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 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
12+ 0.37% |
$7.04K - $8.03K
|
3.27K
$1.97M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 109.09% |
$7.04K - $8.03K
|
23
$13.8K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
12New |
$7.04K - $8.03K
|
12
$7.22K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
11+ 2.44% |
$6.46K - $7.36K
|
461
$277K
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
11+ 0.26% |
$6.46K - $7.36K
|
4.25K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.19% |
$6.46K - $7.36K
|
5.7K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
11+ 1.83% |
$6.46K - $7.36K
|
611
$368K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.8% |
$6.46K - $7.36K
|
1.39K
$838K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11+ 3.57% |
$6.46K - $7.36K
|
319
$192K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
10+ 0.79% |
$5.87K - $6.69K
|
1.28K
$769K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
10+ 2.35% |
$5.87K - $6.69K
|
435
$262K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
10+ 50.0% |
$5.87K - $6.69K
|
30
$18K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
10+ 2.45% |
$5.87K - $6.69K
|
418
$251K
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
10+ 2.52% |
$5.87K - $6.69K
|
407
$245K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
10+ 0.11% |
$5.87K - $6.69K
|
8.88K
$5.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9+ 1.13% |
$5.28K - $6.02K
|
806
$485K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
9+ 0.61% |
$5.28K - $6.02K
|
1.48K
$891K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
9+ 7.38% |
$5.28K - $6.02K
|
131
$78.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 42.11% |
$4.69K - $5.35K
|
27
$16.2K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
8New |
$4.69K - $5.35K
|
8
$4.81K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8+ 1.02% |
$4.69K - $5.35K
|
793
$477K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
8+ 0.83% |
$4.69K - $5.35K
|
971
$584K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8+ 0.72% |
$4.69K - $5.35K
|
1.12K
$671K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8+ 0.31% |
$4.69K - $5.35K
|
2.61K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
8+ 0.07% |
$4.69K - $5.35K
|
11.1K
$6.68M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 1.78% |
$4.69K - $5.35K
|
457
$275K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
8+ 0.52% |
$4.69K - $5.35K
|
1.54K
$928K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7+ 0.26% |
$4.11K - $4.69K
|
2.65K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
7+ 33.33% |
$4.11K - $4.69K
|
28
$16.8K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$4.11K - $4.69K
|
7
$4.21K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7+ 14.89% |
$4.11K - $4.69K
|
54
$32.5K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.38% |
$4.11K - $4.69K
|
1.85K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
6+ 6.06% |
$3.52K - $4.02K
|
105
$63.2K
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
6+ 0.22% |
$3.52K - $4.02K
|
2.76K
$1.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
5+ 0.3% |
$2.93K - $3.35K
|
1.69K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
5+ 1.12% |
$2.93K - $3.35K
|
450
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
5+ 0.8% |
$2.93K - $3.35K
|
629
$378K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
$2.93K - $3.35K
|
5
$3.01K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 4.31% |
$2.93K - $3.35K
|
121
$72.8K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
5+ 0.53% |
$2.93K - $3.35K
|
953
$573K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
5+ 0.06% |
$2.93K - $3.35K
|
9.01K
$5.42M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5+ 2.25% |
$2.93K - $3.35K
|
227
$137K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4+ 0.44% |
$2.35K - $2.68K
|
904
$544K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.36% |
$2.35K - $2.68K
|
1.13K
$678K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4+ 0.74% |
$2.35K - $2.68K
|
547
$329K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4+ 0.89% |
$2.35K - $2.68K
|
453
$272K
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.17% |
$2.35K - $2.68K
|
2.39K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
4+ 0.8% |
$2.35K - $2.68K
|
505
$304K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
3+ 0.5% |
$1.76K - $2.01K
|
608
$366K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
3+ 0.86% |
$1.76K - $2.01K
|
352
$212K
|