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 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
323New |
$194K - $228K
|
323
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
323New |
$194K - $228K
|
323
$194K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
322+ 8.72% |
$194K - $227K
|
4.02K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
321New |
$193K - $227K
|
321
$193K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
319New |
$192K - $225K
|
319
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
311+ 7.92% |
$187K - $220K
|
4.24K
$2.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
307+ 10.55% |
$185K - $217K
|
3.22K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
306+ 2.29% |
$184K - $216K
|
13.7K
$8.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
302+ 108.24% |
$182K - $213K
|
581
$349K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
299+ 4.78% |
$180K - $211K
|
6.55K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
294+ 38.38% |
$177K - $208K
|
1.06K
$637K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
293+ 1.0% |
$176K - $207K
|
29.6K
$17.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
291+ 0.97% |
$175K - $206K
|
30.3K
$18.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
286New |
$172K - $202K
|
286
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
281+ 29.45% |
$169K - $198K
|
1.24K
$742K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
278+ 5.17% |
$167K - $196K
|
5.65K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
272+ 43.04% |
$164K - $192K
|
904
$543K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
272New |
$164K - $192K
|
272
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
267+ 11.51% |
$161K - $189K
|
2.59K
$1.55M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
265New |
$160K - $187K
|
265
$159K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
264+ 65.67% |
$159K - $186K
|
666
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
263+ 2.25% |
$158K - $186K
|
12K
$7.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
263+ 0.23% |
$158K - $186K
|
112K
$67.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
261+ 6.99% |
$157K - $184K
|
3.99K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
261+ 4.97% |
$157K - $184K
|
5.51K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
260+ 33.46% |
$157K - $184K
|
1.04K
$623K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
257+ 11.3% |
$155K - $182K
|
2.53K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
256+ 5.44% |
$154K - $181K
|
4.96K
$2.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
255+ 0.86% |
$154K - $180K
|
29.8K
$17.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
252+ 5.03% |
$152K - $178K
|
5.26K
$3.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
252+ 14.2% |
$152K - $178K
|
2.03K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
251+ 1.01% |
$151K - $177K
|
25K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
250+ 55.56% |
$151K - $177K
|
700
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
248+ 14.22% |
$149K - $175K
|
1.99K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
248+ 1.41% |
$149K - $175K
|
17.9K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
245+ 25.23% |
$147K - $173K
|
1.22K
$731K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
244+ 11.25% |
$147K - $172K
|
2.41K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
244+ 3.69% |
$147K - $172K
|
6.86K
$4.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
243+ 41.54% |
$146K - $172K
|
828
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
239+ 5.96% |
$144K - $169K
|
4.25K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
234+ 25.6% |
$141K - $165K
|
1.15K
$690K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
230+ 3.12% |
$138K - $162K
|
7.61K
$4.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
229+ 0.63% |
$138K - $162K
|
36.4K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
228New |
$137K - $161K
|
228
$137K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
227+ 4.41% |
$137K - $160K
|
5.37K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
222+ 14.86% |
$134K - $157K
|
1.72K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
222+ 1.9% |
$134K - $157K
|
11.9K
$7.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
220+ 0.55% |
$132K - $155K
|
40.5K
$24.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
219+ 3.5% |
$132K - $155K
|
6.49K
$3.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
217+ 23.46% |
$131K - $153K
|
1.14K
$686K
|