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 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-29- 1.63% |
$17.5K - $20.5K
|
1.75K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-29- 15.03% |
$17.5K - $20.5K
|
164
$124K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-30- 0.74% |
$18.1K - $21.2K
|
4.03K
$3.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-30- 0.22% |
$18.1K - $21.2K
|
13.9K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-30- 19.87% |
$18.1K - $21.2K
|
121
$91.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-31- 1.01% |
$18.7K - $21.9K
|
3.05K
$2.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-33- 5.52% |
$19.9K - $23.3K
|
565
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-33- 3.45% |
$19.9K - $23.3K
|
924
$698K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-33- 0.08% |
$19.9K - $23.3K
|
39.1K
$29.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
SELL
|
- |
-33- 4.98% |
$19.9K - $23.3K
|
629
$475K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-35- 0.34% |
$21.1K - $24.7K
|
10.1K
$7.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-36- 11.36% |
$21.7K - $25.4K
|
281
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-37- 7.24% |
$22.3K - $26.1K
|
474
$358K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-37- 4.33% |
$22.3K - $26.1K
|
817
$617K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-38- 9.18% |
$22.9K - $26.8K
|
376
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-38- 6.92% |
$22.9K - $26.8K
|
511
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-38- 7.92% |
$22.9K - $26.8K
|
442
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-39- 4.0% |
$23.5K - $27.5K
|
935
$706K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-39- 2.64% |
$23.5K - $27.5K
|
1.44K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-39- 2.02% |
$23.5K - $27.5K
|
1.89K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-39- 0.9% |
$23.5K - $27.5K
|
4.27K
$3.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-40- 1.27% |
$24.1K - $28.3K
|
3.12K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-41- 1.01% |
$24.7K - $29K
|
4.02K
$3.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-42- 41.18% |
$25.3K - $29.7K
|
60
$45.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-42- 0.29% |
$25.3K - $29.7K
|
14.4K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-42- 3.29% |
$25.3K - $29.7K
|
1.24K
$933K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-42- 11.08% |
$25.3K - $29.7K
|
337
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-43- 8.85% |
$25.9K - $30.4K
|
443
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-43- 4.58% |
$25.9K - $30.4K
|
896
$677K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-43- 6.53% |
$25.9K - $30.4K
|
616
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-43- 2.59% |
$25.9K - $30.4K
|
1.62K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-44- 1.87% |
$26.5K - $31.1K
|
2.31K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-46- 2.72% |
$27.7K - $32.5K
|
1.64K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-46- 1.4% |
$27.7K - $32.5K
|
3.23K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-47- 0.78% |
$28.3K - $33.2K
|
6K
$4.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-48- 9.88% |
$28.9K - $33.9K
|
438
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-49- 2.33% |
$29.5K - $34.6K
|
2.05K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-49- 15.08% |
$29.5K - $34.6K
|
276
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-49- 10.23% |
$29.5K - $34.6K
|
430
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-49- 3.23% |
$29.5K - $34.6K
|
1.47K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-50- 1.39% |
$30.1K - $35.3K
|
3.56K
$2.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-51- 2.04% |
$30.7K - $36K
|
2.45K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-51- 0.08% |
$30.7K - $36K
|
64.8K
$49M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-52- 1.22% |
$31.3K - $36.7K
|
4.2K
$3.17M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-54- 4.75% |
$32.5K - $38.1K
|
1.08K
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-55- 0.42% |
$33.1K - $38.8K
|
13K
$9.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-55- 0.56% |
$33.1K - $38.8K
|
9.79K
$7.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-55- 2.06% |
$33.1K - $38.8K
|
2.62K
$1.98M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-55- 13.65% |
$33.1K - $38.8K
|
348
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-56- 7.76% |
$33.7K - $39.6K
|
666
$503K
|