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 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.11% |
$1.76K - $2.01K
|
2.83K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3+ 0.87% |
$1.76K - $2.01K
|
346
$208K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 8.57% |
$1.76K - $2.01K
|
38
$22.9K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.8% |
$1.76K - $2.01K
|
376
$226K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3New |
$1.76K - $2.01K
|
3
$1.8K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 15.0% |
$1.76K - $2.01K
|
23
$13.8K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3+ 7.32% |
$1.76K - $2.01K
|
44
$26.5K
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.9% |
$1.76K - $2.01K
|
336
$202K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
2+ 2.99% |
$1.17K - $1.34K
|
69
$41.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2+ 0.42% |
$1.17K - $1.34K
|
475
$286K
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
2+ 0.2% |
$1.17K - $1.34K
|
1.01K
$605K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 4.35% |
$1.17K - $1.34K
|
48
$28.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.12% |
$1.17K - $1.34K
|
1.67K
$1M
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2+ 0.49% |
$1.17K - $1.34K
|
412
$248K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.5% |
$1.17K - $1.34K
|
401
$241K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
2+ 2.0% |
$1.17K - $1.34K
|
102
$61.4K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2+ 0.4% |
$1.17K - $1.34K
|
502
$302K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.2% |
$1.17K - $1.34K
|
990
$595K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2New |
$1.17K - $1.34K
|
2
$1.2K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
2+ 0.61% |
$1.17K - $1.34K
|
332
$200K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.28% |
$1.17K - $1.34K
|
704
$423K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 66.67% |
$1.17K - $1.34K
|
5
$3.01K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2New |
$1.17K - $1.34K
|
2
$1.2K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2+ 0.69% |
$1.17K - $1.34K
|
290
$174K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2New |
$1.17K - $1.34K
|
2
$1.2K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 8.0% |
$1.17K - $1.34K
|
27
$16.2K
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1+ 0.29% |
$587 - $669
|
351
$211K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
1+ 5.26% |
$587 - $669
|
20
$12K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.2% |
$587 - $669
|
506
$304K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$587 - $669
|
584
$351K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1+ 0.06% |
$587 - $669
|
1.79K
$1.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.13% |
$587 - $669
|
761
$458K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1+ 0.28% |
$587 - $669
|
363
$218K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.14% |
$587 - $669
|
722
$434K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$587 - $669
|
1
$602
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.13% |
$587 - $669
|
776
$467K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.18% |
$587 - $669
|
549
$330K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1+ 0.09% |
$587 - $669
|
1.13K
$679K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$587 - $669
|
721
$434K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 3.7% |
$587 - $669
|
28
$16.8K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.17% |
$587 - $669
|
585
$352K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
1+ 0.28% |
$587 - $669
|
358
$215K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 0.12% |
$587 - $669
|
870
$523K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.27% |
$587 - $669
|
369
$222K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 0.27% |
$587 - $669
|
376
$226K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.18% |
$587 - $669
|
571
$343K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.25% |
$587 - $669
|
402
$242K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.17% |
$587 - $669
|
575
$346K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1- 0.25% |
$587 - $669
|
400
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1- 1.67% |
$587 - $669
|
59
$35.5K
|