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 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-15- 4.35% |
$8.8K - $10K
|
330
$193K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-15- 0.16% |
$8.8K - $10K
|
9.57K
$5.59M
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-15- 4.39% |
$8.8K - $10K
|
327
$191K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15- 3.66% |
$8.8K - $10K
|
395
$231K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-16- 3.71% |
$9.39K - $10.7K
|
415
$242K
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-16- 1.44% |
$9.39K - $10.7K
|
1.09K
$637K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-16- 1.03% |
$9.39K - $10.7K
|
1.54K
$900K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-17- 0.3% |
$9.98K - $11.4K
|
5.56K
$3.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-17- 15.89% |
$9.98K - $11.4K
|
90
$52.5K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-17- 0.29% |
$9.98K - $11.4K
|
5.91K
$3.45M
|
|
|
May 08, 2024
Q1 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-17- 0.01% |
$9.98K - $11.4K
|
163K
$95M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-18- 0.44% |
$10.6K - $12K
|
4.09K
$2.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-18- 4.92% |
$10.6K - $12K
|
348
$203K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-18- 2.54% |
$10.6K - $12K
|
691
$403K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-18- 0.1% |
$10.6K - $12K
|
17.9K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-18- 2.9% |
$10.6K - $12K
|
602
$351K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-19- 5.64% |
$11.1K - $12.7K
|
318
$186K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-19- 5.43% |
$11.1K - $12.7K
|
331
$193K
|
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-19- 0.28% |
$11.1K - $12.7K
|
6.75K
$3.94M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-19- 5.64% |
$11.1K - $12.7K
|
318
$186K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-20- 1.51% |
$11.7K - $13.4K
|
1.31K
$762K
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-20- 1.02% |
$11.7K - $13.4K
|
1.94K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
SELL
|
- |
-20- 0.47% |
$11.7K - $13.4K
|
4.27K
$2.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-21- 0.19% |
$12.3K - $14.1K
|
10.8K
$6.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-21- 2.92% |
$12.3K - $14.1K
|
698
$407K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-21- 1.93% |
$12.3K - $14.1K
|
1.07K
$623K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-21- 0.89% |
$12.3K - $14.1K
|
2.34K
$1.37M
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-21- 2.83% |
$12.3K - $14.1K
|
720
$420K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-22- 2.36% |
$12.9K - $14.7K
|
911
$532K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-22- 0.26% |
$12.9K - $14.7K
|
8.35K
$4.88M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-22- 5.82% |
$12.9K - $14.7K
|
356
$208K
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-22- 1.23% |
$12.9K - $14.7K
|
1.77K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-23- 1.33% |
$13.5K - $15.4K
|
1.71K
$996K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-23- 2.73% |
$13.5K - $15.4K
|
821
$479K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.7% |
$14.1K - $16.1K
|
3.43K
$2M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-24- 2.48% |
$14.1K - $16.1K
|
942
$550K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-24- 0.56% |
$14.1K - $16.1K
|
4.24K
$2.47M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-24- 1.46% |
$14.1K - $16.1K
|
1.62K
$944K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-24- 2.77% |
$14.1K - $16.1K
|
841
$491K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-25- 4.72% |
$14.7K - $16.7K
|
505
$295K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-25- 5.92% |
$14.7K - $16.7K
|
397
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-26- 6.31% |
$15.3K - $17.4K
|
386
$225K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-26- 0.14% |
$15.3K - $17.4K
|
19K
$11.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-27- 3.36% |
$15.8K - $18.1K
|
777
$453K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-27- 0.61% |
$15.8K - $18.1K
|
4.43K
$2.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-29- 4.3% |
$17K - $19.4K
|
646
$377K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-29- 4.71% |
$17K - $19.4K
|
587
$343K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-29- 0.63% |
$17K - $19.4K
|
4.58K
$2.67M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-29- 25.89% |
$17K - $19.4K
|
83
$48.4K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-29- 4.97% |
$17K - $19.4K
|
555
$324K
|