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 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
12+ 3.61% |
$6.76K - $8.04K
|
344
$199K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
12+ 42.86% |
$6.76K - $8.04K
|
40
$23.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
11+ 2.32% |
$6.19K - $7.37K
|
486
$281K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
11+ 0.3% |
$6.19K - $7.37K
|
3.64K
$2.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 1.67% |
$6.19K - $7.37K
|
670
$388K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11+ 0.42% |
$6.19K - $7.37K
|
2.66K
$1.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
11+ 3.2% |
$6.19K - $7.37K
|
355
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
11New |
$6.19K - $7.37K
|
11
$6.37K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11+ 3.19% |
$6.19K - $7.37K
|
356
$206K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10+ 5.08% |
$5.63K - $6.7K
|
207
$120K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
10+ 1.49% |
$5.63K - $6.7K
|
681
$394K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10+ 1.8% |
$5.63K - $6.7K
|
566
$328K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10+ 1.82% |
$5.63K - $6.7K
|
559
$324K
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
10+ 2.46% |
$5.63K - $6.7K
|
417
$241K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
10+ 0.17% |
$5.63K - $6.7K
|
5.99K
$3.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
10+ 0.21% |
$5.63K - $6.7K
|
4.67K
$2.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
9+ 1.69% |
$5.07K - $6.03K
|
542
$314K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 1.98% |
$5.07K - $6.03K
|
463
$268K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9+ 2.69% |
$5.07K - $6.03K
|
343
$199K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
9+ 1.29% |
$5.07K - $6.03K
|
707
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
9+ 2.27% |
$5.07K - $6.03K
|
406
$235K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 1.58% |
$4.5K - $5.36K
|
514
$298K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.44% |
$4.5K - $5.36K
|
1.84K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
8+ 0.71% |
$4.5K - $5.36K
|
1.13K
$656K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
8+ 1.65% |
$4.5K - $5.36K
|
494
$286K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8+ 40.0% |
$4.5K - $5.36K
|
28
$16.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.53% |
$4.5K - $5.36K
|
1.51K
$872K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7+ 2.11% |
$3.94K - $4.69K
|
339
$196K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
7+ 116.67% |
$3.94K - $4.69K
|
13
$7.53K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.95% |
$3.94K - $4.69K
|
741
$429K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7+ 1.33% |
$3.94K - $4.69K
|
533
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7+ 1.61% |
$3.94K - $4.69K
|
443
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
7New |
$3.94K - $4.69K
|
7
$4.05K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6+ 1.36% |
$3.38K - $4.02K
|
446
$258K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6New |
$3.38K - $4.02K
|
6
$3.47K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6+ 0.37% |
$3.38K - $4.02K
|
1.63K
$943K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 15.0% |
$3.38K - $4.02K
|
46
$26.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.56% |
$3.38K - $4.02K
|
1.08K
$622K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
6+ 1.2% |
$3.38K - $4.02K
|
506
$293K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 9.68% |
$3.38K - $4.02K
|
68
$39.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 26.09% |
$3.38K - $4.02K
|
29
$16.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6+ 1.08% |
$3.38K - $4.02K
|
562
$325K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 5.61% |
$3.38K - $4.02K
|
113
$65.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
6+ 1.74% |
$3.38K - $4.02K
|
350
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
6+ 0.56% |
$3.38K - $4.02K
|
1.08K
$625K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 18.52% |
$2.81K - $3.35K
|
32
$18.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5+ 0.83% |
$2.81K - $3.35K
|
610
$353K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
5+ 0.6% |
$2.81K - $3.35K
|
835
$483K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 33.33% |
$2.81K - $3.35K
|
20
$11.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
5+ 1.59% |
$2.81K - $3.35K
|
319
$185K
|