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 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1- 0.13% |
$587 - $669
|
762
$458K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1- 0.23% |
$587 - $669
|
430
$259K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 6.25% |
$587 - $669
|
15
$9.02K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1- 4.76% |
$587 - $669
|
20
$12K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1- 0.17% |
$587 - $669
|
584
$351K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1- 25.0% |
$587 - $669
|
3
$1.8K
|
|
|
May 13, 2024
Q1 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-1- -0.0% |
$587 - $669
|
298K
$179M
|
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.14% |
$587 - $669
|
728
$438K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.05% |
$587 - $669
|
2.19K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-2- 0.6% |
$1.17K - $1.34K
|
332
$200K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2- 0.17% |
$1.17K - $1.34K
|
1.21K
$727K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-2- 1.3% |
$1.17K - $1.34K
|
152
$91.4K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2- 0.31% |
$1.17K - $1.34K
|
648
$390K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.27% |
$1.17K - $1.34K
|
734
$442K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 1.83% |
$1.17K - $1.34K
|
107
$64.4K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2- 1.85% |
$1.17K - $1.34K
|
106
$63.8K
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-2- 1.83% |
$1.17K - $1.34K
|
107
$64.4K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.65% |
$1.76K - $2.01K
|
460
$277K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-3- 0.77% |
$1.76K - $2.01K
|
385
$232K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3- 4.41% |
$1.76K - $2.01K
|
65
$39.1K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-3- 0.26% |
$1.76K - $2.01K
|
1.15K
$691K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-3- 0.25% |
$1.76K - $2.01K
|
1.21K
$726K
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-3- 0.12% |
$1.76K - $2.01K
|
2.42K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3- 60.0% |
$1.76K - $2.01K
|
2
$1.2K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.85% |
$1.76K - $2.01K
|
352
$212K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-4- 7.41% |
$2.35K - $2.68K
|
50
$30.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 0.44% |
$2.35K - $2.68K
|
895
$538K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-4- 0.33% |
$2.35K - $2.68K
|
1.21K
$729K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4- 3.15% |
$2.35K - $2.68K
|
123
$74K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4- 0.12% |
$2.35K - $2.68K
|
3.43K
$2.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-4- 0.27% |
$2.35K - $2.68K
|
1.45K
$873K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-5- 0.3% |
$2.93K - $3.35K
|
1.66K
$998K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-5- 1.2% |
$2.93K - $3.35K
|
413
$248K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-5- 1.2% |
$2.93K - $3.35K
|
411
$247K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-5- 0.4% |
$2.93K - $3.35K
|
1.24K
$746K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-5- 5.1% |
$2.93K - $3.35K
|
93
$55.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-5- 1.01% |
$2.93K - $3.35K
|
488
$294K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5- 0.37% |
$2.93K - $3.35K
|
1.36K
$816K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5- 9.09% |
$2.93K - $3.35K
|
50
$30.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6- 1.8% |
$3.52K - $4.02K
|
327
$197K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-6- 1.88% |
$3.52K - $4.02K
|
314
$189K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-6- 0.18% |
$3.52K - $4.02K
|
3.28K
$1.97M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-6- 0.04% |
$3.52K - $4.02K
|
15.7K
$9.43M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 4.14% |
$3.52K - $4.02K
|
139
$83.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-7- 0.59% |
$4.11K - $4.69K
|
1.17K
$705K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-7- 1.86% |
$4.11K - $4.69K
|
369
$222K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7- 1.24% |
$4.11K - $4.69K
|
556
$334K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-8- 0.8% |
$4.69K - $5.35K
|
992
$597K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-8- 1.57% |
$4.69K - $5.35K
|
500
$301K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9- 2.51% |
$5.28K - $6.02K
|
350
$211K
|