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
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-128- 4.89% |
$71.1K - $80.7K
|
2.49K
$1.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-130- 1.0% |
$72.2K - $81.9K
|
12.9K
$8.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-130- 0.26% |
$72.2K - $81.9K
|
49.5K
$32.8M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-130- 25.84% |
$72.2K - $81.9K
|
373
$247K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-133- 99.25% |
$73.9K - $83.8K
|
1
$663
|
|
|
Apr 17, 2025
Q1 2025
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-135- 3.74% |
$75K - $85.1K
|
3.48K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-136- 11.21% |
$75.6K - $85.7K
|
1.08K
$714K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-136- 18.04% |
$75.6K - $85.7K
|
618
$410K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-136- 20.42% |
$75.6K - $85.7K
|
530
$351K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-140- 27.4% |
$77.8K - $88.2K
|
371
$246K
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-142- 0.12% |
$78.9K - $89.5K
|
117K
$77.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-143- 5.45% |
$79.5K - $90.1K
|
2.48K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-143- 7.71% |
$79.5K - $90.1K
|
1.71K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-144- 3.3% |
$80K - $90.8K
|
4.22K
$2.79M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-145- 9.13% |
$80.6K - $91.4K
|
1.44K
$956K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-145- 27.78% |
$80.6K - $91.4K
|
377
$250K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-145- 10.48% |
$80.6K - $91.4K
|
1.24K
$821K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-147- 3.43% |
$81.7K - $92.6K
|
4.14K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-148- 3.46% |
$82.2K - $93.3K
|
4.13K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-150- 0.88% |
$83.3K - $94.5K
|
17K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-150- 2.01% |
$83.3K - $94.5K
|
7.32K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-150- 3.05% |
$83.3K - $94.5K
|
4.77K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-150- 5.81% |
$83.3K - $94.5K
|
2.43K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-150- 14.46% |
$83.3K - $94.5K
|
887
$588K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-151- 0.16% |
$83.9K - $95.2K
|
97.2K
$64.4M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-151- 10.3% |
$83.9K - $95.2K
|
1.32K
$871K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-153- 15.9% |
$85K - $96.4K
|
809
$536K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-153- 7.78% |
$85K - $96.4K
|
1.81K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-154Closed |
$85.6K - $97.1K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-162- 3.69% |
$90K - $102K
|
4.23K
$2.8M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-162- 1.15% |
$90K - $102K
|
14K
$9.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-165- 3.28% |
$91.7K - $104K
|
4.87K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-166- 5.53% |
$92.2K - $105K
|
2.84K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-168- 13.11% |
$93.3K - $106K
|
1.11K
$738K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-171- 98.28% |
$95K - $108K
|
3
$1.99K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-172- 14.01% |
$95.6K - $108K
|
1.06K
$700K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-172- 22.43% |
$95.6K - $108K
|
595
$394K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-172- 13.97% |
$95.6K - $108K
|
1.06K
$702K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-173- 8.0% |
$96.1K - $109K
|
1.99K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-174- 0.97% |
$96.7K - $110K
|
17.7K
$11.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-174- 20.47% |
$96.7K - $110K
|
676
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-179- 20.43% |
$99.5K - $113K
|
697
$462K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-179- 4.72% |
$99.5K - $113K
|
3.62K
$2.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-180- 20.34% |
$100K - $113K
|
705
$467K
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-180- 0.26% |
$100K - $113K
|
70.3K
$46.6M
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
SELL
|
- |
-182- 12.76% |
$101K - $115K
|
1.24K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-182- 2.11% |
$101K - $115K
|
8.45K
$5.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-183- 5.28% |
$102K - $115K
|
3.29K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-183- 3.32% |
$102K - $115K
|
5.32K
$3.53M
|
|
|
May 08, 2025
Q1 2025
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-185- 0.13% |
$103K - $117K
|
143K
$94.5M
|