Purchases and Sales Made in Q1 2025 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
375+ 4.07% |
$208K - $236K
|
9.59K
$6.36M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
370+ 0.13% |
$206K - $233K
|
275K
$182M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
370New |
$206K - $233K
|
370
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
369+ 20.09% |
$205K - $233K
|
2.21K
$1.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
367New |
$204K - $231K
|
367
$243K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
365+ 2.36% |
$203K - $230K
|
15.8K
$10.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
364+ 5.27% |
$202K - $229K
|
7.28K
$4.82M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
359+ 19.73% |
$199K - $226K
|
2.18K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
356+ 0.71% |
$198K - $224K
|
50.4K
$33.4M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
355New |
$197K - $224K
|
355
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
354New |
$197K - $223K
|
354
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Fcf Advisors LLC
|
BUY
|
- |
352+ 2.77% |
$196K - $222K
|
13.1K
$8.66M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
352New |
$196K - $222K
|
352
$233K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
350+ 1400.0% |
$194K - $221K
|
375
$249K
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
350+ 7.83% |
$194K - $221K
|
4.82K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
349+ 21.01% |
$194K - $220K
|
2.01K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
347+ 111.94% |
$193K - $219K
|
657
$435K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
346New |
$192K - $218K
|
346
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
343New |
$191K - $216K
|
343
$227K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
343+ 2.21% |
$191K - $216K
|
15.8K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
342+ 17.76% |
$190K - $216K
|
2.27K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
340New |
$189K - $214K
|
340
$225K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
338New |
$188K - $213K
|
338
$224K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
336New |
$187K - $212K
|
336
$223K
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
331New |
$184K - $209K
|
331
$219K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
330+ 24.94% |
$183K - $208K
|
1.65K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
329New |
$183K - $207K
|
329
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
329+ 9.26% |
$183K - $207K
|
3.88K
$2.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
329New |
$183K - $207K
|
329
$218K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
327New |
$182K - $206K
|
327
$217K
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
327+ 2.5% |
$182K - $206K
|
13.4K
$8.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
325+ 1.05% |
$181K - $205K
|
31.3K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
325+ 24.15% |
$181K - $205K
|
1.67K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
323+ 34.84% |
$179K - $204K
|
1.25K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
317+ 4.65% |
$176K - $200K
|
7.14K
$4.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
314+ 9.34% |
$174K - $198K
|
3.68K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
313+ 98.12% |
$174K - $197K
|
632
$419K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
308+ 28.26% |
$171K - $194K
|
1.4K
$926K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
302+ 3.6% |
$168K - $190K
|
8.69K
$5.76M
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
301+ 2.9% |
$167K - $190K
|
10.7K
$7.09M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
300New |
$167K - $189K
|
300
$199K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
292+ 2.75% |
$162K - $184K
|
10.9K
$7.23M
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
286+ 3.05% |
$159K - $180K
|
9.67K
$6.41M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
285+ 2.88% |
$158K - $180K
|
10.2K
$6.74M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
282New |
$157K - $178K
|
282
$187K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
277+ 12.5% |
$154K - $175K
|
2.49K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
276+ 10.99% |
$153K - $174K
|
2.79K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
274+ 4.06% |
$152K - $173K
|
7.03K
$4.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
274+ 3.72% |
$152K - $173K
|
7.64K
$5.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
261+ 1.29% |
$145K - $164K
|
20.5K
$13.6M
|