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 |
---|---|---|---|---|---|---|---|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-77- 1.59% |
$43.3K - $51.6K
|
4.75K
$2.79M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-78- 7.07% |
$43.9K - $52.3K
|
1.03K
$602K
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-78- 7.23% |
$43.9K - $52.3K
|
1K
$588K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-80- 7.41% |
$45K - $53.6K
|
999
$587K
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-80- 2.06% |
$45K - $53.6K
|
3.8K
$2.23M
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-82- 11.87% |
$46.2K - $55K
|
609
$358K
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-82- 8.57% |
$46.2K - $55K
|
875
$514K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-82- 0.73% |
$46.2K - $55K
|
11.1K
$6.51M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-83- 5.98% |
$46.7K - $55.6K
|
1.31K
$767K
|
|
Aug 14, 2024
Q2 2024
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-83- 0.58% |
$46.7K - $55.6K
|
14.1K
$8.31M
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-84- 6.83% |
$47.3K - $56.3K
|
1.15K
$673K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-85- 16.28% |
$47.9K - $57K
|
437
$257K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-86- 10.91% |
$48.4K - $57.6K
|
702
$412K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-87Closed |
$49K - $58.3K
|
0
$0
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-90- 0.18% |
$50.7K - $60.3K
|
51.3K
$30.1M
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-90- 13.64% |
$50.7K - $60.3K
|
570
$335K
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-94- 5.64% |
$52.9K - $63K
|
1.57K
$924K
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-95- 1.71% |
$53.5K - $63.7K
|
5.46K
$3.21M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-95- 18.85% |
$53.5K - $63.7K
|
409
$240K
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-96- 0.33% |
$54K - $64.3K
|
29.1K
$17.1M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-96- 10.57% |
$54K - $64.3K
|
812
$477K
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-96- 0.75% |
$54K - $64.3K
|
12.8K
$7.51M
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-97- 0.39% |
$54.6K - $65K
|
24.7K
$14.5M
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-99- 2.15% |
$55.7K - $66.4K
|
4.51K
$2.65M
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 1.35% |
$56.3K - $67K
|
7.33K
$4.3M
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-100- 7.26% |
$56.3K - $67K
|
1.28K
$750K
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100- 3.65% |
$56.3K - $67K
|
2.64K
$1.55M
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-101- 3.11% |
$56.9K - $67.7K
|
3.15K
$1.85M
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-103- 3.84% |
$58K - $69K
|
2.58K
$1.51M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-103- 1.38% |
$58K - $69K
|
7.37K
$4.33M
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-105- 0.76% |
$59.1K - $70.4K
|
13.8K
$8.11M
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-107- 25.91% |
$60.2K - $71.7K
|
306
$180K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-107- 1.5% |
$60.2K - $71.7K
|
7.03K
$4.13M
|
|
Jul 11, 2024
Q2 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-108- 4.79% |
$60.8K - $72.4K
|
2.15K
$1.26M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-110- 3.05% |
$61.9K - $73.7K
|
3.5K
$2.05M
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-111- 0.41% |
$62.5K - $74.4K
|
27.2K
$15.9M
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-111- 0.29% |
$62.5K - $74.4K
|
38.8K
$22.8M
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-112- 0.63% |
$63.1K - $75.1K
|
17.7K
$10.4M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-112- 2.05% |
$63.1K - $75.1K
|
5.35K
$3.14M
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-113- 4.34% |
$63.6K - $75.7K
|
2.49K
$1.46M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-114- 23.41% |
$64.2K - $76.4K
|
373
$219K
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-114- 0.33% |
$64.2K - $76.4K
|
34.7K
$20.4M
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-114- 25.22% |
$64.2K - $76.4K
|
338
$199K
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-115- 94.26% |
$64.7K - $77.1K
|
7
$4.11K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-116- 0.5% |
$65.3K - $77.8K
|
23K
$13.5M
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-116- 2.56% |
$65.3K - $77.8K
|
4.41K
$2.59M
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-118- 0.89% |
$66.4K - $79.1K
|
13.2K
$7.75M
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-120- 10.08% |
$67.6K - $80.4K
|
1.07K
$629K
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-123- 14.47% |
$69.2K - $82.4K
|
727
$427K
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-123- 8.25% |
$69.2K - $82.4K
|
1.37K
$804K
|