Purchases and Sales Made in Q1 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
263+ 1.48% |
$154K - $176K
|
18.1K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
262+ 3.85% |
$154K - $175K
|
7.08K
$4.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
261+ 0.67% |
$153K - $175K
|
39.4K
$23.7M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
253+ 8.64% |
$148K - $169K
|
3.18K
$1.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
252+ 0.92% |
$148K - $169K
|
27.6K
$16.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
249+ 59.0% |
$146K - $167K
|
671
$403K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
249+ 6.55% |
$146K - $167K
|
4.05K
$2.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
245+ 5.48% |
$144K - $164K
|
4.72K
$2.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
245+ 272.22% |
$144K - $164K
|
335
$201K
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
245+ 0.64% |
$144K - $164K
|
38.3K
$23M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
239+ 2.91% |
$140K - $160K
|
8.44K
$5.07M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
238+ 16.84% |
$140K - $159K
|
1.65K
$991K
|
|
|
May 03, 2024
Q1 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
235+ 4.06% |
$138K - $157K
|
6.02K
$3.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
233+ 72.14% |
$137K - $156K
|
556
$334K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
232+ 11.58% |
$136K - $155K
|
2.24K
$1.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
229+ 7.3% |
$134K - $153K
|
3.37K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
228+ 0.04% |
$134K - $153K
|
588K
$353M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
225+ 3.03% |
$132K - $151K
|
7.66K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
224+ 10.77% |
$131K - $150K
|
2.3K
$1.38M
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
221+ 9.32% |
$130K - $148K
|
2.59K
$1.56M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
216+ 0.58% |
$127K - $145K
|
37.7K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
213+ 43.92% |
$125K - $143K
|
698
$419K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
212+ 35.69% |
$124K - $142K
|
806
$484K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
211+ 0.58% |
$124K - $141K
|
36.8K
$22.1M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
208+ 3.61% |
$122K - $139K
|
5.97K
$3.59M
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
BUY
|
- |
207+ 0.22% |
$121K - $139K
|
95.5K
$57.4M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
204+ 27.09% |
$120K - $137K
|
957
$575K
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
203+ 24.25% |
$119K - $136K
|
1.04K
$624K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
202+ 45.91% |
$119K - $135K
|
642
$385K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
201New |
$118K - $135K
|
201
$121K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
199+ 14.74% |
$117K - $133K
|
1.55K
$930K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
199+ 3.78% |
$117K - $133K
|
5.46K
$3.28M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
195+ 13.23% |
$114K - $131K
|
1.67K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
195+ 11.09% |
$114K - $131K
|
1.95K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
193+ 16.91% |
$113K - $129K
|
1.33K
$801K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
191+ 29.94% |
$112K - $128K
|
829
$498K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
187New |
$110K - $125K
|
187
$112K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
186+ 12.48% |
$109K - $125K
|
1.68K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
184+ 13.44% |
$108K - $123K
|
1.55K
$932K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
182+ 1.28% |
$107K - $122K
|
14.4K
$8.62M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
181+ 25.0% |
$106K - $121K
|
905
$543K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
179+ 1.81% |
$105K - $120K
|
10.1K
$6.06M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
178+ 37.55% |
$104K - $119K
|
652
$391K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
177+ 17.93% |
$104K - $118K
|
1.16K
$699K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
176+ 18.88% |
$103K - $118K
|
1.11K
$665K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
176+ 15.34% |
$103K - $118K
|
1.32K
$794K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
175+ 8.41% |
$103K - $117K
|
2.26K
$1.35M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
175+ 17.89% |
$103K - $117K
|
1.15K
$692K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
170+ 4.19% |
$99.8K - $114K
|
4.23K
$2.54M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
166+ 1.16% |
$97.4K - $111K
|
14.5K
$8.7M
|