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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.33K+ 4.81% |
$748K - $890K
|
29K
$18.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.32K+ 31.22% |
$744K - $885K
|
5.55K
$3.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.32K+ 168.63% |
$741K - $883K
|
2.1K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.32K+ 35.51% |
$741K - $883K
|
5.03K
$3.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.32K+ 48.85% |
$740K - $881K
|
4.01K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.29K+ 16.97% |
$728K - $867K
|
8.92K
$5.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.29K+ 176.5% |
$727K - $866K
|
2.02K
$1.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.29K+ 17.88% |
$725K - $863K
|
8.49K
$5.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.29KNew |
$724K - $862K
|
1.29K
$823K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.29K+ 4.37% |
$723K - $861K
|
30.7K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.26K+ 213.58% |
$708K - $843K
|
1.85K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.25KNew |
$704K - $839K
|
1.25K
$801K
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
BUY
|
- |
1.25K+ 8.21% |
$701K - $834K
|
16.4K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.23K+ 89.33% |
$693K - $825K
|
2.61K
$1.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.23K+ 7.63% |
$692K - $824K
|
17.3K
$11.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.22KNew |
$687K - $818K
|
1.22K
$782K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.2KNew |
$676K - $805K
|
1.2K
$769K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
1.2KNew |
$673K - $802K
|
1.2K
$766K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.19K+ 1.78% |
$667K - $794K
|
67.9K
$43.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
1.19K+ 49.52% |
$667K - $794K
|
3.58K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.17K+ 12.3% |
$660K - $786K
|
10.7K
$6.86M
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.17K+ 20.12% |
$656K - $782K
|
6.96K
$4.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.17K+ 0.92% |
$656K - $781K
|
128K
$81.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1.16KNew |
$651K - $776K
|
1.16K
$741K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.15KNew |
$646K - $769K
|
1.15K
$735K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.14KNew |
$644K - $767K
|
1.14K
$732K
|
|
|
Aug 14, 2024
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.12K+ 0.52% |
$632K - $753K
|
216K
$138M
|
|
|
Aug 13, 2024
Q2 2024
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.12KNew |
$628K - $747K
|
1.12K
$714K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.09K+ 25.47% |
$612K - $729K
|
5.36K
$3.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.08K+ 14.68% |
$610K - $726K
|
8.46K
$5.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.07KNew |
$601K - $716K
|
1.07K
$684K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.07K+ 14.26% |
$601K - $716K
|
8.56K
$5.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
1.06K+ 2.03% |
$599K - $713K
|
53.5K
$34.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.05K+ 44.73% |
$593K - $706K
|
3.41K
$2.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.05K+ 2.15% |
$589K - $702K
|
49.7K
$31.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.03KNew |
$579K - $690K
|
1.03K
$659K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.01KNew |
$567K - $675K
|
1.01K
$645K
|
|
|
Aug 14, 2024
Q2 2024
|
Bamco Inc
New York, NY |
BUY
|
- |
1.01K+ 4.3% |
$567K - $675K
|
24.4K
$15.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
1K+ 3.49% |
$564K - $672K
|
29.7K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1K+ 5.44% |
$563K - $670K
|
19.4K
$12.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
959+ 19.59% |
$540K - $643K
|
5.86K
$3.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
943+ 22.21% |
$531K - $632K
|
5.19K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
942New |
$530K - $631K
|
942
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
935+ 51.52% |
$526K - $627K
|
2.75K
$1.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
934+ 141.52% |
$526K - $626K
|
1.59K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
931+ 14.7% |
$524K - $624K
|
7.26K
$4.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
921New |
$518K - $617K
|
921
$590K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
916+ 3.91% |
$516K - $614K
|
24.4K
$15.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
911New |
$513K - $611K
|
911
$583K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
909+ 16.92% |
$512K - $609K
|
6.28K
$4.02M
|