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 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
41+ 1.53% |
$24.1K - $27.4K
|
2.72K
$1.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
40+ 10.34% |
$23.5K - $26.8K
|
427
$257K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
40+ 9.85% |
$23.5K - $26.8K
|
446
$268K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
40+ 3.36% |
$23.5K - $26.8K
|
1.23K
$739K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
39+ 2.93% |
$22.9K - $26.1K
|
1.37K
$824K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
39+ 4.63% |
$22.9K - $26.1K
|
882
$531K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
39+ 2.67% |
$22.9K - $26.1K
|
1.5K
$902K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
39+ 1.92% |
$22.9K - $26.1K
|
2.07K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
38+ 1.18% |
$22.3K - $25.4K
|
3.25K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
38+ 9.67% |
$22.3K - $25.4K
|
431
$259K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
37+ 4.43% |
$21.7K - $24.8K
|
872
$525K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
36+ 6.61% |
$21.1K - $24.1K
|
581
$349K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
36+ 3.95% |
$21.1K - $24.1K
|
947
$570K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
36+ 144.0% |
$21.1K - $24.1K
|
61
$36.7K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
36+ 3.33% |
$21.1K - $24.1K
|
1.12K
$672K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
35+ 4.78% |
$20.5K - $23.4K
|
767
$461K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
34+ 10.06% |
$20K - $22.8K
|
372
$224K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
34+ 6.6% |
$20K - $22.8K
|
549
$330K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34+ 7.64% |
$20K - $22.8K
|
479
$288K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
34+ 1.64% |
$20K - $22.8K
|
2.11K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
33+ 2.84% |
$19.4K - $22.1K
|
1.19K
$718K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
33+ 16.67% |
$19.4K - $22.1K
|
231
$139K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
32+ 10.85% |
$18.8K - $21.4K
|
327
$197K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
32+ 7.62% |
$18.8K - $21.4K
|
452
$272K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
32+ 1.6% |
$18.8K - $21.4K
|
2.03K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
31+ 0.38% |
$18.2K - $20.8K
|
8.25K
$4.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
30+ 5.96% |
$17.6K - $20.1K
|
533
$321K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
30+ 4.32% |
$17.6K - $20.1K
|
725
$436K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
30+ 5.51% |
$17.6K - $20.1K
|
574
$345K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
30+ 4.54% |
$17.6K - $20.1K
|
691
$416K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
30+ 5.88% |
$17.6K - $20.1K
|
540
$325K
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
30+ 0.06% |
$17.6K - $20.1K
|
52.4K
$31.5M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
29+ 9.06% |
$17K - $19.4K
|
349
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
28+ 3.24% |
$16.4K - $18.7K
|
891
$536K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
27+ 2.08% |
$15.8K - $18.1K
|
1.33K
$799K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
27+ 7.48% |
$15.8K - $18.1K
|
388
$233K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
26+ 3.75% |
$15.3K - $17.4K
|
719
$432K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
26+ 2.1% |
$15.3K - $17.4K
|
1.27K
$762K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
26+ 1.55% |
$15.3K - $17.4K
|
1.7K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
26+ 1.2% |
$15.3K - $17.4K
|
2.2K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
26New |
$15.3K - $17.4K
|
26
$15.6K
|
|
|
May 07, 2024
Q1 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
25+ 0.1% |
$14.7K - $16.7K
|
24.1K
$14.5M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
24+ 1.98% |
$14.1K - $16.1K
|
1.24K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
24+ 0.09% |
$14.1K - $16.1K
|
25.9K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
24+ 4.58% |
$14.1K - $16.1K
|
548
$330K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
23+ 1.99% |
$13.5K - $15.4K
|
1.18K
$709K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
23+ 1.02% |
$13.5K - $15.4K
|
2.28K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
23+ 2.08% |
$13.5K - $15.4K
|
1.13K
$680K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
23+ 2.73% |
$13.5K - $15.4K
|
864
$520K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 10.33% |
$12.9K - $14.7K
|
235
$141K
|