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
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
909+ 16.92% |
$512K - $609K
|
6.28K
$3.78M
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
906+ 915.15% |
$510K - $607K
|
1.01K
$605K
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
902New |
$508K - $605K
|
902
$543K
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
900New |
$507K - $603K
|
900
$541K
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
888+ 60.78% |
$500K - $595K
|
2.35K
$1.41M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
883+ 44.44% |
$497K - $592K
|
2.87K
$1.73M
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
875+ 11.18% |
$493K - $586K
|
8.7K
$5.23M
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
868New |
$489K - $582K
|
868
$522K
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
864+ 30.87% |
$486K - $579K
|
3.66K
$2.2M
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
861New |
$485K - $577K
|
861
$518K
|
|
Jan 30, 2025
Q2 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
861+ 19.75% |
$485K - $577K
|
5.22K
$3.14M
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
855New |
$481K - $573K
|
855
$514K
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
841+ 2.17% |
$473K - $564K
|
39.6K
$23.8M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
837+ 7.23% |
$471K - $561K
|
12.4K
$7.46M
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
834+ 1.04% |
$470K - $559K
|
81.2K
$48.8M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
828+ 1.06% |
$466K - $555K
|
79.3K
$47.7M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
825+ 57.89% |
$464K - $553K
|
2.25K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
823New |
$463K - $552K
|
823
$495K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
813+ 1.67% |
$458K - $545K
|
49.4K
$29.7M
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
807+ 5.23% |
$454K - $541K
|
16.2K
$9.76M
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
782+ 2.0% |
$440K - $524K
|
39.8K
$24M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
777+ 27.72% |
$437K - $521K
|
3.58K
$2.15M
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
769New |
$433K - $515K
|
769
$463K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
768+ 2.53% |
$432K - $515K
|
31.2K
$18.7M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
765+ 69.61% |
$431K - $513K
|
1.86K
$1.12M
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
758+ 3.23% |
$427K - $508K
|
24.2K
$14.6M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
753+ 15.23% |
$424K - $505K
|
5.7K
$3.43M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
752+ 31.57% |
$423K - $504K
|
3.13K
$1.89M
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
726+ 0.86% |
$409K - $487K
|
85.6K
$51.5M
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
726+ 12.74% |
$409K - $487K
|
6.43K
$3.86M
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
719+ 5.01% |
$405K - $482K
|
15.1K
$9.07M
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
716+ 29.8% |
$403K - $480K
|
3.12K
$1.88M
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
BUY
|
- |
714+ 2.0% |
$402K - $479K
|
36.4K
$21.9M
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
714+ 243.69% |
$402K - $479K
|
1.01K
$606K
|
|
Aug 14, 2024
Q2 2024
|
Unio Capital LLC
|
BUY
|
- |
714+ 5.25% |
$402K - $479K
|
14.3K
$8.61M
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
696New |
$392K - $467K
|
696
$419K
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
690+ 17.04% |
$388K - $462K
|
4.74K
$2.85M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
686New |
$386K - $460K
|
686
$413K
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
684+ 39.86% |
$385K - $458K
|
2.4K
$1.44M
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
680New |
$383K - $456K
|
680
$409K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
670+ 40.58% |
$377K - $449K
|
2.32K
$1.4M
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
660+ 11.17% |
$372K - $442K
|
6.57K
$3.95M
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
653+ 1.05% |
$368K - $438K
|
62.6K
$37.6M
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
652+ 51.06% |
$367K - $437K
|
1.93K
$1.16M
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
647+ 3.45% |
$364K - $434K
|
19.4K
$11.7M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
647+ 6.09% |
$364K - $434K
|
11.3K
$6.78M
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
644New |
$363K - $432K
|
644
$387K
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
626+ 33.57% |
$352K - $420K
|
2.49K
$1.5M
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
619+ 3.56% |
$348K - $415K
|
18K
$10.8M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
614+ 47.86% |
$346K - $412K
|
1.9K
$1.14M
|