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 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-287- 38.94% |
$159K - $181K
|
450
$298K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-289- 2.17% |
$161K - $182K
|
13K
$8.62M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-289- 19.24% |
$161K - $182K
|
1.21K
$804K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-289- 28.67% |
$161K - $182K
|
719
$476K
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-290- 43.48% |
$161K - $183K
|
377
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-300- 76.34% |
$167K - $189K
|
93
$61.6K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-300- 44.58% |
$167K - $189K
|
373
$247K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-306- 7.3% |
$170K - $193K
|
3.88K
$2.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-309- 3.36% |
$172K - $195K
|
8.88K
$5.89M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-313- 6.73% |
$174K - $197K
|
4.34K
$2.88M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-314- 13.23% |
$174K - $198K
|
2.06K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-319- 4.65% |
$177K - $201K
|
6.54K
$4.33M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-325- 15.74% |
$181K - $205K
|
1.74K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-330- 6.02% |
$183K - $208K
|
5.15K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-330Closed |
$183K - $208K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-331- 22.52% |
$184K - $209K
|
1.14K
$755K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-333- 23.45% |
$185K - $210K
|
1.09K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-334- 4.02% |
$186K - $210K
|
7.98K
$5.29M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-338- 52.98% |
$188K - $213K
|
300
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-350- 43.21% |
$194K - $221K
|
460
$305K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-350- 5.03% |
$194K - $221K
|
6.61K
$4.38M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-354- 2.02% |
$197K - $223K
|
17.2K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-365- 11.72% |
$203K - $230K
|
2.75K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-384- 1.58% |
$213K - $242K
|
23.9K
$15.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-389- 0.12% |
$216K - $245K
|
314K
$208M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-392- 36.77% |
$218K - $247K
|
674
$447K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-395- 35.91% |
$219K - $249K
|
705
$467K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-397- 9.35% |
$221K - $250K
|
3.85K
$2.55M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-400- 0.47% |
$222K - $252K
|
85.6K
$56.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-400- 38.17% |
$222K - $252K
|
648
$429K
|
|
|
May 12, 2025
Q1 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-410- 1.56% |
$228K - $258K
|
25.8K
$17.1M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-415- 13.83% |
$231K - $262K
|
2.59K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-415- 37.56% |
$231K - $262K
|
690
$457K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-417- 38.08% |
$232K - $263K
|
678
$449K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-420- 2.79% |
$233K - $265K
|
14.6K
$9.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-422- 35.67% |
$234K - $266K
|
761
$504K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-424- 29.42% |
$236K - $267K
|
1.02K
$674K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-425- 1.56% |
$236K - $268K
|
26.8K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-425- 7.03% |
$236K - $268K
|
5.62K
$3.72M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-430- 12.08% |
$239K - $271K
|
3.13K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-439- 0.84% |
$244K - $277K
|
52K
$34.4M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-446- 1.74% |
$248K - $281K
|
25.1K
$16.6M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-447- 0.13% |
$248K - $282K
|
334K
$221M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-451- 8.4% |
$251K - $284K
|
4.92K
$3.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-451- 0.31% |
$251K - $284K
|
147K
$97.4M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-451- 2.6% |
$251K - $284K
|
16.9K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-454- 50.44% |
$252K - $286K
|
446
$296K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-456- 2.5% |
$253K - $287K
|
17.8K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-462- 0.71% |
$257K - $291K
|
64.4K
$42.7M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-467- 29.39% |
$259K - $294K
|
1.12K
$744K
|