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 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1- 0.13% |
$556 - $630
|
753
$499K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$556 - $630
|
3.46K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1- 0.29% |
$556 - $630
|
340
$225K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1Closed |
$556 - $630
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2- 0.4% |
$1.11K - $1.26K
|
498
$330K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2- 0.13% |
$1.11K - $1.26K
|
1.49K
$987K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2- 0.28% |
$1.11K - $1.26K
|
705
$467K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2- 8.7% |
$1.11K - $1.26K
|
21
$13.9K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2- 0.28% |
$1.11K - $1.26K
|
707
$469K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-2- 0.53% |
$1.11K - $1.26K
|
374
$248K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-2- 15.38% |
$1.11K - $1.26K
|
11
$7.29K
|
|
|
May 13, 2025
Q1 2025
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-2- 0.05% |
$1.11K - $1.26K
|
4.24K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2- 0.33% |
$1.11K - $1.26K
|
604
$400K
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-2- 0.06% |
$1.11K - $1.26K
|
3.35K
$2.22M
|
|
|
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
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-3- 0.46% |
$1.67K - $1.89K
|
646
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-3- 0.65% |
$1.67K - $1.89K
|
456
$302K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-3- 20.0% |
$1.67K - $1.89K
|
12
$7.95K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3- 4.17% |
$1.67K - $1.89K
|
69
$45.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3- 0.88% |
$1.67K - $1.89K
|
339
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-3- 0.72% |
$1.67K - $1.89K
|
416
$276K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-3- 42.86% |
$1.67K - $1.89K
|
4
$2.65K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-3- 0.25% |
$1.67K - $1.89K
|
1.19K
$791K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-3- 0.31% |
$1.67K - $1.89K
|
954
$632K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3- 0.23% |
$1.67K - $1.89K
|
1.29K
$854K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3- 0.41% |
$1.67K - $1.89K
|
736
$488K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-3- 1.1% |
$1.67K - $1.89K
|
269
$178K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3- 0.24% |
$1.67K - $1.89K
|
1.22K
$810K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 0.32% |
$1.67K - $1.89K
|
925
$613K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3- 27.27% |
$1.67K - $1.89K
|
8
$5.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-4- 0.43% |
$2.22K - $2.52K
|
931
$617K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-4- 0.66% |
$2.22K - $2.52K
|
598
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-4- 0.62% |
$2.22K - $2.52K
|
641
$425K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-4- 1.06% |
$2.22K - $2.52K
|
375
$249K
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-4- 0.07% |
$2.22K - $2.52K
|
5.61K
$3.72M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-4- 0.53% |
$2.22K - $2.52K
|
749
$496K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-4- 0.03% |
$2.22K - $2.52K
|
13.5K
$8.96M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-4- 0.84% |
$2.22K - $2.52K
|
470
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5- 0.4% |
$2.78K - $3.15K
|
1.25K
$830K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-5- 6.58% |
$2.78K - $3.15K
|
71
$47.1K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-5- 0.88% |
$2.78K - $3.15K
|
562
$372K
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-6- 0.62% |
$3.33K - $3.78K
|
969
$642K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-7- 2.19% |
$3.89K - $4.41K
|
313
$207K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-7- 1.96% |
$3.89K - $4.41K
|
351
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-7- 0.96% |
$3.89K - $4.41K
|
724
$480K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7- 0.04% |
$3.89K - $4.41K
|
15.9K
$10.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-7- 0.58% |
$3.89K - $4.41K
|
1.2K
$798K
|
|
|
May 01, 2025
Q1 2025
|
Baer Investment Advisory LLC
Corte Madera, CA |
SELL
|
- |
-7- 0.14% |
$3.89K - $4.41K
|
4.84K
$3.2M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-7- 5.83% |
$3.89K - $4.41K
|
113
$74.9K
|