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 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-52- 1.91% |
$29.3K - $34.9K
|
2.67K
$1.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-53- 5.01% |
$29.8K - $35.5K
|
1.01K
$643K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-53- 1.31% |
$29.8K - $35.5K
|
3.99K
$2.55M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-53- 1.24% |
$29.8K - $35.5K
|
4.21K
$2.69M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-53- 2.01% |
$29.8K - $35.5K
|
2.58K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-54- 5.81% |
$30.4K - $36.2K
|
876
$561K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-55- 13.82% |
$31K - $36.9K
|
343
$220K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-55- 1.87% |
$31K - $36.9K
|
2.89K
$1.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-56- 7.06% |
$31.5K - $37.5K
|
737
$472K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-56- 12.99% |
$31.5K - $37.5K
|
375
$240K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-56- 1.69% |
$31.5K - $37.5K
|
3.25K
$2.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-57- 3.06% |
$32.1K - $38.2K
|
1.81K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-57- 4.92% |
$32.1K - $38.2K
|
1.1K
$705K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-57- 14.32% |
$32.1K - $38.2K
|
341
$218K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-57- 4.05% |
$32.1K - $38.2K
|
1.35K
$865K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-57- 1.36% |
$32.1K - $38.2K
|
4.13K
$2.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-58- 0.66% |
$32.7K - $38.9K
|
8.72K
$5.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-59- 3.0% |
$33.2K - $39.5K
|
1.91K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-60- 5.49% |
$33.8K - $40.2K
|
1.03K
$661K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-61- 14.52% |
$34.3K - $40.9K
|
359
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-62- 6.26% |
$34.9K - $41.6K
|
929
$595K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-63- 5.2% |
$35.5K - $42.2K
|
1.15K
$735K
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-63- 2.27% |
$35.5K - $42.2K
|
2.72K
$1.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-64- 3.07% |
$36K - $42.9K
|
2.02K
$1.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-66- 12.02% |
$37.2K - $44.2K
|
483
$309K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-66- 2.46% |
$37.2K - $44.2K
|
2.62K
$1.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-67- 79.76% |
$37.7K - $44.9K
|
17
$10.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-67- 16.3% |
$37.7K - $44.9K
|
344
$220K
|
|
|
Jul 30, 2024
Q2 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-67- 1.2% |
$37.7K - $44.9K
|
5.5K
$3.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-67- 3.74% |
$37.7K - $44.9K
|
1.72K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-68- 16.39% |
$38.3K - $45.6K
|
347
$222K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-68- 15.35% |
$38.3K - $45.6K
|
375
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-68- 4.81% |
$38.3K - $45.6K
|
1.35K
$862K
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-68- 6.02% |
$38.3K - $45.6K
|
1.06K
$680K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-69- 3.65% |
$38.8K - $46.2K
|
1.82K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-69- 1.78% |
$38.8K - $46.2K
|
3.81K
$2.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-70- 2.21% |
$39.4K - $46.9K
|
3.09K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-70- 0.29% |
$39.4K - $46.9K
|
24K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-71- 0.36% |
$40K - $47.6K
|
19.8K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-71- 5.45% |
$40K - $47.6K
|
1.23K
$788K
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-73- 12.52% |
$41.1K - $48.9K
|
510
$326K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-75- 9.09% |
$42.2K - $50.3K
|
750
$480K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-75- 2.38% |
$42.2K - $50.3K
|
3.08K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-78- 7.07% |
$43.9K - $52.3K
|
1.03K
$656K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-78- 7.23% |
$43.9K - $52.3K
|
1K
$641K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-80- 7.41% |
$45K - $53.6K
|
999
$639K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-80- 2.06% |
$45K - $53.6K
|
3.8K
$2.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-82- 11.87% |
$46.2K - $55K
|
609
$390K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-82- 8.57% |
$46.2K - $55K
|
875
$560K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-82- 0.73% |
$46.2K - $55K
|
11.1K
$7.1M
|