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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
70New |
$41.1K - $46.9K
|
70
$40.5K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
69+ 3.13% |
$40.5K - $46.2K
|
2.27K
$1.32M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
69+ 10.47% |
$40.5K - $46.2K
|
728
$421K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
65+ 2.73% |
$38.1K - $43.5K
|
2.44K
$1.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
64+ 0.34% |
$37.6K - $42.8K
|
18.8K
$10.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
64+ 4.59% |
$37.6K - $42.8K
|
1.46K
$844K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
64+ 10.47% |
$37.6K - $42.8K
|
675
$391K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
63+ 3.13% |
$37K - $42.2K
|
2.08K
$1.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
61+ 4.59% |
$35.8K - $40.8K
|
1.39K
$804K
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
60+ 15.96% |
$35.2K - $40.2K
|
436
$252K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
60+ 0.36% |
$35.2K - $40.2K
|
16.8K
$9.74M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
59+ 8.98% |
$34.6K - $39.5K
|
716
$414K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
57+ 7.55% |
$33.4K - $38.2K
|
812
$470K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
57+ 5.24% |
$33.4K - $38.2K
|
1.14K
$662K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
55+ 16.03% |
$32.3K - $36.8K
|
398
$230K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
55+ 0.63% |
$32.3K - $36.8K
|
8.78K
$5.08M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
55+ 5.88% |
$32.3K - $36.8K
|
990
$573K
|
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
55+ 0.03% |
$32.3K - $36.8K
|
184K
$106M
|
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
55+ 0.15% |
$32.3K - $36.8K
|
37.2K
$21.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
54+ 5.26% |
$31.7K - $36.1K
|
1.08K
$625K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
54+ 11.64% |
$31.7K - $36.1K
|
518
$300K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
54+ 4.39% |
$31.7K - $36.1K
|
1.28K
$743K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
53+ 7.58% |
$31.1K - $35.5K
|
752
$435K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
52+ 1.31% |
$30.5K - $34.8K
|
4.01K
$2.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
51+ 1.29% |
$29.9K - $34.1K
|
4K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
51+ 1.39% |
$29.9K - $34.1K
|
3.71K
$2.15M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
50+ 10.48% |
$29.3K - $33.5K
|
527
$305K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
50+ 6.88% |
$29.3K - $33.5K
|
777
$450K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
50+ 2.65% |
$29.3K - $33.5K
|
1.94K
$1.12M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
49+ 0.1% |
$28.8K - $32.8K
|
49.2K
$28.5M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
49+ 0.83% |
$28.8K - $32.8K
|
5.98K
$3.46M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
49+ 14.08% |
$28.8K - $32.8K
|
397
$230K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
49+ 3.16% |
$28.8K - $32.8K
|
1.6K
$926K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
49+ 0.74% |
$28.8K - $32.8K
|
6.68K
$3.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
48+ 3.86% |
$28.2K - $32.1K
|
1.29K
$747K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
48+ 67.61% |
$28.2K - $32.1K
|
119
$68.9K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
47+ 276.47% |
$27.6K - $31.5K
|
64
$37K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
47+ 6.82% |
$27.6K - $31.5K
|
736
$426K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
47+ 0.99% |
$27.6K - $31.5K
|
4.77K
$2.76M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
47+ 9.61% |
$27.6K - $31.5K
|
536
$310K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
47+ 3.91% |
$27.6K - $31.5K
|
1.25K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
46+ 14.11% |
$27K - $30.8K
|
372
$215K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
45+ 8.46% |
$26.4K - $30.1K
|
577
$334K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
45+ 2.55% |
$26.4K - $30.1K
|
1.81K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
45+ 3.23% |
$26.4K - $30.1K
|
1.44K
$834K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
44+ 1.42% |
$25.8K - $29.5K
|
3.15K
$1.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
43+ 4.89% |
$25.2K - $28.8K
|
923
$534K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
43+ 8.02% |
$25.2K - $28.8K
|
579
$335K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43+ 13.83% |
$25.2K - $28.8K
|
354
$205K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
42+ 11.6% |
$24.6K - $28.1K
|
404
$234K
|