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 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
BUY
|
- |
164+ 7.92% |
$96.2K - $110K
|
2.24K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
164+ 127.13% |
$96.2K - $110K
|
293
$176K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
162+ 0.33% |
$95.1K - $108K
|
49.3K
$29.6M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
159+ 0.82% |
$93.3K - $106K
|
19.6K
$11.8M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
157+ 4.98% |
$92.1K - $105K
|
3.31K
$1.99M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
155+ 9.8% |
$91K - $104K
|
1.74K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
155+ 6.77% |
$91K - $104K
|
2.45K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
155+ 1.48% |
$91K - $104K
|
10.6K
$6.37M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
154+ 20.42% |
$90.4K - $103K
|
908
$545K
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
154+ 37.02% |
$90.4K - $103K
|
570
$342K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
153+ 2.39% |
$89.8K - $102K
|
6.57K
$3.94M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
153+ 0.23% |
$89.8K - $102K
|
66.4K
$39.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
152+ 23.71% |
$89.2K - $102K
|
793
$476K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
150+ 3.39% |
$88K - $100K
|
4.58K
$2.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
149+ 5.24% |
$87.4K - $99.7K
|
2.99K
$1.8M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
145+ 28.88% |
$85.1K - $97.1K
|
647
$388K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
145+ 12.75% |
$85.1K - $97.1K
|
1.28K
$770K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
144+ 160.0% |
$84.5K - $96.4K
|
234
$140K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
144+ 24.87% |
$84.5K - $96.4K
|
723
$434K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
143+ 37.83% |
$83.9K - $95.7K
|
521
$313K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
142+ 10.23% |
$83.3K - $95K
|
1.53K
$919K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
140+ 3.27% |
$82.2K - $93.7K
|
4.42K
$2.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
139+ 1.55% |
$81.6K - $93K
|
9.13K
$5.48M
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
139+ 9.07% |
$81.6K - $93K
|
1.67K
$1M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
137+ 0.5% |
$80.4K - $91.7K
|
27.7K
$16.6M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
137+ 3.11% |
$80.4K - $91.7K
|
4.54K
$2.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
135+ 14.23% |
$79.2K - $90.4K
|
1.08K
$651K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
135+ 67.5% |
$79.2K - $90.4K
|
335
$201K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
133+ 4.29% |
$78K - $89K
|
3.24K
$1.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
132+ 31.13% |
$77.5K - $88.4K
|
556
$334K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
132+ 21.67% |
$77.5K - $88.4K
|
741
$445K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
132+ 11.17% |
$77.5K - $88.4K
|
1.31K
$789K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
126+ 4.82% |
$73.9K - $84.3K
|
2.74K
$1.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
126+ 3.09% |
$73.9K - $84.3K
|
4.21K
$2.53M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
126+ 7.67% |
$73.9K - $84.3K
|
1.77K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
126+ 3.41% |
$73.9K - $84.3K
|
3.83K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
125New |
$73.4K - $83.7K
|
125
$75.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
124New |
$72.8K - $83K
|
124
$74.5K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
124+ 26.0% |
$72.8K - $83K
|
601
$361K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
120+ 8.12% |
$70.4K - $80.3K
|
1.6K
$959K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
114+ 4.82% |
$66.9K - $76.3K
|
2.48K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
114+ 16.36% |
$66.9K - $76.3K
|
811
$487K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
114+ 1.83% |
$66.9K - $76.3K
|
6.33K
$3.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
113+ 8.15% |
$66.3K - $75.6K
|
1.5K
$900K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
112+ 47.66% |
$65.7K - $75K
|
347
$208K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
112+ 36.36% |
$65.7K - $75K
|
420
$252K
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
110+ 1.96% |
$64.6K - $73.6K
|
5.73K
$3.44M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
109+ 3.49% |
$64K - $73K
|
3.23K
$1.94M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
108New |
$63.4K - $72.3K
|
108
$64.8K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
106+ 4.0% |
$62.2K - $71K
|
2.75K
$1.65M
|