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 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-7- 0.59% |
$4.11K - $4.69K
|
1.17K
$684K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-7- 1.86% |
$4.11K - $4.69K
|
369
$215K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7- 1.24% |
$4.11K - $4.69K
|
556
$324K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-8- 0.8% |
$4.69K - $5.35K
|
992
$579K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-8- 1.57% |
$4.69K - $5.35K
|
500
$292K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9- 2.51% |
$5.28K - $6.02K
|
350
$204K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-9- 2.24% |
$5.28K - $6.02K
|
392
$229K
|
|
|
May 01, 2024
Q1 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-9- 0.16% |
$5.28K - $6.02K
|
5.57K
$3.25M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-9- 0.45% |
$5.28K - $6.02K
|
1.99K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-9- 0.13% |
$5.28K - $6.02K
|
6.73K
$3.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-10- 2.31% |
$5.87K - $6.69K
|
422
$246K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-10- 0.43% |
$5.87K - $6.69K
|
2.33K
$1.36M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-10- 0.88% |
$5.87K - $6.69K
|
1.12K
$654K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-10- 2.97% |
$5.87K - $6.69K
|
327
$191K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-10- 47.62% |
$5.87K - $6.69K
|
11
$6.42K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 10.2% |
$5.87K - $6.69K
|
88
$51.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-11- 0.54% |
$6.46K - $7.36K
|
2.03K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-11- 0.57% |
$6.46K - $7.36K
|
1.92K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-11- 0.79% |
$6.46K - $7.36K
|
1.38K
$804K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-11- 2.68% |
$6.46K - $7.36K
|
399
$233K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-11- 1.72% |
$6.46K - $7.36K
|
629
$367K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-11- 34.38% |
$6.46K - $7.36K
|
21
$12.3K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-11- 3.09% |
$6.46K - $7.36K
|
345
$201K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-11- 0.66% |
$6.46K - $7.36K
|
1.65K
$962K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-12- 1.83% |
$7.04K - $8.03K
|
643
$375K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-12- 0.13% |
$7.04K - $8.03K
|
9.54K
$5.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-12- 66.67% |
$7.04K - $8.03K
|
6
$3.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-12- 11.76% |
$7.04K - $8.03K
|
90
$52.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-12- 1.12% |
$7.04K - $8.03K
|
1.06K
$617K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-12- 3.39% |
$7.04K - $8.03K
|
342
$200K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-12- 1.23% |
$7.04K - $8.03K
|
963
$562K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-12- 7.41% |
$7.04K - $8.03K
|
150
$87.5K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-12- 0.06% |
$7.04K - $8.03K
|
19.6K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-12- 1.92% |
$7.04K - $8.03K
|
612
$357K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-13- 1.02% |
$7.63K - $8.7K
|
1.26K
$735K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-13- 2.75% |
$7.63K - $8.7K
|
459
$268K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-13- 3.93% |
$7.63K - $8.7K
|
318
$186K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-13- 1.27% |
$7.63K - $8.7K
|
1.01K
$588K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-13- 4.68% |
$7.63K - $8.7K
|
265
$155K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-13- 0.6% |
$7.63K - $8.7K
|
2.16K
$1.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-14- 1.53% |
$8.22K - $9.37K
|
899
$525K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-14- 0.96% |
$8.22K - $9.37K
|
1.45K
$846K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-14- 0.48% |
$8.22K - $9.37K
|
2.91K
$1.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-14- 0.45% |
$8.22K - $9.37K
|
3.13K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-14- 3.13% |
$8.22K - $9.37K
|
434
$253K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-14- 1.28% |
$8.22K - $9.37K
|
1.08K
$630K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-14- 0.67% |
$8.22K - $9.37K
|
2.08K
$1.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-15- 1.53% |
$8.8K - $10K
|
967
$564K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-15- 1.8% |
$8.8K - $10K
|
819
$478K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15- 0.54% |
$8.8K - $10K
|
2.78K
$1.62M
|