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 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
602+ 4.32% |
$339K - $404K
|
14.5K
$9.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
597New |
$336K - $400K
|
597
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
597+ 1.45% |
$336K - $400K
|
41.7K
$26.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
596+ 2.33% |
$336K - $399K
|
26.2K
$16.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
596+ 3.14% |
$336K - $399K
|
19.6K
$12.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
589+ 9.99% |
$332K - $395K
|
6.49K
$4.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
580+ 2.17% |
$327K - $389K
|
27.3K
$17.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
571New |
$321K - $383K
|
571
$363K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
565New |
$318K - $379K
|
565
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
560New |
$315K - $375K
|
560
$356K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
559New |
$315K - $375K
|
559
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
552+ 10.95% |
$311K - $370K
|
5.59K
$3.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
549+ 14.92% |
$309K - $368K
|
4.23K
$2.69M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
548+ 5.5% |
$309K - $367K
|
10.5K
$6.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
BUY
|
- |
543+ 4.64% |
$306K - $364K
|
12.2K
$7.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
540+ 19.64% |
$304K - $362K
|
3.29K
$2.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
540+ 10.43% |
$304K - $362K
|
5.72K
$3.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
534+ 28.93% |
$301K - $358K
|
2.38K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
533New |
$300K - $357K
|
533
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
530+ 0.74% |
$298K - $355K
|
72K
$45.8M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
529New |
$298K - $355K
|
529
$337K
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
517+ 19.97% |
$291K - $347K
|
3.11K
$1.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
512New |
$288K - $343K
|
512
$326K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
510+ 9.08% |
$287K - $342K
|
6.13K
$3.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
498+ 9.91% |
$280K - $334K
|
5.52K
$3.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
497New |
$280K - $333K
|
497
$316K
|
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
496+ 19.14% |
$279K - $332K
|
3.09K
$1.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
496+ 0.41% |
$279K - $332K
|
121K
$77.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
490New |
$276K - $328K
|
490
$312K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
485+ 116.59% |
$273K - $325K
|
901
$573K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
484+ 44.32% |
$272K - $324K
|
1.58K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
483+ 8.42% |
$272K - $324K
|
6.22K
$3.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
480+ 1920.0% |
$270K - $322K
|
505
$321K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
478New |
$269K - $320K
|
478
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
474New |
$267K - $318K
|
474
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
471+ 3.21% |
$265K - $316K
|
15.2K
$9.64M
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
465+ 4.88% |
$262K - $312K
|
10K
$6.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
465+ 588.61% |
$262K - $312K
|
544
$346K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
459+ 4.04% |
$258K - $308K
|
11.8K
$7.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
457+ 60.77% |
$257K - $306K
|
1.21K
$769K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
450New |
$253K - $302K
|
450
$286K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
448+ 0.63% |
$252K - $300K
|
71.9K
$45.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
446+ 13.1% |
$251K - $299K
|
3.85K
$2.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
444+ 4.83% |
$250K - $298K
|
9.64K
$6.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
431+ 1.43% |
$243K - $289K
|
30.6K
$19.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
431+ 0.92% |
$243K - $289K
|
47.2K
$30M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
429+ 6.02% |
$242K - $288K
|
7.55K
$4.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
429+ 9.32% |
$242K - $288K
|
5.03K
$3.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
429+ 3.64% |
$242K - $288K
|
12.2K
$7.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
428+ 4.27% |
$241K - $287K
|
10.5K
$6.65M
|