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 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-56- 7.24% |
$33.7K - $39.6K
|
717
$542K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-57- 0.65% |
$34.3K - $40.3K
|
8.68K
$6.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-57- 11.05% |
$34.3K - $40.3K
|
459
$347K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-59- 2.98% |
$35.5K - $41.7K
|
1.92K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-59- 3.98% |
$35.5K - $41.7K
|
1.42K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-60- 1.63% |
$36.1K - $42.4K
|
3.61K
$2.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-60- 0.87% |
$36.1K - $42.4K
|
6.82K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-60- 3.64% |
$36.1K - $42.4K
|
1.59K
$1.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-61- 2.89% |
$36.7K - $43.1K
|
2.05K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-62- 4.19% |
$37.3K - $43.8K
|
1.42K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-63- 12.48% |
$37.9K - $44.5K
|
442
$334K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-65- 5.91% |
$39.1K - $45.9K
|
1.04K
$782K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-65- 10.08% |
$39.1K - $45.9K
|
580
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-65- 12.5% |
$39.1K - $45.9K
|
455
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-65- 3.39% |
$39.1K - $45.9K
|
1.86K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-67- 3.36% |
$40.3K - $47.3K
|
1.93K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-67- 0.28% |
$40.3K - $47.3K
|
24.3K
$18.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-67- 4.32% |
$40.3K - $47.3K
|
1.48K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-67- 0.33% |
$40.3K - $47.3K
|
20.5K
$15.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-69- 13.02% |
$41.5K - $48.7K
|
461
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-69- 6.6% |
$41.5K - $48.7K
|
977
$738K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-70- 8.96% |
$42.1K - $49.4K
|
711
$537K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-70- 2.87% |
$42.1K - $49.4K
|
2.37K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-71- 1.63% |
$42.7K - $50.1K
|
4.27K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-72- 2.0% |
$43.3K - $50.9K
|
3.53K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-73- 11.44% |
$43.9K - $51.6K
|
565
$427K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-73- 0.4% |
$43.9K - $51.6K
|
18.1K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-73- 2.81% |
$43.9K - $51.6K
|
2.53K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-74- 0.42% |
$44.5K - $52.3K
|
17.7K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-74- 1.46% |
$44.5K - $52.3K
|
4.98K
$3.76M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-75- 2.44% |
$45.2K - $53K
|
3K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-75- 2.31% |
$45.2K - $53K
|
3.18K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-76- 10.23% |
$45.8K - $53.7K
|
667
$504K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-78- 5.84% |
$47K - $55.1K
|
1.26K
$950K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-78- 5.87% |
$47K - $55.1K
|
1.25K
$944K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-79- 0.37% |
$47.6K - $55.8K
|
21.5K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-80- 20.78% |
$48.2K - $56.5K
|
305
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-83- 10.49% |
$50K - $58.6K
|
708
$535K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-83- 3.99% |
$50K - $58.6K
|
2K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-84- 3.02% |
$50.6K - $59.3K
|
2.7K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-86- 7.2% |
$51.8K - $60.7K
|
1.11K
$837K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-86- 7.65% |
$51.8K - $60.7K
|
1.04K
$784K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-87- 1.15% |
$52.4K - $61.4K
|
7.47K
$5.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-88- 4.36% |
$53K - $62.2K
|
1.93K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-88- 0.12% |
$53K - $62.2K
|
75.7K
$57.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-88- 3.48% |
$53K - $62.2K
|
2.44K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-88- 42.93% |
$53K - $62.2K
|
117
$88.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-88- 7.15% |
$53K - $62.2K
|
1.14K
$863K
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-90- 0.96% |
$54.2K - $63.6K
|
9.25K
$6.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-90- 8.47% |
$54.2K - $63.6K
|
973
$735K
|