Purchases and Sales Made in Q3 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
71+ 1.24% |
$42.8K - $47.6K
|
5.79K
$4.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
70+ 21.41% |
$42.2K - $46.9K
|
397
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
70+ 0.14% |
$42.2K - $46.9K
|
50K
$37.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
69+ 3.42% |
$41.6K - $46.3K
|
2.09K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
68+ 4.19% |
$41K - $45.6K
|
1.69K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
68+ 6.81% |
$41K - $45.6K
|
1.07K
$806K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
67+ 81.71% |
$40.4K - $44.9K
|
149
$113K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
65+ 2.31% |
$39.2K - $43.6K
|
2.88K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
65+ 18.01% |
$39.2K - $43.6K
|
426
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
65+ 3.09% |
$39.2K - $43.6K
|
2.17K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
64+ 3.14% |
$38.6K - $42.9K
|
2.1K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
64+ 6.75% |
$38.6K - $42.9K
|
1.01K
$764K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
63+ 12.45% |
$38K - $42.2K
|
569
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
63+ 7.31% |
$38K - $42.2K
|
925
$699K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
63+ 1.43% |
$38K - $42.2K
|
4.48K
$3.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
62+ 17.46% |
$37.4K - $41.6K
|
417
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
62+ 7.88% |
$37.4K - $41.6K
|
849
$641K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
61+ 1.18% |
$36.8K - $40.9K
|
5.24K
$3.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
60+ 12.05% |
$36.2K - $40.2K
|
558
$421K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
60+ 4.12% |
$36.2K - $40.2K
|
1.52K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
59+ 64.13% |
$35.6K - $39.6K
|
151
$114K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
58+ 5.05% |
$35K - $38.9K
|
1.21K
$912K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
58+ 3.1% |
$35K - $38.9K
|
1.93K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
57+ 3.27% |
$34.4K - $38.2K
|
1.8K
$1.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
56+ 13.02% |
$33.8K - $37.5K
|
486
$367K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
55+ 3.33% |
$33.2K - $36.9K
|
1.71K
$1.29M
|
|
|
Apr 30, 2025
Q3 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
55+ 5.34% |
$33.2K - $36.9K
|
1.08K
$819K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
53+ 4.22% |
$32K - $35.5K
|
1.31K
$990K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
53+ 10.66% |
$32K - $35.5K
|
550
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
53+ 0.65% |
$32K - $35.5K
|
8.17K
$6.17M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
52+ 13.83% |
$31.4K - $34.9K
|
428
$323K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
51+ 1.39% |
$30.8K - $34.2K
|
3.73K
$2.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
51+ 16.72% |
$30.8K - $34.2K
|
356
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
51+ 1.78% |
$30.8K - $34.2K
|
2.91K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
51+ 127.5% |
$30.8K - $34.2K
|
91
$68.7K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
51New |
$30.8K - $34.2K
|
51
$38.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
50+ 11.47% |
$30.1K - $33.5K
|
486
$367K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
50+ 4.32% |
$30.1K - $33.5K
|
1.21K
$912K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
50+ 3.53% |
$30.1K - $33.5K
|
1.47K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
50+ 7.58% |
$30.1K - $33.5K
|
710
$536K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
50+ 8.14% |
$30.1K - $33.5K
|
664
$502K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
50+ 0.3% |
$30.1K - $33.5K
|
17K
$12.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 5.43% |
$30.1K - $33.5K
|
971
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
50+ 4.14% |
$30.1K - $33.5K
|
1.26K
$951K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
49+ 3.75% |
$29.5K - $32.9K
|
1.36K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
49+ 0.51% |
$29.5K - $32.9K
|
9.68K
$7.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
48+ 0.29% |
$28.9K - $32.2K
|
16.5K
$12.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
48+ 0.16% |
$28.9K - $32.2K
|
30.7K
$23.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
48+ 4.6% |
$28.9K - $32.2K
|
1.09K
$825K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
47+ 2.58% |
$28.3K - $31.5K
|
1.87K
$1.41M
|