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 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-40- 0.51% |
$22.2K - $25.2K
|
7.76K
$5.86M
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-40- 0.59% |
$22.2K - $25.2K
|
6.69K
$5.05M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-40- 2.57% |
$22.2K - $25.2K
|
1.52K
$1.14M
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-40- 1.41% |
$22.2K - $25.2K
|
2.79K
$2.11M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40- 2.37% |
$22.2K - $25.2K
|
1.65K
$1.24M
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-41- 7.74% |
$22.8K - $25.8K
|
489
$369K
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-41- 3.43% |
$22.8K - $25.8K
|
1.15K
$872K
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-42- 7.58% |
$23.3K - $26.5K
|
512
$387K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-43- 3.03% |
$23.9K - $27.1K
|
1.37K
$1.04M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-43- 14.1% |
$23.9K - $27.1K
|
262
$198K
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-43- 2.56% |
$23.9K - $27.1K
|
1.64K
$1.24M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-44- 7.75% |
$24.4K - $27.7K
|
524
$396K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-44- 1.25% |
$24.4K - $27.7K
|
3.48K
$2.63M
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-45- 1.1% |
$25K - $28.4K
|
4.06K
$3.07M
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-46- 2.01% |
$25.6K - $29K
|
2.24K
$1.69M
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-46- 1.46% |
$25.6K - $29K
|
3.12K
$2.35M
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-47- 3.72% |
$26.1K - $29.6K
|
1.22K
$919K
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-47- 0.61% |
$26.1K - $29.6K
|
7.62K
$5.75M
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-47- 34.06% |
$26.1K - $29.6K
|
91
$68.7K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-48- 3.15% |
$26.7K - $30.3K
|
1.47K
$1.11M
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-48- 11.48% |
$26.7K - $30.3K
|
370
$279K
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-49- 8.18% |
$27.2K - $30.9K
|
550
$415K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 4.0% |
$27.8K - $31.5K
|
1.2K
$906K
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-50- 1.15% |
$27.8K - $31.5K
|
4.29K
$3.24M
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-50- 2.25% |
$27.8K - $31.5K
|
2.17K
$1.64M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-50- 92.59% |
$27.8K - $31.5K
|
4
$3.02K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-51- 0.14% |
$28.3K - $32.1K
|
35.4K
$26.7M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-51- 13.04% |
$28.3K - $32.1K
|
340
$257K
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-51- 3.03% |
$28.3K - $32.1K
|
1.63K
$1.23M
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-52- 82.54% |
$28.9K - $32.8K
|
11
$8.31K
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-52- 10.95% |
$28.9K - $32.8K
|
423
$320K
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-52- 3.07% |
$28.9K - $32.8K
|
1.64K
$1.24M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-52- 11.11% |
$28.9K - $32.8K
|
416
$314K
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-52- 1.41% |
$28.9K - $32.8K
|
3.63K
$2.74M
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-54- 11.11% |
$30K - $34K
|
432
$326K
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-54- 5.55% |
$30K - $34K
|
919
$694K
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-54- 1.91% |
$30K - $34K
|
2.77K
$2.09M
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-56- 0.78% |
$31.1K - $35.3K
|
7.11K
$5.37M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-56- 1.38% |
$31.1K - $35.3K
|
3.99K
$3.01M
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-57- 3.52% |
$31.7K - $35.9K
|
1.56K
$1.18M
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-57- 10.92% |
$31.7K - $35.9K
|
465
$351K
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-58- 10.51% |
$32.2K - $36.6K
|
494
$373K
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-59- 10.09% |
$32.8K - $37.2K
|
526
$397K
|
|
May 15, 2025
Q1 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-59- 0.6% |
$32.8K - $37.2K
|
9.73K
$7.35M
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-60- 4.71% |
$33.3K - $37.8K
|
1.22K
$918K
|
|
May 08, 2025
Q1 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-60- 1.65% |
$33.3K - $37.8K
|
3.59K
$2.71M
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-60- 22.9% |
$33.3K - $37.8K
|
202
$153K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-61- 16.01% |
$33.9K - $38.4K
|
320
$242K
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-62- 0.3% |
$34.4K - $39.1K
|
20.5K
$15.5M
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-62- 3.52% |
$34.4K - $39.1K
|
1.7K
$1.28M
|