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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
216+ 7.61% |
$130K - $153K
|
3.06K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
216+ 4.48% |
$130K - $153K
|
5.03K
$3.03M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
210+ 5.47% |
$126K - $148K
|
4.05K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
210+ 5.31% |
$126K - $148K
|
4.16K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
208+ 1.36% |
$125K - $147K
|
15.6K
$9.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
205New |
$123K - $145K
|
205
$123K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
204New |
$123K - $144K
|
204
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
204+ 5.18% |
$123K - $144K
|
4.14K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
202+ 12.15% |
$122K - $143K
|
1.87K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
202+ 3.23% |
$122K - $143K
|
6.46K
$3.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
200+ 2.47% |
$120K - $141K
|
8.3K
$4.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
199+ 4.93% |
$120K - $141K
|
4.24K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
196+ 9.32% |
$118K - $138K
|
2.3K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
195+ 2.49% |
$117K - $138K
|
8.04K
$4.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
193+ 7.44% |
$116K - $136K
|
2.79K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
191+ 140.44% |
$115K - $135K
|
327
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
189New |
$114K - $133K
|
189
$114K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
189+ 0.23% |
$114K - $133K
|
80.9K
$48.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
189+ 0.44% |
$114K - $133K
|
43K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
189+ 2.36% |
$114K - $133K
|
8.18K
$4.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
185+ 1.98% |
$111K - $131K
|
9.54K
$5.74M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
184+ 1.92% |
$111K - $130K
|
9.79K
$5.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
184+ 6.39% |
$111K - $130K
|
3.06K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
181+ 11.04% |
$109K - $128K
|
1.82K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
181+ 12.86% |
$109K - $128K
|
1.59K
$955K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
180+ 5.61% |
$108K - $127K
|
3.39K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
180+ 47.62% |
$108K - $127K
|
558
$335K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
177+ 7.58% |
$107K - $125K
|
2.51K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
175New |
$105K - $124K
|
175
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
174New |
$105K - $123K
|
174
$105K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
172+ 9.45% |
$104K - $121K
|
1.99K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
170New |
$102K - $120K
|
170
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
170New |
$102K - $120K
|
170
$102K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
169+ 1.59% |
$102K - $119K
|
10.8K
$6.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
169+ 20.05% |
$102K - $119K
|
1.01K
$608K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
168+ 146.09% |
$101K - $119K
|
283
$170K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
167+ 0.31% |
$101K - $118K
|
54K
$32.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
164+ 15.55% |
$98.7K - $116K
|
1.22K
$733K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
162+ 3.5% |
$97.5K - $114K
|
4.79K
$2.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
161+ 0.52% |
$96.9K - $114K
|
30.9K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
158+ 6.52% |
$95.1K - $112K
|
2.58K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
158+ 9.9% |
$95.1K - $112K
|
1.75K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
156+ 4.18% |
$93.9K - $110K
|
3.89K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
156+ 3.99% |
$93.9K - $110K
|
4.06K
$2.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
155+ 11.14% |
$93.3K - $109K
|
1.55K
$930K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
151+ 8.55% |
$90.9K - $107K
|
1.92K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
151+ 0.63% |
$90.9K - $107K
|
24K
$14.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
150New |
$90.3K - $106K
|
150
$90.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
150+ 15.0% |
$90.3K - $106K
|
1.15K
$691K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
149+ 2.59% |
$89.7K - $105K
|
5.9K
$3.55M
|