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 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-720- 59.7% |
$400K - $454K
|
486
$322K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-721- 3.69% |
$401K - $454K
|
18.8K
$12.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-724- 7.59% |
$402K - $456K
|
8.82K
$5.84M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-728- 25.09% |
$404K - $459K
|
2.17K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-735- 18.02% |
$408K - $463K
|
3.34K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-736- 4.78% |
$409K - $464K
|
14.7K
$9.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-752- 5.81% |
$418K - $474K
|
12.2K
$8.08M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-753- 3.01% |
$418K - $475K
|
24.2K
$16.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-770- 10.53% |
$428K - $485K
|
6.54K
$4.33M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-782- 53.16% |
$435K - $493K
|
689
$457K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-783- 5.2% |
$435K - $493K
|
14.3K
$9.46M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-783- 26.42% |
$435K - $493K
|
2.18K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-792- 11.54% |
$440K - $499K
|
6.07K
$4.02M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-792- 51.83% |
$440K - $499K
|
736
$488K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-802- 28.51% |
$446K - $505K
|
2.01K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-802- 2.27% |
$446K - $505K
|
34.5K
$22.9M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-821- 67.52% |
$456K - $517K
|
395
$262K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-822- 29.11% |
$457K - $518K
|
2K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-839- 13.44% |
$466K - $529K
|
5.4K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-848- 99.53% |
$471K - $534K
|
4
$2.65K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-850- 14.22% |
$472K - $536K
|
5.13K
$3.4M
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-890- 0.3% |
$495K - $561K
|
295K
$196M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-905- 51.3% |
$503K - $570K
|
859
$569K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-913- 0.65% |
$507K - $575K
|
139K
$92M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-920- 59.05% |
$511K - $580K
|
638
$423K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-926- 99.25% |
$515K - $584K
|
7
$4.64K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-937- 1.26% |
$521K - $591K
|
73.3K
$48.6M
|
|
|
May 14, 2025
Q1 2025
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-949- 7.25% |
$527K - $598K
|
12.1K
$8.04M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-950- 12.82% |
$528K - $599K
|
6.46K
$4.28M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-955- 7.72% |
$531K - $602K
|
11.4K
$7.56M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-959- 17.25% |
$533K - $604K
|
4.6K
$3.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-967- 27.08% |
$537K - $609K
|
2.6K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-968- 12.4% |
$538K - $610K
|
6.84K
$4.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-985- 6.8% |
$547K - $621K
|
13.5K
$8.94M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-996- 13.09% |
$553K - $628K
|
6.61K
$4.38M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.02K- 11.04% |
$567K - $643K
|
8.22K
$5.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 47.39% |
$590K - $669K
|
1.18K
$781K
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-1.08K- 3.28% |
$602K - $683K
|
31.9K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.09K- 7.68% |
$605K - $686K
|
13.1K
$8.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-1.11K- 1.52% |
$615K - $697K
|
71.6K
$47.5M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.11K- 2.47% |
$618K - $701K
|
43.9K
$29.1M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.13K- 48.52% |
$627K - $711K
|
1.2K
$793K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.13K- 3.01% |
$628K - $712K
|
36.4K
$24.1M
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.2K- 75.87% |
$667K - $757K
|
382
$253K
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 4.54% |
$669K - $759K
|
25.3K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-1.22K- 18.61% |
$678K - $769K
|
5.34K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.23K- 9.83% |
$681K - $773K
|
11.2K
$7.45M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.23K- 3.37% |
$683K - $775K
|
35.2K
$23.3M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.25K- 5.66% |
$696K - $789K
|
20.9K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-1.25K- 0.59% |
$697K - $790K
|
210K
$139M
|