Purchases and Sales Made in Q2 2023 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q2 2023. 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 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
953+ 12.41% |
$387K - $438K
|
8.63K
$5M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
949New |
$385K - $436K
|
949
$549K
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
947+ 39.07% |
$385K - $435K
|
3.37K
$1.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
947+ 14.93% |
$385K - $435K
|
7.29K
$4.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
936New |
$380K - $430K
|
936
$542K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
929+ 57.67% |
$377K - $427K
|
2.54K
$1.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
BUY
|
- |
895+ 2.4% |
$363K - $411K
|
38.2K
$22.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
889+ 119.01% |
$361K - $409K
|
1.64K
$947K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
882+ 26.79% |
$358K - $405K
|
4.17K
$2.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
875+ 21.03% |
$355K - $402K
|
5.04K
$2.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
875New |
$355K - $402K
|
875
$506K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
872New |
$354K - $401K
|
872
$505K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
871+ 53.83% |
$354K - $400K
|
2.49K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
859New |
$349K - $395K
|
859
$497K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
855New |
$347K - $393K
|
855
$495K
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
846+ 10.28% |
$344K - $389K
|
9.08K
$5.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
843+ 17.43% |
$342K - $387K
|
5.68K
$3.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
833+ 1388.33% |
$338K - $383K
|
893
$517K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
828+ 3.15% |
$336K - $381K
|
27.1K
$15.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
825+ 45.83% |
$335K - $379K
|
2.63K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
815+ 0.91% |
$331K - $375K
|
90.4K
$52.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
807New |
$328K - $371K
|
807
$467K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
801+ 13.95% |
$325K - $368K
|
6.54K
$3.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
789+ 4.88% |
$320K - $363K
|
17K
$9.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
786New |
$319K - $361K
|
786
$455K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
780+ 5.38% |
$317K - $359K
|
15.3K
$8.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
775+ 7.59% |
$315K - $356K
|
11K
$6.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
774New |
$314K - $356K
|
774
$448K
|
|
|
Aug 14, 2023
Q2 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
770+ 21.99% |
$313K - $354K
|
4.27K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
761+ 2818.52% |
$309K - $350K
|
788
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
756+ 5.67% |
$307K - $347K
|
14.1K
$8.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
746+ 28.59% |
$303K - $343K
|
3.36K
$1.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
741New |
$301K - $341K
|
741
$429K
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
732New |
$297K - $336K
|
732
$424K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
731+ 168.05% |
$297K - $336K
|
1.17K
$675K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
725+ 101.83% |
$294K - $333K
|
1.44K
$832K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
724+ 39.09% |
$294K - $333K
|
2.58K
$1.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
722+ 1.87% |
$293K - $332K
|
39.3K
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
719+ 1.03% |
$292K - $330K
|
70.2K
$40.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
709+ 52.36% |
$288K - $326K
|
2.06K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
705New |
$286K - $324K
|
705
$408K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
702+ 5.28% |
$285K - $323K
|
14K
$8.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
663New |
$269K - $305K
|
663
$384K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
652New |
$265K - $300K
|
652
$377K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
646+ 39.75% |
$262K - $297K
|
2.27K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Harrington Investments, Inc
|
BUY
|
- |
644+ 32.69% |
$262K - $296K
|
2.61K
$1.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
641+ 63.28% |
$260K - $295K
|
1.65K
$957K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
638+ 50.32% |
$259K - $293K
|
1.91K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
634New |
$257K - $291K
|
634
$367K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
633+ 2.94% |
$257K - $291K
|
22.1K
$12.8M
|