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-6- 1.27% |
$3.38K - $4.02K
|
467
$297K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6- 1.44% |
$3.38K - $4.02K
|
412
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-6- 1.39% |
$3.38K - $4.02K
|
426
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-6- 1.3% |
$3.38K - $4.02K
|
454
$289K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-7- 2.99% |
$3.94K - $4.69K
|
227
$144K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-7- 0.48% |
$3.94K - $4.69K
|
1.44K
$919K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-7- 1.81% |
$3.94K - $4.69K
|
379
$241K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-7- 0.7% |
$3.94K - $4.69K
|
989
$629K
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-7- 1.88% |
$3.94K - $4.69K
|
366
$233K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-7- 0.45% |
$3.94K - $4.69K
|
1.54K
$977K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-7- 1.15% |
$3.94K - $4.69K
|
604
$384K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8- 2.36% |
$4.5K - $5.36K
|
331
$211K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8- 0.32% |
$4.5K - $5.36K
|
2.52K
$1.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-8- 0.98% |
$4.5K - $5.36K
|
811
$516K
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-8- 1.86% |
$4.5K - $5.36K
|
422
$268K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-8- 2.38% |
$4.5K - $5.36K
|
328
$209K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8- 17.78% |
$4.5K - $5.36K
|
37
$23.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-9- 1.55% |
$5.07K - $6.03K
|
573
$365K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-9- 0.39% |
$5.07K - $6.03K
|
2.28K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-9- 1.59% |
$5.07K - $6.03K
|
558
$355K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-9- 0.27% |
$5.07K - $6.03K
|
3.27K
$2.08M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-9- 1.57% |
$5.07K - $6.03K
|
566
$360K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-10- 35.71% |
$5.63K - $6.7K
|
18
$11.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-10- 2.42% |
$5.63K - $6.7K
|
404
$257K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-10- 0.76% |
$5.63K - $6.7K
|
1.3K
$828K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-10- 2.18% |
$5.63K - $6.7K
|
449
$286K
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-10- 2.3% |
$5.63K - $6.7K
|
425
$270K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-10- 1.59% |
$5.63K - $6.7K
|
619
$394K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-11- 47.83% |
$6.19K - $7.37K
|
12
$7.63K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-11- 4.01% |
$6.19K - $7.37K
|
263
$167K
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-11- 0.24% |
$6.19K - $7.37K
|
4.49K
$2.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-11- 0.77% |
$6.19K - $7.37K
|
1.41K
$899K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-12- 2.92% |
$6.76K - $8.04K
|
399
$254K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-12- 2.76% |
$6.76K - $8.04K
|
423
$269K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-12- 3.26% |
$6.76K - $8.04K
|
356
$226K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-12- 1.2% |
$6.76K - $8.04K
|
989
$629K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-12- 50.0% |
$6.76K - $8.04K
|
12
$7.63K
|