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
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 10.75% |
$5.56K - $6.3K
|
83
$62.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-10- 1.35% |
$5.56K - $6.3K
|
733
$554K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10- 2.48% |
$5.56K - $6.3K
|
394
$298K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-10- 2.6% |
$5.56K - $6.3K
|
375
$283K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10- 0.64% |
$5.56K - $6.3K
|
1.56K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-10- 24.39% |
$5.56K - $6.3K
|
31
$23.4K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-10- 0.39% |
$5.56K - $6.3K
|
2.58K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-10- 2.82% |
$5.56K - $6.3K
|
344
$260K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-11- 1.15% |
$6.11K - $6.93K
|
947
$715K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-12- 0.35% |
$6.67K - $7.56K
|
3.4K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-12- 1.26% |
$6.67K - $7.56K
|
938
$709K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 4.41% |
$7.22K - $8.19K
|
282
$213K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-13- 3.06% |
$7.22K - $8.19K
|
412
$311K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-13- 1.88% |
$7.22K - $8.19K
|
678
$512K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-13- 3.25% |
$7.22K - $8.19K
|
387
$292K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-13- 0.26% |
$7.22K - $8.19K
|
4.95K
$3.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-14- 2.14% |
$7.78K - $8.82K
|
641
$484K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-14- 3.85% |
$7.78K - $8.82K
|
350
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-14- 7.41% |
$7.78K - $8.82K
|
175
$132K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-14- 0.99% |
$7.78K - $8.82K
|
1.4K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-14- 3.87% |
$7.78K - $8.82K
|
348
$263K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-15- 3.83% |
$8.33K - $9.45K
|
377
$285K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-16- 2.12% |
$8.89K - $10.1K
|
738
$557K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-16- 37.21% |
$8.89K - $10.1K
|
27
$20.4K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-16- 0.78% |
$8.89K - $10.1K
|
2.04K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-17- 4.59% |
$9.45K - $10.7K
|
353
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-17- 73.91% |
$9.45K - $10.7K
|
6
$4.53K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-17- 3.31% |
$9.45K - $10.7K
|
496
$375K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-17- 4.83% |
$9.45K - $10.7K
|
335
$253K
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-17- 0.34% |
$9.45K - $10.7K
|
5.03K
$3.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-18- 4.92% |
$10K - $11.3K
|
348
$263K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-18- 2.94% |
$10K - $11.3K
|
594
$449K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 2.02% |
$10K - $11.3K
|
873
$659K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-18- 3.56% |
$10K - $11.3K
|
487
$368K
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-18- 0.23% |
$10K - $11.3K
|
7.68K
$5.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-19- 0.15% |
$10.6K - $12K
|
12.5K
$9.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-19- 2.12% |
$10.6K - $12K
|
877
$662K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-19- 5.88% |
$10.6K - $12K
|
304
$230K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-19- 3.1% |
$10.6K - $12K
|
593
$448K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-19- 2.07% |
$10.6K - $12K
|
899
$679K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-20- 3.01% |
$11.1K - $12.6K
|
645
$487K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 24.69% |
$11.1K - $12.6K
|
61
$46.1K
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-20- 1.13% |
$11.1K - $12.6K
|
1.75K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-21- 4.48% |
$11.7K - $13.2K
|
448
$338K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-21- 4.95% |
$11.7K - $13.2K
|
403
$304K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-21- 0.4% |
$11.7K - $13.2K
|
5.18K
$3.91M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-22- 4.79% |
$12.2K - $13.9K
|
437
$330K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-22- 1.08% |
$12.2K - $13.9K
|
2.02K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-22- 2.51% |
$12.2K - $13.9K
|
856
$647K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-22- 4.78% |
$12.2K - $13.9K
|
438
$331K
|