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 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-472- 8.97% |
$262K - $297K
|
4.79K
$3.17M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-472- 46.55% |
$262K - $297K
|
542
$359K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-474- 4.66% |
$263K - $299K
|
9.69K
$6.42M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-480- 10.01% |
$267K - $303K
|
4.31K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-498- 4.56% |
$277K - $314K
|
10.4K
$6.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-500- 15.43% |
$278K - $315K
|
2.74K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-500- 2.8% |
$278K - $315K
|
17.3K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-501- 4.61% |
$278K - $316K
|
10.4K
$6.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-502- 2.46% |
$279K - $316K
|
19.9K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-505- 9.87% |
$281K - $318K
|
4.61K
$3.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-516- 45.83% |
$287K - $325K
|
610
$404K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-517- 15.25% |
$287K - $326K
|
2.87K
$1.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-520- 2.11% |
$289K - $328K
|
24.2K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-529- 14.74% |
$294K - $333K
|
3.06K
$2.03M
|
|
|
Apr 17, 2025
Q1 2025
|
James Hambro & Partners
|
SELL
|
- |
-534- 29.6% |
$297K - $337K
|
1.27K
$842K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-536- 0.88% |
$298K - $338K
|
60.2K
$39.9M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-537- 6.67% |
$298K - $338K
|
7.52K
$4.98M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-537- 49.4% |
$298K - $338K
|
550
$364K
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-539- 9.43% |
$299K - $340K
|
5.18K
$3.43M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-540- 49.41% |
$300K - $340K
|
553
$366K
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-550- 17.46% |
$306K - $347K
|
2.6K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-560- 2.92% |
$311K - $353K
|
18.7K
$12.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-561- 5.53% |
$312K - $354K
|
9.59K
$6.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-562- 12.99% |
$312K - $354K
|
3.77K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-564- 11.98% |
$313K - $355K
|
4.14K
$2.74M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-567- 59.31% |
$315K - $357K
|
389
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-572- 63.0% |
$318K - $360K
|
336
$223K
|
|
|
May 15, 2025
Q1 2025
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-576- 4.84% |
$320K - $363K
|
11.3K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-579- 22.92% |
$322K - $365K
|
1.95K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-585- 6.34% |
$325K - $369K
|
8.64K
$5.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-587- 4.07% |
$326K - $370K
|
13.8K
$9.16M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-606- 0.97% |
$337K - $382K
|
62K
$41.1M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-608- 17.25% |
$338K - $383K
|
2.92K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-610- 60.04% |
$339K - $384K
|
406
$269K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-616- 2.02% |
$342K - $388K
|
29.8K
$19.8M
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-625- 5.49% |
$347K - $394K
|
10.8K
$7.13M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-625- 6.13% |
$347K - $394K
|
9.57K
$6.34M
|
|
|
May 14, 2025
Q1 2025
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-625- 48.3% |
$347K - $394K
|
669
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-631- 1.62% |
$351K - $398K
|
38.4K
$25.5M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-636- 64.5% |
$353K - $401K
|
350
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-650- 32.68% |
$361K - $410K
|
1.34K
$887K
|
|
|
Apr 09, 2025
Q1 2025
|
Xxec, Inc.
|
SELL
|
- |
-651- 4.07% |
$362K - $410K
|
15.3K
$10.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-651- 30.22% |
$362K - $410K
|
1.5K
$996K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-652- 7.41% |
$362K - $411K
|
8.15K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-652- 61.34% |
$362K - $411K
|
411
$272K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-659- 11.43% |
$366K - $415K
|
5.11K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-660- 15.79% |
$367K - $416K
|
3.52K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-685- 29.78% |
$381K - $432K
|
1.62K
$1.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-690- 11.73% |
$383K - $435K
|
5.19K
$3.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-716- 5.49% |
$398K - $451K
|
12.3K
$8.17M
|