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 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 10.33% |
$12.9K - $14.7K
|
235
$136K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
22+ 1.71% |
$12.9K - $14.7K
|
1.31K
$756K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
21New |
$12.3K - $14.1K
|
21
$12.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
21+ 1.44% |
$12.3K - $14.1K
|
1.48K
$857K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
21+ 1.14% |
$12.3K - $14.1K
|
1.87K
$1.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
20+ 2.54% |
$11.7K - $13.4K
|
807
$467K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
20+ 1.01% |
$11.7K - $13.4K
|
2.01K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20+ 1.19% |
$11.7K - $13.4K
|
1.71K
$987K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
20+ 3.08% |
$11.7K - $13.4K
|
670
$388K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
19+ 79.17% |
$11.1K - $12.7K
|
43
$24.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
19+ 0.37% |
$11.1K - $12.7K
|
5.13K
$2.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19+ 1.21% |
$11.1K - $12.7K
|
1.58K
$916K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
19+ 0.03% |
$11.1K - $12.7K
|
61.8K
$35.8M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19+ 2.03% |
$11.1K - $12.7K
|
957
$554K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
19+ 4.6% |
$11.1K - $12.7K
|
432
$250K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
19+ 1.95% |
$11.1K - $12.7K
|
991
$574K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
19+ 3.59% |
$11.1K - $12.7K
|
548
$317K
|
|
|
May 15, 2024
Q1 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
19+ 4.87% |
$11.1K - $12.7K
|
409
$237K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18+ 3.07% |
$10.6K - $12K
|
605
$350K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
18+ 5.08% |
$10.6K - $12K
|
372
$215K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
18+ 4.08% |
$10.6K - $12K
|
459
$266K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18+ 3.07% |
$10.6K - $12K
|
605
$350K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 2.65% |
$9.98K - $11.4K
|
659
$381K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
17+ 4.46% |
$9.98K - $11.4K
|
398
$230K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
16+ 4.0% |
$9.39K - $10.7K
|
416
$241K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
16+ 24.62% |
$9.39K - $10.7K
|
81
$46.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
16+ 1.93% |
$9.39K - $10.7K
|
846
$490K
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
16+ 0.34% |
$9.39K - $10.7K
|
4.73K
$2.74M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16New |
$9.39K - $10.7K
|
16
$9.26K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 150.0% |
$8.8K - $10K
|
25
$14.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 5.79% |
$8.8K - $10K
|
274
$159K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
15+ 1.75% |
$8.8K - $10K
|
873
$505K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15+ 53.57% |
$8.8K - $10K
|
43
$24.9K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
15+ 1.66% |
$8.8K - $10K
|
921
$533K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
15+ 1.44% |
$8.8K - $10K
|
1.06K
$613K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
15+ 0.81% |
$8.8K - $10K
|
1.86K
$1.08M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 9.46% |
$8.22K - $9.37K
|
162
$93.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
14New |
$8.22K - $9.37K
|
14
$8.1K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
14+ 0.23% |
$8.22K - $9.37K
|
5.98K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14+ 45.16% |
$8.22K - $9.37K
|
45
$26K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
14+ 2.17% |
$8.22K - $9.37K
|
658
$381K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
14+ 3.14% |
$8.22K - $9.37K
|
460
$266K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
13+ 1.34% |
$7.63K - $8.7K
|
984
$570K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
13+ 185.71% |
$7.63K - $8.7K
|
20
$11.6K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
13+ 1.85% |
$7.63K - $8.7K
|
715
$414K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 216.67% |
$7.63K - $8.7K
|
19
$11K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12+ 3.37% |
$7.04K - $8.03K
|
368
$213K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12+ 3.86% |
$7.04K - $8.03K
|
323
$187K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12+ 0.52% |
$7.04K - $8.03K
|
2.31K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
12+ 0.28% |
$7.04K - $8.03K
|
4.27K
$2.47M
|