Purchases and Sales Made in Q4 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
394+ 72.96% |
$237K - $278K
|
934
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
394+ 3.5% |
$237K - $278K
|
11.7K
$7.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
393New |
$237K - $278K
|
393
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
392+ 227.91% |
$236K - $277K
|
564
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
391New |
$235K - $276K
|
391
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
384+ 24.9% |
$231K - $271K
|
1.93K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
381+ 4.33% |
$229K - $269K
|
9.17K
$5.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
380+ 22.85% |
$229K - $268K
|
2.04K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
377New |
$227K - $266K
|
377
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
377New |
$227K - $266K
|
377
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
371+ 9.3% |
$223K - $262K
|
4.36K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
370New |
$223K - $261K
|
370
$222K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
367+ 19.67% |
$221K - $259K
|
2.23K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
366New |
$220K - $258K
|
366
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
366+ 2.52% |
$220K - $258K
|
14.9K
$8.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
362New |
$218K - $256K
|
362
$218K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
359+ 2.76% |
$216K - $254K
|
13.3K
$8.02M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
359New |
$216K - $254K
|
359
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
354+ 3.71% |
$213K - $250K
|
9.88K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
352+ 4.56% |
$212K - $249K
|
8.08K
$4.86M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
351+ 10.86% |
$211K - $248K
|
3.58K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
348New |
$209K - $246K
|
348
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
348New |
$209K - $246K
|
348
$209K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
347+ 4.75% |
$209K - $245K
|
7.65K
$4.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
347+ 5.04% |
$209K - $245K
|
7.24K
$4.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
345+ 4.42% |
$208K - $244K
|
8.15K
$4.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
345New |
$208K - $244K
|
345
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
345+ 0.78% |
$208K - $244K
|
44.5K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
345+ 38.12% |
$208K - $244K
|
1.25K
$751K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
344New |
$207K - $243K
|
344
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
341New |
$205K - $241K
|
341
$205K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
340+ 234.48% |
$205K - $240K
|
485
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
336+ 5.31% |
$202K - $237K
|
6.67K
$4.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
335New |
$202K - $237K
|
335
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
335New |
$202K - $237K
|
335
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
334+ 6.07% |
$201K - $236K
|
5.84K
$3.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
334New |
$201K - $236K
|
334
$201K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
331New |
$199K - $234K
|
331
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
331+ 29.58% |
$199K - $234K
|
1.45K
$872K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
329New |
$198K - $232K
|
329
$198K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
329+ 37.09% |
$198K - $232K
|
1.22K
$731K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
329+ 13.13% |
$198K - $232K
|
2.83K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
327+ 33.78% |
$197K - $231K
|
1.3K
$778K
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
326+ 6.22% |
$196K - $230K
|
5.57K
$3.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
325New |
$196K - $230K
|
325
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
325New |
$196K - $230K
|
325
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Ycg, LLC
|
BUY
|
- |
325+ 0.53% |
$196K - $230K
|
62K
$37.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
325+ 64.48% |
$196K - $230K
|
829
$498K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
323New |
$194K - $228K
|
323
$194K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
323New |
$194K - $228K
|
323
$194K
|