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
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
72+ 10.16% |
$40K - $45.4K
|
781
$590K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
72+ 9.6% |
$40K - $45.4K
|
822
$621K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
72+ 2.93% |
$40K - $45.4K
|
2.53K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
72+ 17.69% |
$40K - $45.4K
|
479
$362K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
72+ 8.25% |
$40K - $45.4K
|
945
$714K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
71+ 3.67% |
$39.4K - $44.7K
|
2K
$1.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
70+ 0.12% |
$38.9K - $44.1K
|
60.3K
$45.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
70+ 1.55% |
$38.9K - $44.1K
|
4.59K
$3.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
70+ 9.26% |
$38.9K - $44.1K
|
826
$624K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
68+ 523.08% |
$37.8K - $42.9K
|
81
$61.2K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
68+ 0.87% |
$37.8K - $42.9K
|
7.85K
$5.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
66+ 2.52% |
$36.7K - $41.6K
|
2.69K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
65+ 10.48% |
$36.1K - $41K
|
685
$517K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
65New |
$36.1K - $41K
|
65
$49.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
64+ 0.24% |
$35.6K - $40.3K
|
27K
$20.4M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
63+ 12.45% |
$35K - $39.7K
|
569
$430K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
62+ 9.7% |
$34.4K - $39.1K
|
701
$530K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
61New |
$33.9K - $38.4K
|
61
$46.1K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
61+ 3050.0% |
$33.9K - $38.4K
|
63
$47.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
59+ 3.38% |
$32.8K - $37.2K
|
1.81K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
59+ 13.85% |
$32.8K - $37.2K
|
485
$366K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
58+ 0.28% |
$32.2K - $36.6K
|
21.1K
$15.9M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
58+ 0.99% |
$32.2K - $36.6K
|
5.9K
$4.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
57+ 13.67% |
$31.7K - $35.9K
|
474
$358K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
57+ 3.02% |
$31.7K - $35.9K
|
1.94K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
56+ 15.43% |
$31.1K - $35.3K
|
419
$317K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
56+ 94.92% |
$31.1K - $35.3K
|
115
$86.9K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
56+ 11.0% |
$31.1K - $35.3K
|
565
$427K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55+ 3.14% |
$30.6K - $34.7K
|
1.81K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
54+ 12.33% |
$30K - $34K
|
492
$372K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
54+ 6.61% |
$30K - $34K
|
871
$658K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
54+ 36.73% |
$30K - $34K
|
201
$152K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
54+ 2.26% |
$30K - $34K
|
2.44K
$1.84M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
53+ 4.11% |
$29.4K - $33.4K
|
1.34K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
53+ 0.96% |
$29.4K - $33.4K
|
5.56K
$4.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
51+ 17.83% |
$28.3K - $32.1K
|
337
$255K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
51+ 4.89% |
$28.3K - $32.1K
|
1.1K
$827K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
51+ 4.04% |
$28.3K - $32.1K
|
1.31K
$993K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50+ 0.69% |
$27.8K - $31.5K
|
7.29K
$5.5M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
50+ 7.61% |
$27.8K - $31.5K
|
707
$534K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
50+ 6.39% |
$27.8K - $31.5K
|
832
$628K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
50New |
$27.8K - $31.5K
|
50
$37.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
48+ 6.22% |
$26.7K - $30.3K
|
820
$619K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
48+ 0.84% |
$26.7K - $30.3K
|
5.74K
$4.34M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
48+ 6.78% |
$26.7K - $30.3K
|
756
$571K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
47+ 6.98% |
$26.1K - $29.6K
|
720
$544K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
47+ 5.03% |
$26.1K - $29.6K
|
981
$741K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
46+ 511.11% |
$25.6K - $29K
|
55
$41.5K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
46+ 5.39% |
$25.6K - $29K
|
900
$680K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
45+ 3.34% |
$25K - $28.4K
|
1.39K
$1.05M
|