Purchases and Sales Made in Q1 2025 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q1 2025. 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 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
228+ 7.09% |
$127K - $144K
|
3.44K
$2.64M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
228+ 109.62% |
$127K - $144K
|
436
$334K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
227+ 3.14% |
$126K - $143K
|
7.46K
$5.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
224+ 8.87% |
$124K - $141K
|
2.75K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
222+ 17.32% |
$123K - $140K
|
1.5K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
220+ 0.08% |
$122K - $139K
|
261K
$200M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
218+ 11.95% |
$121K - $137K
|
2.04K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
217+ 59.94% |
$121K - $137K
|
579
$444K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
214+ 4.26% |
$119K - $135K
|
5.24K
$4.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
213+ 9.54% |
$118K - $134K
|
2.45K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
210+ 12.14% |
$117K - $132K
|
1.94K
$1.49M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
209+ 8.52% |
$116K - $132K
|
2.66K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
207+ 12.61% |
$115K - $130K
|
1.85K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
206+ 21.62% |
$114K - $130K
|
1.16K
$889K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
206New |
$114K - $130K
|
206
$158K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
205+ 8.92% |
$114K - $129K
|
2.5K
$1.92M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
201+ 0.64% |
$112K - $127K
|
31.4K
$24.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
200+ 10.18% |
$111K - $126K
|
2.17K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
200+ 1333.33% |
$111K - $126K
|
215
$165K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
200+ 11.11% |
$111K - $126K
|
2K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
197+ 15.95% |
$109K - $124K
|
1.43K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
196+ 0.13% |
$109K - $124K
|
146K
$112M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
194+ 3.65% |
$108K - $122K
|
5.5K
$4.22M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
194+ 1.91% |
$108K - $122K
|
10.4K
$7.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
192+ 19.32% |
$107K - $121K
|
1.19K
$909K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
188+ 10.82% |
$104K - $118K
|
1.93K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
188New |
$104K - $118K
|
188
$144K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
187+ 1.09% |
$104K - $118K
|
17.4K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
186+ 7.57% |
$103K - $117K
|
2.64K
$2.03M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
185+ 3.08% |
$103K - $117K
|
6.19K
$4.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
184+ 3.47% |
$102K - $116K
|
5.48K
$4.21M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
182+ 1.56% |
$101K - $115K
|
11.8K
$9.08M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
182+ 0.14% |
$101K - $115K
|
126K
$96.4M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
181+ 1.88% |
$101K - $114K
|
9.79K
$7.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
180+ 0.45% |
$100K - $113K
|
40K
$30.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
180+ 27.03% |
$100K - $113K
|
846
$649K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
180+ 56.07% |
$100K - $113K
|
501
$384K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
180+ 9.72% |
$100K - $113K
|
2.03K
$1.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
178+ 0.44% |
$98.9K - $112K
|
40.7K
$31.2M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
178+ 31.01% |
$98.9K - $112K
|
752
$577K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
176+ 49.58% |
$97.8K - $111K
|
531
$407K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
174+ 0.4% |
$96.7K - $110K
|
43.2K
$33.1M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
174+ 0.4% |
$96.7K - $110K
|
43.2K
$33.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
172+ 5.59% |
$95.6K - $108K
|
3.25K
$2.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
171+ 8.75% |
$95K - $108K
|
2.13K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
170+ 5.77% |
$94.5K - $107K
|
3.12K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
170New |
$94.5K - $107K
|
170
$130K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
169+ 8.47% |
$93.9K - $107K
|
2.17K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
169+ 5.52% |
$93.9K - $107K
|
3.23K
$2.48M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
168+ 5.16% |
$93.3K - $106K
|
3.42K
$2.62M
|