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
|
Stephens Inc
|
SELL
|
- |
-232- 1.91% |
$140K - $164K
|
11.9K
$7.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-234- 35.24% |
$141K - $165K
|
430
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-239- 29.69% |
$144K - $169K
|
566
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-239- 2.53% |
$144K - $169K
|
9.22K
$5.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-241- 24.59% |
$145K - $170K
|
739
$444K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-241- 1.1% |
$145K - $170K
|
21.7K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-242- 1.51% |
$146K - $171K
|
15.8K
$9.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-242- 4.94% |
$146K - $171K
|
4.65K
$2.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-243- 21.35% |
$146K - $172K
|
895
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-244- 1.28% |
$147K - $172K
|
18.8K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-244- 62.4% |
$147K - $172K
|
147
$88.4K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-247- 34.31% |
$149K - $174K
|
473
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-257- 1.06% |
$155K - $182K
|
24K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-264- 5.33% |
$159K - $186K
|
4.69K
$2.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-265- 1.36% |
$160K - $187K
|
19.2K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-267- 6.79% |
$161K - $189K
|
3.67K
$2.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-268- 1.52% |
$161K - $189K
|
17.3K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-270- 0.97% |
$163K - $191K
|
27.5K
$16.5M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-273- 20.39% |
$164K - $193K
|
1.07K
$641K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-276- 17.26% |
$166K - $195K
|
1.32K
$795K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-277- 2.57% |
$167K - $196K
|
10.5K
$6.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-277- 0.2% |
$167K - $196K
|
136K
$81.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-282- 3.95% |
$170K - $199K
|
6.86K
$4.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-282- 4.87% |
$170K - $199K
|
5.51K
$3.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-287- 18.5% |
$173K - $203K
|
1.26K
$760K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-289- 4.86% |
$174K - $204K
|
5.65K
$3.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-292- 2.19% |
$176K - $206K
|
13K
$7.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-294- 3.68% |
$177K - $208K
|
7.7K
$4.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-299- 1.95% |
$180K - $211K
|
15.1K
$9.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-300- 0.54% |
$181K - $212K
|
54.9K
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-300- 10.48% |
$181K - $212K
|
2.56K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-305- 3.76% |
$184K - $215K
|
7.8K
$4.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-308- 1.19% |
$185K - $218K
|
25.6K
$15.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-308- 3.24% |
$185K - $218K
|
9.19K
$5.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-309- 36.35% |
$186K - $218K
|
541
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-320- 1.01% |
$193K - $226K
|
31.5K
$18.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-325- 10.32% |
$196K - $230K
|
2.82K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-332- 25.68% |
$200K - $234K
|
961
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-332- 5.59% |
$200K - $234K
|
5.61K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-350- 17.19% |
$211K - $247K
|
1.69K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-357- 3.9% |
$215K - $252K
|
8.8K
$5.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-359- 2.32% |
$216K - $254K
|
15.1K
$9.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-360- 2.23% |
$217K - $254K
|
15.8K
$9.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-360- 57.88% |
$217K - $254K
|
262
$157K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-361- 0.59% |
$217K - $255K
|
60.7K
$36.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-365- 29.75% |
$220K - $258K
|
862
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-371- 43.49% |
$223K - $262K
|
482
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-375- 3.55% |
$226K - $265K
|
10.2K
$6.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-383- 2.6% |
$231K - $270K
|
14.4K
$8.63M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-391- 2.63% |
$235K - $276K
|
14.5K
$8.7M
|