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 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
8+ 3.24% |
$4.45K - $5.04K
|
255
$169K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8+ 4.37% |
$4.45K - $5.04K
|
191
$127K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
8+ 0.89% |
$4.45K - $5.04K
|
903
$598K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8New |
$4.45K - $5.04K
|
8
$5.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
8New |
$4.45K - $5.04K
|
8
$5.3K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8+ 1.36% |
$4.45K - $5.04K
|
597
$396K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
8+ 1.81% |
$4.45K - $5.04K
|
451
$299K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
8+ 0.34% |
$4.45K - $5.04K
|
2.35K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 1.81% |
$4.45K - $5.04K
|
450
$298K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
8+ 80.0% |
$4.45K - $5.04K
|
18
$11.9K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
8New |
$4.45K - $5.04K
|
8
$5.3K
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
8New |
$4.45K - $5.04K
|
8
$5.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
7+ 0.8% |
$3.89K - $4.41K
|
878
$582K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
7+ 1.71% |
$3.89K - $4.41K
|
417
$276K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
7+ 0.82% |
$3.89K - $4.41K
|
862
$571K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
7+ 350.0% |
$3.89K - $4.41K
|
9
$5.96K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
7+ 0.63% |
$3.89K - $4.41K
|
1.12K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7+ 0.64% |
$3.89K - $4.41K
|
1.1K
$729K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
6+ 1.32% |
$3.33K - $3.78K
|
462
$306K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
6+ 1.48% |
$3.33K - $3.78K
|
412
$273K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6+ 60.0% |
$3.33K - $3.78K
|
16
$10.6K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
6+ 0.11% |
$3.33K - $3.78K
|
5.49K
$3.63M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 9.38% |
$3.33K - $3.78K
|
70
$46.4K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
6+ 0.43% |
$3.33K - $3.78K
|
1.4K
$925K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
6New |
$3.33K - $3.78K
|
6
$3.98K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6+ 0.8% |
$3.33K - $3.78K
|
752
$498K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 8.62% |
$2.78K - $3.15K
|
63
$41.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5+ 1.35% |
$2.78K - $3.15K
|
375
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5+ 0.35% |
$2.78K - $3.15K
|
1.42K
$944K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
5+ 0.93% |
$2.78K - $3.15K
|
545
$361K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 9.8% |
$2.78K - $3.15K
|
56
$37.1K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 7.58% |
$2.78K - $3.15K
|
71
$47.1K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
$2.78K - $3.15K
|
5
$3.31K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5+ 50.0% |
$2.78K - $3.15K
|
15
$9.94K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
5+ 0.37% |
$2.78K - $3.15K
|
1.37K
$905K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
5+ 1.43% |
$2.78K - $3.15K
|
354
$235K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5+ 1.27% |
$2.78K - $3.15K
|
398
$264K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5+ 1.72% |
$2.78K - $3.15K
|
296
$196K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5+ 0.43% |
$2.78K - $3.15K
|
1.17K
$777K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 6.06% |
$2.22K - $2.52K
|
70
$46.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4+ 133.33% |
$2.22K - $2.52K
|
7
$4.64K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4New |
$2.22K - $2.52K
|
4
$2.65K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4+ 1.19% |
$2.22K - $2.52K
|
339
$225K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4+ 0.63% |
$2.22K - $2.52K
|
640
$424K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 0.57% |
$2.22K - $2.52K
|
700
$464K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.04% |
$2.22K - $2.52K
|
8.9K
$5.9M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.77% |
$2.22K - $2.52K
|
522
$346K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.15% |
$2.22K - $2.52K
|
2.61K
$1.73M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$1.67K - $1.89K
|
3
$1.99K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.81% |
$1.67K - $1.89K
|
375
$249K
|