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 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 41.49% |
$22K - $26.1K
|
133
$77K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
39+ 6.34% |
$22K - $26.1K
|
654
$379K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
39+ 0.86% |
$22K - $26.1K
|
4.58K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.69% |
$22K - $26.1K
|
5.68K
$3.29M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
38+ 2.77% |
$21.4K - $25.5K
|
1.41K
$817K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
38+ 1.98% |
$21.4K - $25.5K
|
1.96K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
38+ 5.28% |
$21.4K - $25.5K
|
758
$439K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
38New |
$21.4K - $25.5K
|
38
$22K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
37New |
$20.8K - $24.8K
|
37
$21.4K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
36+ 3.74% |
$20.3K - $24.1K
|
999
$578K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
36+ 0.57% |
$20.3K - $24.1K
|
6.38K
$3.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
35+ 9.41% |
$19.7K - $23.5K
|
407
$236K
|
|
|
Aug 01, 2024
Q2 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
35+ 0.33% |
$19.7K - $23.5K
|
10.6K
$6.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
35+ 145.83% |
$19.7K - $23.5K
|
59
$34.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
35+ 1.12% |
$19.7K - $23.5K
|
3.17K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
35+ 7.17% |
$19.7K - $23.5K
|
523
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
35+ 0.47% |
$19.7K - $23.5K
|
7.49K
$4.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
34+ 4.19% |
$19.1K - $22.8K
|
845
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
33+ 0.24% |
$18.6K - $22.1K
|
13.7K
$7.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
32+ 3.67% |
$18K - $21.4K
|
905
$524K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
32+ 10.36% |
$18K - $21.4K
|
341
$197K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32+ 3.54% |
$18K - $21.4K
|
937
$542K
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
31+ 9.25% |
$17.5K - $20.8K
|
366
$212K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
31+ 3.83% |
$17.5K - $20.8K
|
840
$486K
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
31+ 3.77% |
$17.5K - $20.8K
|
854
$494K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
31+ 9.37% |
$17.5K - $20.8K
|
362
$210K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
31+ 7.29% |
$17.5K - $20.8K
|
456
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
31+ 2.75% |
$17.5K - $20.8K
|
1.16K
$670K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
30+ 19.87% |
$16.9K - $20.1K
|
181
$105K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
30+ 2.2% |
$16.9K - $20.1K
|
1.4K
$807K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
29+ 4.77% |
$16.3K - $19.4K
|
637
$369K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
29+ 3.47% |
$16.3K - $19.4K
|
865
$501K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
29+ 1.64% |
$16.3K - $19.4K
|
1.8K
$1.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
29+ 0.33% |
$16.3K - $19.4K
|
8.91K
$5.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
28+ 5.96% |
$15.8K - $18.8K
|
498
$288K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
28+ 560.0% |
$15.8K - $18.8K
|
33
$19.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
28+ 1.72% |
$15.8K - $18.8K
|
1.65K
$957K
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
28+ 0.2% |
$15.8K - $18.8K
|
14K
$8.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
27+ 7.01% |
$15.2K - $18.1K
|
412
$238K
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
26+ 0.42% |
$14.6K - $17.4K
|
6.27K
$3.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
26+ 1.87% |
$14.6K - $17.4K
|
1.42K
$820K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
26+ 0.79% |
$14.6K - $17.4K
|
3.33K
$1.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
26+ 3.11% |
$14.6K - $17.4K
|
863
$500K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
26+ 2.15% |
$14.6K - $17.4K
|
1.23K
$714K
|
|
|
Aug 08, 2024
Q2 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
26+ 3.57% |
$14.6K - $17.4K
|
754
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
26+ 0.11% |
$14.6K - $17.4K
|
23.3K
$13.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25+ 3.22% |
$14.1K - $16.8K
|
802
$464K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25+ 100.0% |
$14.1K - $16.8K
|
50
$28.9K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
25New |
$14.1K - $16.8K
|
25
$14.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
25+ 7.46% |
$14.1K - $16.8K
|
360
$208K
|