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 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
23+ 3.19% |
$12.8K - $14.5K
|
743
$561K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
22+ 7.1% |
$12.2K - $13.9K
|
332
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
22+ 5.85% |
$12.2K - $13.9K
|
398
$301K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
22+ 0.88% |
$12.2K - $13.9K
|
2.52K
$1.9M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
22+ 3.16% |
$12.2K - $13.9K
|
718
$542K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
22+ 2.38% |
$12.2K - $13.9K
|
946
$715K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
22+ 4.45% |
$12.2K - $13.9K
|
516
$390K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
21+ 4.57% |
$11.7K - $13.2K
|
481
$363K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
21+ 5.34% |
$11.7K - $13.2K
|
414
$313K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
21+ 0.74% |
$11.7K - $13.2K
|
2.86K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.08% |
$11.1K - $12.6K
|
24.1K
$18.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
20+ 666.67% |
$11.1K - $12.6K
|
23
$17.4K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
20+ 0.05% |
$11.1K - $12.6K
|
43.9K
$33.1M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
20+ 2.59% |
$11.1K - $12.6K
|
791
$597K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
20+ 1.0% |
$11.1K - $12.6K
|
2.02K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
20+ 2.09% |
$11.1K - $12.6K
|
976
$737K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20+ 3.51% |
$11.1K - $12.6K
|
590
$446K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
19+ 1.16% |
$10.6K - $12K
|
1.66K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 1.68% |
$10.6K - $12K
|
1.15K
$871K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
19+ 0.23% |
$10.6K - $12K
|
8.25K
$6.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
18+ 18.37% |
$10K - $11.3K
|
116
$87.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
18+ 1.2% |
$10K - $11.3K
|
1.52K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
18New |
$10K - $11.3K
|
18
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
18+ 0.75% |
$10K - $11.3K
|
2.41K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
17+ 1.33% |
$9.45K - $10.7K
|
1.3K
$979K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
17New |
$9.45K - $10.7K
|
17
$12.8K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
17+ 54.84% |
$9.45K - $10.7K
|
48
$36.3K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
17New |
$9.45K - $10.7K
|
17
$12.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
16+ 3.92% |
$8.89K - $10.1K
|
424
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16+ 3.17% |
$8.89K - $10.1K
|
521
$394K
|
|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
16+ 0.32% |
$8.89K - $10.1K
|
5K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
16New |
$8.89K - $10.1K
|
16
$12.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
15+ 1.96% |
$8.33K - $9.45K
|
780
$589K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
15+ 3.15% |
$8.33K - $9.45K
|
491
$371K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
15+ 0.35% |
$8.33K - $9.45K
|
4.28K
$3.24M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15+ 3.88% |
$8.33K - $9.45K
|
402
$304K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
15+ 5.0% |
$8.33K - $9.45K
|
315
$238K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
15+ 3.9% |
$8.33K - $9.45K
|
400
$302K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
15+ 2.03% |
$8.33K - $9.45K
|
754
$570K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
15+ 0.34% |
$8.33K - $9.45K
|
4.41K
$3.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
14+ 1.62% |
$7.78K - $8.82K
|
876
$662K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 2.11% |
$7.78K - $8.82K
|
678
$512K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
14+ 3.11% |
$7.78K - $8.82K
|
464
$350K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 0.09% |
$7.78K - $8.82K
|
14.9K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
14+ 31.82% |
$7.78K - $8.82K
|
58
$43.8K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
14+ 9.66% |
$7.78K - $8.82K
|
159
$120K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 4.71% |
$7.22K - $8.19K
|
289
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
13+ 1.6% |
$7.22K - $8.19K
|
826
$624K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
13+ 0.95% |
$7.22K - $8.19K
|
1.38K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
13+ 0.54% |
$7.22K - $8.19K
|
2.41K
$1.82M
|