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 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-22- 0.48% |
$12.2K - $13.9K
|
4.59K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-22- 2.2% |
$12.2K - $13.9K
|
979
$740K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23- 3.11% |
$12.8K - $14.5K
|
716
$541K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-23- 4.07% |
$12.8K - $14.5K
|
542
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-23- 0.14% |
$12.8K - $14.5K
|
16.8K
$12.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-23- 2.44% |
$12.8K - $14.5K
|
919
$694K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-23- 37.1% |
$12.8K - $14.5K
|
39
$29.5K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-23- 2.17% |
$12.8K - $14.5K
|
1.04K
$784K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-24- 1.21% |
$13.3K - $15.1K
|
1.95K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-24- 5.47% |
$13.3K - $15.1K
|
415
$313K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-24- 1.98% |
$13.3K - $15.1K
|
1.19K
$898K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 14.29% |
$13.9K - $15.8K
|
150
$113K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-25- 3.49% |
$13.9K - $15.8K
|
692
$523K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-25- 2.72% |
$13.9K - $15.8K
|
894
$675K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-26- 0.65% |
$14.4K - $16.4K
|
3.98K
$3.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-26- 4.17% |
$14.4K - $16.4K
|
598
$452K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-26- 1.3% |
$14.4K - $16.4K
|
1.98K
$1.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-27- 37.5% |
$15K - $17K
|
45
$34K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-27- 2.31% |
$15K - $17K
|
1.14K
$863K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-27- 1.62% |
$15K - $17K
|
1.64K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-28- 0.7% |
$15.6K - $17.6K
|
3.97K
$3M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-28- 13.66% |
$15.6K - $17.6K
|
177
$134K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-28- 2.32% |
$15.6K - $17.6K
|
1.18K
$892K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-28- 5.11% |
$15.6K - $17.6K
|
520
$393K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-29- 4.08% |
$16.1K - $18.3K
|
682
$515K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-29- 7.13% |
$16.1K - $18.3K
|
378
$286K
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-29- 5.06% |
$16.1K - $18.3K
|
544
$411K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-30- 4.5% |
$16.7K - $18.9K
|
636
$480K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-30- 5.0% |
$16.7K - $18.9K
|
570
$431K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.46% |
$16.7K - $18.9K
|
6.51K
$4.92M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-30- 28.3% |
$16.7K - $18.9K
|
76
$57.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-31- 4.13% |
$17.2K - $19.5K
|
720
$544K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-31- 4.97% |
$17.2K - $19.5K
|
593
$448K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-31- 2.19% |
$17.2K - $19.5K
|
1.38K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-32- 8.58% |
$17.8K - $20.2K
|
341
$258K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-32- 2.05% |
$17.8K - $20.2K
|
1.53K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-32- 1.68% |
$17.8K - $20.2K
|
1.87K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-33- 33.67% |
$18.3K - $20.8K
|
65
$49.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-33- 8.35% |
$18.3K - $20.8K
|
362
$273K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-34- 5.04% |
$18.9K - $21.4K
|
640
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-35- 79.55% |
$19.4K - $22.1K
|
9
$6.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-35- 8.86% |
$19.4K - $22.1K
|
360
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-35- 53.85% |
$19.4K - $22.1K
|
30
$22.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-35- 4.18% |
$19.4K - $22.1K
|
803
$607K
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-35- 2.26% |
$19.4K - $22.1K
|
1.51K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-35- 6.77% |
$19.4K - $22.1K
|
482
$364K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-36- 63.16% |
$20K - $22.7K
|
21
$15.9K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-36- 4.32% |
$20K - $22.7K
|
798
$603K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-37- 4.58% |
$20.6K - $23.3K
|
770
$582K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-38- 1.11% |
$21.1K - $23.9K
|
3.39K
$2.56M
|