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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-2Closed |
$1.11K - $1.26K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3- 0.11% |
$1.67K - $1.89K
|
2.83K
$2.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-3- 0.46% |
$1.67K - $1.89K
|
646
$488K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-3- 0.65% |
$1.67K - $1.89K
|
456
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-3- 20.0% |
$1.67K - $1.89K
|
12
$9.06K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3- 4.17% |
$1.67K - $1.89K
|
69
$52.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3- 0.88% |
$1.67K - $1.89K
|
339
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-3- 0.72% |
$1.67K - $1.89K
|
416
$314K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-3- 42.86% |
$1.67K - $1.89K
|
4
$3.02K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-3- 0.25% |
$1.67K - $1.89K
|
1.19K
$902K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-3- 0.31% |
$1.67K - $1.89K
|
954
$721K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3- 0.23% |
$1.67K - $1.89K
|
1.29K
$974K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3- 0.41% |
$1.67K - $1.89K
|
736
$556K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-3- 1.1% |
$1.67K - $1.89K
|
269
$203K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3- 0.24% |
$1.67K - $1.89K
|
1.22K
$924K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 0.32% |
$1.67K - $1.89K
|
925
$699K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3- 27.27% |
$1.67K - $1.89K
|
8
$6.04K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-4- 0.43% |
$2.22K - $2.52K
|
931
$703K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-4- 0.66% |
$2.22K - $2.52K
|
598
$452K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-4- 0.62% |
$2.22K - $2.52K
|
641
$484K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-4- 1.06% |
$2.22K - $2.52K
|
375
$283K
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-4- 0.07% |
$2.22K - $2.52K
|
5.61K
$4.24M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 0.53% |
$2.22K - $2.52K
|
749
$566K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-4- 0.03% |
$2.22K - $2.52K
|
13.5K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-4- 0.84% |
$2.22K - $2.52K
|
470
$355K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5- 0.4% |
$2.78K - $3.15K
|
1.25K
$946K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-5- 6.58% |
$2.78K - $3.15K
|
71
$53.6K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-5- 0.88% |
$2.78K - $3.15K
|
562
$425K
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-6- 0.62% |
$3.33K - $3.78K
|
969
$732K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-7- 2.19% |
$3.89K - $4.41K
|
313
$236K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-7- 1.96% |
$3.89K - $4.41K
|
351
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-7- 0.96% |
$3.89K - $4.41K
|
724
$547K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7- 0.04% |
$3.89K - $4.41K
|
15.9K
$12M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-7- 0.58% |
$3.89K - $4.41K
|
1.2K
$909K
|
|
|
May 01, 2025
Q1 2025
|
Baer Investment Advisory LLC
Corte Madera, CA |
SELL
|
- |
-7- 0.14% |
$3.89K - $4.41K
|
4.84K
$3.65M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-7- 5.83% |
$3.89K - $4.41K
|
113
$85.4K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-7- 0.45% |
$3.89K - $4.41K
|
1.56K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8- 0.6% |
$4.45K - $5.04K
|
1.32K
$996K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-8- 0.61% |
$4.45K - $5.04K
|
1.3K
$980K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-8- 0.17% |
$4.45K - $5.04K
|
4.8K
$3.63M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-8- 0.61% |
$4.45K - $5.04K
|
1.3K
$983K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-9- 1.17% |
$5K - $5.67K
|
762
$576K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-9- 1.75% |
$5K - $5.67K
|
506
$382K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-9- 52.94% |
$5K - $5.67K
|
8
$6.04K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9- 2.6% |
$5K - $5.67K
|
337
$255K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9- 0.01% |
$5K - $5.67K
|
177K
$134M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9- 0.61% |
$5K - $5.67K
|
1.47K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-9- 0.61% |
$5K - $5.67K
|
1.46K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 13.33% |
$5.56K - $6.3K
|
65
$49.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-10- 2.13% |
$5.56K - $6.3K
|
460
$347K
|