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
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-213- 37.11% |
$120K - $143K
|
361
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-214- 7.72% |
$120K - $143K
|
2.56K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-216- 4.53% |
$122K - $145K
|
4.56K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-217- 1.3% |
$122K - $145K
|
16.5K
$10.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-222- 9.81% |
$125K - $149K
|
2.04K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-222- 2.24% |
$125K - $149K
|
9.68K
$6.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-224- 1.31% |
$126K - $150K
|
16.9K
$10.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-225- 9.58% |
$127K - $151K
|
2.12K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-228- 18.2% |
$128K - $153K
|
1.03K
$656K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-229- 0.51% |
$129K - $153K
|
45K
$28.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-232- 30.25% |
$131K - $156K
|
535
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-233- 2.19% |
$131K - $156K
|
10.4K
$6.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-234- 4.94% |
$132K - $157K
|
4.5K
$2.88M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-235- 0.55% |
$132K - $158K
|
42.2K
$27M
|
|
|
Jul 31, 2024
Q2 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-236- 0.08% |
$133K - $158K
|
298K
$191M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-238- 98.76% |
$134K - $160K
|
3
$1.92K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-240- 16.14% |
$135K - $161K
|
1.25K
$798K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-250- 23.81% |
$141K - $168K
|
800
$512K
|
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-250- 7.82% |
$141K - $168K
|
2.95K
$1.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-250- 37.31% |
$141K - $168K
|
420
$269K
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-250- 17.02% |
$141K - $168K
|
1.22K
$780K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-251- 2.71% |
$141K - $168K
|
9K
$5.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-256- 1.3% |
$144K - $172K
|
19.4K
$12.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-257- 5.35% |
$145K - $172K
|
4.55K
$2.91M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-264- 0.36% |
$149K - $177K
|
73.8K
$47.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-270- 0.85% |
$152K - $181K
|
31.6K
$20.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-273- 7.39% |
$154K - $183K
|
3.42K
$2.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-275- 3.77% |
$155K - $184K
|
7.03K
$4.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-278- 15.92% |
$157K - $186K
|
1.47K
$940K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-282- 5.42% |
$159K - $189K
|
4.92K
$3.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-286- 11.58% |
$161K - $192K
|
2.18K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-288- 4.51% |
$162K - $193K
|
6.09K
$3.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-291- 29.07% |
$164K - $195K
|
710
$454K
|
|
|
Aug 09, 2024
Q2 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
SELL
|
- |
-292- 4.82% |
$164K - $196K
|
5.76K
$3.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-298- 1.24% |
$168K - $200K
|
23.7K
$15.2M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-298- 5.08% |
$168K - $200K
|
5.57K
$3.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.78% |
$169K - $201K
|
38K
$24.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-300- 37.22% |
$169K - $201K
|
506
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-303- 46.26% |
$171K - $203K
|
352
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-307- 9.17% |
$173K - $206K
|
3.04K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-312- 18.86% |
$176K - $209K
|
1.34K
$859K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-315- 3.91% |
$177K - $211K
|
7.74K
$4.95M
|
|
|
Aug 14, 2024
Q2 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-320- 0.77% |
$180K - $214K
|
41.5K
$26.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-333- 2.8% |
$187K - $223K
|
11.5K
$7.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-341- 0.9% |
$192K - $229K
|
37.7K
$24.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-348- 1.61% |
$196K - $233K
|
21.2K
$13.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-349- 48.4% |
$196K - $234K
|
372
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-349- 49.79% |
$196K - $234K
|
352
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-359- 5.24% |
$202K - $241K
|
6.5K
$4.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-365- 1.7% |
$205K - $245K
|
21.2K
$13.5M
|