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 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
166+ 16.4% |
$92.2K - $105K
|
1.18K
$903K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
163+ 36.79% |
$90.6K - $103K
|
606
$465K
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
163+ 8.95% |
$90.6K - $103K
|
1.98K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
162+ 27.88% |
$90K - $102K
|
743
$570K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
162+ 2.56% |
$90K - $102K
|
6.5K
$4.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
161New |
$89.5K - $101K
|
161
$123K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
160+ 10.6% |
$88.9K - $101K
|
1.67K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
156+ 4.58% |
$86.7K - $98.3K
|
3.56K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
156+ 4.36% |
$86.7K - $98.3K
|
3.74K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
156+ 8.18% |
$86.7K - $98.3K
|
2.06K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
154+ 2.71% |
$85.6K - $97.1K
|
5.83K
$4.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
151New |
$83.9K - $95.2K
|
151
$116K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
148+ 0.8% |
$82.2K - $93.3K
|
18.7K
$14.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
147+ 8.35% |
$81.7K - $92.6K
|
1.91K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
146+ 31.67% |
$81.1K - $92K
|
607
$465K
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
146+ 11.98% |
$81.1K - $92K
|
1.37K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
145+ 9.78% |
$80.6K - $91.4K
|
1.63K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
141+ 20.0% |
$78.3K - $88.9K
|
846
$649K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
141New |
$78.3K - $88.9K
|
141
$108K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
140+ 24.91% |
$77.8K - $88.2K
|
702
$538K
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
139+ 0.8% |
$77.2K - $87.6K
|
17.4K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
139+ 3.75% |
$77.2K - $87.6K
|
3.85K
$2.95M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
136+ 31.92% |
$75.6K - $85.7K
|
562
$431K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
136+ 4.47% |
$75.6K - $85.7K
|
3.18K
$2.44M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
135+ 900.0% |
$75K - $85.1K
|
150
$115K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
134+ 4.37% |
$74.5K - $84.5K
|
3.2K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
134+ 15.91% |
$74.5K - $84.5K
|
976
$748K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
133+ 177.33% |
$73.9K - $83.8K
|
208
$159K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
133+ 4.78% |
$73.9K - $83.8K
|
2.92K
$2.24M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
132+ 1.39% |
$73.3K - $83.2K
|
9.63K
$7.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
131+ 21.23% |
$72.8K - $82.6K
|
748
$574K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
130+ 10.53% |
$72.2K - $81.9K
|
1.37K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
127+ 5.35% |
$70.6K - $80K
|
2.5K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
127+ 2.92% |
$70.6K - $80K
|
4.48K
$3.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
126+ 15.33% |
$70K - $79.4K
|
948
$727K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
123+ 13.18% |
$68.3K - $77.5K
|
1.06K
$810K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
122+ 10.65% |
$67.8K - $76.9K
|
1.27K
$972K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
122+ 20.64% |
$67.8K - $76.9K
|
713
$547K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
121+ 12.32% |
$67.2K - $76.3K
|
1.1K
$846K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
119+ 3.89% |
$66.1K - $75K
|
3.18K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
119+ 2.58% |
$66.1K - $75K
|
4.73K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
119+ 9.19% |
$66.1K - $75K
|
1.41K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
118+ 11.84% |
$65.6K - $74.4K
|
1.12K
$855K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
117+ 2.91% |
$65K - $73.7K
|
4.14K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
117+ 3.55% |
$65K - $73.7K
|
3.41K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
117+ 1.35% |
$65K - $73.7K
|
8.78K
$6.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
116+ 5.54% |
$64.5K - $73.1K
|
2.21K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
115+ 8.08% |
$63.9K - $72.5K
|
1.54K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
115+ 7.93% |
$63.9K - $72.5K
|
1.57K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
114+ 12.67% |
$63.3K - $71.8K
|
1.01K
$778K
|