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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
103+ 10.4% |
$60.4K - $68.9K
|
1.09K
$633K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
102+ 9.94% |
$59.9K - $68.3K
|
1.13K
$653K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
102+ 5.7% |
$59.9K - $68.3K
|
1.89K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
102+ 14.21% |
$59.9K - $68.3K
|
820
$475K
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
100+ 2.36% |
$58.7K - $66.9K
|
4.34K
$2.51M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
100New |
$58.7K - $66.9K
|
100
$57.9K
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
100+ 500.0% |
$58.7K - $66.9K
|
120
$69.5K
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 18.73% |
$58.7K - $66.9K
|
634
$367K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 15.92% |
$58.7K - $66.9K
|
728
$421K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
99+ 24.44% |
$58.1K - $66.3K
|
504
$292K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
99+ 7.67% |
$58.1K - $66.3K
|
1.39K
$805K
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
98+ 7.54% |
$57.5K - $65.6K
|
1.4K
$809K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
97+ 4.75% |
$56.9K - $64.9K
|
2.14K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
96+ 18.46% |
$56.3K - $64.3K
|
616
$357K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
94+ 0.88% |
$55.2K - $62.9K
|
10.7K
$6.21M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
94New |
$55.2K - $62.9K
|
94
$54.4K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
93+ 5.09% |
$54.6K - $62.3K
|
1.92K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
93New |
$54.6K - $62.3K
|
93
$53.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
92+ 26.44% |
$54K - $61.6K
|
440
$255K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
92+ 27.22% |
$54K - $61.6K
|
430
$249K
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
91+ 5.38% |
$53.4K - $60.9K
|
1.78K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
91+ 4.02% |
$53.4K - $60.9K
|
2.35K
$1.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
90+ 18.29% |
$52.8K - $60.2K
|
582
$337K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
89+ 11.15% |
$52.2K - $59.6K
|
887
$513K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
89+ 12.13% |
$52.2K - $59.6K
|
823
$476K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
88+ 15.55% |
$51.6K - $58.9K
|
654
$379K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
87+ 5.8% |
$51.1K - $58.2K
|
1.59K
$919K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
86+ 0.81% |
$50.5K - $57.6K
|
10.6K
$6.16M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
86+ 26.22% |
$50.5K - $57.6K
|
414
$240K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
83+ 1.99% |
$48.7K - $55.6K
|
4.26K
$2.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
82+ 0.39% |
$48.1K - $54.9K
|
21.4K
$12.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
82+ 8.71% |
$48.1K - $54.9K
|
1.02K
$592K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
81+ 0.13% |
$47.5K - $54.2K
|
61.5K
$35.6M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
80+ 4.44% |
$46.9K - $53.5K
|
1.88K
$1.09M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
79New |
$46.4K - $52.9K
|
79
$45.7K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 3.23% |
$46.4K - $52.9K
|
2.53K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
79+ 0.27% |
$46.4K - $52.9K
|
29.3K
$17M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
78+ 2.27% |
$45.8K - $52.2K
|
3.52K
$2.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
78+ 7.85% |
$45.8K - $52.2K
|
1.07K
$621K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
77+ 7.66% |
$45.2K - $51.5K
|
1.08K
$626K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
75+ 12.82% |
$44K - $50.2K
|
660
$382K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
75+ 6.54% |
$44K - $50.2K
|
1.22K
$707K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
74+ 8.55% |
$43.4K - $49.5K
|
940
$544K
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
74+ 5.42% |
$43.4K - $49.5K
|
1.44K
$834K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
73+ 7.81% |
$42.8K - $48.9K
|
1.01K
$583K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
72+ 0.73% |
$42.3K - $48.2K
|
9.97K
$5.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
72+ 10.06% |
$42.3K - $48.2K
|
788
$456K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
71+ 18.02% |
$41.7K - $47.5K
|
465
$269K
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
71+ 2.61% |
$41.7K - $47.5K
|
2.79K
$1.61M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
70+ 63.64% |
$41.1K - $46.9K
|
180
$104K
|