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 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
39+ 7.46% |
$23.5K - $27.5K
|
562
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.14% |
$23.5K - $27.5K
|
3.46K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
39+ 31.2% |
$23.5K - $27.5K
|
164
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
BUY
|
- |
39+ 0.07% |
$23.5K - $27.5K
|
52.8K
$35M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
37+ 0.48% |
$22.3K - $26.1K
|
7.8K
$5.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
36+ 4.4% |
$21.7K - $25.4K
|
854
$566K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
36+ 8.63% |
$21.7K - $25.4K
|
453
$300K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
36+ 1.9% |
$21.7K - $25.4K
|
1.93K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
36+ 2.89% |
$21.7K - $25.4K
|
1.28K
$849K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
35+ 8.43% |
$21.1K - $24.7K
|
450
$298K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
35+ 0.89% |
$21.1K - $24.7K
|
3.96K
$2.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
34+ 9.55% |
$20.5K - $24K
|
390
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
34+ 0.77% |
$20.5K - $24K
|
4.48K
$2.97M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
34New |
$20.5K - $24K
|
34
$22.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
33+ 7.16% |
$19.9K - $23.3K
|
494
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
33New |
$19.9K - $23.3K
|
33
$21.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
33+ 6.5% |
$19.9K - $23.3K
|
541
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
33+ 0.04% |
$19.9K - $23.3K
|
80.5K
$53.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
32+ 3.16% |
$19.3K - $22.6K
|
1.04K
$692K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
32+ 9.67% |
$19.3K - $22.6K
|
363
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 1.2% |
$18.7K - $21.9K
|
2.62K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
31New |
$18.7K - $21.9K
|
31
$20.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
31+ 11.92% |
$18.7K - $21.9K
|
291
$193K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
30+ 4.23% |
$18.1K - $21.2K
|
739
$490K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
30New |
$18.1K - $21.2K
|
30
$19.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
30+ 107.14% |
$18.1K - $21.2K
|
58
$38.4K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
30+ 3.3% |
$18.1K - $21.2K
|
938
$622K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
30New |
$18.1K - $21.2K
|
30
$19.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.46% |
$18.1K - $21.2K
|
6.54K
$4.34M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
30New |
$18.1K - $21.2K
|
30
$19.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 7.67% |
$16.9K - $19.8K
|
393
$260K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
28+ 12.79% |
$16.9K - $19.8K
|
247
$164K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
28+ 1.62% |
$16.9K - $19.8K
|
1.76K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
28+ 2.12% |
$16.9K - $19.8K
|
1.35K
$892K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
28+ 2.01% |
$16.9K - $19.8K
|
1.42K
$940K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
28+ 2.28% |
$16.9K - $19.8K
|
1.26K
$832K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
28+ 0.14% |
$16.9K - $19.8K
|
20.2K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
27+ 6.31% |
$16.3K - $19.1K
|
455
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
27+ 1.82% |
$16.3K - $19.1K
|
1.51K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
27+ 7.5% |
$16.3K - $19.1K
|
387
$256K
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
27New |
$16.3K - $19.1K
|
27
$17.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
26+ 0.21% |
$15.7K - $18.4K
|
12.5K
$8.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
26New |
$15.7K - $18.4K
|
26
$17.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 1.18% |
$15.7K - $18.4K
|
2.23K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
26+ 5.99% |
$15.7K - $18.4K
|
460
$305K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
26New |
$15.7K - $18.4K
|
26
$17.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
26+ 1.55% |
$15.7K - $18.4K
|
1.71K
$1.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
26+ 2.22% |
$15.7K - $18.4K
|
1.2K
$792K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
26+ 0.05% |
$15.7K - $18.4K
|
50K
$33.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
25+ 0.12% |
$15.1K - $17.7K
|
21K
$13.9M
|