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
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-32- 1.68% |
$17.8K - $20.2K
|
1.87K
$1.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-33- 33.67% |
$18.3K - $20.8K
|
65
$43.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-33- 8.35% |
$18.3K - $20.8K
|
362
$240K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-34- 5.04% |
$18.9K - $21.4K
|
640
$424K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-35- 79.55% |
$19.4K - $22.1K
|
9
$5.96K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-35- 8.86% |
$19.4K - $22.1K
|
360
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-35- 53.85% |
$19.4K - $22.1K
|
30
$19.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-35- 4.18% |
$19.4K - $22.1K
|
803
$532K
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-35- 2.26% |
$19.4K - $22.1K
|
1.51K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-35- 6.77% |
$19.4K - $22.1K
|
482
$319K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-36- 63.16% |
$20K - $22.7K
|
21
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-36- 4.32% |
$20K - $22.7K
|
798
$529K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-37- 4.58% |
$20.6K - $23.3K
|
770
$510K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-38- 1.11% |
$21.1K - $23.9K
|
3.39K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-40- 0.51% |
$22.2K - $25.2K
|
7.76K
$5.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-40- 0.59% |
$22.2K - $25.2K
|
6.69K
$4.43M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-40- 2.57% |
$22.2K - $25.2K
|
1.52K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-40- 1.41% |
$22.2K - $25.2K
|
2.79K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40- 2.37% |
$22.2K - $25.2K
|
1.65K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-41- 7.74% |
$22.8K - $25.8K
|
489
$324K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-41- 3.43% |
$22.8K - $25.8K
|
1.15K
$765K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-42- 7.58% |
$23.3K - $26.5K
|
512
$339K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-43- 3.03% |
$23.9K - $27.1K
|
1.37K
$911K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-43- 14.1% |
$23.9K - $27.1K
|
262
$174K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-43- 2.56% |
$23.9K - $27.1K
|
1.64K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-44- 7.75% |
$24.4K - $27.7K
|
524
$347K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-44- 1.25% |
$24.4K - $27.7K
|
3.48K
$2.31M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-45- 1.1% |
$25K - $28.4K
|
4.06K
$2.69M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-45- 3.36% |
$25K - $28.4K
|
1.3K
$858K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-46- 2.01% |
$25.6K - $29K
|
2.24K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-46- 1.46% |
$25.6K - $29K
|
3.12K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-47- 3.72% |
$26.1K - $29.6K
|
1.22K
$806K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-47- 0.61% |
$26.1K - $29.6K
|
7.62K
$5.05M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-47- 34.06% |
$26.1K - $29.6K
|
91
$60.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-48- 3.15% |
$26.7K - $30.3K
|
1.47K
$977K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-48- 11.48% |
$26.7K - $30.3K
|
370
$245K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-49- 8.18% |
$27.2K - $30.9K
|
550
$364K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 4.0% |
$27.8K - $31.5K
|
1.2K
$795K
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-50- 1.15% |
$27.8K - $31.5K
|
4.29K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-50- 2.25% |
$27.8K - $31.5K
|
2.17K
$1.44M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-50- 92.59% |
$27.8K - $31.5K
|
4
$2.65K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-51- 0.14% |
$28.3K - $32.1K
|
35.4K
$23.4M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-51- 13.04% |
$28.3K - $32.1K
|
340
$225K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-51- 3.03% |
$28.3K - $32.1K
|
1.63K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-52- 82.54% |
$28.9K - $32.8K
|
11
$7.29K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-52- 10.95% |
$28.9K - $32.8K
|
423
$280K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-52- 3.07% |
$28.9K - $32.8K
|
1.64K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-52- 11.11% |
$28.9K - $32.8K
|
416
$276K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-52- 1.41% |
$28.9K - $32.8K
|
3.63K
$2.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-54- 11.11% |
$30K - $34K
|
432
$286K
|