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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
13+ 0.29% |
$7.22K - $8.19K
|
4.49K
$3.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
12+ 1.42% |
$6.67K - $7.56K
|
855
$646K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
12+ 1.04% |
$6.67K - $7.56K
|
1.16K
$878K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
12+ 1.44% |
$6.67K - $7.56K
|
847
$640K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
12+ 7.32% |
$6.67K - $7.56K
|
176
$133K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
12+ 300.0% |
$6.67K - $7.56K
|
16
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12+ 3.25% |
$6.67K - $7.56K
|
381
$288K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
12+ 0.35% |
$6.67K - $7.56K
|
3.42K
$2.58M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
11+ 45.83% |
$6.11K - $6.93K
|
35
$26.4K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
11+ 1.91% |
$6.11K - $6.93K
|
586
$443K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 3.26% |
$6.11K - $6.93K
|
348
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11+ 2.27% |
$6.11K - $6.93K
|
496
$375K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11+ 4.91% |
$6.11K - $6.93K
|
235
$178K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
11+ 0.06% |
$6.11K - $6.93K
|
19.4K
$14.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
11+ 1.93% |
$6.11K - $6.93K
|
582
$440K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
11+ 2.47% |
$6.11K - $6.93K
|
456
$344K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
11+ 2.81% |
$6.11K - $6.93K
|
402
$304K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11+ 2.1% |
$6.11K - $6.93K
|
534
$403K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
10+ 0.02% |
$5.56K - $6.3K
|
49.7K
$37.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 20.0% |
$5.56K - $6.3K
|
60
$45.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
10+ 8.77% |
$5.56K - $6.3K
|
124
$93.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
10+ 0.49% |
$5.56K - $6.3K
|
2.04K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
10+ 0.54% |
$5.56K - $6.3K
|
1.87K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10New |
$5.56K - $6.3K
|
10
$7.55K
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
10New |
$5.56K - $6.3K
|
10
$7.55K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
10New |
$5.56K - $6.3K
|
10
$7.55K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
10+ 0.69% |
$5.56K - $6.3K
|
1.45K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
10+ 1.12% |
$5.56K - $6.3K
|
899
$679K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 2.54% |
$5K - $5.67K
|
363
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
BUY
|
- |
9+ 0.19% |
$5K - $5.67K
|
4.79K
$3.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9+ 1.55% |
$5K - $5.67K
|
590
$446K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9+ 34.62% |
$5K - $5.67K
|
35
$26.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
9New |
$5K - $5.67K
|
9
$6.8K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9+ 2.26% |
$5K - $5.67K
|
408
$308K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
9+ 1.06% |
$5K - $5.67K
|
855
$646K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9+ 1.2% |
$5K - $5.67K
|
759
$573K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
8+ 1.62% |
$4.45K - $5.04K
|
502
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
8+ 3.24% |
$4.45K - $5.04K
|
255
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 4.37% |
$4.45K - $5.04K
|
191
$144K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
8+ 0.89% |
$4.45K - $5.04K
|
903
$682K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8New |
$4.45K - $5.04K
|
8
$6.04K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
8New |
$4.45K - $5.04K
|
8
$6.04K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8+ 1.36% |
$4.45K - $5.04K
|
597
$451K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
8+ 1.81% |
$4.45K - $5.04K
|
451
$341K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
8+ 0.34% |
$4.45K - $5.04K
|
2.35K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 1.81% |
$4.45K - $5.04K
|
450
$340K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8+ 80.0% |
$4.45K - $5.04K
|
18
$13.6K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
8New |
$4.45K - $5.04K
|
8
$6.04K
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
7+ 0.8% |
$3.89K - $4.41K
|
878
$663K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
7+ 1.71% |
$3.89K - $4.41K
|
417
$315K
|